Telecommunications: 60%
Technology services: 25%
Media and entertainment: 15%

Australia: 70%
Asia-Pacific: 20%
Europe: 10%

Telstra Group Limited generates the majority of its revenue from the telecommunications sector, which accounts for approximately 60% of total revenue. This includes mobile services, fixed-line telephony, and internet services. Technology services, including cloud and IT solutions, contribute 25%, while media and entertainment make up the remaining 15%.

Geographically, Australia is Telstra's main market, accounting for 70% of total revenue. The Asia-Pacific region follows with 20%, attributed to strategic expansions and partnerships in this region. Europe contributes 10%, with Telstra benefiting from its global network presence.

Production Sites: Australia, Asia

Telstra Group Limited, as a leading telecommunications company in Australia, mainly produces and develops its products in Australia. In addition, the company has partnerships and production agreements in various Asian countries to develop and manufacture its hardware and technological solutions. This strategic distribution enables Telstra to efficiently serve both local and international markets.

Revenue Growth: Estimated 4-5% annually (2025) Investments in 5G: More than 1 billion AUD (by 2025)

Telstra Group Limited is pursuing a strategy that heavily relies on technological innovation and network enhancements to secure future growth. A key component of this strategy is the significant investment in expanding the 5G network to solidify its market leadership in the Australian telecommunications market and unlock new business opportunities.

In addition, Telstra is focusing on digitizing and automating internal processes to achieve efficiency gains and increase customer satisfaction. This includes the introduction of new digital services and products tailored to the changing needs of customers.

Furthermore, the company plans to expand its presence in the international market, particularly in Asia, to benefit from growth opportunities in that region. These strategic initiatives are intended to help Telstra increase both revenue and profitability in the coming years.

Main imported materials: Fiber optic cables, electronic components, network equipment
Countries of origin: China, USA, Japan

Telstra Group Limited mainly imports fiber optic cables, electronic components, and network equipment necessary for the expansion and maintenance of their telecommunications infrastructure.

China is a significant supplier of fiber optic cables and electronic components, while the USA and Japan are important partners for specialized network equipment and advanced technologies. These imports are crucial to ensuring the high quality and reliability of Telstra's services.

Market share in Australia: approx. 45% (2024) Network coverage: 99.5% of the population (2024) Investments in 5G technology: 1.5 billion AUD (2023)

Telstra Group Limited enjoys a significant competitive advantage in the Australian telecommunications market, mainly due to its large market share and extensive network coverage. With a market share of around 45%, Telstra dominates the market and provides network coverage that reaches nearly the entire Australian population.

Another crucial advantage is the substantial investment in 5G technology, enabling Telstra to offer innovative services and enhance customer satisfaction. These investments position the company well for future growth, especially as the demand for fast and reliable mobile data connections increases.

In addition, Telstra benefits from strong brand awareness and a wide range of services, spanning from mobile to fixed-line and internet services. This makes it challenging for new competitors to enter the market and gain significant market share.

Institutional investor share: approx. 60% (estimated for 2025)

Insider purchases/sales: No significant changes in the last year

The institutional investor share in Telstra Group Limited traditionally stands at around 60%, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

In 2025, there were no significant insider purchases or sales, suggesting that the management and other insiders have a stable confidence in the current corporate strategy and future prospects. This can be seen as a positive signal for investors, as it indicates a stable internal assessment of the company's development.

Market share of Telstra Group Limited: 42% (2025, estimated)

Main competitors and their market shares:

1. Optus (Singtel Optus Pty Limited): 28%
2. TPG Telecom Limited: 15%
3. Vodafone Hutchison Australia: 10%
4. Aussie Broadband Limited: 3%
5. Other smaller providers: 2%

Telstra Group Limited continues to hold the leading position in the Australian telecommunications market with an estimated market share of 42%. Telstra's main advantage lies in its comprehensive infrastructure, including an extensive mobile network and a strong presence in the fixed-line sector. This infrastructure provides Telstra with a significant moat, as building a comparable network for new market entrants would be costly and time-consuming.

Optus, as the second-largest provider, also has a strong market position, but not the same network coverage and infrastructure as Telstra. TPG Telecom and Vodafone Hutchison Australia are also significant players, but with a smaller market share and less comprehensive infrastructure.

Overall, Telstra has a significant advantage due to its established infrastructure and brand recognition. However, competition is intense, and competitors are heavily investing in expanding their own networks and services to gain market share. Telstra's moat remains strong due to its established networks and customer base.

Revenue growth: 5.2% (2024) Profit growth: 4.8% (2024) Market share in the Australian telecommunications sector: 45% (2024)

Telstra Group Limited achieved a revenue growth of 5.2% and a profit growth of 4.8% in 2024. These figures indicate a solid financial performance, supported by a strong market position in the Australian telecommunications sector. With a market share of 45%, Telstra remains the leading provider in Australia, pointing to a stable customer base and continuous revenue.

Furthermore, Telstra is investing in expanding its 5G infrastructure and digital services, which could lead to further growth in the long term. These strategic investments could enable the company to benefit from the increasing demand for fast and reliable communication services.

Overall, Telstra demonstrates a positive financial development and strategic orientation, making it a potentially attractive investment. However, investors should also keep an eye on external factors such as regulatory changes and technological developments that could influence future performance.

Dividend yield: 4.5% (2025, estimated)
Dividend history: Continuous distribution in recent years

Telstra Group Limited is known for paying a consistent dividend to its shareholders. The dividend yield is estimated to be around 4.5% in 2025, which is competitive compared to other companies in the telecommunications industry.

The company has a long history of dividend payments based on a stable earnings position and solid cash flow. These factors contribute to the reliability of the distributions. Therefore, investors can also expect regular dividends from Telstra in the future, unless significant market changes or company-specific challenges occur.