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Aussie Broadband Ltd
Diversified Telecommunication Services
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Communication Services
About Aussie Broadband Ltd
SOURCE
ACTION
FUND MANAGER
DATE
30 Jun 2026
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§ Important Notice
The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
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Frequently asked questions about Aussie Broadband Ltd (ASX:ABB)
Frequently asked questions
Who is investing in Aussie Broadband Ltd (ASX:ABB)?
Fund managers including Milford Asset Management, Blackwattle Investment Partners, Ausbil Investment Management, Cooper Investors, QVG Capital, Wilson Asset Management, Pendal Group, Tyndall Asset Management, LSN Capital Partners, Ophir Asset Management, Investors Mutual Limited, Hayborough Investment Partners, Oracle Advisory Group, Glennon Small Companies and 1851 Capital have invested in Aussie Broadband Ltd (ASX:ABB).
What opportunities or catalysts do fund managers highlight for Aussie Broadband Ltd?
Fund managers turned increasingly positive on Aussie Broadband through late 2025 and into 2026, driven by new wholesale deals, market-share gains from larger telcos, and margin/M&A optionality. QVG Capital (August-September 2025, about $5.15-$5.78) highlighted the wholesale backhaul deal with Tangerine worth at least $12mn pretax, the stemming of losses from the Buddy brand, and prospects of ASX200 index inclusion as a positive catalyst, along with indirect access to about 9 million customers via the More Telecom/CBA Yello relationship and efficiency gains under a new CEO. Pendal Group and Ausbil Investment Management both noted the exclusive NBN services agreement with More Telecom and Tangerine adding over 250,000 connections (about 12% earnings accretive), the divestment of loss-making Buddy, and an outstanding result after what Ausbil called a long service leave period for the stock; Ausbil also flagged an underutilised balance sheet supporting further accretive M&A. Blackwattle Investment Partners and Tyndall Asset Management argued that Telstra's discounting and new internet-only NBN offers were unlikely to derail Aussie's share gains given its superior service quality and value proposition. LSN Capital Partners (December 2025-March 2026) called it a quality stock, citing EBITDA growth of 15% (28% normalized for the Origin contract loss and Buddy investment), 8.4% share of NBN connections, and FY26 guidance of 14-21% EBITDA growth. Ophir Asset Management, Investors Mutual and Hayborough Investment Partners (rating it a buy) pointed to the AGL deal, continued share gains from Telstra/TPG/Optus/Vodafone, a differentiated enterprise product stack versus Superloop, and roughly 30% compound earnings growth modeled over the next couple of years. Glennon Small Companies (April 2026) cited successful integration of the Symbio acquisition, expanding fibre infrastructure, and management stability under CEO Brian Maher, and QVG Capital's June 2026 update remained optimistic on multiple profit drivers and cost/margin efficiency opportunities, noting Aussie trades at a discount to peer Superloop.
What are the key risks to the Aussie Broadband Ltd investment thesis, according to fund managers?
The main risks flagged were competitive and regulatory pressure rather than fundamental business problems. Blackwattle Investment Partners and Tyndall Asset Management both noted market concern in November 2025 over aggressive Black Friday discounting and a new internet-only NBN offer from market leader Telstra, though both managers judged the risk to Aussie's market-share momentum as limited given its superior service quality. LSN Capital Partners noted the stock detracted from returns in December 2025 following an ACCC pricing update on voice interconnection services. Oracle Advisory Group trimmed its position in March 2026, but this reflected a broader sector rotation into materials rather than any specific concern about Aussie Broadband. QVG Capital's June 2026 update noted a mixed trading update, with net customer adds in the core Aussie brand and via wholesale partners More and Tangerine coming in behind expectations, even though overall earnings were in line with guidance.
What is the short interest in Aussie Broadband Ltd (ASX:ABB)?
The short interest in Aussie Broadband Ltd (ASX:ABB) is 1.93% which makes it the 134th most shorted stock on the ASX. Of the 292.6M shares that Aussie Broadband Ltd has on issue, 5.7M have been sold short.
What does Aussie Broadband Ltd (ASX:ABB) do?
Aussie Broadband Ltd, founded in 2008 and based in Morwell, Australia, provides telecommunications services. The company operates through five core segments: Residential, Business, Wholesale, Enterprise and Government, and Symbio. The Residential, Business, and Enterprise and Government segments deliver targeted telecommunications solutions to individual, commercial, and public sector clients. The Symbio segment, following the acquisition of Symbio Group, enhances the company's portfolio with SaaS-based proprietary software platforms for communications technologies. Aussie Broadband offers scalable connectivity and infrastructure solutions across its diverse client base.