INVESTOR RELATIONS

DMX: Strategic Direction Toward 2030

Submission date: 08/08/2025 Views: 32

DIEN MAY XANH (DMX): REDEFINING GROWTH AND LEAD THE NEXT WAVE OF GROWTH TO 2030


1. Redefining growth – from “quantity” to “quality”

2004–2025: A journey of rapid expansion through “quantity”, transforming from a small retail chain into Vietnam’s leading consumer platform;

2026–2030: Entering a new phase of “quality” growth through optimizing the existing platform, personalizing customer experience, integrating services, and expanding regionally;


2. New Growth Drivers Toward 2030

2.1. Quality-Driven Growth – A Strategic Asset, Hard to Replicate

Competing not on price, but on peace of mind, speed, experience, and outstanding services;

Expanding strategic product portfolio to create the “water flows where it’s deepest” effect;

TopZone as the strategic bridge with Apple – bringing Vietnam closer to Tier-1 status;

Restructuring for “less quantity - more quality” through incentive-based models and an ownership mindset;

Strengthening the “Familyship” culture and a new service culture - the foundation for sustainable and differentiated growth in the next phase.

2.2. Complete Lifecycle Services – Creating New, Hard-to-Replicate Revenue, Profit & Traffic Streams

Moving from retail to full product lifecycle solutions: sales – finance – warranty – maintenance – upgrades;

Transforming into a trusted consumer finance touchpoint, offering flexible and reliable financial solutions.

2.3. Super App – A Multi-Service Platform, Owning Customer Traffic

Evolving from the VIP Loyalty App into a personalized Super App – going beyond any e-commerce platform through superior offline after-sales and service excellence;

2.4. EraBlue – Proof of Regional Replicability

The #1 consumer electronics retailer in Indonesia by revenue and store count, already profitable;

Accelerating expansion toward 500 stores with a joint-venture roadmap to IPO.


3. DMX 2030 – Becoming an Independent Listed Company

• DMX is ready to break the “market saturation” mindset – opening new growth horizons;

The IPO is not for fundraising, but a strategic step to operate independently, transparently, and with strategies tailored to each chain and growth phase;

A bold declaration of DMX’s pioneering spirit and leadership in the new consumer era;

The right time for the next generation to carry the legacy forward and lead DMX’s new growth journey toward 2030;

A launchpad for DMX to enter its next growth phase – backed by a sustainable model, a seasoned succession team, and the ambition to expand across Southeast Asia.

A GOLDEN OPPORTUNITY FOR LONG-TERM PARTNERSHIP

A golden opportunity for investors to join DMX - backed by a solid foundation and regional vision

Leadership and succession teams are ready to play big, committed to realizing DMX’s 2030 IPO ambition

Target to double the 2025 net profit by 2030, maintaining annual growth of over 15%

DMX’S IPO IS NOT ABOUT RAISING CAPITAL – IT IS A STRATEGIC MOVE TO UNLOCK THE COMPANY’S FULL VALUATION, REFLECTING ITS TRUE POTENTIAL, ROLE, AND LEADERSHIP POSITION IN THE MARKET