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Oasis Home Holding’s FY2025 Report: Strong Revenue Growth and a Dividend Surprise Despite IPO Pains
Recently listed on the ACE Market, Oasis Home Holding Berhad has just released its fourth-quarter and full-year financial results for the period ending 30 June 2025. As a key player in the consumer lifestyle market, leveraging the power of live commerce, their performance offers a fascinating glimpse into a modern retail powerhouse in the making.
The headline figures tell a story of two halves: impressive full-year revenue growth of over 32%, showcasing strong market demand, but a surprising net loss in the final quarter. So, what’s behind the numbers? Let’s dive deep into the report to uncover the full picture, including a promising dividend announcement that signals confidence in the future.
Core Data Highlights: A Tale of Growth and Investment
Full-Year Performance: A Story of Impressive Growth
For the full twelve-month period, Oasis Home Holding demonstrated robust top-line growth. The company successfully expanded its market reach, translating into a significant revenue increase compared to the previous year. While profit before tax saw a modest rise, the net profit was slightly impacted by one-off expenses related to its recent Initial Public Offering (IPO).
Financial Year Ended 30 June 2025
Revenue: RM72.39 million
Profit Before Tax (PBT): RM11.53 million
Profit After Tax (PAT): RM7.80 million
Adjusted PAT (ex-listing costs): RM9.40 million
Financial Year Ended 30 June 2024
Revenue: RM54.82 million
Profit Before Tax (PBT): RM11.12 million
Profit After Tax (PAT): RM8.07 million
Adjusted PAT (ex-listing costs): RM8.87 million
The full-year revenue surged by 32.1%, a testament to the company’s effective sales strategies. However, the reported net profit saw a slight dip due to RM1.60 million in one-off listing expenses. When we exclude these non-recurring costs, the adjusted Profit After Tax actually grew by a healthy 6.0% to RM9.40 million, reflecting solid underlying operational performance.
A Closer Look at the Fourth Quarter (Q4 FY2025)
In the fourth quarter, the company posted a Loss After Tax (LAT) of RM0.21 million on the back of RM20.33 million in revenue. This loss was primarily driven by one-off listing expenses of RM1.27 million incurred during the quarter. Excluding these IPO-related costs, the adjusted Profit After Tax for Q4 stands at a positive RM1.07 million.
Beyond the IPO expenses, the quarter also saw increased investment in future growth. The company ramped up spending on advertising, celebrity endorsements for brand awareness, and upgrades to its customer service systems—strategic moves designed to capture a larger market share and enhance customer experience moving forward.
Segment Spotlight: Live Commerce Powers the Engine
The company’s growth is overwhelmingly powered by its Direct-to-Consumer (D2C) segment, which accounted for a staggering 98.4% of total revenue. Within this segment, live commerce stands out as the star performer, cementing its role as the primary engine of growth.
| Segment (Full Year FY2025) | Revenue (RM million) | Percentage of Total |
|---|---|---|
| Live Commerce | 48.01 | 66.3% |
| Third-party E-commerce & Digital Marketing | 15.48 | 21.4% |
| Mobile App & Website | 5.94 | 8.2% |
| Other Segments (Offline & B2B) | 2.96 | 4.1% |
This breakdown clearly shows that Oasis Home Holding is successfully capitalizing on the shift in consumer shopping preferences towards more interactive and engaging online platforms.
Navigating the Future: Strategy and Market Outlook
The future looks bright for Oasis Home Holding, with market research pointing to sustained growth in the consumer lifestyle products sector, particularly in home & living, wellness, and apparel. The boom in live commerce across Southeast Asia provides a massive tailwind for the company’s core business model.
To seize these opportunities, the Group has a clear strategy:
- Expansion with IPO Proceeds: The RM28.00 million raised from the IPO is being deployed to expand its live commerce channels, set up its own fulfillment center for better logistics, and establish a new headquarters.
- Strategic Partnerships: A recent joint venture with GIMCare (M) Sdn Bhd aims to accelerate brand penetration in the high-growth wellness segment, broadening the customer base.
- Enhanced Sourcing: The company is actively exploring collaborations with quality-focused suppliers, particularly from China, to deliver high-quality, competitively priced products to Malaysian consumers.
While the competitive e-commerce landscape and the need to manage rising marketing costs present challenges, the company’s proactive strategies and strong market position place it on a solid footing for future growth.
Summary and Outlook
Oasis Home Holding’s full-year 2025 results paint a picture of a dynamic company in a high-growth phase. The strong revenue growth validates its business model, while the fourth-quarter loss is clearly attributable to strategic, one-off IPO-related investments. The declaration of a final dividend of 0.40 sen per share is a significant vote of confidence from the board, signaling a commitment to shareholder returns even as it invests for the long term.
Looking ahead, investors will be watching several key areas:
- Execution of Growth Plans: The effective deployment of IPO proceeds to expand operations will be critical to sustaining momentum.
- Margin Management: Balancing aggressive marketing spend with profitability will be key in the competitive e-commerce arena.
- Success of Joint Ventures: The performance of strategic partnerships, like the one with GIMCare, will be an important new growth driver.
- Sustaining Live Commerce Dominance: Continuing to innovate and lead in the fast-evolving live commerce space.
Final Thoughts
As a professional observer, this report showcases a classic growth story. Oasis Home Holding is making the right moves—investing its fresh capital into scaling its operations, strengthening its brand, and expanding into new verticals. The temporary hit to profitability from IPO costs is a standard part of the journey for a newly listed company and should be seen in the context of long-term value creation. The key now is execution.
With a clear strategy and fresh capital, do you believe Oasis Home Holding can solidify its position as a leader in Malaysia’s live commerce scene?
Share your thoughts on their latest results in the comments below! For more analyses on newly listed companies, check out our IPO review section.
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