Recruit Holdings Co., Ltd. (6098) Earnings Call Transcripts

Recruit Holdings Co., Ltd.'s Latest Earnings Call - Q4 FY2026

In the fiscal year 2025, Recruit Holdings reported record high revenues and profits, with consolidated revenue reaching JPY 4.03 trillion, up 9% year-over-year, and EBITDA+S increasing by 19.5% to JPY 949 billion. The company also announced a significant increase in basic EPS, projected to rise by 27.8% to JPY 447.0. Management signaled further growth potential for fiscal year 2026, driven by advancements in AI technology and a recovery in hiring demand, with expectations of exceeding 50% EBITDA margins in the medium term.

Reported metrics

Guidance from management

Management expects FY 2026 revenue to increase by 9% to JPY 4.03 trillion, with EBITDA+S projected to rise by 19.5% to JPY 949 billion. They anticipate maintaining high margins and a stable dividend policy.

What management said

It is not so much for us, but Japan is a very good example. There is population decline in Japan. And some people are seeing that hiring companies will not increase. It all depends on supply and demand because we have been able to increase revenues. And as I mentioned earlier, for auto mechanics, as an example. And they were working on combustion engines, they were working on gasoline-powered cars. And they continue ...

Well, actually, for example, let's say a sales manager has sales reps and the manager checks what kind of sales pitches were made or go to customers together with the sales reps and give us advice. Nowadays, everything can be recorded. AI can score and to give you advice as to what pitches should be made. And if a sales person, sales reps with good results, good performance, gather and bring back their data. Everythi...

What analysts pressed on

Analysts expressed concerns regarding the uncertain labor market and potential impacts of AI on employment. Questions were raised about the sustainability of revenue growth and the company's ability to adapt to changing market conditions.

Main topics on the call

• AI Utilization and Revenue Growth — Management emphasized the successful integration of AI across various business segments, stating, "we are now showing results and numbers" that validate their AI strategy. The hiring period has been reduced by 50% due to...
• Record Financial Performance — Recruit Holdings achieved record highs in both revenue and profits for FY 2025, with revenue exceeding guidance and reaching JPY 4.03 trillion. CEO Idekoba noted, "we are poised to further accelerate growth" as they leve...
• Future Revenue Guidance — For FY 2026, the company expects revenue to increase by 9% year-over-year to JPY 4.03 trillion and EBITDA+S to rise by 19.5% to JPY 949 billion. Management expressed confidence in achieving double-digit growth, stating, ...
• Shareholder Returns and Capital Allocation — Recruit Holdings returned JPY 713.1 billion to shareholders in FY 2025, resulting in a payout ratio of 143.5%. The company plans to maintain a stable dividend outlook of JPY 26 per share for FY 2026, with ongoing share r...

Read the full Recruit Holdings Co., Ltd. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 32 Recruit Holdings Co., Ltd. earnings call transcripts on record, spanning May 27, 2020 to August 7, 2026. Based on this history, Recruit Holdings Co., Ltd. reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

6098

Exchange

TSE

Country

JP

Sector

Industrials

Industry

Professional Services

Calls on record

32

First call

May 27, 2020

Most recent

August 7, 2026

Reporting cadence

quarterly