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LG Uplus (032640) investor relations material
LG Uplus Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved solid growth in all business segments, driven by mobile subscription expansion, Giga Internet, AIDC growth, and AI services like ixi-O surpassing 1 million subscribers.
Consolidated service revenue reached KRW 12.26 trillion in FY2025, up 3.5% year-over-year, with wireless service revenue at KRW 6.37 trillion, up 4.1% year-over-year.
Operating income rose to KRW 892 billion, up 3.4% year-over-year, and net income surged 61.9% to KRW 509 billion, reflecting a base effect from prior asset impairment losses.
Focused on business efficiency by restructuring low-margin operations and prioritizing core businesses, resulting in improved profitability.
Enhanced customer value and future growth engines through AI transformation and digital experience innovation.
Financial highlights
FY2025 consolidated service revenue rose 3.5% year-over-year to KRW 12.26 trillion, exceeding prior guidance.
Operating profit increased 3.4% year-over-year to KRW 892.1 billion, with structural cost improvements boosting underlying growth.
Net profit surged 61.9% year-over-year to KRW 509.2 billion.
FY2025 operating revenue was KRW 15.45 trillion, up 5.7% year-over-year.
Capex was KRW 1.75 trillion, down 8.9% year-over-year due to deferred AIDC investment.
Outlook and guidance
Targeting above 2% standalone service revenue growth for 2026, with a focus on profitability and operational efficiency through AX automation.
Plans to increase investment in security and AIDC as future growth drivers.
Expecting B2C growth to moderate in 2026, while B2B, especially AIDC, is projected to maintain or exceed 2025 growth rates.
The company aims to further enhance operational efficiency in FY2026 through AI-based initiatives and digital integration.
- TimeTickerHeadlineOpen
- 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and robust acquisitions. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebNVDA
AI-driven digital twins and real-time simulation will transform engineering and manufacturing. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position. - 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy.
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