UBS Korea Summit 2025: Kakao Pay’s Global Leap

Kakao Pay actively promoted its growth story and future vision to global institutional investors at the UBS Korea Summit 2025.

1. Solid Growth: Q1 2025 Earnings Analysis

Kakao Pay demonstrated robust growth in Q1 2025, recording consolidated revenue of KRW 211,905 million (+19.6% YoY), operating profit of KRW 4,411 million (turning to profit), and net income of KRW 14,369 million. Growth in payment and financial services was particularly notable.

  • Payment Services: KRW 122,201 million (+57.67%)
  • Financial Services: KRW 80,157 million (+37.83%)

Key indicators such as daily active users (DAU) at 6.2 million, average transaction per user (ATU) at 59 (+38%), and average revenue per user (ARPU) at KRW 9,097 (+24%) also showed positive performance.

2. Future Growth Engines: Leading the Fintech Market

Kakao Pay is securing future growth engines and strengthening its competitiveness through adding new business objectives, upgrading its MTS service, and expanding its insurance product lineup.

3. Potential Impact of the IR Event: Opportunities and Risks

This IR event is expected to have positive impacts, including strengthening trust with overseas investors, enhancing IR effectiveness, exploring global partnership opportunities, and accelerating global expansion strategies. However, there are also risks of negative impacts if investor expectations are not met or if market conditions worsen.

4. Key Points for Investors

Considering Kakao Pay’s growth potential and market competitiveness, its investment value is expected to be high in the long term. However, investors should establish investment strategies while continuously monitoring global financial market volatility and changes in the competitive landscape.