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Summary of Q&A2025年11月期 第2四半期3 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
- 投資事業の黒字化条件とホタテ価格上昇の影響
- HR事業の内定受諾率・面談数などの回復状況
- HR事業の競争環境と生産性改善
- 固定費の変動費化とパートナーシップ戦略
- 業績予想を据え置いた理由と下期の挽回
- 中期計画の公表時期
- グロース市場の時価総額基準への対応
New initiatives
- 求人広告代理店や人材紹介会社とのパートナーシップ戦略
- 開発業務などの外部委託による変動費化
- 営業人員・フロント人材の増員
- 日本人と外国人を含む人材活用
- 継続的なKPI開示項目の再検討
Key KPIsA metric the company considers important as a management benchmark.
- 内定受諾率Higher
- 1応募あたりの単価（SPA）低下傾向
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | 2025年11月期 第2四半期 |
| Key KPIs | Indicator name 内定受諾率 / Value Higher / Year on year against the same period last year Not disclosed, Indicator name 1応募あたりの単価（SPA） / Value 低下傾向 / Year on year against the same period last year Not disclosed |
| Key points of the Q&A | 投資事業の黒字化条件とホタテ価格上昇の影響, HR事業の内定受諾率・面談数などの回復状況, HR事業の競争環境と生産性改善, 固定費の変動費化とパートナーシップ戦略, 業績予想を据え置いた理由と下期の挽回, 中期計画の公表時期, グロース市場の時価総額基準への対応 |
| New initiatives | 求人広告代理店や人材紹介会社とのパートナーシップ戦略, 開発業務などの外部委託による変動費化, 営業人員・フロント人材の増員, 日本人と外国人を含む人材活用, 継続的なKPI開示項目の再検討 |
Items this document does not state (26)
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 ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
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.2025年7月15日に開催した第2四半期決算説明会の質疑応答を、投資家向けに公開したもの。
How to read this page
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