KDDI Corporation

TSE:9433 Stok Raporu

Piyasa değeri: JP¥10.0t

KDDI Gelecekteki Büyüme

Future kriter kontrolleri 1/6

KDDI kazanç ve gelirin sırasıyla yıllık 4.9% ve 3.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.9%

Kazanç büyüme oranı

7.27%

EPS büyüme oranı

Wireless Telecom kazanç büyümesi-5.2%
Gelir büyüme oranı3.2%
Gelecekteki özkaynak getirisi14.11%
Analist kapsamı

Good

Son güncelleme19 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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

Anlatı Güncellemesi • May 21

9433: Buyback And Dividend Plan Will Offset Subsidiary Misconduct Uncertainty

Analysts have trimmed their price target on KDDI to ¥2,749 from ¥2,801, citing updated assumptions that combine slightly higher revenue growth expectations with a more cautious view on profit margins and discount rates, while keeping long term P/E estimates broadly stable. What's in the News KDDI has scheduled a board meeting on May 12, 2026 to consider a share repurchase, cancellation of a portion of treasury stock and revisions to the performance linked stock compensation plan for directors and other executives (Board Meeting).
Yeni Anlatı • 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?
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

TSE:9433 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (JPY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 9433 'nin tahmini kazanç büyümesi (yıllık 4.9% ) tasarruf oranının ( 0.8% ) üzerindedir.

Kazançlar ve Piyasa: 9433 şirketinin kazançlarının (yıllık 4.9% ) JP pazarından (yıllık 8.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 9433 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 9433 şirketinin gelirinin (yıllık 3.2% ) JP pazarından (yıllık 5.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 9433 şirketinin gelirinin (yıllık 3.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 9433 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.1 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 08:30
Gün Sonu Hisse Fiyatı2026/05/26 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

KDDI Corporation 28 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Tetsuro TsusakaBarclays
Yuki KanekoBofA Global Research
Keiichi YoneshimaCitigroup Inc