Overview
- This week Telstra reported A$2.24 billion in attributable profit for the year to June 30, up about 3.2 percent, and announced a fresh A$1 billion share buyback plus a higher full‑year dividend of 21 cents per share.
- Management reaffirmed FY27 guidance of EBITDAaL A$8.5–8.8 billion and cash EBIT A$4.75–4.95 billion and said it will lift capital expenditure to strengthen network resilience and continue the Aura fibre build.
- An ACCC inquiry followed a July software fault that at peak affected roughly 45 percent of the network, and Telstra has hired external experts and credited customer accounts as part of remediation.
- The company cut about 1,200 roles over the year while CEO Vicki Brady’s pay rose 11 percent to $6.8 million, a combination that has sharpened scrutiny of Telstra’s governance choices.
- Telstra’s mobile arm remains the main earnings driver with rising ARPU and revenue, but higher infrastructure costs, competition from partners and rivals such as Starlink, and tougher regulation could reshape strategy and returns.