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GAKKEN HOLDINGS CO., LTD.

9470・Prime Market・Information & Communication

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株式会社学研ホールディングス logo
GAKKEN HOLDINGS CO., LTD.9470

Education Field

Gakken Group's core segment. Operates four businesses: classrooms, publishing, childcare, and global

PeriodCurrentPreviousChange
Net Sales (Education Field, interim period)¥56,991 million¥54,974 million↑
Operating Income (Education Field, interim period)¥4,030 million¥4,190 million↓
Net Sales (Classroom & Tutoring School Business, interim period)¥27,416 million¥27,256 million↑
Operating Income (Classroom & Tutoring School Business, interim period)¥1,569 million¥1,435 million↑
Net Sales (Publishing & Content Services Business, interim period)¥17,608 million¥17,715 million↓
Operating Income (Publishing & Content Services Business, interim period)¥2,161 million¥2,453 million↓
Net Sales (Childcare & Early Childhood Business, interim period)¥9,053 million¥8,674 million↑
Operating Income (Childcare & Early Childhood Business, interim period)¥448 million¥298 million↑
Net Sales (Global Business, interim period)¥2,912 million¥1,328 million↑
Operating Income (Global Business, interim period)△¥148 million¥2 million↓

Business Details

Comprises four businesses: operation of classrooms and cram schools for children from early childhood through high school (Classroom & Tutoring School Business), publishing and digital content such as study reference books, language learning, and e-learning (Publishing & Content Services Business), teaching materials and childcare supplies for kindergartens and nursery schools and nursery operation (Childcare & Early Childhood Business), and overseas education business and ODA business (Global Business). This is the core segment, accounting for approximately 54% of Group net sales. From the current interim period, the business classifications within the segment were reorganized, incorporating Gakken Cocofump Nursery Co., Ltd. and others into this segment.

Recent Overview

Education Field saw increased revenue but decreased profit. Childcare & Early Childhood posted a large profit increase, while Publishing and Global weighed on results

In the interim period of FY2026 (ending March 2026)... wait

Key Products

service
Classroom & Tutoring School Business

Operates Gakken classrooms targeting children from early childhood through junior high school students, operates cram schools, dispatches home tutors, and plans, publishes, and sells teaching materials and assessments for cram schools. Classroom membership numbers are on a recovery trend due to the effect of the tuition fee revision implemented in April 2025 and an improved rate of students taking multiple subjects. In the cram school business, expansion of municipal contracts for the school education support business and consolidation/closure of unprofitable locations contributed to earnings improvement.

product
Publishing & Content Services Business

Publishes and sells study reference books, children's books, practical books, nursing and medical books, etc., and plans, produces, and sells textbooks, supplementary readers, ICT teaching materials, and essay correction services (Publishing & Service Business), while also operating the online English conversation service "Kimini," e-learning training for nurses, experiential English learning facilities, and corporate training content (Content & Service Business). Investment in the AI business is also underway.

service
Childcare & Early Childhood Business

Operates nursery schools, kindergarten-nursery integrated facilities, after-school childcare facilities, child development support facilities, etc. (Nursery Business), and plans, produces, procures, and sells publications, childcare supplies, equipment and play equipment, apparel for teachers, etc. for kindergartens and nursery schools, and provides environmental proposals (Early Childhood Business). Revenue and profit both increased due to maintaining a high occupancy rate, an increase in the number of publicly operated after-school childcare facilities, and steady sales of merchandise for teachers.

service
Global Business

Promotes the Group's overseas education business and plans, contracts, and implements ODA business through DTP Education Solutions JSC (Vietnam), Gakken (Hong Kong) Limited, I.C.Net, Inc., and others. DTP has been consolidated since the second half of the previous fiscal year, and in the current interim period, net sales increased significantly to ¥2,912 million (up 119.3% year on year), while an operating loss of ¥148 million was recorded due to an increase in amortization expense burden.

Growth Drivers

  • Continuation of the effect of the tuition fee revision implemented in April 2025 and improvement in earnings for the Classroom & Tutoring School Business driven by the recovery trend in classroom membership numbers
  • Cost reduction through expansion of municipal contracts for the school education support business and consolidation/closure of unprofitable locations in the cram school business
  • Growth of digital content driven by an increase in the number of students enrolled in the online English conversation service "Kimini" and expansion of the number of contracted hospitals for e-learning for nurses
  • Expansion of the Childcare & Early Childhood Business through maintaining a high occupancy rate at nursery schools and an increase in the number of publicly operated after-school childcare facilities
  • Expansion of the Global Business's sales scale through the consolidation of DTP Education Solutions JSC as a subsidiary
  • Steady sales trends for study reference books for high school students and practical books for working adults

Risks

  • Potential market contraction risk for the Classroom & Tutoring School Business due to the declining birth rate trend
  • Business performance volatility risk for the Publishing & Service Business due to the reversal of special demand such as teacher's guide sales associated with the junior high school textbook revision
  • Short-term earnings pressure risk for the Content & Service Business due to the burden of upfront investment in the AI business
  • Risk of declining profit margins across the Education Field overall due to the burden of goodwill and intangible asset amortization expenses in the Global Business, including DTP
  • Cost increase risk due to price increases (personnel expenses, utility costs, etc.)
  • Risk of decreased revenue in the Childcare & Early Childhood Business due to the decline in the number of kindergartens/nursery schools and the number of children in Japan
  • Risk of recording impairment losses

Last updated: February 13, 2026