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Company Name: Telstra Group Limited
ASX Ticker: TLS (Telstra Corporation Limited: TL1)
Headquarters: Melbourne, Australia
CEO: Vicki Brady
Chair: John Mullen (outgoing), Craig Dunn (incoming)
Industry: Telecommunications
Introduction:
Telstra Group Limited is Australia’s leading telecommunications and technology company, known for its extensive network infrastructure and innovative services. As the country's largest provider of mobile, fixed-line, internet, and digital television services, Telstra plays a crucial role in connecting Australians across urban and rural areas. The company is also a significant player in the Asia-Pacific region, operating the largest subsea cable network and investing heavily in digital infrastructure to support future growth.
Financial Highlights (6 months ending December 31, 2023):
Outlook:
Telstra’s FY24 guidance has been reaffirmed, with underlying EBITDA expected to be between $8.2 to $8.3 billion. The company remains committed to reducing costs and maintaining a strong financial position in a challenging economic environment.
T25 Strategy:
Telstra is in the second year of its T25 strategy, which is designed to strengthen its competitive advantage and build a "moat" around its core businesses, ensuring long-term sustainable growth. The strategy focuses on:
Building a Moat:
Telstra’s ongoing investments in network infrastructure, cybersecurity, and customer experience are designed to create significant barriers to entry for competitors. The company’s leadership in 5G technology and its vast subsea cable network are key components of this moat, ensuring that Telstra remains the provider of choice for consumers and businesses alike.
Challenges:
While Telstra’s mobile business continues to thrive, other segments, particularly Network Applications & Services (NAS) within the Enterprise Fixed business, face challenges due to market trends. The company has initiated a detailed review of its domestic Enterprise business and is taking steps to address these challenges.
Mobile:
Fixed Consumer & Small Business:
Enterprise Fixed:
Infrastructure:
Board of Directors:
Telstra’s board comprises a diverse group of experienced professionals, with a balance of gender and expertise. The board is committed to overseeing Telstra’s strategic direction and ensuring long-term shareholder value.
Sustainability:
Telstra is a leader in sustainability initiatives within the telecommunications sector in Australia. The company is focused on reducing carbon emissions, enhancing digital inclusion, and contributing positively to the communities it serves. These efforts are integral to Telstra's strategy of building a sustainable business that benefits all stakeholders.
General Enquiries:
Phone: 03 8647 4838
Email: companysecretary@team.telstra.com
Investor Relations:
Phone: 1800 880 679
Email: investor.relations@team.telstra.com
More Information:
For detailed financial reports, strategy updates, and other investor information, visit Telstra’s
Dear valued investors,
I am pleased to present the Owner's Manual for Telstra Group Limited (ASX: TLS), an in-depth guide to our company's strategy, operations, and growth potential.
As Australia's leading telecommunications and technology company, Telstra is dedicated to connecting people, businesses, and communities across the country and beyond. Our commitment to providing reliable, secure, and innovative services, from mobile and fixed-line to digital infrastructure, positions us at the forefront of the industry. We are continually enhancing our network leadership, investing in cutting-edge technology, and building a strong competitive moat that will secure our place in the market for years to come.
This Owner's Manual provides a comprehensive overview of our business segments, including the strong performance of our mobile division, the growth in our infrastructure assets, and our strategic approach to Network Applications & Services (NAS). It also highlights our T25 strategy, which is central to our vision for sustainable growth and long-term shareholder value. Our ongoing investments in network expansion, digitisation, and customer experience are designed to keep Telstra ahead of the curve in an increasingly digital world.
Thank you for your continued support as we drive Telstra forward, building on our legacy and embracing the opportunities of the future.
Sincerely,
Vicki Brady
Chief Executive Officer
Telstra Group Limited
[Visual: Telstra logo on a clean white background.]
Vicki Brady:
"Welcome, investors, to the Telstra family. As partners in Australia’s leading telecommunications company, you play a crucial role in our journey to connect communities and drive innovation."
[Visual: CEO Vicki Brady in a bright, modern office, smiling at the camera.]
Vicki Brady:
"Hi, I’m Vicki Brady, CEO of Telstra. I’m thrilled to have you with us as we continue to build on our legacy and shape the future of connectivity in Australia."
[Visual: Clips of Telstra’s network infrastructure, like 5G towers and data centers, followed by people using phones and computers.]
Vicki Brady:
"In your Owner's Manual, you’ll find the key points of our strategy—what we’re focusing on to keep Telstra strong and growing."
[Visual: Footage of Telstra employees at work and digital graphics showing growth charts.]
Vicki Brady:
"We’re investing in expanding our 5G network, enhancing our digital infrastructure, and improving customer experiences. These are the building blocks of our success."
[Visual: A simple graphic that highlights ‘Mobile Growth,’ ‘Infrastructure Investment,’ and ‘Network Applications & Services (NAS).’]
Vicki Brady:
"Our mobile services are at the heart of our growth. We’re also leading in digital infrastructure, and our NAS offerings help businesses stay ahead in a digital world."
[Visual: Vicki Brady back in the office, speaking directly to the camera.]
Vicki Brady:
"As an investor, you’re a key part of this journey. Together, we’re driving Telstra’s future—creating value and ensuring we remain the leader in Australian telecommunications."
"Thank you for your continued partnership. We’re excited about what’s next, and we’re glad to have you with us."
[Music fades out as the screen shows Telstra’s contact information and website for more details.]
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