KDDI Corporation

9433.T
Telecom Services
2026/11/06 12:54 Updated
Market Cap: $65.8B (¥10.4T)
Stock Price: $17.80 (¥2,821)
Exchange Rate: 1 USD = ¥158.48

Fiscal Year ending March 2027, 2Q Financial Results

For the first half of FY Mar 2027, consolidated results were revenue of 3,052.8 hundred million yen, adjusted operating income of 633.1 hundred million yen, and adjusted profit attributable to owners of parent of 390.0 hundred million yen, exceeding the prior year and plan and maintaining growth. Progress on Power-to-Connect 2028 and stable growth of the telecom core were emphasized, and an interim DPS of 42 yen was maintained. The medium-term growth strategy focuses on promoting AI, expanding growth areas, and strengthening finance and governance.

Importance:
Page Updated: November 7, 2026
IR Disclosure Date: November 6, 2026

Key Figures

  • Revenue: 30,528 (hundred million yen)
  • Adjusted Operating Income: 6,331 (hundred million yen)
  • Adjusted Profit Attributable to Owners of Parent: 3,900 (hundred million yen)

AI要約

Summary of Performance

KDDI Corporation achieved revenue of 3,052.8 hundred million yen, adjusted operating income of 633.1 hundred million yen, and adjusted profit attributable to owners of parent of 390.0 hundred million yen in the first half of FY Mar 2027, showing progress above the initial plan. Major segments expanded centered on Personal Growth and the Telecom Core, with growth in mobile communications revenue and cost structure reforms contributing. Progress on Power-to-Connect 2028 and growth in data center/cloud areas through AI utilization were emphasized.

Outlook and Investor Impact

Based on progress since 2022 under the medium-term plan, the company targets medium-term organic growth of 5% plus alpha. Key items for investors include realization of Rakuten roaming revenue, expansion in AI/cloud areas, meeting AI inference demand in data centers, strengthening group governance, and enhancing cybersecurity measures. Interim DPS is maintained at 42 yen. The company emphasizes balancing financial soundness with growth investments.

Revenue Trend

Operating Income Trend

Margin Analysis

Segment Revenue Ratio

Forecast vs Actual Comparison

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KDDI Corporation

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