TPG Telecom stock weighs half year earnings and roaming shift

Published on 10/07/2026 at 03:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TPG Telecom stock was AUD 3.82 on October 7, 2026, while half year EBITDA reached AUD 821 million. Twelve analysts set a Buy consensus and AUD 4.093 average target.

TPG Telecom, AU0000090128, Illustration mit AI erstellt.

TPG Telecom stock (ISIN AU0000090128) was trading at AUD 3.82 on ASX on October 7, 2026 at 11:43 a.m. AEDT, up 0.26 percent from the prior close of AUD 3.81. The latest company figures put the investment debate between stronger cash generation and a very slim earnings margin.

Half year earnings improve

For the six months ended June 30, 2026, service revenue reached AUD 2.071 billion and mobile revenue increased 3.1 percent, supported by 64,000 additional mobile subscribers, The Globe and Mail reported on October 5, 2026.

The same report said EBITDA rose to AUD 821 million and net profit reached AUD 35 million after TPG Telecom repaid AUD 2.7 billion of bank debt. Simply Wall St listed first half adjusted earnings per share at AUD 0.018, compared with AUD 0.017 in the first half of 2025, while revenue was AUD 2.43 billion versus AUD 2.45 billion, Simply Wall St reported on October 3, 2026.

Consensus points to AUD 4.093

The analyst picture is more constructive than the thin profit margin. Investing.com reported a Buy consensus based on 12 analysts, with an average 12-month target of AUD 4.093, a high estimate of AUD 4.70 and a low estimate of AUD 3.60.

That spread matters because the latest price sits below the consensus average while remaining inside the current 52-week range. The forecast also carries a counterweight: Simply Wall St said the 2026 revenue estimate was reduced from AUD 5.14 billion to AUD 5.07 billion, while the consensus EPS estimate increased from AUD 0.032 to AUD 0.039.

Emergency roaming adds a service angle

TPG Telecom has joined Telstra and Optus in Temporary Disaster Roaming, which allows customers to connect to another participating network when a primary network is disrupted during a regional disaster, ACS reported on October 6, 2026.

The system supports essential calls, text messages and limited data, but activation is restricted to up to three disaster areas at once, with each area covering up to 15 mobile sites. For TPG Telecom, the initiative adds a public-safety dimension to a mobile business whose first half mobile revenue already grew 3.1 percent.

TPG Telecom stock stays below its yearly high

TPG Telecom stock had a 52-week range of AUD 3.47 to AUD 5.85 on October 7, 2026, placing the AUD 3.82 intraday price well below the yearly high. Market capitalization stood at AUD 7.5 billion, with volume at 160,505 shares.