TELSTRA GROUP LIMITED (TLS)
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TLS - TELSTRA GROUP LIMITED

FNArena Sector : Telecommunication
Year End: June
GICS Industry Group : Telecommunication Services
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

$4.01

05 Dec
2022

0.010

OPEN

$4.00

0.25%

HIGH

$4.03

15,610,830

LOW

$3.98

TARGET
$4.45

+0.02 change from previous day

11.0% upside
Franking for last dividend paid out: 100%
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FNARENA'S MARKET CONSENSUS FORECASTS
TLS: 1
Title FY21
Actual
FY22
Actual
FY23
Forecast
FY24
Forecast
EPS (cps) xxx 14.4 16.8 xxx
DPS (cps) xxx 16.5 17.0 xxx
EPS Growth xxx - 8.2% 16.7% xxx
DPS Growth xxx 3.1% 3.0% xxx
PE Ratio xxx N/A 23.9 xxx
Dividend Yield xxx N/A 4.2% xxx
Div Pay Ratio(%) xxx 114.9% 101.4% xxx

Dividend yield today if purchased 3 years ago: 4.46%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

4.13

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: 24/08 - ex-div 8.5c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx14.4
DPS All xxxxxxxxxxxxxxx16.5
Sales/Revenue xxxxxxxxxxxxxxx21,277.0 M
Book Value Per Share xxxxxxxxxxxxxxx133.0
Net Operating Cash Flow xxxxxxxxxxxxxxx6,822.0 M
Net Profit Margin xxxxxxxxxxxxxxx7.93 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx11.28 %
Return on Invested Capital xxxxxxxxxxxxxxx6.21 %
Return on Assets xxxxxxxxxxxxxxx4.01 %
Return on Equity xxxxxxxxxxxxxxx11.28 %
Return on Total Capital xxxxxxxxxxxxxxx8.48 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx2,758.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.7

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

12/08/2022

3

Neutral

$4.00

(07/09/2022)

-0.25%

In the wake of FY22 results for Telstra, Macquarie adjusts its FY23-25 EPS forecasts by 5%, -5% and -9%, respectively, to reflects softer NBN margins and increased competition in enterprise fibre. The target falls by -7% to $3.80 and the Neutral rating is unchanged.

While the FY22 result exceeded the broker's (and the consensus) forecast, management's FY23 outlook was a slight miss, as was capex guidance. The result was inflated by a profit on asset sales, in the analyst's view.

Macquarie sees limited downside risk to the dividend (increased to 8.5cps per half), but doesn't see another increase until FY25, as the EPS-based payout ratio is around 100%.

FORECAST
Macquarie forecasts a full year FY23 dividend of 17.00 cents and EPS of 15.80 cents.
Macquarie forecasts a full year FY24 dividend of 17.00 cents and EPS of 17.40 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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TLS STOCK CHART