Kyivstar Group Earnings Call Transcripts
Fiscal Year 2026
-
Q3 revenue and EBITDA grew, free cash flow strengthened, and 2026 guidance was raised. Digital expansion and acquisitions support growth, while energy costs, war-related risks and Q4 seasonality temper the outlook.
-
Revenue grew 19% year-over-year to $339 million, with digital revenue up 83% and Multiplay customers up 24%. Net profit declined due to a non-cash warrant charge, but cash flow and margins remain strong. Full-year guidance was raised again, reflecting robust organic and inorganic growth.
-
Revenue grew 27% year-over-year to $323M, with digital revenue more than tripling and Multiplay customers up 32%. EBITDA margin remained strong, and guidance for 2026 was raised despite ongoing war and energy risks. Strategic acquisitions and partnerships accelerated digital expansion.
Fiscal Year 2025
-
2025 saw strong revenue and EBITDA growth, driven by digital expansion, multi-play adoption, and strategic acquisitions. 2026 guidance anticipates slower but solid growth amid currency and regulatory headwinds, with continued focus on digital, energy resilience, and capital efficiency.
-
Q3 2025 saw 21% revenue and 21.5% EBITDA growth year-over-year, with digital revenue now at 12% of total, driven by Uklon and organic expansion. Adjusted net profit was $73 million, and guidance for 2025 expects 24%-27% revenue growth in local currency.