KEP
Korea Electric Power Corporation16.98
-0.02-0.12%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Clarifies costs, nuclear outlook, tariffs.
Q&A shed light on KEPCO's KRW 1T operating income shortfall versus expectations, pinning it on higher GHG provisions (KRW 340.6B) and nuclear site recovery costs, though some write-backs occurred. Nuclear capacity dipped in Q4 2025 but executives expect mid-high 80% annually in 2026, boosted by maintenance completions and new plants. Management detailed dividend logic—payout ratio fell to 13.65% yet DPS rose to KRW 1,541—while staying mum on 2026 due to government talks. They outlined nascent tariff tweaks like seasonal and regional pricing amid shifting load patterns, but dodged specifics on impacts. Provisions for nuclear waste ticked details: used fuel down to KRW 2,745B. Answers were detailed yet cautious. Q&A largely reaffirmed prepared remarks. Investors will eye tariff rollout.
Key Stats
Market Cap
21.80BP/E (TTM)
3.91Basic EPS (TTM)
4.34Dividend Yield
12.5%AEP
American Electric Power Company
114.57-1.20
AQN
Algonquin Power & Utilities Cor
6.16+0.21
CNP
CenterPoint Energy, Inc (Holdin
38.05-0.15
DUK
Duke Energy Corporation (Holdin
115.59-1.14
EDPFY
EDP S A
44.76+0.20
FE
FirstEnergy Corp.
44.03-0.58
IDA
IDACORP, Inc.
126.09-0.38
PEG
Public Service Enterprise Group
79.93-0.67
POR
Portland General Electric Co
48.68-0.60
WELPM
Wisconsin Electric Power Co.
105.91+0.00