QLS Holdings Co., Ltd
7075・Growth Market・Services
QLS Holdings Co., Ltd
7075・Growth Market・Services
Childcare Business
QLS HD's main business. Directly operates licensed nursery schools and similar facilities, with municipal outsourcing fees as the primary revenue source.
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (Full Year) | ¥6,671 million | ¥5,934 million | ↑ |
| Segment Profit (Full Year) | ¥1,323 million | ¥1,164 million | ↑ |
| Segment Profit Margin (Full Year) | 19.8% | 19.6% | ↑ |
| Segment Assets (Fiscal Year-End) | ¥3,103 million | ¥2,601 million | ↑ |
| Depreciation (Full Year) | ¥39 million | ¥38 million | ↑ |
| Impairment Loss (Full Year) | ¥1 million | ¥42 million | ↓ |
Business Details
Centered on Qualis Kids Inc. and L-Serve Inc., the company operates licensed nursery schools and similar facilities across seven prefectures/metropolises: Chiba, Tokyo, Kanagawa, Aichi, Osaka, Nara, and Okinawa. The main revenue source is outsourcing fees and facility-type benefits from municipalities, with the childcare fees borne by parents collected directly by municipalities in the case of licensed nursery schools. Tokyo Metropolis and Osaka City are the major customers, together accounting for approximately 43.6% of revenue. In FY2026 (ending March 2026), the company achieved revenue and profit growth through the opening of the new Qualis Kids Higashi-Urawa Nursery School and the start of after-school childcare operations in Tamba City, Hyogo Prefecture, among other factors.
Recent Overview
Achieved 12.4% revenue growth and 13.6% segment profit growth through new openings and new operations.
In FY2026 (ending March 2026), contributions from the opening of the new Qualis Kids Higashi-Urawa Nursery School and the start of after-school childcare operations in Tamba City, Hyogo Prefecture, among other factors, resulted in revenue of ¥6,671 million (up 12.4% year on year) and segment profit of ¥1,323 million (up 13.6% year on year). While impairment losses, which had been ¥42 million in the prior period, shrank significantly to ¥1 million, the increase in tangible and intangible fixed assets expanded to ¥319 million (versus ¥82 million in the prior period), indicating continued active investment toward new facility openings.
Key Products
Growth Drivers
- Expansion of the number of after-school childcare facilities through new openings (Nagano, Hyogo, Okinawa, Tamba City, etc.)
- Opening of new licensed nursery schools such as Qualis Kids Higashi-Urawa Nursery School
- Underlying increase in the number of children using nursery schools amid rising female labor participation
- Tailwind from administrative support through the government's "Extraordinary Measures Against the Declining Birthrate" and After-School Children's Measures Package 2025
- Stable expansion of outsourcing fee income from major municipalities, centered on Tokyo Metropolis and Osaka City
- Securing regional trust and enhancing emergency mutual-support systems among nearby nursery schools through the dominant strategy
Risks
- Risk of revenue pressure from difficulty securing childcare worker personnel and rising recruitment costs
- Risk of declining numbers of children using facilities due to the long-term progression of the declining birthrate (particularly in rural areas)
- Risk of revenue fluctuation due to revisions to municipal outsourcing fee and subsidy systems
- Occurrence of pre-opening expenses (non-operating expenses) associated with new facility openings and capital investment burden (¥30 million in pre-opening expenses recorded in FY2026, ending March 2026)
- Risk of impairment losses occurring in the Childcare Business segment (¥41 million in the prior period, ¥1 million in the current period)
- Risk of rising operating costs due to price increases and higher labor costs
Last updated: June 25, 2026