Update shared on 10 Nov 2025
Fair value Increased 0.29%Analysts have increased their price target for KT&G from 170,500 KRW to 171,000 KRW. This change reflects modest adjustments to key forecast assumptions, including slightly higher revenue growth and discount rates.
What's in the News
- KT&G has completed a major share repurchase, acquiring 1,896,107 shares, which accounts for 1.76% of total shares, for KRW 259,999.94 million (Buyback Tranche Update).
- The company announced a new share repurchase program to buy back up to 1,823,281 common shares by December 23, 2025. The program aims to enhance shareholder value and support stock cancellation (Buyback Transaction Announcements).
- KT&G entered into a strategic alliance with Altria Group, Inc. to explore long-term growth opportunities in modern oral nicotine and non-nicotine products. This includes expanding the on! and on!PLUS product portfolio into new markets (Strategic Alliances).
- The minimum annual dividend per share was increased to KRW 6,000, up KRW 600 from the prior year (Dividend Increases).
- KT&G released 2025 earnings guidance, targeting double-digit growth in both operating profit and revenue (Corporate Guidance - New/Confirmed).
Valuation Changes
- Consensus analyst price target has risen slightly from ₩170,500 to ₩171,000.
- Discount rate has increased marginally from 7.64% to 7.67%.
- Revenue growth forecast has edged up from 5.52% to 5.62%.
- Net profit margin is projected to decline modestly from 19.86% to 19.62%.
- Future P/E has ticked up from 16.24x to 16.44x.
Disclaimer
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