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Telstra Group Limited (TLGPY) Q2 2026 Earnings Call Transcript

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Telstra reported strong H1 FY26 results, with CEO Vicki Brady highlighting robust financial performance and strategic growth during the December 2025 earnings call. CFO Michael Ackland detailed financials, emphasizing revenue growth driven by infrastructure investments and digital services expansion amid competitive market conditions. The company underscored progress in its InfraCo division, led by Steven Worrall, focusing on 5G and fiber network upgrades to support Australia’s digital transformation. Product & Technology Chief Kim Andersen outlined advancements in quantum-safe encryption and AI-driven network optimization as key priorities for future-proofing Telstra’s infrastructure. Analysts probed execution risks, capital allocation, and regulatory challenges, with leadership reaffirming confidence in long-term growth despite macroeconomic pressures.
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Telstra Group Limited (TLGPY) Q2 2026 Earnings Call Transcript

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SA Transcripts158.52K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Telstra Group Limited (TLGPY) Q2 2026 Earnings Call February 18, 2026 5:15 PM EST Company Participants Nathan Burley - Head of Investor RelationsVicki Brady - CEO, MD & DirectorMichael Ackland - CFO and Group Executive of Strategy & FinanceSteven Worrall - CEO of Telstra InfraCoBradley Whitcomb - Group Executive of Telstra ConsumerOliver Camplin-WarnerKim Andersen - Group Executive of Product & TechnologySteve Carey Conference Call Participants Eric Choi - Barrenjoey Markets Pty Limited, Research DivisionEntcho Raykovski - E&P, Research DivisionBob Chen - JPMorgan Chase & Co, Research DivisionLucy Huang - UBS Investment Bank, Research DivisionLiam Robertson - Jarden Limited, Research DivisionRoger Samuel - Jefferies LLC, Research DivisionNicholas Basile - CLSA Limited, Research DivisionAndrew Gillies - Macquarie ResearchFraser Mcleish - MST Financial Services Pty Limited, Research DivisionNicole PennyDavid SwanJared LynchGrahame LynchJenny WigginsDavid TaylorBrandon HowAndrew Colley Presentation Nathan BurleyHead of Investor Relations Good morning, and welcome to Telstra's results announcement for the half year ending 31st of December 2025. I am Nathan Burley, Head of Investor Relations. I'm joining today from the lands of the Gadigal people. And on behalf of Telstra, I acknowledge and pay my respects to the traditional custodians of country throughout Australia and recognize the continued connection Australia's First Nations people have to land, waters and cultures. We pay our respects to elders, past and present. This morning, we will have presentations from our CEO, Vicki Brady; and our CFO, Michael Ackland. We will then open to questions from analysts, investors, and then the media. I will now hand over to Vicki. Vicki BradyCEO, MD & Director Thank you, Nathan, and good morning, everyone, and thank you for joining us. I'll make some comments reflecting on Telstra's overall performance and our outlook. Michael will then cover the details of our financials. The first half of FY '26 was a strong period for Telstra. We delivered

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