TPG Telecom Limited (TPM)
Views and News
Essentials
Half-year Performance & Estimates - TPM
| Year-end July | 1H12A | FY12A | 1H13A | FY13A | 1H14A | FY14E | FY15E |
|---|---|---|---|---|---|---|---|
| Sales, $m | 324.5 | 595.2 | 326.2 | 666.6 | 394.6 | 971.0 | 1,288 |
| EBITDA, $m | 131.9 | 261.4 | 153.6 | 293.1 | 165.6 | 353.0 | 432.9 |
| EBIT, $m | 91.0 | 180.4 | 116.7 | 219.3 | 130.6 | 262.3 | 313.0 |
| Report NPAT, $m | 55.7 | 91.0 | 78.3 | 149.2 | 90.1 | ||
| Adj. NPAT, $m | 90.1 | 177.1 | 209.0 | ||||
| Reported EPS, ¢ | 7.00 | 12.00 | 10.00 | 19.00 | 11.00 | ||
| Adjusted EPS, ¢ | 11.00 | 22.45 | 26.50 | ||||
| EPS %FY/Growth | 58% | 53% | 58% | 10% | 18% | 18% | |
| Dividend, ¢ | 2.75 | 5.5 | 3.5 | 7.5 | 4.5 | 9.25 | 10.60 |
| Franking, % | 100% | 100% | 100% | 100% | 100% | 100% | 100% |
| EBITDA Margin | 0 | 44% | 47% | 44% | 42% | 36.4% | 33.6% |
| NPAT Margin | 0 | 15% | 24% | 22% | 23% | 18.2% | 16.2% |
| ROE, % | 0 | 15% | 12% | 21% | 12% | ||
| EBIT/Interest | 0.0 | 10.5 | 29.0 | 31.5 | 132.02 | ||
| Net Debt / Equity | 0 | 0.22 | 0.11 | 0.02 | -0.07 | ||
| CashFlow/Sh, ¢ | 15.1 | 29.0 | 15.0 | 30.1 | 16.1 | 33.9 | 41.8 |
| Y/E Shares, m | 793.8 | 793.8 | 793.8 | 793.8 | 793.8 |
| Notes |
| Data sourced from IRESS Market Technology Limited. EPS Growth compared with the pcp is shown in most columns except the first half years which show their percentage of full year EPS. In a handful of cases, unadjusted share splits, or changes between positive and negative values, may give strange changes in ratios. |
Recent News Highlights
As at 31/12/2012 : see details at www.tpg.com.au (new window? Shift+Click)
| 05/12/2012 AGM 2012 and Presentation |
| 11/10/2012 2012 Annual Report to Shareholders |
| 18/09/2012 FY12 Preliminary Financial Report and Presentation |
| 28/06/2012 Retrospective Tax Law Amendments |
| 20/03/2012 1H12 Half Year Results & Commentary |
| 05/03/2012 Media Release - Proposed Retrospective Tax Law Changes |
| 25/11/2011 AGM 2011 & Presentation |
Wave Chart
Company Overview
Profile
TPG Telecom
Rating:
Category: Potent Stock ; Large
Action:
Website: www.tpg.com.au
| ASX code: | TPM |
| Closing Price, 20/06/14: | $ 5.630 |
| Market Capitalisation: | $ 4,469 million |
| 52 Week High: | $ 6.85 |
| 52 Week Low: | $ 3.08 |
| Sector: | Integrated Telecommunication Services |
| Index: | S&P/ASX 200 Index |
Summary of Fundamentals
| Year-end July | FY12A | FY13A | FY14E | FY15E |
|---|---|---|---|---|
| NPAT, $m | 91.0 | 149.2 | 177.1 | 209.0 |
| Reported EPS, ¢ | 12.00 | 19.00 | ||
| Adjusted EPS, ¢ | 149.17 | 22.45 | 26.50 | |
| EPS Growth, % | 20% | 1143% | -85% | 18% |
| P/E Ratio, x | 46.92 | 3.77 | 25.08 | 21.25 |
| Dividend, ¢ | 5.5 | 7.5 | 9.25 | 10.60 |
| Franking, % | 100% | 100% | 100% | 100% |
| Div. Yield, % | 0.98 | 1.33 | 1.64 | 1.88 |
Notes
| Our Adjusted EPS is used for the last year and forward estimates and as basis for EPS Growth and P/E Ratio. We currently use Reported data for all historic NPAT, for the prior year EPS and as base for last year EPS growth. |
| Data & Chart sourced from IRESS Market Technology Ltd. |
One Year Chart
As at 23 June 2014
Other Highlights
| Sector: | Integrated Telecommunication Services |
| Return on Equity, FY13 : | 21% |
| Net Debt to Equity, FY13 : | 2 % |
| EBIT / Interest Cover, FY13 : | 31.53 x |
| Gicscode: | 50101020 |
| First Listed: | 10-May-01 |
Business Activities
TPG Telecom Limited (TPM, ex SP Telemedia) is a multi-media full service telecommunications company providing voice, internet and data carriage to a wide range of customers from consumers to corporate and the public sector.
Glossary:
| ♠ | "A Core Stock" - reliable long-term yield & growth |
| ♥ | "We like it" - a seasoned performer, growth & yield |
| ♦ | "A tough scout" - creating a potential breakthrough |
| ♣ | "A steady performer" - giving reliable yield or growth |
| Best Stocks | Portfolio of selected attractive investments |
| Potential | Stocks that may have good improvement prospects |
| Speculative | More risky usually smaller stocks with spec. upside |
| Midcaps | In RR Midcap Index, $ 70m to 1,500m market cap. |
| Large Stocks | Larger Stocks upwards of $ 1,500m market cap |