Jimoty,Inc.
7082・Growth Market・Services
Business
Jimoty, Inc. operates the classified site "Jimoty (Classified Site)", established in 2011, under its management philosophy of "visualizing the present state of local communities and connecting the futures of people." The site covers 11 major categories, including selling/giving away items, real estate, used cars, job listings, and foster parent recruitment, and posts local information at the municipal level across all 47 prefectures nationwide. It is a platform that can be used free of charge by individuals, corporations, and government bodies alike, facilitating matching between users. Since 2021, as an extension of its online operations, the company has also been developing "Jimoty Spot (Jimospo)", a real-world reuse hub operated in partnership with local governments, aiming to evolve into a local information infrastructure that fuses digital and physical elements. Listed on the Tokyo Stock Exchange Growth Market (February 2020).
Business Model
By making membership and use free in principle, the company captures large volumes of posting and viewing traffic, monetizing through three pillars: (1) advertising revenue from its proprietary ad delivery system "Jimoty Ads" and ad network-based advertising, (2) fee income from the Posting Option Feature (Feature-based Fee), which makes postings stand out via refresh, highlight, and PR slots, and (3) performance-based DB integration revenue linked to external databases such as used cars. In FY2025 (ending December 2025), sales to Google Asia Pacific Pte. Ltd. accounted for 27.3% of net sales.
Company Strengths
For FY2025 (ending December 2025), the company achieved net sales of ¥1,932 million, operating profit of ¥549 million, and an operating margin of 28.4%. Since FY2021, the operating margin has remained at a high level, moving 22.0%→25.6%→29.1%→31.6%→28.4%, supported by a low marginal cost structure stemming from the free platform model.
Cash and cash equivalents at the end of FY2025 (ending December 2025) stood at ¥1,854 million (up ¥551 million year on year). Operating cash flow was ¥521 million, while borrowings remained limited at ¥361 million. The equity ratio was 69.1%, reflecting strong financial soundness and ample capacity for growth investment.
Jimoty Spot (Jimospo), opened in Setagaya City in October 2021, is a real-world reuse hub that facilitates the free transfer of unwanted items through public-private partnerships with local governments. Its track record of collaboration with municipalities serves as an entry barrier, and the company is expanding nationwide through both directly operated and franchise formats. Of the ¥91 million in capital expenditure for FY2025 (ending December 2025), the majority was allocated to interior construction and related work for opening new Jimoty Spot locations.
ENVALITH's Perspective
Performance Trend
Revenue bottomed at ¥1,752 million in FY2023 and has continued on a recovery trend, growing from ¥1,932 million in FY2025 (up 8.9% year on year) to ¥548 million in the cumulative Q1 of FY2026 (ending December 2026) (up 22.0% year on year), with growth accelerating. Operating profit peaked at ¥560 million in FY2024, declined slightly to ¥550 million in FY2025, but recovered sharply to ¥184 million in Q1 of FY2026 (ending December 2026) (up 52.7% year on year). A decline in the cost-of-sales ratio (from 11.1% in the same period of the prior year to 7.2% in the current period) drove the improvement in profit margin. As an external factor, the fading impact of Cookie regulations contributed to the stabilization of advertising revenue. Revenue related to Jimospo increased 150.0% year on year, emerging as a new growth driver.
Growth Strategy
Capturing growth opportunities in the reuse market through two pillars: multi-store franchise expansion of Jimoty Spot (Jimospo) and diversification of internet-based revenue
Accelerating franchise expansion of reuse hubs in partnership with local governments. Six new stores were opened in Q1 FY2026 (ending March 2026)*, bringing the cumulative total to 33 stores (up 20 stores year-on-year). Promoting store opening models that go beyond conventional frameworks, such as a scheme for collecting unwanted items from moving customers with Sakai Moving Service Co., Ltd. as the franchise owner. *Note: The fiscal period reference in the source appears to be Q1 of the fiscal year ending December 2026.
Began installing "Jimoty Spot Mini," an unwanted item collection point established in partnership with "Nandemo Sakaya Cakuyasu," dramatically improving the convenience of drop-off. This initiative aims to simultaneously improve profitability at existing stores and acquire new customers.
Cultivating revenue sources less susceptible to search engine algorithms and cookie regulations, such as database integration and e-commerce. Through the accumulation of incremental improvements pursued since the previous fiscal year, growth was confirmed in Q1 FY2026 (ending March 2026). Continuing to promote revenue diversification away from advertising dependence.
Strengthening feature-based fee revenue such as the Posting Option Feature in order to reduce dependence on distribution-type advertising. Aiming to boost user-based fee revenue by improving platform convenience and expanding the range of paid menu options.
Developing and promoting new monetization schemes on the platform, such as the Anshin Payment Feature, which enhances transaction safety. This initiative is positioned to simultaneously invigorate transactions between users and generate monetization.
Last updated: July 17, 2026