In today’s briefing:
- DFI Retail (DFI SP): Up 90% in a Year + Special Dividend. Cash Out or Hold Tight?

DFI Retail (DFI SP): Up 90% in a Year + Special Dividend. Cash Out or Hold Tight?
- DFI Retail’s strategic shift from portfolio investor to focused operator has unlocked over US$900 million, with US$600 million returned to shareholders via a US¢44.3 per share special dividend announced yesterday.
- Underlying profit rose 39% in 1HFY2025, driven by lower financing costs and strong performance in the Health & Beauty segment.
- On its investor call, DFI Retail Group Holdings (DFI SP) acknowledged sector headwinds and outlined plans for cost control, margin focus, and digital monetisation to offset weak revenue growth.
