The earnings call presented mixed results with strong performance in the energy segment and an improved net cash position, but significant challenges were noted in the finance, automotive, and export sectors. The NAV discount reduction is a positive, yet the consolidated net loss and negative finance segment contribution weigh heavily on the overall outlook.

Company Guidance -

Q2 2025

During the Q3 2024 earnings call for Koç Holding, executives provided detailed financial guidance and performance metrics across various segments. The company reported a net cash position of $853 million by September 2024, with $1.6 billion in gross cash, 87% of which is held in hard currency. The dividend income for the first nine months was approximately TRY 29.7 billion ($903 million), with expectations to reach $1.2 billion by year-end. Koç Holding's diversified portfolio demonstrated resilience, with 29% of revenues from international sales and 48% in hard currency. Key performance indicators highlighted a 3.8% growth in Turkey's economy in H1 2024, though domestic demand slowed in Q3, contributing to disinflation efforts. The automotive segment experienced a 6% decrease in market share, while the energy segment's net income contribution remained strong, backed by higher sales and reduced energy expenses. Meanwhile, the finance segment faced challenges due to monetary losses and inflation-adjusted financials, although Yapi Kredi's net fees and commissions grew by 132% year-on-year. Looking ahead, Polat Sen projected challenges due to ongoing monetary tightening but expressed confidence in the group's strategic agility and prudent risk management to navigate the evolving economic landscape.

Strong Performance in Energy Segment

The Energy segment's contribution to Koç Holding's consolidated net income was strong, supported by higher sales and lower energy expenses. Tüpras international sales volume was up by 24% year-on-year.

Net Cash Position Improvement

Koç Holding's net cash position improved to $853 million at the end of September 2024 from $795 million at the end of 2023.

International Revenue Growth

International revenues constituted 29% of total revenues, with a notable increase of 22% year-on-year in Arçelik's international revenues, primarily due to inorganic growth from Whirlpool's contribution.

NAV Discount Reduction

Koç Holding's average NAV discount improved to approximately 22% in 2024, better than the 31% average in 2023.

Koc Holding A.S. Unsponsored ADR Class B (KHOLY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

KHOLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 14, 2025	2025 (Q2)	- / -	0.01	―	―	―
Apr 30, 2025	2025 (Q1)	- / -0.07	0.083	-187.95% (-0.16)	―	―
Feb 18, 2025	2024 (Q4)	- / 0.19	-0.1	288.00% (+0.29)	―	―
Nov 07, 2024	2024 (Q3)	- / -0.21	2.533	-108.37% (-2.75)	―	―
Aug 08, 2024	2024 (Q2)	- / 0.01	1.507	-99.34% (-1.50)	―	―
May 23, 2024	2024 (Q1)	- / 0.08	1.751	-95.26% (-1.67)	―	―
Mar 15, 2024	2023 (Q4)	- / -0.10	2.943	-103.40% (-3.04)	―	―
Oct 26, 2023	2023 (Q3)	1.05 / 2.53	2.182	16.09% (+0.35)	―	―
Aug 01, 2023	2023 (Q2)	1.05 / 1.51	1.671	-9.81% (-0.16)	―	―
May 02, 2023	2023 (Q1)	- / 1.75	0.808	116.71% (+0.94)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KHOLY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$18.30	$17.90	-2.19%
Feb 18, 2025	$21.28	$20.73	-2.58%
Nov 07, 2024	$23.21	$23.15	-0.26%
Aug 08, 2024	$27.97	$28.23	+0.93%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Koc Holding A.S. Unsponsored ADR Class B (KHOLY) report earnings?

Koc Holding A.S. Unsponsored ADR Class B (KHOLY) is schdueled to report earning on Aug 14, 2025, TBA (Confirmed).

What is Koc Holding A.S. Unsponsored ADR Class B (KHOLY) earnings time?

Koc Holding A.S. Unsponsored ADR Class B (KHOLY) earnings time is at Aug 14, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

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What is KHOLY EPS forecast?

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