KDDI Corporation

TSE:9433 주식 리포트

시가총액: JP¥9.7t

KDDI 경영진

경영진 기준 점검 2/4

KDDI CEO는 Hiromichi Matsuda, Apr2025 에 임명되었습니다 의 임기는 1.08 년입니다. 는 ¥56.26M 가치에 해당하는 회사 주식의 0.001% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 2 년과 3.4 년입니다.

핵심 정보

Hiromichi Matsuda

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간1.1yrs
CEO 지분 보유율0.0006%
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간3.4yrs

최근 경영진 업데이트

Recent updates

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.

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).

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.

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.

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.

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

Feb 12
KDDI's (TSE:9433) Returns Have Hit A Wall

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.

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).

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.

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).

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

Dec 12
KDDI Corporation (TSE:9433) Shares Could Be 33% Below Their Intrinsic Value Estimate

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.

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

Nov 10
Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

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

Oct 14
Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly

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.

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

Sep 05
Here's What's Concerning About KDDI's (TSE:9433) Returns On Capital

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

Aug 05
Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts

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

Jul 02
Earnings Not Telling The Story For KDDI Corporation (TSE:9433)

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

Jun 17
Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?

Is KDDI (TSE:9433) A Risky Investment?

Jun 02
Is KDDI (TSE:9433) A Risky Investment?

The KDDI Corporation (TSE:9433) Full-Year Results Are Out And Analysts Have Published New Forecasts

May 18
The KDDI Corporation (TSE:9433) Full-Year Results Are Out And Analysts Have Published New Forecasts

Returns On Capital Signal Tricky Times Ahead For KDDI (TSE:9433)

May 12
Returns On Capital Signal Tricky Times Ahead For KDDI (TSE:9433)
User avatar

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.

CEO

Hiromichi Matsuda (54 yo)

1.1yrs
재임 기간

Hiromichi Matsuda is President, CEO and Representative Director at KDDI Corporation April 1, 2025. Hiromichi Matsuda had been Managing Executive Officer, CDO, Advancing Business Technology Sector and Gener...


리더십 팀

이름직위재임 기간보수지분
Yasuaki Kuwahara
EVP, GM of Business Operations Division & Representative Director2.1yrsJP¥137.00m0.00061%
¥ 59.2m
Hiromichi Matsuda
President1.1yrs데이터 없음0.00058%
¥ 56.3m
Nanae Saishoji
Senior Managing Executive Officer3.1yrs데이터 없음0.00058%
¥ 56.3m
Ikuko Hongou
General Manager of Investor Relations Departmentno data데이터 없음데이터 없음
. Hiraoka
General Manager of Public Relations Departmentno data데이터 없음데이터 없음
Kazuhiro Yamamoto
Managing Exe. Officer3.3yrs데이터 없음데이터 없음
Hiroshi Takezawa
Senior Managing Executive Officer4.3yrs데이터 없음0.00043%
¥ 41.7m
Kazuyuki Yoshimura
Senior Managing Executive Officer1.9yrs데이터 없음데이터 없음
Tomohiko Katsuki
Managing Executive Officer2.3yrs데이터 없음데이터 없음
Yasuo Tawara
Managing Executive Officer1.3yrs데이터 없음데이터 없음
Hiroaki Hosoi
Managing Executive Officer1.3yrs데이터 없음데이터 없음
Hitoshi Oda
Managing Executive Officerless than a year데이터 없음데이터 없음
2.0yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 관리: 9433의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2 년).


이사회 구성원

이름직위재임 기간보수지분
Yasuaki Kuwahara
EVP, GM of Business Operations Division & Representative Director2.9yrsJP¥137.00m0.00061%
¥ 59.2m
Hiromichi Matsuda
President2.9yrs데이터 없음0.00058%
¥ 56.3m
Nanae Saishoji
Senior Managing Executive Officer1.9yrs데이터 없음0.00058%
¥ 56.3m
Hiroshi Takezawa
Senior Managing Executive Officer1.9yrs데이터 없음0.00043%
¥ 41.7m
Tomohiko Katsuki
Managing Executive Officerless than a year데이터 없음데이터 없음
Goro Yamaguchi
Independent Outside Director8.9yrs데이터 없음0.00090%
¥ 87.3m
Makoto Takahashi
Chairman & Representative Director18.9yrsJP¥291.00m0.0022%
¥ 208.6m
Tsutomu Tannowa
Independent Outside Director3.9yrs데이터 없음0.00011%
¥ 10.7m
Junko Okawa
Independent Outside Director3.9yrs데이터 없음0.00011%
¥ 10.7m
Keiji Yamamoto
Independent Outside Director6.9yrs데이터 없음0.000090%
¥ 8.7m
Noboru Edagawa
Full-time Audit & Supervisory Board Member3.9yrs데이터 없음0.00050%
¥ 48.5m
Kyoko Okumiya
Outside Independent Director2.9yrs데이터 없음0.000030%
¥ 2.9m
3.4yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: 9433의 이사회경험이 있음으로 간주됩니다(평균 재임 3.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 11:41
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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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.

분석가기관
Tetsuro TsusakaBarclays
Yuki KanekoBofA Global Research
Keiichi YoneshimaCitigroup Inc