Korea Electric Power Corporation · KEP · Next earnings

Korea Electric Power Corporation reports Thursday, Nov 12, 2026

KEP reports before market open with consensus EPS at $0.85 and revenue at $19.94B. Last quarter: KEPCO weighs tariff reform and nuclear recovery against higher costs

Reports Before market open7 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $0.85 Calendar consensus
Consensus revenue $19.94B Calendar consensus
Report date Nov 12, 2026 Thursday, date estimated
Session Before market open 7 days away

Where KEP left off: FY2026 Q2

Full report

KEPCO weighs tariff reform and nuclear recovery against higher costs

EPS surprise -67.4% Reported $0.15 vs $0.45
Revenue surprise +7.0% Reported $16.38B vs $15.31B
Stock move -3.4% Event window
Subsequent drift +0.1% Up to 20 sessions

No formal guidance was provided. Management discussed potential tariff increases, a slight H2 recovery in nuclear generation, and multi-year funding for major capex.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • A continued economic slowdown could reduce industrial power demand.
  • International fuel-price volatility could pressure costs and SMP.
  • Prolonged nuclear maintenance could limit generation.
  • The timing and financial impact of differentiated tariffs remain uncertain.
  • Large capex programs and bond-issuance limits could increase funding pressure.

Questions analysts left open

  • The drivers and persistence of higher other operating expenses.
  • The timing and financial effect of tariff hikes and regional pricing reform.
  • Funding pressure from large capex projects and the 2027 bond-to-capital target.

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Recent KEP quarters

All KEP earnings
-3.4%FY2026 Q2-2.7%FY2025 Q4+0.5%FY2025 Q2-3.8%FY2025 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.