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030200.KS

KT Corporation

KSC · Communication Services · Telecommunications Services · KR

KRW 53,800.00
+0.00%
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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
Earnings call summaryRead the full call →

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