TELSTRA GROUP LIMITED (TLS)
Share Price Analysis and Chart

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TLS - TELSTRA GROUP LIMITED

FNArena Sector : Telecommunication
Year End: June
GICS Industry Group : Telecommunication Services
Debt/EBITDA: 2.06
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Telstra is Australia's largest telecommunications company which builds and operates telecommunications networks. It provides voice, mobile, internet access, pay TV and related products and services. Formerly government owned, Telstra was privatised in stages with the first tranche of shares listed in 1997.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.70

05 Jul
2024

0.030

OPEN

$3.67

0.82%

HIGH

$3.72

14,061,672

LOW

$3.66

TARGET
$4.00 8.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
5GG . 5GN . ABB . CNU . ESK . FSG . HTA . MAQ . SLC . SPK . ST1 . TPG . TPG . TUA .
FNARENA'S MARKET CONSENSUS FORECASTS
TLS: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 16.7 18.2 xxx
DPS (cps) xxx 17.0 18.0 xxx
EPS Growth xxx 16.3% 8.7% xxx
DPS Growth xxx 3.0% 5.9% xxx
PE Ratio xxx N/A 20.4 xxx
Dividend Yield xxx N/A 4.9% xxx
Div Pay Ratio(%) xxx 101.8% 99.2% xxx

Dividend yield today if purchased 3 years ago: 4.55%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.59

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 28/02 - ex-div 9c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx16.7
DPS All xxxxxxxxxxxxxxx17.0
Sales/Revenue xxxxxxxxxxxxxxx22,702.0 M
Book Value Per Share xxxxxxxxxxxxxxx133.3
Net Operating Cash Flow xxxxxxxxxxxxxxx6,243.0 M
Net Profit Margin xxxxxxxxxxxxxxx8.49 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx12.48 %
Return on Invested Capital xxxxxxxxxxxxxxx7.04 %
Return on Assets xxxxxxxxxxxxxxx4.45 %
Return on Equity xxxxxxxxxxxxxxx12.48 %
Return on Total Capital xxxxxxxxxxxxxxx9.92 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx1,805.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx3,110 M
Long Term Debt xxxxxxxxxxxxxxx12,756 M
Total Debt xxxxxxxxxxxxxxx15,866 M
Goodwill - Gross xxxxxxxxxxxxxxx3,555 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx932 M
Price To Book Value xxxxxxxxxxxxxxx3.22

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx3,870.0 M
Capex % of Sales xxxxxxxxxxxxxxx17.05 %
Cost of Goods Sold xxxxxxxxxxxxxxx16,948 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx2,533 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx355 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

22/05/2024

1

Overweight

$4.20

13.51%

Telstra Group will cut -9% of its total workforce to reduce fixed costs by around -$250m per year as the decline in Enterprise division revenue has accelerated, explains Morgan Stanley.

The analysts note software companies globally are displacing traditional telcos for telephony and connectivity.

Separately, the company will remove its CPI-linked annual price increases for post-paid Mobile for FY25.

The target falls to $4.20 from $4.50 and the broker's Overweight rating is retained given shareholders, on the broker's projections, can still expect a progressively rising absolute dividend. Industry view: In-line.

FORECAST
Morgan Stanley forecasts a full year FY24 EPS of 17.80 cents.
Morgan Stanley forecasts a full year FY25 EPS of 18.70 cents.

Morgans

xx/xx/xxxx

5

xxxxxxxxx xx xxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

TLS STOCK CHART

FNArena News on TLS

1
Rudi’s View: Met Coal, Banks, GenAi & Buying-The-Dip

Jul 04 2024 - Rudi's View
2
June In Review: FY24 Another Double Digit Return

Jul 03 2024 - Australia
3
Australian Broker Call *Extra* Edition – Jun 27, 2024

Jun 27 2024 - Daily Market Reports
4
Rudi’s View: Copper, Lithium, Retailers & TechnologyOne

Jun 27 2024 - Rudi's View
5
ESG Focus: Do Data Centres Threaten ESG Targets?

Jun 24 2024 - ESG Focus

Latest Telecommunication News

1
Strong Growth Underpins Superloop Optimism

Jul 04 2024 - Small Caps
2
Is Telstra’s Dividend Outlook At Risk?

May 29 2024 - Australia
3
Weekly Ratings, Targets, Forecast Changes – 15-03-24

Mar 18 2024 - Weekly Reports
4
Cloud And AI Trends Buoy Macquarie Technology

Jun 22 2023 - Small Caps
5
Treasure Chest: Tide Turns For Telstra?

Apr 27 2023 - Treasure Chest
6
Cybersecurity On The ASX

Apr 11 2023 - Small Caps
7
Mobile Momentum Drives Telstra

Feb 20 2023 - Australia
8
Super Strategic Acquisition from Superloop

Sep 29 2022 - Small Caps
9
Symbio Strategy Targets Asian Expansion

Sep 08 2022 - Small Caps
10
Finally, A New Growth Phase For Telstra?

Aug 17 2022 - Australia