Kt Corporation · KRX:030200

Kt — Investor Presentation (August 2026)

24 slides from Kt's investor presentation, Aug 12, 2026

  1. Slide 1: KT Corporate Value-Up Plan

    KT Corporate Value-Up Plan 2026. 8| KT Corporation

  2. Slide 2: Disclaimer

    2 2 Disclaimer This presentation has been prepared by KT Corp. (“the Company”) to explain the Corporate Value-Up Plan. All information regarding the Company’s management and financial performance has been prepared in accordance with K-IFRS standards. This presentation contains forward-looking statem

  3. Slide 3: Contents

    3 Contents 1 2 3 4 Company Overview Progress & Analysis Target & Action Plan ESG / IR Activities

  4. Slide 4: Company Overview

    4 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Name of Company KT Corporation CEO Yoon-Young Park No. of Employees 14,449 (as of ’26.06.30, KT Separate) Industry Telecommunications Date of Incorporation December 10, 1981 Date of KOSPI Listing December 23,

  5. Slide 5: Shareholder Composition and Corporate Governance

    5 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Total issued shares: 252,021,685 Transparent and independent governance structure led by the Board of directors Shareholder Composition KT Corporate Governance Model Board Composition *ESOP: Employee Stock Ow

  6. Slide 6: Contents

    6 Contents 1 2 3 4 Company Overview Progress & Analysis Target & Action Plan ESG / IR Activities

  7. Slide 7: Progress of Value-up Plan

    7 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Executing Value-up plan across AX, enhance profitability, asset optimization, and additional shareholder return, 2025 consolidated ROE reached 8.3% excluding one-off gains and costs ① Progress Enhance Profita

  8. Slide 8: Financial Performance

    8 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Sep. Con. KT delivered stable profit growth by enhancing business structure, including AX expansion and streamlining low-profit/non-core businesses ②-1 Financial Performance 0.93 0.33 1.06 0.68 2023 2024 2025

  9. Slide 9: Market Evaluation

    9 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Market cap up 51% as of Jun. 30, 2026 vs. early 2024, reflecting positive response to the Value-Up Plan; foreign ownership remains at the 49% limit amid strong investor demand ②-2 Market Evaluation Jan. 2024

  10. Slide 10: Valuation Analysis

    10 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview 6.1% 2.9% 10.2% 6.9%* 0.5 0.7 0.7 8.5 23.0 7.4 ②-3 Valuation Analysis Valuation and profitability continue to improve, but remain undervalued compared to domestic peers ROE remains below domestic peers and K

  11. Slide 11: ROE Analysis

    11 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview ②-4 ROE Analysis ROE –COEAnalysis Value-up Direction ROE remains lower than the COE 자본이익률 ROE 8.3% COE 9% ~ 10% * One-off adjustments: (’21) REITs sales and dividend income KRW 0.4tr, (’22) ‘Seezn’ sales gai

  12. Slide 12: Shareholder Feedback

    12 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Engaged with shareholders through NDRs and management/Board-led market engagement ②-5 Shareholder Feedback Shareholder Communications Shareholder Feedback Earnings Release Investor Meeting KT Corp. Day KT Gr

  13. Slide 13: Contents

    13 Contents 1 2 3 4 Company Overview Progress & Analysis Target & Action Plan ESG / IR Activities

  14. Slide 14: Value-up Direction

    14 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Value-up Direction 2028 ROE target remains at 9%~10% (ROE > COE); Among action plans ① update AX strategy, while ② Enhance Profitability, ③ Asset Optimization, and ④ Additional Shareholder Return will contin

  15. Slide 15: AX Strategy

    15 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Strong Fundamentals Solid Growth Drive solid growth through AX Infrastructure/services based on strong fundamentals cyber security, IT, network① AX Strategy

  16. Slide 16: AX Revenue Target

    16 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Target 2x+ up AX revenue of 2025 by 2028, through expanding AI Infra AIDC, Subsea cable and service innovation AX Revenue TargetAX Infra·Service ① AX 2025 AX Service Subsea Cable 25 2028202 AIDC  Cloud 2026

  17. Slide 17: Enhance Profitability

    17 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Enhance profitability by streamlining low-profit/low-growth businesses and reducing costs through AX ② Enhance Profitability Streamlining Consolidated OPMStrategy 6.3% 6.7%* 7.6%* 8.4%** 2025 2026(E) 2027(E)

  18. Slide 18: Asset Optimization

    18 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview 4.4 4.4 1.9 3.3 3.7 4.6 2024 2Q26 Liquidate non-core assets for capital allocation, considering purpose and strategic value ③ Asset Optimization StrategyStatus of Assets Book value 12.3 Book value 10.0 (Unit

  19. Slide 19: Capital Allocation

    19 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview ④ Capital Allocation Enhance FCF through stable operating cash flow, AX growth, and non-core asset optimization, Improve ROE through strategic capital allocation Cash Dividend, Share buyback/cancellation, in

  20. Slide 20: Contents

    20 Contents Company Overview1 Progress & Analysis2 Target & Action Plan3 ESG / IR Activities4

  21. Slide 21: Governance

    21 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Governance Continue to strengthen governance and enhance the Board’s role in enhancing corporate value Ensuring fairness and transparency in CEO & Independent director appointment process Group-wide complian

  22. Slide 22: Social / Environment

    22 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview Social /Environment Provide a secure and reliable network environment through stronger information security and management; achieve Net Zero by 2050 as a responsible corporate citizen 0% 5% 56% 84% 100% 2021

  23. Slide 23: IR Activities

    23 IV. ESG/ IR ActivitiesIII. Target & Action PlanII. Progress & AnalysisI. Company Overview IR Activities Broaden communication with shareholders and market, and improve investor access through transparent, timely disclosures Events 2024 2025 2026.1 H Shareholders’ meeting(AGM) 1 1 1 Earnings relea

  24. Slide 24: Slide 24

KT — Investor Presentation (August 2026) on 6ix