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Dollar General: The Rural Retailer Playbook
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TPG Telecom
TPG Telecom (TPG) investor relations material
TPG Telecom H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Feb, 2026
Executive summary
Achieved a milestone year of transformation, simplification, and network enhancement, including successful regional network sharing and sale of fiber infrastructure and EGW Fixed operations, strengthening the financial position.
Delivered market-leading mobile trading performance, with subscriber growth accounting for the majority of industry net adds and increased market share, especially via digital-first brands.
Returned over AUD 3.3 billion to shareholders and paid down AUD 2.7 billion in debt, with dividends now franked at 30% and targeted to grow in line with profit and cash flow.
Cash flow and ROIC momentum increased due to cost control, investment cycle completion, and debt reduction.
Customer wellbeing initiatives were expanded, focusing on vulnerable customers and accessibility.
Financial highlights
Service revenue up 2.2% to AUD 4.179 billion year-over-year, driven by strong mobile subscriber and ARPU growth.
Mobile service revenue up 4.2% to AUD 2.423 billion; gross margin up 1.7% to AUD 2.002 billion; excluding regional sharing costs, gross margin up 3.6%.
EBITDA (pro forma, excluding one-offs) up 2% to AUD 1.637 billion, above guidance midpoint; would have been 5.7% without regional expansion costs.
Operating free cash flow nearly doubled to AUD 1.291 billion; free cash flow to equity was AUD 5.751 billion, enabling significant debt repayment and capital return.
ROIC up 0.66 percentage points to 5.42% pro forma, driven by capital efficiency and asset sales.
Outlook and guidance
FY26 EBITDA guidance: AUD 1.665–1.735 billion (midpoint AUD 1.7 billion, ~4% pro forma growth), driven by mobile revenue growth and cost discipline.
CapEx guidance: AUD 750 million for FY26, with significant reductions expected from FY27 onward.
Free cash flow to equity expected to reach around AUD 600 million by FY27, with ongoing dividend growth and further leverage reduction.
Continued focus on organic cash flow generation, mobile service revenue growth, cost discipline, and capital efficiency to drive higher margins and ROIC.
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Next TPG Telecom earnings date
Q2 202621 Aug, 2026
TPG Telecom
Next TPG Telecom earnings date
Q2 202621 Aug, 2026
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Frequently asked questions
TPG Telecom Limited is an Australia-based telecommunications company offering a wide range of services, including mobile, broadband, fixed-line, and enterprise communications. The company serves residential, business, and government customers across Australia, leveraging its extensive network infrastructure, which includes fiber-optic and mobile networks. TPG Telecom operates under several well-known brands, such as Vodafone, TPG, iiNet, and AAPT. The company is headquartered in North Sydney, Australia, and its shares are listed on the Australian Securities Exchange.
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