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Kakao Pay
Kakao Pay (377300) investor relations material
Kakao Pay Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
FY 2025 revenue grew 25% year-over-year to ₩958.4 billion, with TPV up 11% to ₩185.6 trillion, marking the first annual operating profit turnaround and net income of ₩55.7 billion.
Q4 2025 revenue reached ₩269.8 billion, up 24% year-over-year, and consolidated operating profit hit a record ₩20.8 billion with a 7.7% margin.
User engagement rose, with DAU at 6.7 million (+5% YoY) and average transactions per user up 44% year-over-year.
Achieved first annual operating profit turnaround, with EBITDA at ₩83.3 billion.
Financial highlights
FY 2025 financial services revenue surged 59% year-over-year, now 40% of total revenue; platform revenue rose 63%.
Q4 TPV grew 14% year-over-year to ₩49.3 trillion; Q4 revenue up 24% to ₩269.8 billion.
Q4 standalone revenue was ₩186.1 billion, up 16% year-over-year; standalone operating profit was ₩19.1 billion with a 10.3% margin.
Q4 operating expense up 1% year-over-year; marketing expense up 70% year-over-year.
Total consolidated assets at year-end 2025 were ₩5,339.6 billion, with cash and cash equivalents at ₩1,631.5 billion.
Outlook and guidance
2026 revenue growth guidance is 15–25%, with focus on top-line and profit improvement across payment, finance, and platform businesses.
Strategy includes innovating user experience, vertical expansion, data-driven growth, and leveraging group synergies.
Payment expected to remain a strong growth pillar, with high growth in cross-border and offline segments.
Financial services to seek growth despite loan regulation headwinds, leveraging insurance and securities.
New business domains in stablecoin, blockchain, and AI-powered services are being prepared for 2026.
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Next Kakao Pay earnings date
Q1 20266 May, 2026
Kakao Pay
Next Kakao Pay earnings date
Q1 20266 May, 2026
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