KDDI 将来の成長
Future 基準チェック /16
KDDI利益と収益がそれぞれ年間4.9%と3.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 7.3%なると予測されています。
主要情報
4.9%
収益成長率
7.27%
EPS成長率
| Wireless Telecom 収益成長 | -2.0% |
| 収益成長率 | 3.2% |
| 将来の株主資本利益率 | 14.11% |
| アナリストカバレッジ | Good |
| 最終更新日 | 19 May 2026 |
今後の成長に関する最新情報
分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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?分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 3/31/2029 | 6,828,686 | 828,515 | 824,133 | 1,585,819 | 6 |
| 3/31/2028 | 6,589,157 | 794,470 | 789,833 | 1,604,329 | 12 |
| 3/31/2027 | 6,396,453 | 733,943 | 725,933 | 1,720,219 | 4 |
| 3/31/2026 | 6,071,915 | 707,112 | 1,109,847 | 1,788,853 | N/A |
| 12/31/2025 | 5,998,782 | 681,953 | 772,567 | 1,447,846 | N/A |
| 9/30/2025 | 5,930,210 | 675,404 | 517,196 | 1,179,626 | N/A |
| 6/30/2025 | 5,965,143 | 679,850 | 121,830 | 807,121 | N/A |
| 3/31/2025 | 5,835,525 | 655,416 | 566,111 | 1,249,042 | N/A |
| 12/31/2024 | 5,852,711 | 628,871 | 717,471 | 1,360,305 | N/A |
| 9/30/2024 | 5,779,769 | 574,662 | 1,253,139 | 1,891,914 | N/A |
| 6/30/2024 | 5,757,471 | 597,165 | 1,532,965 | 2,293,812 | N/A |
| 3/31/2024 | 5,699,724 | 600,281 | 956,968 | 1,706,498 | N/A |
| 12/31/2023 | 5,667,110 | 657,641 | 554,495 | 1,301,058 | N/A |
| 9/30/2023 | 5,630,463 | 660,882 | 482,607 | 1,191,324 | N/A |
| 6/30/2023 | 5,594,457 | 633,135 | 601,632 | 1,167,940 | N/A |
| 3/31/2023 | 5,630,024 | 649,747 | 444,744 | 1,078,869 | N/A |
| 12/31/2022 | 5,615,775 | 650,633 | 964,688 | 1,573,478 | N/A |
| 9/30/2022 | 5,562,383 | 665,395 | 949,416 | 1,598,546 | N/A |
| 6/30/2022 | 5,498,120 | 674,393 | 866,920 | 1,549,585 | N/A |
| 3/31/2022 | 5,446,708 | 672,486 | 793,081 | 1,468,648 | N/A |
| 12/31/2021 | 5,424,759 | 619,748 | 910,024 | 1,598,415 | N/A |
| 9/30/2021 | 5,400,564 | 640,066 | 757,983 | 1,443,806 | N/A |
| 6/30/2021 | 5,370,184 | 659,062 | 803,372 | 1,462,925 | N/A |
| 3/31/2021 | 5,312,599 | 651,496 | 1,057,530 | 1,682,166 | N/A |
| 12/31/2020 | 5,258,420 | 657,617 | 893,919 | 1,518,140 | N/A |
| 9/30/2020 | 5,209,960 | 665,121 | 890,682 | 1,494,382 | N/A |
| 6/30/2020 | 5,233,799 | 659,538 | 824,242 | 1,423,738 | N/A |
| 3/31/2020 | 5,237,221 | 639,767 | 704,052 | 1,323,356 | N/A |
| 12/31/2019 | 5,211,270 | 642,774 | N/A | 1,165,666 | N/A |
| 9/30/2019 | 5,182,541 | 619,737 | N/A | 1,003,102 | N/A |
| 6/30/2019 | 5,104,738 | 601,556 | N/A | 968,219 | N/A |
| 3/31/2019 | 5,080,353 | 617,669 | N/A | 1,029,607 | N/A |
| 12/31/2018 | 5,053,565 | 587,741 | N/A | 1,020,630 | N/A |
| 9/30/2018 | 5,088,177 | 588,561 | N/A | 995,505 | N/A |
| 6/30/2018 | 5,065,028 | 577,720 | N/A | 1,078,104 | N/A |
| 3/31/2018 | 5,041,978 | 572,528 | N/A | 1,061,405 | N/A |
| 12/31/2017 | 4,986,112 | 565,818 | N/A | 1,040,657 | N/A |
| 9/30/2017 | 4,862,748 | 549,954 | N/A | 1,143,484 | N/A |
| 6/30/2017 | 4,816,472 | 553,027 | N/A | 1,113,428 | N/A |
| 3/31/2017 | 4,748,259 | 546,658 | N/A | 1,161,074 | N/A |
| 12/31/2016 | 4,689,323 | 557,377 | N/A | 1,141,638 | N/A |
| 9/30/2016 | 4,615,961 | 543,154 | N/A | 1,109,094 | N/A |
| 6/30/2016 | 4,550,011 | 517,621 | N/A | 1,030,523 | N/A |
| 3/31/2016 | 4,466,135 | 494,465 | N/A | 884,538 | N/A |
| 12/31/2015 | 4,520,249 | 485,446 | N/A | 904,066 | N/A |
| 9/30/2015 | 4,592,962 | 474,006 | N/A | 865,862 | N/A |
| 6/30/2015 | 4,599,168 | 458,366 | N/A | 899,405 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: 9433の予測収益成長率 (年間4.9% ) は 貯蓄率 ( 0.8% ) を上回っています。
収益対市場: 9433の収益 ( 4.9% ) JP市場 ( 8.9% ) よりも低い成長が予測されています。
高成長収益: 9433の収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: 9433の収益 ( 3.2% ) JP市場 ( 5.2% ) よりも低い成長が予測されています。
高い収益成長: 9433の収益 ( 3.2% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: 9433の 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 11:07 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
KDDI Corporation 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |