TPG Telecom Investor Day Presentation
Key points
- Strong growth in digital subscription brands expected to drive Mobile momentum
- Focus on ARPU growth and subscriber share in value brands
- Network expansion leading to improved market share and customer experience
- Strong Home Broadband margin and growth in Fixed Wireless
Full summary
TPG Telecom's 2026 Investor Day presentation included a first half trading update and strategic initiatives. Key highlights include strong growth in digital subscription brands expected to drive Mobile momentum, a focus on ARPU growth and subscriber share in value brands, and network expansion leading to improved market share and customer experience. The company also reported strong Home Broadband margin and growth in Fixed Wireless, positioning it well for the evolving customer needs and competitive dynamics in the market.
Guidance
FY26 EBITDA guidance: $1,665m to $1,735m; FY26 Capex guidance: Approximately $750m
Outlook
TPG Telecom expects continued growth in Mobile service revenue, ARPU, and total subscriber numbers, driven by digital subscription brands and network expansion. The company aims to improve operating performance and reduce costs, targeting improved returns for shareholders.
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