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DM Solutions, First Half Ordinary Profit Revised Downward to an Unexpected 12%Decrease

Wed Nov 12, 2025 4:00 pm JST Earnings

6549 DM Solutions Co.,Ltd 【J-GAAP】

Earnings Report

DM Solutions Co.,Ltd <6549> [TSE Std] announced its financial results after the market closed on November 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 11.8% from the same period last year to 269 million yen, resulting in a decrease in profits compared to the previous forecast of a 3.6% increase.

Progress toward the full-year plan of 798 million yen was 33.7%, also falling below the five-year average of 48.9%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand 39.2% from the same period last year, reaching 529 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 10.1% from the same period last year, reaching 163 million yen. However, the operating profit margin worsened from 3.0% in the same period last year to 2.7%.

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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 9,024 284 290 192 69.5 50.4 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 10,010 307 305 203 72.8 44.5 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 11,039 256 269 177 64.4 33.7 Nov 12, 2025 J-GAAP
YoY +10.3% -16.6% -11.8% -12.8% -11.6%

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 10,936 316 316 201 72.9 15 Aug 8, 2025 J-GAAP
Apr - Sep, 2025 Results 11,039 256 269 177 64.4 15 Nov 12, 2025 J-GAAP
Revision Rate +0.9% -19.0% -14.9% -11.9% -11.7%

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 11,145 371 380 293 105.0 23 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 11,791 544 529 338 122.4 15 Nov 12, 2025 J-GAAP
YoY +5.8% +46.6% +39.2% +15.4% +16.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 18,207 568 575 402 145.2 12 May 14, 2024 J-GAAP
Mar, 2025 21,155 678 685 496 177.7 23 May 13, 2025 J-GAAP
Mar, 2026 Guidance 22,830 800 798 515 186.6 30 Aug 8, 2025 J-GAAP
YoY +7.9% +18.0% +16.5% +3.8% +5.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,924 150 148 99 35.5 3.0 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 5,444 147 152 99 35.4 2.7 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 5,701 224 228 194 69.5 3.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 5,274 100 106 72 26.1 1.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 5,765 156 163 105 38.2 2.7 Nov 12, 2025 J-GAAP
YoY +17.1% +4.0% +10.1% +6.1% +7.6%

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