KDDI Corporation

TSE:9433 Rapport sur les actions

Capitalisation boursière : JP¥10.6t

KDDI Croissance future

Future contrôle des critères 1/6

KDDI devrait augmenter ses bénéfices et son chiffre d'affaires de 4.9% et de 3.2% par an respectivement. Le BPA devrait croître de de 7.3% par an. Le rendement des capitaux propres devrait être 14.1% dans 3 ans.

Informations clés

4.9%

Taux de croissance des bénéfices

7.27%

Taux de croissance du BPA

Wireless Telecom croissance des bénéfices-2.0%
Taux de croissance des recettes3.2%
Rendement futur des capitaux propres14.11%
Couverture par les analystes

Good

Dernière mise à jour19 May 2026

Mises à jour récentes de la croissance future

Article d’analyse • May 14

KDDI Corporation (TSE:9433) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Investors in KDDI Corporation ( TSE:9433 ) had a good week, as its shares rose 4.8% to close at JP¥2,646 following the...
Article d’analyse • Nov 10

Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for KDDI Corporation ( TSE:9433 ) shareholders, because the company has just released its latest...
Article d’analyse • Aug 05

Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts

The quarterly results for KDDI Corporation ( TSE:9433 ) were released last week, making it a good time to revisit its...

Recent updates

Nouveau récit • May 15

Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns

Catalysts About KDDI KDDI is a Japanese telecommunications company that provides mobile, fixed-line, data, financial and digital transformation services, supported by nationwide infrastructure and group subsidiaries. What are the underlying business or industry changes driving this perspective?
Article d’analyse • May 14

KDDI Corporation (TSE:9433) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Investors in KDDI Corporation ( TSE:9433 ) had a good week, as its shares rose 4.8% to close at JP¥2,646 following the...
Mise à jour du récit • Apr 28

9433: Subsidiary Misconduct Restatement And Earnings Delay Will Face Steady Outlook

Analysts have adjusted their view on KDDI with a revised price target of ¥2,801. This reflects updated assumptions around slightly higher revenue growth, a steady profit margin, and future P/E outlook.
Mise à jour du récit • Apr 11

9433: Subsidiary Misconduct Restatement And Earnings Delay Will Meet Stable Outlook

Analysts have slightly reduced their fair value estimate for KDDI from ¥2,812.38 to ¥2,801.46, attributing this to modest adjustments in assumptions regarding revenue growth, profit margins, and forward P/E levels. What's in the News KDDI revised consolidated earnings guidance for the year ending March 31, 2026, now expecting operating revenue of ¥6,060b, operating income of ¥1,090b, profit attributable to owners of the parent of ¥698b, and basic EPS of ¥181.23, compared with previous guidance of ¥6,330b, ¥1,178b, ¥748b, and ¥194.38 respectively, reflecting confirmed inappropriate transactions at BIGLOBE and G PLAN and related accounting impacts (Key Developments).
Mise à jour du récit • Mar 28

9433: Earnings Delay And Subsidiary Probe Will Face Steady Fundamentals

Analysts have maintained their price target for KDDI at ¥2,812, reflecting unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.
Mise à jour du récit • Mar 12

9433: Prolonged Subsidiary Probe Will Meet Steady Margins And Business Realignment

Analysts have maintained their KDDI fair value estimate at ¥2,812 per share, with only small adjustments to revenue growth, profit margin and future P/E assumptions. As a result, the overall price target framework remains effectively unchanged.
Mise à jour du récit • Feb 24

9433: Probes And Business Reshaping Will Meet Steady Margins And Capital Returns

Analysts have nudged their price target on KDDI slightly higher to ¥2,812 per share, citing relatively steady assumptions for the discount rate, modest tweaks to revenue growth and profit margin expectations, and a small adjustment in the future P/E input behind their models. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.
Article d’analyse • Feb 12

KDDI's (TSE:9433) Returns Have Hit A Wall

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Mise à jour du récit • Feb 09

9433: Future Margins And Capital Returns Will Steady Probes And Business Reshaping

The latest analyst price target for KDDI remains at ¥2,812, with analysts citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that largely offset one another in their valuation work. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.
Mise à jour du récit • Jan 26

9433: Future Margins And Capital Returns Will Balance Probes And Business Reshaping

Analysts have nudged their price target on KDDI higher to ¥2,812 from ¥2,794, citing small adjustments to fair value estimates, revenue growth assumptions, profit margins, and future P/E expectations. What's in the News Board meeting scheduled for January 14, 2026 to review suspicions of inappropriate transactions at consolidated subsidiaries and to establish a Special Investigation Committee (company announcement).
Mise à jour du récit • Jan 08

9433: Future Margins And Capital Returns Will Reflect Stable Fair Value Outlook

Analysts now place their price target for KDDI at ¥2,794, up from ¥2,725. This reflects updated fair value estimates and slight adjustments to projected growth, margins, and future P/E assumptions.
Mise à jour du récit • Dec 14

9433: Future Margins And Capital Returns Will Balance Regulatory And Operational Risks

Analysts have raised their price target on KDDI slightly to approximately ¥2,725 from about ¥2,716, reflecting modestly improved expectations for revenue growth, profit margins, and future valuation multiples. What's in the News KDDI's board will meet on December 12, 2025, to approve the transfer of its bulk power purchasing service business for condominiums to Next Power Co., Ltd., a subsidiary of Kansai Electric Power, via an absorption-type company split (company filing).
Article d’analyse • Dec 12

KDDI Corporation (TSE:9433) Shares Could Be 33% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for KDDI is JP¥4,013 based on 2 Stage Free Cash Flow to Equity Current share...
Mise à jour du récit • Nov 29

9433: Future Margins And Share Buyback Activity Will Balance Key Risks

Analysts have raised their price target for KDDI from ¥2,688 to ¥2,716, reflecting incremental improvements in projected profit margins even though revenue growth expectations have been slightly tempered. What's in the News KDDI announced a dividend of JPY 40.00 per share for the second quarter-end of the year ending March 31, 2026.
Article d’analyse • Nov 10

Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for KDDI Corporation ( TSE:9433 ) shareholders, because the company has just released its latest...
Article d’analyse • Oct 14

Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Mise à jour du récit • Sep 05

Telecom And Fintech Integration Will Foster Sustainable Value

KDDI's future P/E multiple has increased modestly while revenue growth forecasts are stable, resulting in the consensus Analyst Price Target remaining unchanged at ¥2688. What's in the News KDDI is collaborating with HPE to open the Osaka Sakai Data Center by early 2026, providing advanced NVIDIA-based AI infrastructure and hybrid cooling technology to support AI development for startups and enterprises.
Article d’analyse • Sep 05

Here's What's Concerning About KDDI's (TSE:9433) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Article d’analyse • Aug 05

Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts

The quarterly results for KDDI Corporation ( TSE:9433 ) were released last week, making it a good time to revisit its...
Article d’analyse • Jul 02

Earnings Not Telling The Story For KDDI Corporation (TSE:9433)

With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
Article d’analyse • Jun 17

Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?

Key Insights The projected fair value for KDDI is JP¥4,254 based on 2 Stage Free Cash Flow to Equity KDDI is estimated...
Article d’analyse • Jun 02

Is KDDI (TSE:9433) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
Nouveau récit • Nov 07

Calculated Expansion In Drones And Starlink Drives Revenue Growth While Overcoming Competitive Challenges

Strategic initiatives in drones, Starlink, and DX Business Services are likely to boost future revenue and earnings through market expansion and technological integration.

Prévisions de croissance des bénéfices et des revenus

TSE:9433 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/20296,828,686828,515824,1331,585,8196
3/31/20286,589,157794,470789,8331,604,32912
3/31/20276,396,453733,943725,9331,720,2194
3/31/20266,071,915707,1121,109,8471,788,853N/A
12/31/20255,998,782681,953772,5671,447,846N/A
9/30/20255,930,210675,404517,1961,179,626N/A
6/30/20255,965,143679,850121,830807,121N/A
3/31/20255,835,525655,416566,1111,249,042N/A
12/31/20245,852,711628,871717,4711,360,305N/A
9/30/20245,779,769574,6621,253,1391,891,914N/A
6/30/20245,757,471597,1651,532,9652,293,812N/A
3/31/20245,699,724600,281956,9681,706,498N/A
12/31/20235,667,110657,641554,4951,301,058N/A
9/30/20235,630,463660,882482,6071,191,324N/A
6/30/20235,594,457633,135601,6321,167,940N/A
3/31/20235,630,024649,747444,7441,078,869N/A
12/31/20225,615,775650,633964,6881,573,478N/A
9/30/20225,562,383665,395949,4161,598,546N/A
6/30/20225,498,120674,393866,9201,549,585N/A
3/31/20225,446,708672,486793,0811,468,648N/A
12/31/20215,424,759619,748910,0241,598,415N/A
9/30/20215,400,564640,066757,9831,443,806N/A
6/30/20215,370,184659,062803,3721,462,925N/A
3/31/20215,312,599651,4961,057,5301,682,166N/A
12/31/20205,258,420657,617893,9191,518,140N/A
9/30/20205,209,960665,121890,6821,494,382N/A
6/30/20205,233,799659,538824,2421,423,738N/A
3/31/20205,237,221639,767704,0521,323,356N/A
12/31/20195,211,270642,774N/A1,165,666N/A
9/30/20195,182,541619,737N/A1,003,102N/A
6/30/20195,104,738601,556N/A968,219N/A
3/31/20195,080,353617,669N/A1,029,607N/A
12/31/20185,053,565587,741N/A1,020,630N/A
9/30/20185,088,177588,561N/A995,505N/A
6/30/20185,065,028577,720N/A1,078,104N/A
3/31/20185,041,978572,528N/A1,061,405N/A
12/31/20174,986,112565,818N/A1,040,657N/A
9/30/20174,862,748549,954N/A1,143,484N/A
6/30/20174,816,472553,027N/A1,113,428N/A
3/31/20174,748,259546,658N/A1,161,074N/A
12/31/20164,689,323557,377N/A1,141,638N/A
9/30/20164,615,961543,154N/A1,109,094N/A
6/30/20164,550,011517,621N/A1,030,523N/A
3/31/20164,466,135494,465N/A884,538N/A
12/31/20154,520,249485,446N/A904,066N/A
9/30/20154,592,962474,006N/A865,862N/A
6/30/20154,599,168458,366N/A899,405N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 9433 ( 4.9% par an) est supérieure au taux d'épargne ( 0.8% ).

Bénéfices vs marché: Les bénéfices de 9433 ( 4.9% par an) devraient croître plus lentement que le marché JP ( 8.9% par an).

Croissance élevée des bénéfices: Les bénéfices de 9433 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 9433 ( 3.2% par an) devrait croître plus lentement que le marché de JP ( 5.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 9433 ( 3.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 9433 devrait être faible dans 3 ans ( 14.1 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 08:05
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

KDDI Corporation est couverte par 28 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Tetsuro TsusakaBarclays
Yuki KanekoBofA Global Research
Keiichi YoneshimaCitigroup Inc