Telstra dials up shareholder returns with A$1 billion buyback, posts modest profit rise


A woman walks past a Telstra store in Sydney, Australia, September 29, 2025. REUTERS/Hollie Adams

Aug 13 (Reuters) - Australia's Telstra ⁠Group unveiled a A$1 billion ($705.9 million) share buyback on Thursday and reported a marginal rise ⁠in annual profit, driven by growth in its mobile business and higher customer spending.

The ‌telecom firm posted profit attributable of A$2.24 billion for the year ended June 30, up 3.2% from year-ago levels. That was slightly below a Visible Alpha consensus estimate of A$2.30 billion.

Telstra announced the buyback after completing a A$1.25 billion repurchase programme ​in June, citing earnings growth and balance-sheet strength.

Revenue at Telstra's ⁠mobile segment, its largest and accounting for ⁠about 44% of group income, grew 3.2% to A$11.37 billion in 2026, helped by higher average ⁠revenue ‌per user (ARPU) and mobile service revenue growth.

The company said ARPU rose across all categories, brands and segments during the year.

The country's top telecom firm also implemented a series of tariff ⁠increases over the past year that helped lift customer spending and ​support earnings growth in its ‌core mobile division.

It forecast its 2027 earnings before interest, taxes, depreciation and amortisation after leases (EBITDAaL) ⁠of A$8.5 billion ​to A$8.8 billion and cash EBIT between A$4.75 billion and A$4.95 billion.

Telstra declared a higher final dividend of 10.5 Australian cents per share, from 9.5 Australian cents last year.

TELSTRA DOUBLES DOWN ON GROWTH DESPITE OUTAGES

Telstra's focus on ⁠its mobile and infrastructure businesses comes as it seeks to ​cement its position as Australia's leading telecommunications provider in a highly competitive three-player market.

Chief Executive Vicki Brady said the company would continue investing in network resilience and customer experience under its Connected Future 30 strategy.

The ⁠comments come as Australia's telecommunications sector faces heightened scrutiny following a series of network outages that affected millions of users.

Telstra also faced criticism last month after a software fault triggered a nationwide outage that disrupted phone services, wireless payments and some rail services.

"Vicki Brady has spent the past month answering for ​July's failure, and a result like this buys her some breathing ⁠room," said Josh Gilbert, lead analyst for APAC & Middle East at eToro.

"But reputational damage doesn't clear overnight and ​with the ACCC's inquiry still live, the regulatory questions will ‌run well into the new year."

Shares of the telco ​firm slipped 0.5% to A$4.975 in early trade.

($1 = 1.4166 Australian dollars)

(Reporting by Roshan Thomas and Nikita Maria Jino in Bengaluru; Editing by Shilpi Majumdar, Diti Pujara and Sherry Jacob-Phillips)

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