030200.KS
KSC · Communication Services · Telecommunications Services · KR
Next report
Analyst consensus
- Next report date
- Nov 10, 2026
- EPS estimate
- KRW 1.7K
- Revenue estimate
- KRW 7.01T
Latest reported
- Last report date
- Aug 11, 2026
- EPS actual
- KRW 1.6K
- EPS estimate
- KRW 1.5K
- Revenue actual
- KRW 6.68T
- Revenue estimate
- KRW 6.83T
Track record
Trailing twelve quarters
- EPS beats (12Q)
- 1
- EPS misses (12Q)
- 0
- EPS in line (12Q)
- 1
- Avg surprise (4Q)
- +4.0%
- Revenue beats (12Q)
- 0
Q4 FY2025 · Feb 10, 2026
AI summary of management’s prepared remarks and analyst Q&A · For informational purposes only, not investment advice
Management highlights
• Apologized to shareholders and customers for data breach incident, committed to regaining trust. • 2025 annual performance saw revenue and operating profit growth from core businesses. • Launched new products in collaboration with global big tech companies, explored AX market. • Opened Gasan AI data center. • 2025 year-end dividend set at KRW 600 per share, DPS increased 20% to KRW 2,400. • Planning KRW 250 billion share buyback and cancellation. • KT Alpha and Millie's Library have corporate value plans. • New CEO expected to take office, known for B2B and future tech expertise. • Implementing structural improvements in security framework, planning KRW 1 trillion investment in security over 5 years.
Guidance
• 2026 earnings expected to be better than 2025. • New CEO and BoD to finalize 2026 shareholder return plan, expected to be in line with past stance. • KT Cloud's growth trend expected to continue in 2026.
Segment performance
Wireless revenue was up 2.8% on year to KRW 7,155.4 billion, with 5G penetration at 81.8%. Broadband revenue posted 1.9% year-over-year growth to KRW 2,533.5 billion. Media business revenue grew 1.7% on year. Home Telephony revenue was down 5.8% year-over-year to KRW 658.9 billion. B2B service revenue was up 1.3% year-over-year. KT Cloud revenue increased 27.4% year-on-year to KRW 997.5 billion. KT Estate revenue was up 15.9% year-on-year to KRW 719.3 billion.
Risks & headwinds
• Data breach incident caused temporary financial impact and loss of customer trust. • Customer compensation package may lead to short-term cost increase.
Analyst Q&A
Q: What is the financial impact of the customer compensation package regarding the data breach incident?
A: Benefit to customers amounts to about KRW 450 billion, with cost booked in 2025 and appropriate accounting treatment for 2026 to be determined, but 2026 earnings expected better than 2025.
Q: Will the incoming new CEO keep to the previous shareholder return stance?
A: New CEO's plan to be finalized by BoD, expected to be in line with past stance, and strategic approach not expected to change significantly.
Q: Outlook for wireless business growth?
A: 14 days of cancellation fee waiver led to 230,000 subscribers leaving, but net addition of subscribers created revenue for 2026, no high double-digit growth expected, focus on efficiency measures.
Q: Reason for slower B2B growth compared to peers and outlook?
A: B2B includes enterprise Internet, lease line, data center, AI business; combining KT Cloud revenue shows 6% growth, KT Cloud separate basis growth was 27.4% and expected to continue in 2026
Reported results against consensus at the time of each report · Surprise is computed from the estimate on record · Data as of Nov 10, 2026