TPG.ASX: Investor Day Presentation

Investor Day Presentation

Stock	TPG Telecom Ltd (TPG.ASX)
Release Time	2 Jun 2026, 8:34 a.m.
Price Sensitive	Yes

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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.