Australia · Delayed Price · Currency is AUD Telstra Group Earnings Call Transcripts
Fiscal Year 2026
-
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
-
The AGM highlighted strong financial growth, increased dividends, and major investments in network and digital infrastructure. Shareholders engaged on governance, environmental commitments, and customer service, with the board addressing risks and supporting all resolutions.
-
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.
-
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.
-
Connected Future 30 aims to drive growth through leadership in mobile and digital infrastructure, network innovation, and disciplined capital management. The strategy targets mid-single-digit cash earnings CAGR, 10% ROIC by FY 2030, and major advances in AI, sustainability, and customer experience.
-
Delivered strong first-half growth with EBITDA up 6% and net profit up 7.1%, supported by cost reductions and disciplined capital management. Announced a AUD 750 million share buyback, increased dividend, and continued investment in 5G and fiber networks.
Fiscal Year 2024
-
The AGM highlighted strong underlying financial growth, increased dividends, and major investments in digital infrastructure, while addressing ongoing challenges in customer service and enterprise business performance. Shareholders approved all resolutions, including a new auditor and director re-election.
-
Underlying EBITDA rose 3.7% to AUD 8.2 billion, with strong mobile and infrastructure growth, while reported results were impacted by AUD 715 million in one-off costs. FY 2025 guidance was tightened, and the company remains focused on cost reduction, digital investment, and dividend growth.