Reported Earnings • Aug 05
First quarter 2025 earnings released: EPS: JP¥84.98 (vs JP¥82.02 in 1Q 2024) First quarter 2025 results: EPS: JP¥84.98 (up from JP¥82.02 in 1Q 2024). Revenue: JP¥1.39t (up 4.2% from 1Q 2024). Net income: JP¥176.9b (flat on 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Aankondiging • Jun 28
KDDI Corporation to Report Q1, 2025 Results on Aug 02, 2024 KDDI Corporation announced that they will report Q1, 2025 results on Aug 02, 2024 Reported Earnings • Jun 25
Full year 2024 earnings released: EPS: JP¥301 (vs JP¥310 in FY 2023) Full year 2024 results: EPS: JP¥301 (down from JP¥310 in FY 2023). Revenue: JP¥5.75t (up 1.5% from FY 2023). Net income: JP¥637.9b (down 5.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Reported Earnings • May 13
Full year 2024 earnings released: EPS: JP¥301 (vs JP¥310 in FY 2023) Full year 2024 results: EPS: JP¥301 (down from JP¥310 in FY 2023). Revenue: JP¥5.75t (up 1.5% from FY 2023). Net income: JP¥637.9b (down 5.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Aankondiging • May 12
KDDI Corporation, Annual General Meeting, Jun 19, 2024 KDDI Corporation, Annual General Meeting, Jun 19, 2024. Aankondiging • May 11
KDDI Corporation (TSE:9433) announces an Equity Buyback for 87,000,000 shares, representing 3.78% for ¥300,000 million. KDDI Corporation (TSE:9433) announces a share repurchase program. Under the program, the company will repurchase 87,000,000 shares, representing 3.78% of its share capital, for ¥300,000 million. The company will repurchase its shares in order to implement flexible capital policies in response to the change in the business environment and to provide shareholder’s return. The program will run until October 31, 2024. As of May 1, 2024, the company had 2,302,712,308 shares outstanding (excluding treasury shares) and shares in treasury. Aankondiging • Apr 27
KDDI Corporation (TSE:9433) completed the acquisition of additional 47.88% stake in Lawson, Inc. (TSE:2651) from its shareholders for ¥400 billion. KDDI Corporation (TSE:9433) made an offer to acquire an additional 47.88% stake in Lawson, Inc. (TSE:2651) from its shareholders for ¥500 billion on February 6, 2024. The commencement of tender offer is March 28, 2024, and closing of tender offer period is April 25, 2024. Nishimura & Asahi acted as legal advisor and UBS Securities Japan Co., Ltd. acted as financial advisor for KDDI Corporation. Anderson Mori & Tomotsune LPC and Nakamura, Tsunoda & Matsumoto acted as legal advisors and Daiwa Securities Co. Ltd. and SMBC Nikko Securities Inc. acted as financial advisors for Lawson Inc. Nomura Securities Co., Ltd acted as Tender offer agent in the transaction.KDDI Corporation (TSE:9433) completed the acquisition of additional 39% stake in Lawson, Inc. (TSE:2651) from its shareholders for ¥400 billion on April 26, 2024. Aankondiging • Mar 22
KDDI Corporation (TSE:9433) agreed to acquire LivePocket business of Avex Live Creative Inc for ¥4.65 billion. KDDI Corporation (TSE:9433) agreed to acquire LivePocket business of Avex Live Creative Inc for ¥4.65 billion on March 21, 2024. Avex Live Creative Inc will establish LivePocket business into LivePocket Co., Ltd. with 200 issued shares. Agreement is expected to be signed in March, 2024, and the deal is expected to be completed on June 17, 2024. Aankondiging • Feb 21
KDDI Corporation to Report Fiscal Year 2024 Results between May 01, 2024 and May 15, 2024 KDDI Corporation announced that they will report fiscal year 2024 results on between May 01, 2024 and May 15, 2024 Buy Or Sell Opportunity • Feb 06
Now 20% undervalued Over the last 90 days, the stock has risen 5.0% to €29.95. The fair value is estimated to be €37.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.5% per annum over the same time period. Reported Earnings • Feb 04
Third quarter 2024 earnings released: EPS: JP¥84.59 (vs JP¥81.80 in 3Q 2023) Third quarter 2024 results: EPS: JP¥84.59. Revenue: JP¥1.49t (up 3.1% from 3Q 2023). Net income: JP¥176.9b (flat on 3Q 2023). Profit margin: 12% (in line with 3Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Wireless Telecom industry in Europe. Aankondiging • Dec 27
KDDI Corporation to Report Q3, 2024 Results on Feb 02, 2024 KDDI Corporation announced that they will report Q3, 2024 results at 3:15 PM, Tokyo Standard Time on Feb 02, 2024 Buying Opportunity • Dec 11
Now 20% undervalued Over the last 90 days, the stock is up 1.3%. The fair value is estimated to be €36.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings is also forecast to grow by 4.0% per annum over the same time period. Reported Earnings • Nov 04
Second quarter 2024 earnings released: EPS: JP¥89.77 (vs JP¥74.08 in 2Q 2023) Second quarter 2024 results: EPS: JP¥89.77 (up from JP¥74.08 in 2Q 2023). Revenue: JP¥1.45t (up 4.1% from 2Q 2023). Net income: JP¥191.8b (up 18% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Aankondiging • Sep 27
KDDI Corporation to Report Q2, 2024 Results on Nov 02, 2023 KDDI Corporation announced that they will report Q2, 2024 results on Nov 02, 2023 Reported Earnings • Jul 29
First quarter 2024 earnings released: EPS: JP¥82.02 (vs JP¥87.01 in 1Q 2023) First quarter 2024 results: EPS: JP¥82.02 (down from JP¥87.01 in 1Q 2023). Revenue: JP¥1.33t (down 1.4% from 1Q 2023). Net income: JP¥176.9b (down 7.7% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Aankondiging • Jul 29
KDDI Corporation (TSE:9433) announces an Equity Buyback for 64,102,500 shares, for ¥249,999.75 million. KDDI Corporation (TSE:9433) announces a share repurchase program. Under the program, the company will repurchase 64,102,500 shares, for ¥249,999.75 million from Toyota Motor Corporation. The shares will be repurchased at an offer price of ¥ 3,900 per share. The purpose of the program is to improve capital efficiency. The offer will expire on August 28, 2023. Board Change • Jun 29
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Outside Director Tsutomu Tannowa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Aankondiging • Jun 26
KDDI Corporation to Report Q1, 2024 Results on Jul 28, 2023 KDDI Corporation announced that they will report Q1, 2024 results on Jul 28, 2023 Aankondiging • Jun 22
KDDI Corporation (TSE:9433) entered into an agreement to acquire Network-dense, carrier-neutral, urban-data-centre (UDC) portfolio in Downtown Toronto from Allied Properties Real Estate Investment Trust (TSX:AP.UN) for CAD 1.4 billion. KDDI Corporation (TSE:9433) entered into an agreement to acquire Network-dense, carrier-neutral, urban-data-centre (UDC) portfolio in Downtown Toronto from Allied Properties Real Estate Investment Trust (TSX:AP.UN) for CAD 1.4 billion on June 21, 2023. The sale proceeds will be payable in cash. The sale is expected to close before the end of the third quarter this year, subject only to Competition Act approval and customary closing conditions. Allied will use approximately CAD 1 billion of the proceeds to retire debt and the balance to fund its upgrade and development activity over the remainder of 2023 and into 2024. Scotiabank and CBRE Limited acted as exclusive selling agents for Allied. Scotiabank, CBRE and Aird & Berlis LLP are acting as advisors to Allied in connection with the transaction. BofA Securities, Borden Ladner Gervais LLP and Nishimura & Asahi are acting as advisors to KDDI in connection with the transaction. Reported Earnings • May 16
Full year 2023 earnings released: EPS: JP¥310 (vs JP¥300 in FY 2022) Full year 2023 results: EPS: JP¥310 (up from JP¥300 in FY 2022). Revenue: JP¥5.67t (up 4.1% from FY 2022). Net income: JP¥677.5b (flat on FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Wireless Telecom industry in Europe. Aankondiging • May 13
KDDI Corporation, Annual General Meeting, Jun 21, 2023 KDDI Corporation, Annual General Meeting, Jun 21, 2023. Aankondiging • May 12
KDDI Corporation (TSE:9433) announces an Equity Buyback for 92,000,000 shares, representing 4.26% for ¥300,000 million. KDDI Corporation (TSE:9433) announces a share repurchase program. Under the program, the company will repurchase 92,000,000 shares, representing 4.26% of its share capital, for ¥300,000 million. The company will repurchase its shares in order to implement flexible capital policies in response to the change in the business environment and to provide shareholder’s return. The program will run until May 31, 2024. As of April 30, 2023, the company had 2,157,121,379 shares outstanding (excluding treasury shares) and 145,590,929 shares in treasury. Reported Earnings • Feb 04
Third quarter 2023 earnings released: EPS: JP¥81.80 (vs JP¥69.82 in 3Q 2022) Third quarter 2023 results: EPS: JP¥81.80 (up from JP¥69.82 in 3Q 2022). Revenue: JP¥1.44t (up 2.2% from 3Q 2022). Net income: JP¥178.0b (up 14% from 3Q 2022). Profit margin: 12% (up from 11% in 3Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Wireless Telecom industry in Europe. Aankondiging • Nov 25
KDDI Corporation to Report Q3, 2023 Results on Jan 27, 2023 KDDI Corporation announced that they will report Q3, 2023 results on Jan 27, 2023 
