KDDI Corp. - ADR
KDDIY - Insider Information
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+ FollowMarket Cap$136.07B
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Earnings Call Q1 2025
November 2, 2024 - AI Summary
**Financial Performance**: KDDI reported operating revenue of JPY 2,855.7 billion for the first half of FY March 2025, representing a 2.8% year-on-year (YoY) increase. Operating income was JPY 573.1 billion, up 2.3% YoY, indicating steady growth with good progress ratios of 49.5% and 51.6% against the full-year forecast, respectively. Both segments, communications and business services, are on track to meet full-year targets.
**ARPU Revenue Growth**: Communications Average Revenue Per User (ARPU) continues to enhance revenue, with contributions from multi-brand strategies. UQ Mobile and au brands saw ARPU growth of approximately 3% and 7% YoY, respectively. There was also a significant increase in smartphone subscriptions which has positively impacted overall ARPU revenues.
**Business Services Expansion**: The Business Services segment experienced significant growth, with operating revenue at JPY 672.4 billion, reflecting a 13.1% YoY increase. IoT and data center services were highlighted as key growth areas, suggesting a robust demand for such services. The company aims for JPY 200 billion in sales from IoT-related services by FY March 2026.
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$25.17
40.8% upside
Current Fair Value
40.8% upsideUndervalued by 40.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $136.07 Billion |
|---|---|
| Enterprise Value | $4.74 Trillion |
| Annual dividend | $0.41 |
| Dividend yield | 2.89% |
| Earnings per Share | $97.47 |
| Beta | -0.1 |
| Outstanding Shares | 7,614,390,000 |
Return
| Return on Equity | 9.92% |
|---|---|
| Return on Assets | 2.70% |
| Return on Invested Capital | 9.23% |
Valuation & Multiples
| P/E Ratio | 14.42 |
|---|---|
| PEG | 91.65 |
| Price to Sales | 0.03 |
| Price to Book Ratio | 0.02 |
| Enterprise Value to Revenue | 1.01 |
| Enterprise Value to EBIT | 5.68 |
| Enterprise Value to Net Income | 9 |
| Total Debt to Enterprise | 1.14 |
| Debt to Equity | 1.06 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 6, 2026
EPS Estimate
$0.31
Consensus analyst estimateRevenue Estimate
$10.01 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 22, 2027
EPS Estimate
$0.33
Consensus analyst estimateRevenue Estimate
$10.33 B
Consensus analyst estimateInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
About KDDI Corp.
73,198 employees
CEO: Hiromichi Matsuda
KDDI Corporation operates as a leading telecommunications company, serving customers in Japan and across international markets. Its diverse operations are structured into two primary segments: Personal Services and Business Services. The...