KDDI 향후 성장
Future 기준 점검 1/6
KDDI (는) 각각 연간 5.3% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.3% 로 예상됩니다.
핵심 정보
5.3%
이익 성장률
7.63%
EPS 성장률
| Wireless Telecom 이익 성장 | -2.3% |
| 매출 성장률 | 3.0% |
| 향후 자기자본이익률 | 14.32% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 28 Apr 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • 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...분석 기사 • May 18
The KDDI Corporation (TSE:9433) Full-Year Results Are Out And Analysts Have Published New Forecasts
Shareholders might have noticed that KDDI Corporation ( TSE:9433 ) filed its full-year result this time last week. The...Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • May 18
The KDDI Corporation (TSE:9433) Full-Year Results Are Out And Analysts Have Published New Forecasts
Shareholders might have noticed that KDDI Corporation ( TSE:9433 ) filed its full-year result this time last week. The...
새 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 6,692,750 | 854,750 | 774,000 | 1,467,000 | 4 |
| 3/31/2028 | 6,533,110 | 806,605 | 784,400 | 1,599,530 | 12 |
| 3/31/2027 | 6,334,663 | 776,658 | 732,000 | 1,549,149 | 13 |
| 3/31/2026 | 6,081,124 | 730,325 | 642,000 | 1,701,792 | 10 |
| 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 | 578,202 | 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 |
애널리스트 향후 성장 전망
수입 대 저축률: 9433 의 연간 예상 수익 증가율(5.3%)이 saving rate(0.8%)보다 높습니다.
수익 vs 시장: 9433 의 연간 수익(5.3%)이 JP 시장(10.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 9433 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 9433 의 수익(연간 3%)이 JP 시장(연간 6.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 9433 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 9433의 자본 수익률은 3년 후 14.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 05:15 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
KDDI Corporation는 30명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |