Youji Corporation
2152・Standard Market・Services
Early Childhood Physical Education Instruction Related Business
Core business centered on physical education instruction for kindergartens, nurseries, and kodomoen
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue | ¥7,195 million | ¥6,791 million | ↑ |
| Segment profit | ¥1,238 million | ¥1,087 million | ↑ |
| Number of regular curriculum physical education instruction venues (period-end) | 1,296 facilities | 1,279 facilities | ↑ |
| Number of extracurricular physical education instruction venues (period-end) | 1,318 locations | 1,300 locations | ↑ |
| Number of extracurricular physical education instruction members (period-end) | 66,971 members | 67,955 members | ↓ |
Business Details
This segment targets kindergartens, nurseries, and integrated early childhood education/care centers (kodomoen) as its primary customers, and operates regular curriculum physical education instruction, extracurricular physical education instruction, event planning, and childcare development support (ryoiku) businesses, among others. It is the core segment, accounting for approximately 96% of the company's total revenue. In regular curriculum physical education instruction, company employees visit each facility to provide direct instruction, while in extracurricular physical education instruction, the company operates sports clubs, soccer clubs, rhythmic gymnastics clubs, and similar programs. The company also engages in developmental support (ryoiku) services for children with disabilities and small-scale childcare operations, expanding its service scope.
Recent Overview
Revenue and profit both increased due to price increase effects and growth in regular curriculum contracts, while extracurricular membership declined slightly
Following price increases implemented for both regular curriculum and extracurricular clubs from April 2025, the number of extracurricular physical education instruction members decreased 1.4% from the prior period-end to 66,971, while the number of regular curriculum physical education instruction venues increased by 17 facilities to 1,296, and the number of extracurricular physical education instruction venues increased by 18 locations to 1,318. Through the expansion of 2-year-old classes and strengthened new member acquisition, segment revenue reached ¥7,195 million (up 5.9% year on year) and segment profit reached ¥1,238 million (up 13.9% year on year), achieving both revenue and profit growth.
Key Products
Growth Drivers
- Effect of higher unit prices from the April 2025 price increase for regular curriculum and extracurricular clubs (an additional price increase is planned for April 2026)
- Continued increase in the number of regular curriculum physical education instruction venues (1,296 facilities at the end of March 2026, up 17 facilities from the prior period-end)
- Boost to extracurricular physical education instruction from expanded acquisition of new 2-year-old class members
- Expansion of the developmental support (ryoiku) business for children with disabilities (explicitly stated as a management policy)
- Growth in event planning business revenue (¥377 million in FY2026 (ending March 2026), up 8.4% year on year)
Risks
- Risk of market contraction due to declining birthrate (long-term decline in the child population)
- Sluggish growth in extracurricular physical education instruction membership (66,971 at the end of FY2026 (ending March 2026), down 1.4% from 67,955 at the prior period-end)
- Increased costs due to rising prices and personnel expenses (including increases in provision for bonuses)
- Difficulty in hiring instructional staff and rising personnel development costs
- Risk of contract cancellations and member attrition resulting from price increases
Last updated: June 29, 2026