)
Oisix ra daichi (3182) investor relations material
Oisix ra daichi Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY25 sales rose 4.9% YoY to JPY 131.8 billion, with EBITDA at JPY 6.0 billion (down 1.4% YoY) and operating profit at JPY 3.0 billion (down 8.6% YoY) due to higher B2C marketing expenses and temporary impacts from subsidiary reorganization.
Net income attributable to owners of parent declined 61.2% YoY to JPY 0.93 billion, mainly due to prior year non-recurring gains and a high effective tax rate at SHIDAX Group.
B2C subscriber count increased YoY for the first time in two years, reaching 361K, but profit margin declined to 7.6% due to aggressive marketing.
Strategic focus remains on expanding B2B and B2C subscription businesses, with mid-term targets to double profits by FY2029.
Full acquisition of SHIDAX's Food and Social Service Businesses and sale of Vehicle and Other Businesses completed in October, improving financial stability and tax efficiency.
Financial highlights
H1 FY25 sales: JPY 131.8 billion (+4.9% YoY); EBITDA: JPY 6.1 billion (-1.4% YoY); Operating profit: JPY 3.0 billion (-8.6% YoY); Net profit: JPY 0.93 billion (-61.2% YoY, due to prior year non-recurring gains).
Gross profit increased to JPY 38.03 billion from JPY 37.28 billion YoY.
B2C Subscription sales fell 3% YoY, with Oisix up 1% and Daichi + Radish flat; Purple Carrot down 28%.
B2B Subscription sales grew 9% YoY; Social Service up 12%; Vehicle Operation Service up 9%.
Adjusted segment profit margin: B2C 7.6%, B2B 4.4%, Social 4.3%, Vehicle 12.2%.
Outlook and guidance
FY25 full-year forecast: Sales JPY 255.0 billion (-0.4% YoY), EBITDA JPY 12.85 billion (+0.4%), Operating profit JPY 7.3 billion (+6.3%), Net profit JPY 4.0 billion (+9.9%), EPS JPY 115.17.
No revisions to the most recently announced forecast; guidance reflects the exclusion of Vehicle Operation and Other Businesses from consolidation after October 1, 2025.
Expectation of a special gain from the sale of Vehicle Operation and Other Businesses in Q3 FY2025.
B2C profit expected to remain stable, with cost improvements offsetting high H1 marketing spend.
H2 focus on expanding "Cho-Raku Kit" and functional meal kits, and further B2B product development for elderly care.
Next Oisix ra daichi earnings date
Next Oisix ra daichi earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage