Movin' Strategic Career CO., LTD.
421A・Growth Market・Services
Movin' Strategic Career CO., LTD.
421A・Growth Market・Services
Recruitment Placement Business (Single Segment)
A single-business company achieving high profitability through high-end recruitment placement specialized in the consulting industry
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (cumulative Q1) | ¥1,338 million | — (quarterly consolidated financial statements were not prepared in the same period of the prior year) | ↑ |
| Operating profit (cumulative Q1) | ¥658 million | — (quarterly consolidated financial statements were not prepared in the same period of the prior year) | ↑ |
| Operating margin (cumulative Q1) | 49.2% | 46.4% (full year FY2025, ending December 2025) | ↑ |
| Ordinary profit (cumulative Q1) | ¥662 million | — (quarterly consolidated financial statements were not prepared in the same period of the prior year) | ↑ |
| Quarterly net income attributable to owners of the parent (cumulative Q1) | ¥436 million | — (quarterly consolidated financial statements were not prepared in the same period of the prior year) | ↑ |
| Cumulative registrants in in-house database | Approximately 114,000 (as of end of March 2026) | Approximately 111,000 (as of end of FY2025, ending December 2025) | ↑ |
| Full-year revenue forecast | ¥5,800 million (+52.6% year on year) | ¥3,800 million (FY2025, ending December 2025) | ↑ |
| Full-year operating profit forecast | ¥2,660 million (+50.9% year on year) | ¥1,763 million (FY2025, ending December 2025) | ↑ |
| Quarterly net income per share | ¥51.65 | — (quarterly consolidated financial statements were not prepared in the same period of the prior year) | ↑ |
Business Details
The Group provides high-end recruitment placement services to professional firms, primarily consulting firms. Leveraging an in-house database (approximately 114,000 cumulative registrants) built on approximately 25 years of business track record, the company has established a highly profitable model with reduced advertising expenditure. Revenue is generated through success-fee-based placement commissions, and the average contract value per placement transaction rose year on year. In the first quarter of FY2026 (ending December 2026) (January to March), the company recorded revenue of ¥1,338 million, operating profit of ¥658 million, and an operating margin of 49.2%, maintaining extremely high profitability.
Recent Overview
In Q1 of FY2026 (ending December 2026), the company recorded revenue of ¥1,338 million and operating profit of ¥658 million, and revised its full-year forecast upward
In the first quarter of FY2026 (ending December 2026) (January to March), the average contract value per placement transaction rose year on year, and the number of successful placements also increased. The number of career advisors continued to increase steadily, with the company promoting early productivity through means such as AI utilization. The cumulative number of registrants in the in-house database reached approximately 114,000 as of the end of March 2026 (an increase of approximately 3,000 from the end of the previous fiscal year), showing steady progress. Based on these results, the company revised its full-year consolidated earnings forecast as of May 13, 2026, raising full-year revenue to ¥5,800 million (+52.6% year on year) and full-year operating profit to ¥2,660 million (+50.9% year on year). The company maintains an extremely high-profitability structure, with a gross profit margin of 94.3% and an operating margin of 49.2%.
Key Products
Growth Drivers
- Active recruitment and development of career advisors (continuing to increase from 106 as of the end of FY2025, ending December 2025, with early productivity being promoted through means such as AI utilization)
- Rise in average contract value per placement transaction (increased year on year, supported by the rising market value of high-end talent)
- Strengthening of proprietary media's customer acquisition capabilities (utilizing diverse channels including SEO measures, video content, SNS, and collaboration with career-change-focused YouTubers)
- Expansion of repeat customer acquisition through customer database marketing (ongoing follow-up with in-house database registrants)
- Continued increase in hiring demand in the consulting industry driven by expanding DX demand
- Further strengthening of the earnings base based on the medium-term management plan (FY2026, ending December 2026, through FY2028, ending December 2028)
Risks
- Risk related to recruitment and retention of career advisors (the most critical driver of business growth; hiring difficulties or turnover directly affect business performance)
- Risk of economic downturn and reduced corporate hiring (since the model is success-fee-based, a decline in clients' hiring demand directly impacts revenue)
- Downward pressure on the domestic economy from US trade policy and geopolitical risk (uncertainty surrounding the situation in Ukraine, the Middle East, and US trade policy could lead to a decline in consulting demand)
- Intensifying competition with other competitors and major platforms (risk of declining profitability due to increased reliance on external media)
- Decline in the population of the core career-change market age group (25–34) due to the declining birthrate (down approximately 20% over the past 15 years, with further decline expected)
- Risk of rising business costs due to the persistence of high prices and a weak yen
Last updated: March 24, 2026