DFI Retail Group Holdings Limited has announced a robust performance for the third quarter of 2025, with a 48% year-on-year increase in underlying profit. This growth is attributed to strategic enhancements in value offerings and a focus on high-margin categories. The group’s underlying subsidiary sales, excluding cigarettes, rose by 3% year-on-year, with significant contributions from the Health & Beauty and Food segments.
The group’s financial health has improved markedly, transitioning from a net debt of $468m at the end of 2024 to a net cash position of $648m by 30 September 2025. This financial turnaround enabled the declaration of a special dividend of US¢44.30 per share, amounting to $600m, paid in October 2025.
In the Health & Beauty division, like-for-like (LFL) sales increased by 5%, bolstered by strong growth in healthcare categories and e-commerce expansion. The Convenience division faced a 2% decline in LFL sales due to reduced cigarette volumes, yet non-cigarette categories remained stable. The Food division saw a 3% rise in LFL sales, aided by strategic pricing and promotional efforts.
The group’s omnichannel strategy has driven double-digit growth in e-commerce sales, with DFIQ Media completing 290 targeted advertising campaigns by September 2025. Looking ahead, DFI Retail Group aims to enhance its market share and profitability through data-driven insights and a sharpened business focus. The group maintains its full-year profit guidance of $250m to $270m, with organic revenue growth projected between 0.5% and 1.0%.
