Worth reading
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How definitive the wording is.Contents of this document
Summary of Q&ASix months ended June 20267 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Operating profit margin40.8 %
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
- Sustainability of the first-half operating margin of 40.8% and profitability of the new graduate recruitment business
- Demand for new graduate and mid-career recruitment amid the spread of AI
- Customer satisfaction rankings for job-hunting websites and future direction
- Initial performance of ONE CAREER's mid-career recruitment business and the FY30 revenue target of ¥5 billion
- Number of employees, hiring policy and PMI framework for キッズ社
- Information security, AI governance and management of review reliability
New initiatives
- Growth investments, including hiring sales personnel, marketing and brand investment
- Company-wide use of AI and establishment of an AI Governance Committee
- Company-led PMI for キッズ社
- Development of back-office functions and in-house execution and efficiency improvements for outsourced operations
- Strengthening review governance, including review guidelines, post screening and a reporting channel
Key KPIsA metric the company considers important as a management benchmark.
- Cumulative number of corporate customers7,496 companiesYear on year against the same period last year+44.0%
- Student share65 %
- Corporate customer share16 %
- Number of reviews70 more than ten thousand items
- Cumulative number of members of ワンキャリア転職20 10,000 people
- Overall ranking in the GMO customer satisfaction ranking2 rank
Medium-term management plan targets
TargetFY30 revenue of ¥5 billion
Target fiscal yearFY30
Financial targets
ROEAt least 25% each year
EBITDA margin25% or higher
Market Size / Share
Student shareApproximately 65% (as of the end of March 2026)
Corporate customer shareApproximately 16% (as of the end of December 2025)
Number of employees
End of the second quarter of the fiscal year ending December 2026343 People
Expected as of the end of December 2026510 People
Recruitment PolicyContinue and strengthen hiring, primarily for sales personnel
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Six months ended June 2026 |
| Operating profit margin | 40.8 % |
| Key KPIs | Indicator name Cumulative number of corporate customers / Value 7,496 companies / Year on year against the same period last year +44.0%, Indicator name Student share / Value 65 % / Year on year against the same period last year Not disclosed, Indicator name Corporate customer share / Value 16 % / Year on year against the same period last year Not disclosed, Indicator name Number of reviews / Value 70 more than ten thousand items / Year on year against the same period last year Not disclosed, Indicator name Cumulative number of members of ワンキャリア転職 / Value 20 10,000 people / Year on year against the same period last year Not disclosed, Indicator name Overall ranking in the GMO customer satisfaction ranking / Value 2 rank / Year on year against the same period last year Not disclosed |
| Number of employees | End of the second quarter of the fiscal year ending December 2026 343 People / Expected as of the end of December 2026 510 People / Recruitment Policy Continue and strengthen hiring, primarily for sales personnel |
| Medium-term management plan targets | Target FY30 revenue of ¥5 billion / Target fiscal year FY30 / Comparison with actual results Not disclosed |
| Financial targets | ROE At least 25% each year / EBITDA margin 25% or higher |
| Market Size / Share | Student share Approximately 65% (as of the end of March 2026) / Corporate customer share Approximately 16% (as of the end of December 2025) |
| Key points of the Q&A | Sustainability of the first-half operating margin of 40.8% and profitability of the new graduate recruitment business, Demand for new graduate and mid-career recruitment amid the spread of AI, Customer satisfaction rankings for job-hunting websites and future direction, Initial performance of ONE CAREER's mid-career recruitment business and the FY30 revenue target of ¥5 billion, Number of employees, hiring policy and PMI framework for キッズ社, Information security, AI governance and management of review reliability |
| New initiatives | Growth investments, including hiring sales personnel, marketing and brand investment, Company-wide use of AI and establishment of an AI Governance Committee, Company-led PMI for キッズ社, Development of back-office functions and in-house execution and efficiency improvements for outsourced operations, Strengthening review governance, including review guidelines, post screening and a reporting channel |
Items this document does not state (21)
Net SalesOperating profitOrdinary incomeNet incomeGross 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 ChangeUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookAnnual DividendPayout ratioAcquisition of treasury sharesCapital 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 Company explained that it does not assume the first-half operating margin will continue unchanged, as it plans to invest in marketing, hiring and other initiatives aimed at growth in the following fiscal year and beyond. At the same time, it explained that profitability should improve structurally over the medium to long term through growth in the number of corporate customers, productivity gains from the use of AI, and greater discipline in investment decisions.
How to read this page
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.