QUICK CO.,LTD.

Business Details

Comprised of two pillars: Recruitment Placement (fee-charging job placement) and Staffing / Temp-to-Permanent Placement, Business Outsourcing, etc. As a registered talent bank matching job seekers with hiring companies, it focuses on fields such as construction, real estate, IT, manufacturing, nursing, and childcare. The business is operated by the Company (Quick Co., Ltd.), Work Project Co., Ltd. (scheduled for transfer in July 2026), Quick Care Jobs Co., Ltd., and Career System Co., Ltd. This core segment accounts for approximately 69% of the Group's total revenue.

Recent Overview

Revenue increased, but expanded investment led to a 7.2% YoY decline in operating income, reflecting lower profitability.

Full-year revenue for FY2026 (ending March 2026) reached ¥23,478 million (up 3.5% YoY), achieving revenue growth. In Recruitment Placement, revenue increased in construction, real estate, IT, manufacturing engineers, and nurse placement. On the other hand, increased promotional investment in the nursing field and continued human capital investment in recruitment and training pushed up SG&A expenses, resulting in operating income of ¥3,640 million (down 7.2% YoY), a decline in profit. Childcare worker staffing saw declining revenue due to a reduction in registrants resulting from government treatment improvement measures. As a subsequent event, the Company resolved to transfer all shares of its consolidated subsidiary Work Project Co., Ltd. (childcare worker staffing/nursery operation) to its representative effective July 1, 2026.

Key Products

Growth Drivers

• With the effective job openings-to-applicants ratio at 1.19 (February 2026) and the complete unemployment rate at 2.6%, structural labor shortages among companies continue, supporting steady demand for recruitment placement and staffing
• Recruitment placement in specific fields such as construction, real estate, IT, and manufacturing engineers is on an increasing revenue trend
• Strengthened promotion through TV commercials, web commercials, and SNS utilization under the "Kango Roo!" brand has expanded registrant acquisition for nurse placement
• Nurse staffing has performed steadily due to reinforced sales activities toward nursing care facilities and hospitals, enhanced interviews, and focus on contract renewals
• Demand for nurse staffing is expected to expand over the medium to long term against the backdrop of the declining birthrate, aging population, and shortage of medical personnel
• Building an organic customer acquisition system through branding, functional enhancement, and content expansion of the flagship service brand "&pro"
• Promoting operational efficiency through consultant skill development and AI utilization

Risks

• Expanded promotional investment in the nursing field and continued human capital investment in recruitment and training pushed up SG&A expenses, resulting in a 7.2% YoY decline in operating income for FY2026 (ending March 2026) and lower profitability
• Risk of declining revenue due to a reduction in registrants for childcare worker staffing resulting from improved retention rates from government treatment improvement measures
• The elimination of Work Project Co., Ltd. from consolidation (planned for July 2026) will remove the childcare worker staffing and nursery operation business from the segment
• Intensifying competition with other companies to acquire registered job seekers, leading to continued increases in recruitment costs
• Concerns that changes in the external environment, such as US trade policy and worsening conditions in the Middle East, may lead to more selective hiring, particularly in manufacturing
• Risk of declining placement conversion rates in recruitment placement due to more selective hiring practices and prolonged recruitment activities by companies