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DM Solutions, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 21%, Raises Record High Profit Forecast, Dividend Revised Upward by 6 Yen
6549 DM Solutions Co.,Ltd 【J-GAAP】
Guidance Update ReportDM Solutions Co.,Ltd <6549> [TSE Std] announced a revision to its performance and dividend after the market closed on May 7th (15:50). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 21.2%, from the previous forecast of 798 million yen to 967 million yen (compared to 685 million yen in the previous period), increasing the growth rate from 16.5% to 41.2%, further surpassing the previous forecast of record-high profits for two consecutive terms.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit is expected to increase 31.9%, from the previous forecast of 529 million yen to 698 million yen (compared to 380 million yen in the same period of the previous year), increasing the growth rate from 39.2% to 83.7%.
In light of the strong performance, the company has increased its planned annual dividend for the last fiscal year from the original plan of 30 yen to 36 yen (compared to 23 yen in the previous period).
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Prev | 11,791 | 544 | 529 | 338 | 122.4 | 15 | Nov 12, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 14,521 | 682 | 698 | 463 | 167.8 | 21 | May 7, 2026 | J-GAAP |
| Revision Rate | +23.2% | +25.4% | +31.9% | +37.0% | +37.1% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 22,830 | 800 | 798 | 515 | 186.6 | 30 | Aug 8, 2025 | J-GAAP |
| Mar, 2026 New | 25,560 | 938 | 967 | 640 | 232.0 | 36 | May 7, 2026 | J-GAAP |
| Revision Rate | +12.0% | +17.3% | +21.2% | +24.3% | +24.4% |
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 | 11,145 | 371 | 380 | 293 | 105.0 | 23 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 14,521 | 682 | 698 | 463 | 167.8 | 21 | May 7, 2026 | J-GAAP |
| YoY | +30.3% | +83.8% | +83.7% | +58.0% | +59.9% |
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 | 25,560 | 938 | 967 | 640 | 232.0 | 36 | May 7, 2026 | J-GAAP |
| YoY | +20.8% | +38.3% | +41.2% | +29.0% | +30.5% |
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