🇯🇵 日本語 🇺🇸 English
3,810 companies 9,100 AI summaries 6,994 risk analyses 3,465 growth scores Register free — watchlist & alerts →
EDINET 6539 Positive Risk Analyzed 📈 Growth 6/10

MATCHING SERVICE JAPAN CO.,LTD.

Annual Securities Report - 36th Term(2025/04/01 - 2026/03/31) ／ 2026-06-18 16:41

Covers EDINET statutory filings (TDNET timely disclosures / earnings flashes are not included).

EarningsDividend UpVolumeNew ProductDemandNew Market
AI Summary 2026-06-18 18:48

MS-Japan posted FY2026/3 revenue of ¥7.6B (+2.3% YoY) and operating profit of ¥1.67B (+4.3%), setting a new consolidated revenue record. Operating margin held at a high 21.9%. FY2027/3 guidance calls for revenue +6.9% and OP +7.4%.

KEY POINTS
  • Revenue +2.3% (¥7,474M → ¥7,647M) and OP +4.3% (¥1,604M → ¥1,673M); recruitment segment achieved an all-time high
  • Dividend of ¥56/share (payout ratio 134.5%) reflects generous shareholder returns; FY2027/3 guidance: revenue +6.9%, OP +7.4%
  • New Manegy Clip app reached 10,000 downloads within ~1 month of launch; AI scoring search introduced in Dec 2025 to lift match quality
📊 Revenue
Revenue +2.3% (¥7,474M → ¥7,647M)
💰 Operating profit
OP +4.3% (¥1,604M → ¥1,673M)
🔮 Outlook
FY2027/3 forecast: revenue +6.9%, OP +7.4%, net profit +4.6% YoY
📈 Growth outlook 📈 Growth 6/10
Structural labor shortage and rising workforce mobility underpin stable growth in recruitment. Expansion of Manegy Clip, overseas subsidiary FQR, and AI-driven matching enhancements are mid-term growth drivers.
Growth drivers
  • Domestic recruitment new registrations +4.9% YoY with growth in high-priority segments
  • Overseas subsidiary FQR revenue +8.0% in AUD terms
  • Launch of Manegy Clip app strengthening media-to-recruitment funnel
  • AI scoring search introduction aimed at improving placement conversion rates
Risk and growth scores and tags are AI-generated estimates from analyzing the disclosure. They are not guarantees of fact, nor investment advice or recommendations. Make investment decisions at your own discretion.
⚠️ Extracted Risk Factors
CategoryDescriptionScoreNew
Information Leakage Risk MS-Japan holds large volumes of personal data for job seekers, clients, and employees. A breach or unauthorized use could trigger litigation, reputational damage, and material business disruption. 7/10
Business Performance Risk Approx. 56% of revenue depends on domestic recruitment fees earned on a contingency basis. An economic downturn causing hiring freezes could sharply reduce job orders and revenue. 7/10
Foreign Exchange Risk Australian dollar-denominated revenue accounts for ~39% of consolidated sales. Yen appreciation directly reduces reported revenue and profit, as evidenced in the current fiscal year (AUD/JPY fell from 100.05 to 96.50). 6/10
Regulatory Risk The core recruitment business requires a license under the Employment Security Act. Adverse regulatory changes or license revocation/suspension would directly threaten the company's primary business. 6/10
Competitive Risk Rapid advances in generative AI could commoditize matching and advisory services, eroding the niche-specialist advantage of MS-Japan and forcing a fundamental transformation of its business model. 6/10
Other Business Risk The dividend payout ratio is 134.5%, significantly exceeding net income. Sustained earnings weakness would erode retained earnings and constrain financial flexibility over time. 5/10
Disaster Risk Operations rely heavily on IT and network systems. A major earthquake or other natural disaster causing system failure could halt normal business activities and damage financial results. 4/10
M&A Risk The company is actively pursuing overseas M&A, mainly in English-speaking markets. Country risk, geopolitical tensions, and governance failures at subsidiaries could impair investment value or generate unexpected losses. 4/10
7/10 Information Leakage Risk
MS-Japan holds large volumes of personal data for job seekers, clients, and employees. A breach or unauthorized use could trigger litigation, reputational damage, and material business disruption.
7/10 Business Performance Risk
Approx. 56% of revenue depends on domestic recruitment fees earned on a contingency basis. An economic downturn causing hiring freezes could sharply reduce job orders and revenue.
6/10 Foreign Exchange Risk
Australian dollar-denominated revenue accounts for ~39% of consolidated sales. Yen appreciation directly reduces reported revenue and profit, as evidenced in the current fiscal year (AUD/JPY fell from 100.05 to 96.50).
6/10 Regulatory Risk
The core recruitment business requires a license under the Employment Security Act. Adverse regulatory changes or license revocation/suspension would directly threaten the company's primary business.
6/10 Competitive Risk
Rapid advances in generative AI could commoditize matching and advisory services, eroding the niche-specialist advantage of MS-Japan and forcing a fundamental transformation of its business model.
5/10 Other Business Risk
The dividend payout ratio is 134.5%, significantly exceeding net income. Sustained earnings weakness would erode retained earnings and constrain financial flexibility over time.
4/10 Disaster Risk
Operations rely heavily on IT and network systems. A major earthquake or other natural disaster causing system failure could halt normal business activities and damage financial results.
4/10 M&A Risk
The company is actively pursuing overseas M&A, mainly in English-speaking markets. Country risk, geopolitical tensions, and governance failures at subsidiaries could impair investment value or generate unexpected losses.
X LinkedIn Threads Bluesky Facebook
Track Japanese disclosures with JSIGNAL

AI summaries, risk & growth analysis, watchlist alerts and a screener for every Japanese listed company.

Start free — 30-day trial Login