Worth reading
52Recurring
Scored from 5 of 6 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&AFirst quarter of the fiscal year ending December 202610 items taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- AI is viewed as an opportunity rather than a threat, and the company aims to grow by combining it with proprietary primary data, human networks and recruitment branding.
- The addition of キッズ・コーポレーション to the group is scheduled for 31 July 2026. Goodwill and intangible assets are expected to total approximately ¥700 million to ¥800 million, with an amortization period of more than 10 years, although the details remain under review.
- Following the acquisition, the company will expand into the blue-collar and essential-worker markets by leveraging the school network, while prioritizing profitability improvements through PMI.
- Shareholder returns will target a payout ratio of 30%, while share buybacks will be considered based on factors including capital efficiency and liquidity.
- The cumulative number of corporate customers exceeded 7,000, and the number of ONE CAREER career-change members exceeded 200,000.
New initiatives
- Addition of キッズ・コーポレーション to the group
- Development of back-office functions following the acquisition
- Bringing outsourced operations and software development in-house and improving efficiency
- Cross-selling to the high-school graduate recruitment market
- Strengthening sales efforts in the blue-collar and essential-worker markets
- Continued consideration of additional M&A
Key KPIsA metric the company considers important as a management benchmark.
- Number of reviewsMore than 700,000
- Cumulative number of members2,425 thousand
- Cumulative number of corporate customersMore than 7,000 companies (at the end of April 2026)
- Cumulative number of companies using the scouting serviceMore than 4,000 companies (at the end of March 2026)
- ONE CAREER career-change membersMore than 200,000
Unit price and quantity metricsThese figures show sales broken down by price and volume.
Expansion in the number of corporate customers and higher average customer spending are cited as growth drivers. The figure for average customer spending is Not disclosed.Medium-term management plan targets
Revenue from the career-change business of ¥5 billion in fiscal 2030. The profit metric will be changed from operating income to EBITDA.Market Size / Share
A labor shortage of approximately 11 million people in 2040, an approximately 18% share of corporate customers, and a member share of more than 60% for each graduating class.Number of stores and locations
Regional offices are located in Nagoya, Osaka and Fukuoka. The number of offices at period-end and the number opened or closed during the period are Not disclosed.Number of employees
The company mentioned hiring and onboarding sales personnel, but the number of employees and changes thereof are Not disclosed.Payout ratio
Approximately 30%Acquisition of treasury shares
The specific acquisition limit, number of shares and period are Not disclosed. The company stated that share buybacks could be considered depending on the share price level, cash and deposits, and other factors.| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | First quarter of the fiscal year ending December 2026 |
| Key KPIs | Indicator name Number of reviews / Value More than 700,000 / Year on year against the same period last year Not disclosed, Indicator name Cumulative number of members / Value 2,425 thousand / Year on year against the same period last year Not disclosed, Indicator name Cumulative number of corporate customers / Value More than 7,000 companies (at the end of April 2026) / Year on year against the same period last year Not disclosed, Indicator name Cumulative number of companies using the scouting service / Value More than 4,000 companies (at the end of March 2026) / Year on year against the same period last year Not disclosed, Indicator name ONE CAREER career-change members / Value More than 200,000 / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | Expansion in the number of corporate customers and higher average customer spending are cited as growth drivers. The figure for average customer spending is Not disclosed. |
| Number of stores and locations | Regional offices are located in Nagoya, Osaka and Fukuoka. The number of offices at period-end and the number opened or closed during the period are Not disclosed. |
| Number of employees | The company mentioned hiring and onboarding sales personnel, but the number of employees and changes thereof are Not disclosed. |
| Medium-term management plan targets | Revenue from the career-change business of ¥5 billion in fiscal 2030. The profit metric will be changed from operating income to EBITDA. |
| Payout ratio | Approximately 30% |
| Acquisition of treasury shares | The specific acquisition limit, number of shares and period are Not disclosed. The company stated that share buybacks could be considered depending on the share price level, cash and deposits, and other factors. |
| Market Size / Share | A labor shortage of approximately 11 million people in 2040, an approximately 18% share of corporate customers, and a member share of more than 60% for each graduating class. |
| Key points of the Q&A | AI is viewed as an opportunity rather than a threat, and the company aims to grow by combining it with proprietary primary data, human networks and recruitment branding., The addition of キッズ・コーポレーション to the group is scheduled for 31 July 2026. Goodwill and intangible assets are expected to total approximately ¥700 million to ¥800 million, with an amortization period of more than 10 years, although the details remain under review., Following the acquisition, the company will expand into the blue-collar and essential-worker markets by leveraging the school network, while prioritizing profitability improvements through PMI., Shareholder returns will target a payout ratio of 30%, while share buybacks will be considered based on factors including capital efficiency and liquidity., The cumulative number of corporate customers exceeded 7,000, and the number of ONE CAREER career-change members exceeded 200,000. |
| New initiatives | Addition of キッズ・コーポレーション to the group, Development of back-office functions following the acquisition, Bringing outsourced operations and software development in-house and improving efficiency, Cross-selling to the high-school graduate recruitment market, Strengthening sales efforts in the blue-collar and essential-worker markets, Continued consideration of additional M&A |
Items this document does not state (19)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendCapital expendituresOrders received and order backlog
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The acquisition of キッズ・コーポレーション is intended to expand the member base by leveraging its school network, enter the blue-collar and essential-worker markets, develop new customers, and improve profitability by bringing outsourced operations in-house. The increase in corporate customers is attributable to stronger brand recognition as the No. 1 science and engineering job-hunting site, enhanced sales capabilities and regional expansion, and new customer acquisition originating from the scouting service. The increase in career-change members reflects returning use by new-graduate users and growth in student registrations.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.