Aussie Broadband (ABB) Investor Day 2025 summary

Strategic overview and future ambitions

• Targeting group revenue over AUD 1.6 billion by FY 2028, with residential contributing no more than 60% of total revenue and an EBITDA margin above 12.5%.

• Aiming for at least 20% compound annual growth in earnings per share and an NBN market share of over 11% by FY 2028, equating to about 1 million connections.

• Five strategic priorities: growth across all segments, service leadership, technology modernization, fiber network expansion, and security.

• Transitioning to a segment-based structure to enhance customer and financial outcomes, focusing on customer experience and operational efficiency.

• Maintaining disciplined cost management and leveraging automation and digital tools to drive productivity.

Business evolution and market positioning

• Evolved into a diversified telco group with deep capabilities across residential, business, enterprise, government, and wholesale segments.

• Recent acquisitions of Over the Wire (2022) and Symbio (2024) have expanded business and wholesale capabilities.

• Holds 8.1% market share of on-net NBN services, with 768k broadband and 211k mobile connections as of March 2025.

• Recognized as Australia’s most trusted telco and ranked 33rd most trusted brand nationally.

• Significant investment in owned fibre assets and industry-leading software platforms.

Residential, business, and wholesale strategies

• Residential strategy leverages a dual-brand approach (Aussie and Buddy) to target both premium and value segments, with a focus on high-speed plans and digital innovation.

• Business, enterprise, and government segments unified for scale, offering configurable products and aiming to double fiber tenancy penetration in on-net buildings.

• Wholesale division aims to dominate by 2028, leveraging two Tier-1 voice networks, enablement platforms, and expanding into APAC markets.

• New partnership with Optus extends mobile reach and supports ambitions to double MVNO market share, especially in regional Australia.

• Technology investments include a new internal cloud platform, unified architecture, and enhanced security to support scalable growth.