Q1 2026 Kyivstar Group Ltd Earnings Call Transcript

May 13, 2026 / 12:00 PM GMT

Release Date Price: $14.55 (+4.15%)

Transcript

Key Points

Positve

Kyivstar Group Ltd (KYIV) reported a significant revenue increase of nearly 27% year-over-year, reaching $323 million.
EBITDA grew more than 23% to $173 million, indicating strong operational performance.
The company achieved a 32% growth in equity-free cash flow, amounting to $87 million for the quarter.
Digital revenue more than tripled year-on-year, now comprising almost 21% of total revenue, showcasing successful digital transformation.
Kyivstar Group Ltd (KYIV) maintained a strong cash position with $353 million, supporting future growth and investments.

Negative

The company experienced a loss of 400,000 mobile subscriptions in Q1, attributed to market trends and demographic challenges.
Despite strong revenue growth, the company faces challenges with high CapEx intensity, reaching 20.9% of revenue.
The geopolitical situation in Ukraine, including the ongoing war, poses significant risks and uncertainties for the business.
The company is dealing with increased energy costs and regulatory impacts, which could affect future profitability.
Kyivstar Group Ltd (KYIV) faces challenges in maintaining subscriber growth due to a decline in double SIM usage and demographic shifts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KYIV.OQ - Kyivstar Group Ltd
Q1 2026 Kyivstar Group Ltd Earnings Call
May 13, 2026 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Okay, but no worries.

I'm sure. I'm sure you'll get it right.

Cheers, Stefan.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
All right, cool.

Thank you.

--------------------------------------------------------------------------------
Unidentified_1 [3]
--------------------------------------------------------------------------------
Dan, are you back with us as well?

Yeah, I'm hearing.

Fantastic. So one slight change to yesterday.

You know when you muted the cameras at the end and then the video? Yeah.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.