LANCERS,INC.

Business Details

Under the mission of "Empowerment of the Individual," the company operates a platform business that matches companies with Lancers (individuals) online, based on a freelance talent network with 3.30 million registered users (up 7.6% from the end of the prior fiscal year). Centered on two models, Self-Matching and Agent Matching, the company has built a framework to provide seamless support from AX/DX strategy formulation through to on-site implementation. It is promoting three key priority policies: strengthening AX consulting functions, developing AI products, and expanding its AI talent base.

Recent Overview

Achieved revenue growth of 18.5% and operating income growth of 84.4%, though net income declined due to an impairment loss

In FY2026 (ending March 2026) (full year), the company achieved revenue growth and profit growth, with revenue of ¥5,437 million (up 18.5% year on year) and operating income of ¥201 million (up 84.4% year on year). This was driven by the completion of organizational infrastructure development and expanded order intake at Lancers Strategic Consulting, as well as PMI progress at Lancers Ones Solution (formerly Ones Power). On the other hand, due to the recording of an impairment loss of ¥114 million, profit before income taxes and other adjustments was limited to ¥92 million, and profit attributable to owners of parent was ¥91 million (down 48.5% year on year). For FY2027 (ending March 2027), the company forecasts revenue of ¥6,300 million (up 15.9% year on year), operating income of ¥300 million (up 49.1% year on year), and net income of ¥250 million (up 174.6% year on year). In addition, starting from FY2026 (ending March 2026), the company implemented a year-end dividend of ¥2.00 (payout ratio of 35.7%), and plans a dividend of ¥3.00 for FY2027 (ending March 2027).

Key Products

Growth Drivers

• Expanding demand for agent matching driven by growing needs for AX transformation support amid the spread of generative AI and AI agents
• Strengthening of AX consulting functions through Lancers Strategic Consulting and establishment of a seamless support framework from strategy formulation to implementation
• Stable expansion of the revenue base through PMI progress at Lancers Ones Solution (formerly Ones Power) and in-depth sales activities with major clients
• Improved platform convenience through efforts to enhance skill visualization, matching automation, and searchability leveraging an AI talent base of over 3.30 million people
• Increasing demand for utilizing highly specialized external talent against the backdrop of a shortage of advanced digital skill talent suited to the AI era
• Accumulation of AI solution design and implementation support know-how and development of new revenue sources through the sales AI agent "RakuApo AI"

Risks

• Risk of existing matching services being substituted and the business model becoming obsolete due to the rapid spread of generative AI
• Risk of a shortage in the supply of professional talent due to intensifying competition to secure AX/DX talent
• Risk of a temporary decline in profit margins due to upfront investment in new businesses (strategic consulting, AI products, etc.)
• Risk of security incidents related to site safety and soundness, and risk of personal information leaks
• Risk of delays in PMI for M&A and grouped subsidiaries, and risk of deficiencies in subsidiary management systems
• Risk of companies curbing IT investment due to uncertainty in financial markets stemming from strengthened US tariff policy and geopolitical risks
• Risk of additional impairment related to intangible fixed assets such as goodwill and software (an impairment loss of ¥114 million was already recorded in the current fiscal year)