Q2 2025 KT&G Corp Earnings Call Transcript

Aug 7, 2025 / 07:00 AM GMT

Release Date Price: $31.8

Transcript

Key Points

Positve

KT&G Corp (XKRX:033780) reported solid growth in the second quarter, with first-half revenue surpassing 3 trillion won for the first time.
The global cigarette business achieved record-breaking quarter volume and revenue, with a 9.1% volume growth and 30.6% revenue growth.
The company announced an interim dividend increase, reflecting robust growth in the first half, and a share buyback and cancellation of 300 billion won.
The HFF business showed improved profits due to structural improvements and optimized marketing activities.
Real estate earnings improved significantly, contributing to an 8.7% year-over-year increase in consolidated revenue.

Negative

Net income was negatively impacted by currency fluctuations, leading to a 54.1% decrease to 143.5 billion won.
Earnings per share (EPS) dropped by 51.1% due to lower currency-related non-operating profits.
The domestic cigarette market volume continued to decline, partially impacting revenue.
NGP revenue was affected by device supply chain issues, remaining similar to the previous year.
Global revenue in the HFF segment decreased due to lower revenue from Greater China and reduced inefficient promotions.

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

033780.KS - KT&G Corp
Q2 2025 KT&G Corp Earnings Call
Aug 07, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Gentlemen, thank you for attending today. We will now begin the conference call for KTNG's 2025 2nd quarter earnings report. After the presentation from KTG, there will be a training session with the participants to the call. If you wish to participate with a question, please press the asterisk sign and the number one. We will now begin with KT&G's presentation. Ladies and gentlemen, I'm Kate Park, head of investor relations at KTNG.

Thank you for attending KTNG's 2025 2 quarter earnings report.

Today's presentation will be provided in English in simultaneous interpretation, and the Q&A session in consecutive interpretation. The materials can be found via the live webcast screen or downloaded from the company website.

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