RareJob, Inc.
6096・Standard Market・Services
Business
Rarejob Co., Ltd. operates under the group vision of "Chances for everyone, everywhere," running two business segments: the Reskilling Business, centered on the online English conversation service "Rarejob Eikaiwa," and the Child and Childcare Support Business, which encompasses ALT Dispatch Service, online English conversation for children, and kindergarten operations. The company's main customers span individual learners, corporate clients, and local governments and educational institutions nationwide, and it has expanded its services since its founding in 2007, underpinned by a stable supply system of Filipino instructors. Consolidated net sales for FY2026 (ending March 2026) were ¥9,601 million. In July 2026, the company entered into a share exchange agreement to become a wholly owned subsidiary of Gakken Holdings Co., Ltd.
Business Model
In the Reskilling Business, the company accumulates revenue from monthly subscription fees for individual-oriented online English conversation, contracted revenue from corporate training programs, and licensing revenue from the AI speaking test "PROGOS®". In the Child and Childcare Support Business, ALT (Assistant Language Teacher) dispatch based on annual contracts with local governments and schools is the main revenue source, and value is enhanced by combining it with online English conversation (blended education). The Philippine subsidiary maintains cost competitiveness by providing a stable supply of instructors, while the company also pursues business area expansion through M&A in parallel.
Company Strengths
The in-house-developed AI speaking test "PROGOS®" surpassed a cumulative total of 1 million test-takers in July 2025. As an objective English proficiency measurement tool based on the CEFR, it has become established among corporations and educational institutions, forming a differentiating axis centered on visualizing learning outcomes. It functions as a proprietary assessment infrastructure that is difficult for competitors to replicate in a short period.
Wholly owned subsidiary Borderlink Co., Ltd. holds both the ALT Dispatch Service and online English conversation service, enabling it to propose blended education solutions to municipalities and schools through a single company. Since becoming a wholly owned subsidiary in April 2023, the company has continued to acquire new municipal clients, and net sales of the Child and Childcare Support Business reached ¥5,715 million in FY2026 (ending March 2026), up 13.2% year on year.
Through RareJob Philippines, Inc., established in 2008, and ENVIZION PHILIPPINES, INC., established in 2016, the company has built a long-standing system for recruiting, training, and supplying Filipino instructors. This is a proprietary supply chain that underpins the cost competitiveness of the online English conversation business, and has a track record of supporting a scale of over 1 million registered users.
ENVALITH's Perspective
Performance Trend
Revenue for FY2026 (ending March 2026) came to ¥9,600 million (down 1.2% year on year), marking a second consecutive period of declining revenue. The Reskilling Business posted a sharp decline to ¥3,886 million (down 16.7% year on year) due to a decrease in individual membership and the transfer of the qualification services business, while the Child and Childcare Support Business grew to ¥5,715 million (up 13.2% year on year) on the back of the new consolidation of Tokyo International School Group (Service) (from September 2025) and the acquisition of new municipal clients. Operating profit plunged to ¥78 million (down 82.3% year on year), and the operating profit margin fell to 0.8%. In the external environment, rising import costs and labor costs driven by yen depreciation have dampened consumers' willingness to invest in themselves, while intensifying competition from AI and apps in the personal English-learning market has become a structural headwind. Net profit of ¥325 million was dependent on a ¥414 million gain from the sale of the qualification services business, and the underlying earnings power of the core business has fallen to its lowest level in the past five periods.
Growth Strategy
New service launches, group reorganization, and strengthening of the business foundation under Gakken Holdings
Began full-scale provision of "Rarejob Eikaiwa Coaching," a new service combining professional coaches and AI support, and "CAPE-Impact," corporate training for intermediate-to-advanced English learners. By capturing high-value-added needs from both individual and corporate customers, the company aims to achieve a recovery in revenue for the Reskilling Business.
Through the reorganization of group companies, individual, corporate, and engineering functions were integrated into a single company. This establishes a framework for faster decision-making and unified business operations, improving the speed of new service development and rollout.
Promoting collaboration on online English conversation services and joint development of an online inquiry-based curriculum with Tokyo International School Group (Service), which joined the group in September 2025. This aims to enhance the competitive advantage of the Child and Childcare Support Business.
A share exchange agreement was concluded on May 15, 2026. The aim is to realize business synergies by combining Gakken Holdings' educational content and customer base with Rarejob's English education services. The share exchange is scheduled to take effect on July 31, 2026.
For light-tier users who prefer low-cost services utilizing AI and apps, the company is reaching this segment through alliances rather than through direct service rollout. This promotes the construction of a lineup that comprehensively covers all learning needs and English conversation skill levels.
Last updated: July 19, 2026