Kt Corporation · KRX:030200
Kt — Investor Presentation (November 2025)
24 slides from Kt's investor presentation, Nov 12, 2025
Slide 1: KT Corporate Value-Up Plan 2025.11
KT Corporate Value-Up Plan 2025.11 KT Corporation kt
Slide 2: Disclaimer
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 statements
Slide 3: Executive Summary: FY2028 Financial Target and Action Plans
[Executive Summary] | FY2028 Financial Target and Action Plans 2028 Target AICT Transformation AICT Company kt AI/IT Rev. Share Up 3x of 2023 Attain top-tier Al/Cloud capabilities by global big tech partnership Progress [2024~3Q25 YTD] Strengthened AX capability with strategic partnership (Al model
Slide 4: Contents
Contents 1 Company Overview 2 Progress & Analysis 3 Target & Action Plan 4 ESG/IR Activities 4
Slide 5: Company Overview
Company Overview Name of Company KT Corporation CEO Young-Shub Kim LCompany Overview IL Progress & Analysis IL Target&Action Plan IV.ESG/IRActivities Business Overview KT Separate revenue KRW 18,579.7bn (FY2024) Subsidiaries’ revenue KRW 13,256.2bn No. of Employees 14,512 (as of 25.06.30, KT Separat
Slide 6: Shareholder Composition and Corporate Governance
L.Company Overview II. Progress & Analysis III. Target & Action Plan IV.ESG/IRActivities Shareholder Composition as of Jun. 30, 2025 Total issued shares: 252,021,685 Domestic institutions and Individuals 28.67% NPS 754% Hyundai Motor Group 8.07% TreasuryShares 3.95% Board Composition General Shareho
Slide 7: Contents
Contents 1 Company Overview 2 Progress & Analysis 3 4 Target & Action Plan ESG/IR Activities 7
Slide 8: Market evaluation
Market evaluation LCompany Overview IL Progress & Analysis III. Target& Action Plan IV.ESG/IRActivities AICT transformation and value-up plan drove 55% market cap growth(as of Sep. 30) compared to early 2023, with ownership remaining full at 49% IKT’s MarketCap. Trends Market cap KRW 8.5tr (Jan. 2,
Slide 9: Financial Performance
LCompany Overview IL Progress & Analysis ILTarget&Action Plan IV.ESG/IRActivities Financial KT continued stable profit growth through business structure optimization, including AICT Performance restructuring and streamlining of low-profit/non-core businesses Revenue Operating Profit Net Profit Con.
Slide 10: Value-up Progress
Value-up Progress I.Company Overview IL Progress & Analysis III. Target&Action Plan IV.ESG/IRActivities Excluding one-off expenses in 2024, consolidated ROE is 6.9%; KT aims for 9-10% mid-term ROE by increasing the share of AI/IT revenue, enhancing profitability, and improving capital efficiency FY2
Slide 11: Valuation Metrics
LCompany Overview LProgress & Analysis IIL Target&Action Plan IV.ESG/IRActivities Valuation Metrics PER Although PER, PBR, and ROE have all shown an improving trend in 2024, the company remains undervalued compared to domestic peers and the KOSPI | PBR PER has shown a positive trend; however, the st
Slide 12: ROE Analysis
1. Company Overview IL Progress & Analysis III.Target&Action Plan I.ESG/IR Activities ROE Analysis COE, reflecting market expected return, is in the range of 9%-10%, while ROE excluding one-offs in 2024 stands at 6.9%; ROE has been improving since value-up plan but remains below the COE | ROE-COE An
Slide 13: Contents
Contents 1 Company Overview 2 Progress & Analysis 3 Target & Action Plan 4 ESG/IR Activities 13
Slide 14: Target Setting
Target Setting I.Company Overview II. Progress & Analysis III. Target&Action Plan IV.ESG/IRActivities 2028 ROE target remains at 9%~10% considering cost of equity(COE), Sustain AI/IT growth, margin improvement, asset sales, and buybacks to achieve ROE target Valueenhancement direction 2028 Target RO
Slide 15: AICT Transformation
I.Company Overview II. Progress & Analysis III. Target & Action Plan IV.ESG/IR Activities AICT Transform Enhancing AI/IT capabilities and driving AICT transformation via global big tech partnerships and IT modernization AICT Transformation AI/IT Rev. Share Up 3x of 2023 |AI/IT Sales Contribution* St
Slide 16: Margin Improvement
I.Company Overview II. Progress & Analysis III. Target& Action Plan I.ESG/IRActivities Complete a growth-oriented business portfolio by 2028 through AICT transformation and streamlining of low-profit businesses Streamline low-margin businesses Margin Improvement | Consolidated OPM 6.7%* 6.3% Consoli
Slide 17: Asset Efficiency: Monetizing non-core real estate
LCompany Overview IL Progress & Analysis IL Target& Action Plan M.ESG/IRActivities Enhance asset efficiency through telecom facility optimization and monetization of non-core real estate Monetizing non-core real estate Asset Efficiency Asset Monetization Status of Real Estate Assets (KT and kt estat
Slide 18: Asset Efficiency: Monetizing investment assets
I.Company Overview II. Progress & Analysis III. Target&Action Plan I.ESG/IR Activities Asset Efficiency Monetize investment assets considering purpose, profitability, and strategic value, and use proceeds for capital allocation Asset Monetization Divestment of Non-essential Investment Assets Status
Slide 19: Capital Allocation
Capital Allocation LCompany Overview Progress & Analysis IL Target&Action Plan IV.ESG/IR Activities Boost free cash flow via profits from AICT transformation and non-core asset sales; invest KRW 1trFY25~28 in buybacks/cancellations, and strategic investments to enhance ROE AICT Transformation FY’25~
Slide 20: Contents
Contents 1 Company Overview 2 Progress & Analysis 3 Target & Action Plan 4 ESG/IR Activities 20
Slide 21: Governance
Governance LCompany Overview IL Progress & Analysis III. Target & Action Plan IV.ESG/IRActivities Improve processes to establish stable governance structure and strengthen the Board’s role in enhancing corporate value Enhancing Director Appointment Process Ensuring Fairness and Transparency in CEO &
Slide 22: Social/Environment
LCompany Overview IL Progress & Analysis ILTarget& Action Plan IV.ESG/IRActivities Social/ Provide a secure and reliable network environment through stronger information security and Environment management; achieve Net Zero by 2050 as a responsible corporate citizen Enhance information security and
Slide 23: IR Activities
IR Activities LCompany Overview IL Progress & Analysis III Target& Action Plan IV.ESG/IRActivities Broaden communication with shareholders and market, and improve investor access through transparent, timely disclosures | 2025 Key IR Activities Capital Market Communication Date Major Activities Nov ‘
Slide 24: kt
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