Worth reading
32Immaterial
Scored from 5 of 6 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
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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&AFiscal year ending March 20266 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
- The company explained that the impact of the situation in the Middle East and other factors on results for the fiscal year ending March 2026 is limited in both the energy and human resources segments.
- Although the possibility of a prolonged situation in the Middle East and higher resource prices cannot be ruled out, the company explained that there are currently no signs of restrictions on new applications by electricity retailers or changes in contracted unit prices.
- The start of trading by the Gunma Isesaki No. 2 battery storage facility in the balancing market was delayed, preventing confirmation of profitability through multi-market trading and delaying the decision on full-scale entry.
- The company explained that hiring appetite remains firm in the human resources segment and that strong growth is expected, driven by higher recruitment unit prices, an increase in career advisers, and HRteam's full-year contribution.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
The impact of external factors, including the situation in the Middle East, is expected to be limited. Numerical assumptions: Not disclosedNew initiatives
- Expanding the number of placements by aggressively increasing the number of career advisers
- Optimizing the operation of grid-scale battery storage facilities using the three markets: the wholesale electricity market, balancing market and capacity market
Key KPIsA metric the company considers important as a management benchmark.
- Annual domestic demand for moving services420 10,000 households
- Number of grid-scale battery storage pilot sites3 Locations
- Number of pilot sites that have started multi-market trading2 Locations
Market Size / Share
Approximately 4.2 million households in annual domestic demand for moving servicesNumber of stores and locations
3 pilot sites. Openings and closures during the period: Not disclosed| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Fiscal year ending March 2026 |
| Key KPIs | Indicator name Annual domestic demand for moving services / Value 420 10,000 households / Year on year against the same period last year Not disclosed, Indicator name Number of grid-scale battery storage pilot sites / Value 3 Locations / Year on year against the same period last year Not disclosed, Indicator name Number of pilot sites that have started multi-market trading / Value 2 Locations / Year on year against the same period last year Not disclosed |
| Number of stores and locations | 3 pilot sites. Openings and closures during the period: Not disclosed |
| Assumptions Underlying the Business Outlook | The impact of external factors, including the situation in the Middle East, is expected to be limited. Numerical assumptions: Not disclosed |
| Market Size / Share | Approximately 4.2 million households in annual domestic demand for moving services |
| Key points of the Q&A | The company explained that the impact of the situation in the Middle East and other factors on results for the fiscal year ending March 2026 is limited in both the energy and human resources segments., Although the possibility of a prolonged situation in the Middle East and higher resource prices cannot be ruled out, the company explained that there are currently no signs of restrictions on new applications by electricity retailers or changes in contracted unit prices., The start of trading by the Gunma Isesaki No. 2 battery storage facility in the balancing market was delayed, preventing confirmation of profitability through multi-market trading and delaying the decision on full-scale entry., The company explained that hiring appetite remains firm in the human resources segment and that strong growth is expected, driven by higher recruitment unit prices, an increase in career advisers, and HRteam's full-year contribution. |
| New initiatives | Expanding the number of placements by aggressively increasing the number of career advisers, Optimizing the operation of grid-scale battery storage facilities using the three markets: the wholesale electricity market, balancing market and capacity market |
Items this document does not state (24)
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 employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogOther
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 the impact of the situation in the Middle East is limited because demand for moving services in the energy segment is relatively resilient to social conditions, while the human resources segment reduces exposure to economic fluctuations by serving a diverse range of industries. The decision on the battery storage business has been delayed because the Gunma Isesaki No. 2 battery storage facility had not begun trading in the balancing market or confirmed profitability through multi-market trading by the end of the fiscal year.
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.