Telstra Group Limited (TLGPY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Telstra Group Limited (TLGPY) trades at $17.31. Telstra Group Limited is a leading telecommunications and information services provider based in Australia, serving businesses, governments, and individuals both domestically and internationally. Market cap: $38.56B, Sector: Communication services.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for TLGPY: TLGPY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TLGPY against Communication Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
TLGPY: 1/1 perspectives are bearish.
How is this calculated? →Telstra Group Limited (TLGPY) Media & Communications Profile
Telstra Group Limited, an Australian telecommunications giant, delivers comprehensive communication and information services globally. With a diverse portfolio spanning mobile, fixed, and cloud solutions, Telstra leverages its extensive network infrastructure and customer loyalty programs to maintain a strong market presence amid evolving industry dynamics and competition from companies like CMCSA.
What Is the Investment Thesis for TLGPY?
Telstra Group Limited presents a compelling investment case based on its established market position and diverse service offerings. With a market capitalization of $38.56B and a P/E ratio of 26.27, the company demonstrates financial stability and profitability, supported by a profit margin of 9.8% and a gross margin of 28.0%. A key value driver is Telstra's extensive infrastructure network and customer base, which provides a competitive edge. Growth catalysts include expansion in cloud services and industry solutions, targeting government and enterprise clients. However, potential risks include increasing competition in the telecommunications sector and the need for continuous investment in technology upgrades to maintain market relevance. The dividend yield of 3.81% offers an attractive return for investors.
Based on FMP financials and quantitative analysis
TLGPY Key Highlights
- Market capitalization of $38.56B reflects Telstra's significant presence in the telecommunications market.
- P/E ratio of 26.27 indicates investor valuation of Telstra's earnings relative to its share price.
- Profit margin of 9.8% demonstrates Telstra's ability to generate profit from its revenue.
- Gross margin of 28.0% highlights Telstra's efficiency in managing production costs.
- Dividend yield of 3.81% provides a steady income stream for investors.
Who Are TLGPY's Competitors?
TLGPY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AAFRF Airtel Africa Plc | $4.52 | -1.80% | $16.44B | 52 |
| AMXOF América Móvil, S.A.B. de C.V. | $1.23 | +0.00% | $73.87B | 54 |
| ATNI ATN International, Inc. | $24.72 | -0.36% | $380.21M | 55 |
| CABO Cable One, Inc. | $46.96 | -3.99% | $266.40M | — |
| CMCSA Comcast Corporation | $23.54 | -1.07% | $84.07B | 89 |
| GOGO Gogo Inc. | $3.83 | +7.28% | $517.96M | 71 |
| ATEX Anterix Inc. | $105.03 | -0.11% | $2.05B | 68 |
| TEO Telecom Argentina S.A. | $13.04 | +3.90% | $5.62B | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TLGPY's Key Strengths?
- Extensive network infrastructure
- Strong brand recognition
- Established customer base
- Diverse service offerings
What Are TLGPY's Weaknesses?
- High capital expenditure requirements
- Exposure to regulatory changes
- Dependence on the Australian market
- Complex organizational structure
What Could Drive TLGPY Stock Higher?
- Expansion of 5G network infrastructure to enhance mobile service capabilities.
- Development and deployment of new cloud-based solutions for enterprise clients.
- Implementation of customer loyalty programs to improve retention rates.
- Potential partnerships with technology companies to expand service offerings.
What Are the Key Risks for TLGPY?
- Increasing competition from other telecommunications providers.
- Rapid technological advancements leading to obsolescence of existing infrastructure.
- Cybersecurity threats and data breaches compromising customer information.
- Economic downturn impacting consumer spending on telecommunication services.
What Are the Growth Opportunities for TLGPY?
- Expansion in Cloud Services: Telstra can capitalize on the growing demand for cloud-based solutions among businesses and government entities. The global cloud computing market is projected to reach $832.1 billion by 2025, presenting a significant opportunity for Telstra to expand its cloud service offerings. By leveraging its existing infrastructure and expertise, Telstra can offer tailored cloud solutions to its enterprise clients, driving revenue growth and increasing market share. Timeline: Ongoing.
- 5G Network Expansion: The ongoing rollout of 5G networks presents a significant growth opportunity for Telstra. As 5G technology becomes more prevalent, Telstra can leverage its network infrastructure to offer enhanced mobile and data services to its customers. The global 5G market is expected to reach $667.90 billion by 2030, providing a substantial market for Telstra to tap into. Timeline: Ongoing.
- Industry Solutions for Government and Enterprise: Telstra can further penetrate the government and enterprise sectors by offering customized industry solutions. These solutions can include network management, unified communications, and security services tailored to the specific needs of these clients. The market for IT services in the government and enterprise sectors is substantial, offering Telstra a significant opportunity to grow its revenue and expand its customer base. Timeline: Ongoing.
- Telstra Plus Customer Loyalty Program: Telstra can leverage its Telstra Plus customer loyalty program to enhance customer retention and drive sales. By offering exclusive benefits and rewards to its loyal customers, Telstra can encourage repeat business and increase customer lifetime value. The loyalty program can also be used to cross-sell and up-sell other Telstra products and services, further boosting revenue. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: Telstra can pursue strategic partnerships and acquisitions to expand its capabilities and market reach. By partnering with other technology companies, Telstra can offer a wider range of services and solutions to its customers. Acquisitions can also provide Telstra with access to new markets and technologies, accelerating its growth and enhancing its competitive position. Timeline: Ongoing.
What Opportunities Does TLGPY Have?
- Expansion in cloud services
- 5G network rollout
- Growth in IoT market
- Strategic partnerships and acquisitions
What Threats Does TLGPY Face?
- Increasing competition
- Technological obsolescence
- Cybersecurity threats
- Economic downturn
What Are TLGPY's Competitive Advantages?
- Extensive network infrastructure provides a significant barrier to entry for competitors.
- Strong brand recognition and customer loyalty in the Australian market.
- Established relationships with government and enterprise clients.
- Telstra Plus customer loyalty program enhances customer retention.
What Does TLGPY Do?
Founded in 1901 and headquartered in Melbourne, Australia, Telstra Group Limited has evolved from a government-owned entity to a publicly traded telecommunications leader. Originally known as Telstra Corporation Limited, the company rebranded in November 2022 to Telstra Group Limited. Telstra operates across four key segments: Telstra Consumer and Small Business, focusing on retail customers and small enterprises; Telstra Enterprise, catering to government and large business clients with network and IT solutions; Networks and IT, managing the company's technology infrastructure; and Telstra InfraCo, overseeing the fixed passive network infrastructure. Telstra's core offerings include telecommunication, media, and technology products and services delivered via mobile and fixed network technologies. The company operates call centers, retail stores, a dealership network, digital channels, and the Telstra Plus customer loyalty program. Beyond traditional telecom services, Telstra provides network capacity and management, unified communications, cloud, security, and integrated monitoring services. Its infrastructure division manages data centers, exchanges, poles, ducts, pits, pipes, and a fiber network, offering wholesale access to other carriers and service providers.
What Products and Services Does TLGPY Offer?
- Provides telecommunications services to individuals, businesses, and governments.
- Offers mobile and fixed network technologies.
- Operates call centers, retail stores, and digital channels.
- Provides network capacity and management services.
- Offers unified communications, cloud, and security solutions.
- Manages fixed passive network infrastructure, including data centers and fiber networks.
- Provides wholesale services to other carriers and service providers.
How Does TLGPY Make Money?
- Generates revenue from telecommunication services, including mobile and fixed-line subscriptions.
- Earns revenue from data and internet services.
- Provides network and IT solutions to government and enterprise clients.
- Offers wholesale services to other telecommunication providers.
What Industry Does TLGPY Operate In?
Telstra Group Limited operates within the dynamic telecommunications services industry, which is characterized by rapid technological advancements and evolving consumer demands. The industry is witnessing a shift towards cloud-based solutions, 5G network expansion, and increased demand for data services. Telstra competes with other major players like CMCSA and faces competition from emerging technologies and alternative service providers. The telecommunications industry is experiencing moderate growth, driven by increasing internet penetration and the adoption of smart devices. Telstra's established infrastructure and customer base position it favorably to capitalize on these trends, but it must continue to innovate to maintain its competitive edge.
Who Are TLGPY's Key Customers?
- Individual consumers seeking mobile and internet services.
- Small businesses requiring telecommunication solutions.
- Large enterprises needing network and IT infrastructure.
- Government agencies requiring secure communication and data services.
FY2026 estForward Outlook
Wall Street analysts project Telstra Group Limited revenue of about $24.32B for fiscal 2026, with EPS near $1.05. The estimate reflects 13 contributing analysts.
F-Score 6/9Financial Health
Telstra Group Limited's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.97 places it in the grey zone, a middle ground that warrants monitoring.
ROE 17%Key Financial Metrics
Return on equity for Telstra Group Limited stands at 16.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 5.1%, showing how much profit it generates from its asset base. TLGPY trades at a trailing price-to-earnings ratio of 24.92, above the Communication Services sector average of ~18x. Its free cash flow yield is 8.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.58 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 4.0%, the inverse of the P/E and a quick read on earnings relative to price.
Telstra Group Limited (TLGPY) Valuation Context
Valued at $38.56B, TLGPY is classified as a large-cap stock.
Company Profile
Telstra Group Limited operates in the Telecommunications Services industry within the Communication Services sector. It is headquartered in Melbourne, AU. The company is led by CEO Vicki Maree Brady. TLGPY has traded publicly since 1997.
TLGPY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Telstra's recent insider buying indicates strong confidence in the company's future, suggesting that leadership believes in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting Telstra's advancements in 5G technology and its strategic positioning in the telecommunications market.
- Recent partnerships and innovations have sparked optimism among investors, showcasing Telstra's commitment to enhancing customer experience and expanding its services.
- Analysts have noted improvements in operational efficiency, which could translate to better profitability and market competitiveness moving forward.
Bear Case
- Despite positive sentiment, concerns about regulatory pressures in the telecommunications sector could impact Telstra's operational flexibility and growth.
- Some community members express skepticism over Telstra's ability to maintain its market share amidst increasing competition from new entrants and established rivals.
- Recent discussions have pointed to potential challenges with customer retention, as consumers seek more flexible and affordable service options.
- Market perception remains cautious as investors weigh the impact of macroeconomic factors on Telstra's long-term growth trajectory.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TLGPY Latest News
No recent news available for TLGPY.
TLGPY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TLGPY.
Price Targets
Wall Street price target analysis for TLGPY.
TLGPY MoonshotScore
What does this score mean?
The MoonshotScore rates TLGPY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Vicki Maree Brady
Chief Executive Officer
Vicki Brady is the Chief Executive Officer of Telstra, bringing extensive experience in the telecommunications industry. Prior to her appointment as CEO, she held various leadership roles within Telstra, including Group Executive of Consumer and Small Business. Her background includes a strong focus on customer experience, digital transformation, and driving growth in competitive markets. She has been instrumental in shaping Telstra's strategic direction and navigating the evolving telecommunications landscape.
Track Record: Under Vicki Brady's leadership, Telstra has focused on expanding its 5G network, enhancing customer service, and driving digital innovation. She has overseen the implementation of key strategic initiatives aimed at improving customer satisfaction and streamlining operations. Her focus on customer-centric strategies has contributed to Telstra's continued market leadership. She manages 31876 employees.
Telstra Group Limited ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. TLGPY functions as a Level 1 ADR, meaning it trades over-the-counter (OTC) without needing to meet the stringent listing requirements of exchanges like the NYSE or NASDAQ. This allows U.S. investors to invest in Telstra Group Limited relatively easily.
- Home Market Ticker: Australian Securities Exchange (ASX), Australia
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: TLGP
TLGPY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market, indicating that Telstra Group Limited (TLGPY) has limited regulatory oversight and disclosure requirements compared to companies listed on exchanges like the NYSE or NASDAQ. Companies in this tier may not be required to meet minimum financial standards or reporting requirements, leading to increased risks for investors due to potential lack of transparency and information.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited regulatory oversight and disclosure requirements
- Potential for information asymmetry and lack of transparency
- Lower trading volumes and wider bid-ask spreads
- Higher price volatility
- Increased risk of fraud or manipulation
- Verify the company's registration and legal standing.
- Obtain and review available financial reports, if any.
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Understand the risks associated with investing in OTC securities.
- Consult with a financial advisor before investing.
- Monitor news and developments related to the company.
- Established history as Telstra Corporation Limited
- Significant market capitalization ($41.83B)
- Operations in a regulated industry (telecommunications)
- Availability of some financial information, even if limited
Common Questions About TLGPY (Communication Services)
What does Telstra Group Limited do?
Telstra Group Limited is a telecommunications and information services company that provides a wide range of services to consumers, small businesses, large enterprises, and government clients. These services include mobile and fixed-line telecommunications, internet access, cloud computing, network management, and security solutions. Telstra operates primarily in Australia but also has international operations. The company's business model focuses on providing reliable and innovative communication solutions to meet the evolving needs of its diverse customer base, leveraging its extensive network infrastructure and technology expertise.
What are the main risks for TLGPY?
Telstra Group Limited faces several risks, including increasing competition in the telecommunications industry, rapid technological advancements that could render existing infrastructure obsolete, and cybersecurity threats that could compromise customer data. Economic downturns could also impact consumer spending on telecommunication services. Additionally, as an ADR, TLGPY is subject to currency risk, as fluctuations in the exchange rate between the U.S. dollar and the Australian dollar can affect the value of the investment. Investors should carefully consider these risks before investing in TLGPY.
What are the key factors to evaluate for TLGPY?
Evaluate TLGPY on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does TLGPY data refresh on this page?
TLGPY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TLGPY's recent stock price performance?
Telstra Group Limited (TLGPY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Extensive network infrastructure. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TLGPY overvalued or undervalued right now?
Valuing Telstra Group Limited (TLGPY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TLGPY?
Before investing in Telstra Group Limited (TLGPY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding TLGPY to a portfolio?
Key strength of Telstra Group Limited (TLGPY): Extensive network infrastructure. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for TLGPY, which may provide additional insights.
- OTC market data may have limited availability and reliability.