Direct Marketing MiX, First Half Net Income Increases by 40%, Apr-Jun Net Income Increases by 2.9 times

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Thu Aug 14, 2025 3:30 pm JST Earnings

7354 Direct Marketing MiX Inc. 【IFRS】

Earnings Report

Direct Marketing MiX Inc. <7354> [TSE Prime] announced its financial results (based on IFRS) after the market closed on August 14th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending December 2025 (January to June) expanded 0.79 billion yen, an increase 39.8% compared to the same period last year. Progress toward the full-year plan of 1.10 billion yen was 72.2%, also surpassing progress of 68.1% from the same period of the previous year.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the July to December period (second half) is expected to grow 15.0% from the same period last year, reaching 0.30 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated net income surged 2.9 times that of the same period last year, reaching 0.33 billion yen. The operating profit margin significantly improved from 5.7% in the same period last year to 9.4%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Jun, 2023	15,642	1,856	1,836	1,203	26.1	155.6	Oct 13, 2023	IFRS
Jan - Jun, 2024	10,706	1,056	1,036	568	12.3	74.5	Aug 14, 2024	IFRS
Jan - Jun, 2025	11,641	1,278	1,257	794	17.1	71.8	Aug 14, 2025	IFRS
YoY	+8.7%	+21.0%	+21.3%	+39.8%	+39.2%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2025 Guidance	ー	ー	ー	ー	－	0	Feb 14, 2025	IFRS
Jan - Jun, 2025 Results	11,641	1,278	1,257	794	17.1	0	Aug 14, 2025	IFRS
Revision Rate	－	－	－	－	－

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024	10,246	378	355	266	5.8	4.50	Feb 14, 2025	IFRS
Jul - Dec, 2025 Guidance	10,359	522	493	306	6.6	6	Aug 14, 2025	IFRS
YoY	+1.1%	+38.1%	+38.9%	+15.0%	+14.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	26,851	1,220	1,180	310	6.7	3	Feb 13, 2024	IFRS
Dec, 2024	20,952	1,434	1,391	834	18.1	4.50	Feb 14, 2025	IFRS
Dec, 2025 Guidance	22,000	1,800	1,750	1,100	23.7	6	Feb 14, 2025	IFRS
YoY	+5.0%	+25.5%	+25.8%	+31.9%	+31.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Apr - Jun, 2024	4,761	272	262	113	2.5	5.7	Aug 14, 2024	IFRS
Jul - Sep, 2024	5,015	123	112	36	0.8	2.5	Nov 14, 2024	IFRS
Oct - Dec, 2024	5,231	255	243	230	5.0	4.9	Feb 14, 2025	IFRS
Jan - Mar, 2025	5,985	747	736	463	10.0	12.5	May 15, 2025	IFRS
Apr - Jun, 2025	5,656	531	521	331	7.1	9.4	Aug 14, 2025	IFRS
YoY	+18.8%	+95.2%	+98.9%	+192.9%	+191.4%