Australia · Delayed Price · Currency is AUD Telstra Group Earnings Call Transcripts
Fiscal Year 2026
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First half results showed resilient earnings growth, strong cost control, and increased dividends, with ongoing investment in digital infrastructure, AI, and customer experience. Spectrum renewal costs and competitive pressures remain key risks.
Fiscal Year 2025
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The AGM highlighted strong financial growth, a 5.6% dividend increase, and the launch of the Connected Future 30 strategy. Shareholders discussed digital inclusion, environmental commitments, and governance, with board elections and remuneration items supported. Voting participation reached 53%.
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The Connected Future 30 strategy targets growth through FY30, with major investments in 5G, fiber, and digital transformation. Financial guidance for FY26 projects 5.5%–10% EBIT growth, supported by disciplined capital management and a strong balance sheet.
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Delivered strong FY 2025 results with 14% EBITDA and 31% profit growth, increased dividends, and major share buybacks. Mobile and fixed segments grew EBITDA, while international faced headwinds. FY 2026 guidance targets further cash EBIT growth and continued capital returns.
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The Connected Future 30 strategy targets leadership in connectivity, digital infrastructure, and efficiency, aiming for mid-single-digit cash earnings growth and 10% ROIC by FY 2030. Major investments in 5G, AI, and intercity fiber underpin growth, while disciplined capital management and sustainability remain central.
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Reported strong first-half growth with EBITDA up 6% and net profit up 7.1%, driven by mobile and infrastructure segments. Announced a AUD 750 million share buyback and increased dividend, while maintaining FY25 guidance and investing further in 5G and AI capabilities.
Fiscal Year 2024
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The AGM highlighted strong underlying financial growth, increased dividends, and major investments in digital infrastructure, while addressing challenges in enterprise performance and customer service. Shareholders approved all resolutions, including a new auditor and director re-election, with ongoing focus on governance, cybersecurity, and sustainability.
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Underlying EBITDA grew 3.7% to AUD 8.2 billion, driven by strong mobile and infrastructure performance, while reported results were impacted by AUD 715 million in one-off costs. FY 2025 guidance was tightened upward, with continued focus on cost reduction, enterprise reset, and strategic investments in digital infrastructure.