Posted in

KRAFTON Posts Record Revenue, Commits $686M to Shareholder Returns

KRAFTON Posts Record Revenue, Commits 6M to Shareholder Returns

KRAFTON closed fiscal year 2025 with record revenue, underscoring the durability of its PUBG franchise while outlining an aggressive multi-year shareholder return program aimed at reinforcing investor confidence.

KRAFTON reported full-year consolidated revenue of approximately $2.28 billion USD (₩3.33 trillion KRW), representing a 22.8% year-over-year increase, according to its FY2025 and 4Q25 earnings disclosure. Fourth-quarter revenue reached about $631 million (₩919.7 billion), up 48.9% year-over-year, reflecting strong performance across PC, console, and mobile platforms.

The company attributed much of that growth to the continued strength of the PUBG IP, which maintained multi-year revenue expansion on PC and console. KRAFTON also highlighted early commercial validation of new titles, noting that inZOI surpassed one million copies sold within seven days of early access, while MIMESIS crossed the same threshold within 50 days.

Profitability Softens Amid Heavy Investment Cycle

Despite record revenue, profitability declined as KRAFTON accelerated spending on talent, technology, and long-term franchise initiatives. Operating profit fell 11% year-over-year to roughly $724 million (₩1.05 trillion), reflecting increased investment tied to PUBG platform evolution and developer expansion.

Net profit declined more sharply to approximately $503 million (₩733.7 billion), down 43.7% year-over-year, with the fourth quarter posting a modest net loss as operating expenses peaked. Management framed the margin compression as a deliberate investment phase, positioning 2025 as a foundation year for long-term IP scalability and pipeline development.

$686M+ Shareholder Return Plan Through 2028

Alongside earnings, KRAFTON announced a mid- to long-term shareholder return policy covering fiscal years 2026–2028, committing to return at least $686 million (₩1 trillion) to shareholders over three years.

The program includes:

  • Approximately $206 million (₩300 billion) in cash dividends, paid annually
  • At least $480 million (₩700 billion) in share buybacks, with all repurchased shares to be cancelled

As part of this policy, KRAFTON approved an initial $137 million (₩200 billion) share repurchase scheduled to begin on February 10, 2026. The company also confirmed year-end cash dividend plans, subject to shareholder approval at its annual general meeting.

Editor’s Note: All USD figures in this article have been converted from South Korean won using the mid-market exchange rate of 1.00 USD = ₩1,457.6557, as of 18:47 UTC on February 9, 2026.

Leave a Reply

Your email address will not be published. Required fields are marked *