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Oisix ra daichi (3182) investor relations material
Oisix ra daichi Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary13 Aug, 2025
Executive summary
Sales rose 5.1% year-over-year to JPY 66.4 billion, with EBITDA up 28.1%, operating profit up 49.3%, and net profit attributable to parent up 120.9%.
B2C ARPU increased and cost reductions improved profit margin, while B2B profit margin remained stable despite higher food costs.
Segment realignment moved School Lunch services to B2B Subscription to reflect strategic focus.
Progressing toward full-year sales and EBITDA targets at 25% and 24% of plan, respectively.
Plans to make SHIDAX's food and social service businesses wholly owned subsidiaries and divest vehicle business to focus on core B2C/B2B subscriptions.
Financial highlights
Q1 FY25 sales: JPY 66,423 million (+5.1% YoY); EBITDA: JPY 3,359 million (+28.1% YoY); operating profit: JPY 1,837 million (+49.3% YoY); net profit attributable to parent: JPY 750 million (+120.9% YoY).
Ordinary profit rose 73.8% to JPY 1,651 million; comprehensive income reached JPY 751 million (+34.0% YoY).
B2C subscription segment profit margin improved by 2.8 pp YoY due to higher ARPU and cost efficiencies.
B2B subscription sales up 13% YoY, with profit margin stable despite rising ingredient costs.
Vehicle operation service sales up 10% YoY, with profit margin improvement due to timing differences in expense recognition.
Outlook and guidance
FY25 sales forecast: JPY 270 billion (+5.5% YoY); EBITDA: JPY 14 billion (+9.4% YoY); operating profit: JPY 8 billion (+16.5% YoY); net profit attributable to parent: JPY 4 billion (+9.9% YoY).
Full-year EPS forecast at 115.17 yen (+9.9% YoY); dividend forecast for FY2026 maintained at 16.00 yen per share.
Second-half sales and operating income expected to decrease due to divestiture of vehicle and other businesses, but profit attributable to owners of parent and EPS projected to rise slightly.
Impact of subsidiary reorganization on FY25 earnings to be disclosed by mid-November.
B2C expected to see improved profitability from higher ARPU and cost efficiencies; B2B to benefit from price optimization and operational standardization.
How will subsidiary reorganization impact financials?
Why was Food service reclassified to BtoB?
What are the challenges in BtoB Subscription?
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Next Oisix ra daichi earnings date
Q2 202613 Nov, 2025
Next Oisix ra daichi earnings date
Q2 202613 Nov, 2025
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Frequently asked questions
Oisix ra daichi Inc is a Japan-based company engaged in the e-commerce and delivery of organic and natural food products. The company offers subscription-based meal kits, fresh produce, and grocery items sourced from environmentally conscious farmers and producers. It operates through various brands, including Oisix, Daichi wo Mamoru Kai, and Radish Boya, serving individual consumers via online platforms. The company emphasizes food safety, sustainability, and traceability in its supply chain. Oisix ra daichi Inc is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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