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DMS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 14%

Mon Oct 27, 2025 3:30 pm JST Earnings

9782 DMS INC. 【J-GAAP】

Earnings Report

DMS INC. <9782> [TSE Std] announced its financial results after the market closed on October 27th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 8.7% from the same period last year, reaching 0.56 billion yen, resulting in an increase in profits compared to the previous forecast of a 24.4% decrease.

In addition, the full-year forecast for ordinary profit has been revised upward 13.7%, from the previous forecast of 1.25 billion yen to 1.42 billion yen (compared to 1.24 billion yen in the previous period), increasing the growth rate from 0.3% to 14.0%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to grow 17.8% from the same period last year, reaching 0.86 billion yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit amounted to 0.30 billion yen, remained almost flat compared to the same period last year. However, the operating profit margin worsened from 4.5% in the same period last year to 4.2%.

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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
Apr - Sep, 2023 13,431 793 812 561 95.6 57.6 Oct 26, 2023 J-GAAP
Apr - Sep, 2024 12,477 485 516 352 61.7 41.4 Oct 24, 2024 J-GAAP
Apr - Sep, 2025 13,858 529 561 396 71.8 39.5 Oct 27, 2025 J-GAAP
YoY +11.1% +9.1% +8.7% +12.5% +16.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 12,500 370 390 265 48.8 110 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 13,858 529 561 396 71.8 110 Oct 27, 2025 J-GAAP
Revision Rate +10.9% +43.0% +43.8% +49.4% +47.1%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 27,700 1,200 1,250 850 156.6 228 May 15, 2025 J-GAAP
Mar, 2026 New 29,058 1,359 1,421 981 180.8 228 Oct 27, 2025 J-GAAP
Revision Rate +4.9% +13.3% +13.7% +15.4% +15.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 15,078 705 730 489 86.6 205 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 15,200 830 860 585 107.8 118 May 15, 2025 J-GAAP
YoY +0.8% +17.7% +17.8% +19.6% +24.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 26,903 1,370 1,409 1,519 260.6 79 May 15, 2024 J-GAAP
Mar, 2025 27,555 1,190 1,246 841 148.9 242 May 15, 2025 J-GAAP
Mar, 2026 Guidance 29,058 1,359 1,421 981 180.8 228 Oct 27, 2025 J-GAAP
YoY +5.5% +14.2% +14.0% +16.6% +21.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,541 293 305 208 36.5 4.5 Oct 24, 2024 J-GAAP
Oct - Dec, 2024 7,458 304 320 219 38.6 4.1 Jan 28, 2025 J-GAAP
Jan - Mar, 2025 7,620 401 410 270 47.8 5.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 6,804 235 256 192 34.7 3.5 Jul 28, 2025 J-GAAP
Jul - Sep, 2025 7,054 294 305 204 37.0 4.2 Oct 27, 2025 J-GAAP
YoY +7.8% +0.3% 0.0% -1.9% +1.5%

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