TLM Trading Statement Bullish
TELEMASTERS HOLDINGS LIMITED - Initial Trading Statement
TeleMasters Holdings Limited
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What this filing means
A sharp earnings inflection for a name that had been badly beaten down. Telemasters flags EPS and HEPS rising more than 700% for FY2026 off a near-zero base of 0.93c and 1.08c respectively — a genuine beat landing against low expectations and an oversold share, not a victory lap on an already-run-up stock. The caveat is that the current-period absolute figures are not disclosed, the numbers are unaudited, and a full refinement is not expected until September.
Bull case
- EPS and HEPS for FY2026 are expected to rise more than 700% from a depressed base of 0.93c and 1.08c respectively, signalling a sharp earnings inflection.
- The board attests to a 'reasonable degree of certainty' around the >700% increase — the regulatory threshold for issuing such guidance — lending credibility to the magnitude.
Bear case
- The >700% EPS/HEPS rise is off a near-zero base (prior EPS 0.93c, HEPS 1.08c); a trailing PE of 130x shows the market has already priced in aggressive recovery, leaving little room for revision disappointment.
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