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Direct Marketing MiX, Net Income Forecast for the Fiscal Year Revised Upward by 16%, Dividend Revised Upward by 1 Yen

Fri Nov 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 November 14th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 1.03 billion yen, an increase 71.4% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 15.9%, from the previous forecast of 1.10 billion yen to 1.27 billion yen (compared to 0.83 billion yen in the previous period), increasing the growth rate from 31.9% to 52.9%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the July to December period (second half) is expected to increase 57.2%, from the previous forecast of 0.30 billion yen to 0.48 billion yen (compared to 0.26 billion yen in the same period of the previous year), increasing the growth rate from 15.0% to 80.8%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 6 yen to 7 yen (compared to 4.5 yen in the previous period).

In the most recent three-month period, from July to September (3Q), the consolidated net income surged 6.7 times that of the same period last year, reaching 0.24 billion yen. The operating profit margin significantly improved from 2.5% in the same period last year to 7.3%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 21,958 1,822 1,792 1,097 23.8 151.9 Nov 14, 2023 IFRS
Jan - Sep, 2024 15,721 1,179 1,148 604 13.1 82.5 Nov 14, 2024 IFRS
Jan - Sep, 2025 17,023 1,673 1,645 1,035 22.3 80.6 Nov 14, 2025 IFRS
YoY +8.3% +41.9% +43.3% +71.4% +70.7%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 10,359 522 493 306 6.6 6 Aug 14, 2025 IFRS
Jul - Dec, 2025 New 10,859 822 783 481 10.4 7 Nov 14, 2025 IFRS
Revision Rate +4.8% +57.5% +58.8% +57.2% +57.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 22,000 1,800 1,750 1,100 23.7 6 Feb 14, 2025 IFRS
Dec, 2025 New 22,500 2,100 2,040 1,275 27.5 7 Nov 14, 2025 IFRS
Revision Rate +2.3% +16.7% +16.6% +15.9% +15.9%

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 10,859 822 783 481 10.4 7 Nov 14, 2025 IFRS
YoY +6.0% +117.5% +120.6% +80.8% +79.9%

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 22,500 2,100 2,040 1,275 27.5 7 Nov 14, 2025 IFRS
YoY +7.4% +46.4% +46.7% +52.9% +52.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jul - Sep, 2025 5,382 395 388 241 5.2 7.3 Nov 14, 2025 IFRS
YoY +7.3% +221.1% +246.4% +569.4% +565.4%

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