Kyivstar Group (NASDAQ:KYIV) Posts Earnings Results, Beats Expectations By $0.06 EPS

Kyivstar Group (NASDAQ:KYIV) posted its earnings results on Friday. The company reported $0.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.31 by $0.06, Zacks reports. The business had revenue of $321.00 million for the quarter, compared to analysts’ expectations of $302.65 million.

Here are the key takeaways from Kyivstar Group’s conference call:

• Kyivstar reported a strong FY2025 performance with total revenue up 26% in USD (30% in UAH), EBITDA up 26% in USD, net cash from operating activities of $558M and a cash balance of ~$455M, outperforming prior outlook.
• Digital transformation accelerated—digital revenue grew roughly 4.7x–6x (Q4 digital ~$50M), now ~16% of group revenue with >15M digital MAUs and multi-play customers at 7.3M, supporting higher RPU (mobile $3.80; multi‑play $5.20).
• Strategy execution via M&A expanded the ecosystem—consolidation of Uklon (material EBITDA contributor), acquisitions of Tabletki.ua (immediately accretive; ~6.7x EV/EBITDA, ~8x P/E on trailing accounts), Storm (fixed broadband) and Sunvin (solar) to drive cross-sell, broadband scale and an energy hedge.
• 2026 guidance is cautious—revenue +8%–11% and EBITDA +5%–8% in USD (assumes 44.5 UAH/USD), and management flagged a near-term headwind from EU “Roam Like at Home” (~UAH1bn negative top‑line/EBITDA impact), FX devaluation risk and energy cost uncertainty.
• Technology push — almost 5M customers have used Starlink direct‑to‑cell messaging and Kyivstar plans live data and OTT voice rollouts in 2026 (currently positioned as a humanitarian/retention service with commercialization options under review).

Kyivstar Group Trading Up 8.5%

Kyivstar Group stock traded up $0.87 during trading hours on Friday, hitting $11.07. 2,498,829 shares of the stock traded hands, compared to its average volume of 684,280. Kyivstar Group has a one year low of $10.15 and a one year high of $16.48. The business’s 50-day moving average price is $12.21. The company has a current ratio of 1.40, a quick ratio of 1.40 and a debt-to-equity ratio of 0.22. The stock has a market capitalization of $2.56 billion and a P/E ratio of 33.55.

Institutional Investors Weigh In On Kyivstar Group

Several hedge funds have recently made changes to their positions in KYIV. Quadrature Capital Ltd purchased a new stake in Kyivstar Group in the fourth quarter worth $133,000. Goldman Sachs Group Inc. purchased a new stake in shares of Kyivstar Group in the 4th quarter worth about $249,000. HRT Financial LP increased its stake in shares of Kyivstar Group by 12.0% in the 4th quarter. HRT Financial LP now owns 35,838 shares of the company’s stock worth $465,000 after acquiring an additional 3,853 shares in the last quarter. Verition Fund Management LLC bought a new position in shares of Kyivstar Group in the 4th quarter worth about $591,000. Finally, Quinn Opportunity Partners LLC lifted its position in Kyivstar Group by 59.6% during the 4th quarter. Quinn Opportunity Partners LLC now owns 80,100 shares of the company’s stock valued at $1,040,000 after acquiring an additional 29,900 shares during the period.

Analysts Set New Price Targets

KYIV has been the topic of several recent analyst reports. Wall Street Zen upgraded shares of Kyivstar Group from a “hold” rating to a “buy” rating in a report on Saturday, March 7th. Cantor Fitzgerald restated an “overweight” rating and issued a $17.00 price objective on shares of Kyivstar Group in a report on Wednesday, December 24th. One research analyst has rated the stock with a Buy rating, According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $17.00.

Key Stories Impacting Kyivstar Group

Here are the key news stories impacting Kyivstar Group this week:

• Positive Sentiment: Robust FY‑25 operating results — revenue +25.9% to $1,157M and EBITDA +25.8% with digital revenue growing ~4.7x, showing successful monetization of digital services. Kyivstar Revenue Rises 26% YoY as Digital and Connectivity Drive Growth
• Positive Sentiment: Forward guidance lifted — management expects 2026 revenue growth and positive EBITDA expansion (USD revenue growth ~8–11%; local‑currency growth higher), supporting upside vs. consensus. Kyivstar Group Posts Double‑Digit 2025 Growth as Digital Bets Reshape Ukrainian Telecom
• Positive Sentiment: Strategic M&A and product expansion — acquisition of Tabletki.ua (healthcare marketplace), ISP Shtorm and a solar asset, plus Starlink Direct‑to‑Cell rollout broaden digital ecosystem and revenue streams. Kyivstar Group Ltd Reports 25.9% Revenue Growth for FY25, Strong 4Q25 Performance, and Strategic Acquisitions
• Positive Sentiment: Analyst/institutional support — several buy/outperform ratings and price targets above current levels, plus notable institutional buys reported, which can underpin momentum. Kyivstar Group Ltd Reports 25.9% Revenue Growth for FY25, Strong 4Q25 Performance, and Strategic Acquisitions
• Neutral Sentiment: VEON secondary sale reduced parent stake to ~83.6% — increases free float but does not imply change to operational control. Kyivstar Revenue Rises 26% YoY as Digital and Connectivity Drive Growth
• Neutral Sentiment: Management hosting results webcast and Q&A today — useful for detail/clarifications but not immediately material until new info emerges. Kyivstar Revenue Rises 26% YoY as Digital and Connectivity Drive Growth
• Negative Sentiment: One‑off non‑cash listing charge of $162M depressed unadjusted profit (adjusted net profit materially higher than reported unadjusted EPS), creating some earnings volatility and accounting noise. Kyivstar Group Ltd Reports 25.9% Revenue Growth for FY25, Strong 4Q25 Performance, and Strategic Acquisitions
• Negative Sentiment: Higher capex intensity (36% in 4Q25) and a slight margin contraction could pressure near‑term cash flow despite guidance calling for lower capex intensity in 2026. Kyivstar Revenue Rises 26% YoY as Digital and Connectivity Drive Growth

About Kyivstar Group

Kyivstar Group (NASDAQ:KYIV) is a leading Ukrainian telecommunications operator that provides a broad range of consumer and business communications services. The company operates one of Ukraine’s largest mobile networks and offers voice, messaging and mobile broadband services over 3G and 4G/LTE technologies. In addition to mobile services, Kyivstar supplies fixed-line broadband and home internet access, serving residential customers with connectivity and related value‑added services.

For enterprise and public sector customers, Kyivstar delivers a portfolio of business solutions that includes fixed and mobile data plans, machine‑to‑machine (M2M) and Internet of Things (IoT) connectivity, and ICT services intended to support digital transformation.