Telstra executives will face shareholders in Sydney after a July outage that disrupted mobile services, payments, rail systems and about 600 triple-0 calls, as the company works to outline accountability measures.

Telstra Group is managing fallout from the outage with an external review commissioned, executive bonuses reduced, and ongoing scrutiny from regulators and investors.

Analysts expect modest revenue growth of around 1.6% annually, with profit margins rising toward 10.9% and earnings near A$2.7 billion by 2029, underpinning a range of fair-value assessments.

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Additional details are expected to emerge from the meeting agenda and discussions.

The current valuation framework assumes a 7.2% discount rate and a 2029 P/E around 24.5x, with sensitivity to outage-related scrutiny and regulatory or reputational risks.

The Australian Communications and Media Authority is conducting an ongoing review that remains a focal point for shareholders.

The Australian Shareholders Association will back Brady’s reduced package of A$6.8 million at the meeting, pointing to solid FY26 results with rising profit, earnings per share, and dividends.

Investors are watching Telstra’s ability to upgrade networks, boost automation, and strengthen resilience to support earnings and capital returns amid higher reliability expectations.

Market views on fair value vary, with estimates ranging from A$5.06 to A$7.41 per share, reflecting differing views on resilience and governance.

The ASA regards the external review findings as the key issue at the shareholder meeting, which begins at 9:30am AEDT in Sydney.

Telstra’s shares have fallen about 5.5% since the outage, while FY26 profits rose to roughly $2.4 billion, up 2.7% year over year.