Recruit Holdings Co., Ltd. · TSE:6098

Recruit — Investor Presentation (August 2026)

54 slides from Recruit's investor presentation, August 2026

  1. Slide 1: Recruit Holdings Co., Ltd. Investor Presentation

    Recruit Holdings Co., Ltd. Investor Presentation August 2026 1

  2. Slide 2: Mission: Opportunities for Life

    MISSION Opportunities for Life. まだ、ここにない、出会い。 Faster, simpler and closer to you. より速く、シンプルに、もっと近くに。 2

  3. Slide 3: Recruit Group at a Glance

    Recruit Group at a Glance1 Global Leader in HR Technology and Business Solutions HRテクノロジーとビジネスソリューションのグローバルリーダー Founded Headquarters Employees2 1960 Tokyo 45K+ FY2025 Revenue3 FY2025 EBITDA+S3,4 FY2025 Basic EPS ¥3.69T ¥794B ¥349.78 Please see footnotes in the appendix. 3

  4. Slide 4: Opportunities For Life. Faster, Simpler and Closer to You.

    Opportunities For Life. Faster, Simpler and Closer to You. まだ、ここにない、出会い。より速く、シンプルに、もっと近くに。 01 Our business model A history of connecting businesses and individuals in multiple industries 個人ユーザーと企業クライアントへの最適なマッチングソリューション提供の歴史 02 Our business strategy A three-part strategy combining historical strengt

  5. Slide 5: Our Business Model

    Our Business Model Recruit Individual Users Group Business Clients Matching Platforms Employment Housing & Beauty Travel Dining Real Estate SaaS solutions Please check here for more information about our business model and products. より詳細なビジネスモデルとプロダクトについての説明は こちらをご覧ください 5

  6. Slide 6: Proven Track Record of Business Expansion, Digital Transformation and Disruption

    Proven Track Record of Business Expansion, Digital Transformation and Disruption Expanded SaaS business through Air Business Tools, a suit of cloud-based operational and management support services Expansion of online HR Matching business Transition from paper to the internet. Continued growth of do

  7. Slide 7: 事業拡大、デジタルトランスフォーメーションとディスラプションの実績

    事業拡大、デジタルトランスフォーメーションと ディスラプションの実績 業務・経営支援ソリューション、Air ビジネス ツールズを通じたSaaS事業の拡大、オンライ ンHRマッチング事業の拡大 オンラインHRマッチング事業 の拡大 紙からインターネットへ移行 マーケティング、メディア事業を SaaS Solutions 生活の他の分野にも拡大し、選択肢と機 会を増やす HR Technology 求人広告事業を立ち上げ 新たな新卒採用プロセスを立ち上げる Matching Platforms Media Services & Human Resources 1960 1970 1980 1990

  8. Slide 8: Globalization of HR Matching Businesses through M&A

    Globalization of HR Matching Businesses through M&A M&Aを通じたHRマッチングビジネスのグローバル化 FY2025 Consolidated Revenue (3.69tn yen) Staffing (US) HR Tech Staffing HR Tech HR Tech HR Tech HR Tech (US) (NL) (US, CA) (UK) (US) (US) 2 HR Tech 53% (US) Staffing Staffing (AU) 3 (US, NL) 1 1 Overseas 47% 3 Japan 2010 2

  9. Slide 9: Opportunities For Life. Faster, Simpler and Closer to You.

    Opportunities For Life. Faster, Simpler and Closer to You. まだ、ここにない、出会い。より速く、シンプルに、もっと近くに。 01 Our business model A history of connecting businesses and individuals in multiple industries 個人ユーザーと企業クライアントへの最適なマッチングソリューション提供の歴史 02 Our business strategy A three-part strategy combining historical strengt

  10. Slide 10: Our Business Strategy

    Our Business Strategy Three strategic pillars combining our historical strengths with future opportunities Simplify Help Businesses Prosper Hiring Work Smarter Together Make it easier and faster Improve performance and Make positive impact on society and for people to get jobs productivity for busin

  11. Slide 11: Leading Brands across Three Strategic Business Units

    Leading Brands across Three Strategic Business Units Marketing Matching HR Technology Staffing Technologies Global platforms on jobs, hiring Temporary staffing services in Japan, Matching platforms and solutions and real-time conversations Europe, US and Australia SaaS solutions in Japan Business グロ

  12. Slide 12: Simplify Hiring

    Industry Leading HR Matching Services & Solutions Job Matching & Hiring Platforms Simplify Hiring Make it easier and faster Placement for people to get jobs 人材マッチング市場における 採用プロセスの効率化 Temporary Staffing 12

  13. Slide 13: Our Vision to Simplify Hiring

    Pillar 1: Simplify Hiring Our Vision to Simplify Hiring Today Future Easier and faster for people to get jobs Complicated, confusing, Reduced cost and time to hire for employers manual and slow 求職者がより早く・簡単に仕事に就け、 複雑で、わかりにくく、手作業が多く、時間がかかる 雇用主は、採用のための時間とコストを削減できる Leading the transformation of job matc

  14. Slide 14: Large and Growing Global HR Matching Market

    Pillar 1: Simplify Hiring Large and Growing Global HR Matching Market1,2 Job Advertising and Talent Sourcing Temporary Staffing 求人広告及び採用ツール市場 人材派遣事業 $34B3 $105B 5 Direct Hire $302B 7 人材紹介市場 $71B 4 Internal Recruitment Automation Retained Search 採用オートメーション市場 6 $68B エグゼクティブサーチ市場 $24B 4 *Please see foo

  15. Slide 15: Trends that Support Long-term Growth of HR Matching Industry

    Pillar 1: Simplify Hiring Trends that Support Long-term Growth of HR Matching Industry Tight labor markets Skills-based hiring Automation and AI (data-driven recruitment) Globalization of talent Hybrid and flexible work models Virtual recruiting Employee experience and well-being High labor market c

  16. Slide 16: HRマッチング事業の長期成長を後押しするトレンド

    Pillar 1: Simplify Hiring HRマッチング事業の長期成長を後押しするトレンド タイトな労働市場 スキルベースの採用 データドリブンの採用を可能にする 人材獲得のグローバル化 自動化及びAI ハイブリッド等柔軟な労働モデル バーチャル採用 従業員としての経験やウェルビーイング 離職率の上昇 採用業務の外部委託 多様な求職者ニーズ 16

  17. Slide 17: Leading Indeed's Transformation from Search to Marketplace

    Pillar 1: Simplify Hiring Leading Indeed’s Transformation from Search to Marketplace Search Marketplace Search Click Apply Interview Hire Marketplace >$268B ~8X $302B 7 Search <$34B ~8X larger opportunity with marketplace strategy マーケットプレイス戦略によりTAMは約8倍へ Please see footnotes in the appendix. 17

  18. Slide 18: Improving Quality and Speed of AI Matching

    Pillar 1: Simplify Hiring Improving Quality and Speed of AI Matching Leveraging Data and Technology across More Jobs Our HR Matching Businesses More Employer More Data 人材マッチング事業全体でデータとテクノロジーを活用 Accounts About Jobs ● 685M+ job seeker profiles1 ● 380M+ sourceable job seeker profiles2 AI ● 1.3B total r

  19. Slide 19: Leading Global Two-sided Decision-Making Marketplace

    Pillar 1: Simplify Hiring Leading Global Two-sided “Decision-Making” Marketplace1 Job Seekers Employers Matching Engine Job Seeker Profiles Employers using Indeed to hire 685M+ 3.5M+ 2 4 380M+ Sourceable 3 Delivering 31 hires per minute5 1分間に31人の採用を実現 Please see footnotes in the appendix. 19

  20. Slide 20: Indeed's Clear Strategic Framework

    Pillar 1: Simplify Hiring Indeed’s Clear Strategic Framework Goals Strategy Strategic Priorities Grow marketplace effectiveness — Grow # hires reach, matching, and connections 採用数の増加 Search → マーケットプレイスの効果を向上—リーチ、マッチング、コネクション Marketplace 検索→ マーケット プレイス Effectively monetize marketplace Grow revenue 売上収益

  21. Slide 21: Marketplace Monetization Strategy with Multiple Layers of Growth

    Pillar 1: Simplify Hiring Marketplace Monetization Strategy with Multiple Layers of Growth Grow take rate of Grow new customers existing customers Free to paid matches Market expansion outside マッチングの有料化 the US 米国外のマーケットの拡大 Indeed Apply for Current Enterprise Monetization SMB customers 大企業によるIndeed A

  22. Slide 22: Grow Take Rate of Existing Customers

    Pillar 1: Simplify Hiring Grow Take Rate of Existing Customers Average Take Rate per Hire (%) Indeed <1% 1 We can grow our take rate considerably and still have the advantage of offering Industry Average Take Rates per Hire (%) a significantly lower cost per hire Staffing ~20% 2 テイクレートを飛躍的に向上させながらも、大幅

  23. Slide 23: Applying HR Matching Engine

    Pillar 1: Simplify Hiring Applying HR Matching Engine Matching Engine Leveraging all our HR Matching businesses to target entire HR Matching market すべての人材マッチング事業を活用し、人材マッチング市場全体をターゲットに Please check here for more information about HRT business model and products. より詳細なHRTのビジネスモデルとプロダクトについての説明は こちらをご覧

  24. Slide 24: Example: Simplify Hiring in Japan

    Pillar 1: Simplify Hiring Example: Simplify Hiring in Japan Job boards Applicant Tracking System (ATS) linked to linked to Indeed PLUS Indeed PLUS Job Seekers Employers post jobs to apply through job internal ATS boards Indeed PLUS results in more applies and greater efficiency through better matchi

  25. Slide 25: Opportunity for Technological Transformation of Temp Staffing Industry

    Pillar 1: Simplify Hiring Opportunity for Technological Transformation of Temp Staffing industry through cross-SBU collaboration and innovation 272,000 13,400 10 Temps on Employees working Countries, with assignment working in all RGF staffing presences on the in various industry entities continents

  26. Slide 26: Help Businesses Work Smarter

    Industry Leading Matching Platforms and SaaS Solutions Help Businesses Work Smarter Improve performance and productivity for business clients in Japan 日本国内企業クライアントの 生産性及び業績向上 26

  27. Slide 27: MMT Business Model - Vertical Matching Platforms

    Pillar 2: Help Businesses Work Smarter MMT Business Model - Vertical Matching Platforms Vertical Individual Users Matching Platforms Business Clients 980,0002 GMV increase with AI AI Enhancement Recruit ID Matching SaaS with 99 million1 Unique data Loyalty Points Unique Data through Fulfillment 400

  28. Slide 28: Repeatedly Disrupting Ourselves and Creating New Business Models

    Pillar 2: Help Businesses Work Smarter Repeatedly Disrupting Ourselves AI and Creating New Business Models Online Media Data + SaaS GMV-Linked Model Matching Platforms (Performance-based Fee) GMV連動モデル Paper-based Media Expected Action-Tiered Plans (Monthly Fee) 期待アクション数別プラン Advertising-Based Model (

  29. Slide 29: MMT Business Model: From Actions to GMV Growth

    Pillar 2: Help Businesses Work Smarter MMT Business Model: From Actions to GMV Growth A Recruit ID with approx. 99 Million Accounts リクルートID 約9,900万アカウント B SaaS Solutions Handling Unique Data SaaSを通じたプラットフォーム内データ連携と活用 C Number of Actions on Matching Platforms 各マッチングプラットフォームでの膨大なアクション数 D AI to Increas

  30. Slide 30: Marketing Matching Technologies SBU Tends to be More Resilient

    Pillar 2: Help Businesses Work Smarter Marketing Matching Technologies SBU Tends to be More Resilient During Economic Downturns Marketing Matching HR Technology Staffing Technologies HR Matching Businesses Less Affected by economic environment More 30

  31. Slide 31: Operates Best-in-Class Matching Platforms in Japan

    Pillar 2: Help Businesses Work Smarter Operates Best-in-Class Matching Platforms in Japan FY2025 Full-year Revenue by Subsegment Others (Automobile, Bridal, Education, and Others) Beauty ¥113.8 Bn ¥126.2 Bn Lifestyle MMT Total ¥293.8 Bn ¥564.6 Bn Housing Travel, & Real Estate Dining, and ¥156.9 Bn S

  32. Slide 32: Organizational Structure Enables Increasing Operational Efficiency

    Pillar 2: Help Businesses Work Smarter Organizational Structure Enables Increasing Operational Efficiency Lifestyle Others Housing & Beauty Travel Dining Bridal Automobile Real Estate Corporate Sales Product 32

  33. Slide 33: Prosper Together

    Prosper Together Make positive impact on society and the planet through sustainable growth shared by all stakeholders ステークホルダーとの 共存共栄を通じた持続的な成長 33

  34. Slide 34: Our Commitment to Sustainability

    Pillar 3: Prosper Together Our Commitment to Sustainability1 E nvironmental S ocial S ocial G overnance Climate Action Social Impact Our People Corporate Governance Became and maintain carbon Shorten the time it takes to get hired Achieve gender parity across all Reach gender parity for Board of neu

  35. Slide 35: Our Commitment to Sustainability (Japanese)

    Pillar 3: Prosper Together Our Commitment to Sustainability1 E Environmental 気候変動対策 S Social ソーシャルインパクト S Social 人材 G Governance コーポレートガバナンス 2021年度に事業活動で、 2030年度までに 2030年度までに、上級管理職・ 2030年度までに、監査役を含む 2030年度にバリューチェーン • 就業までに掛かる時間を半分に 管理職・従業員の女性比率を 取締役会構成員の女性比率を 3 全体で、カーボンニュートラルを 短縮する 約50%にする 5 約50%にする

  36. Slide 36: Well-balanced and Experienced Board of Directors

    Pillar 3: Prosper Together Well-balanced and experienced Board of Directors Comprising members with varied skills, experiences, and backgrounds Masumi Minegishi Hisayuki Idekoba Ayano Senaha Representative Director Representative Director, Director, Executive Vice President and Chairperson President

  37. Slide 37: Opportunities For Life. Faster, Simpler and Closer to You.

    Opportunities For Life. Faster, Simpler and Closer to You. まだ、ここにない、出会い。より速く、シンプルに、もっと近くに。 01 Our business model A history of connecting businesses and individuals in multiple industries 個人ユーザーと企業クライアントへの最適なマッチングソリューション提供の歴史 02 Our business strategy A three-part strategy combining historical strengt

  38. Slide 38: Energized and Passionate Leadership Team

    Energized and Passionate Leadership Team Masumi Minegishi Hisayuki Idekoba Junichi Arai Ayano Senaha Representative Director Executive Vice President Executive Vice President Representative Director, and Chairperson and CFO and COO President and CEO 峰岸 真澄 Head of HR Technology SBU 荒井 淳一 瀬名波 文野 代表取締役

  39. Slide 39: Disciplined Capital Allocation toward Strategic Action and Shareholder Returns

    Disciplined Capital Allocation toward Strategic Action and Shareholder Returns supported by Strong Financial Position 強固な財務基盤を活用した戦略的な投資及び株主還元 01 1 Product development and marketing expense for existing businesses for future growth 既存事業の継続的な成長に資する投資 02 Continuous payment of stable per-share dividend

  40. Slide 40: Capital Allocation Strategy FY2026 - FY2028

    Capital Allocation Strategy FY2026 - FY2028 • Capital allocation policy remains the same キャピタルアロケーション方針に変更なし 1. Investments for continuous growth of existing businesses 既存事業の継続的な成長に資する投資 2. Dividends per share for FY2026 total ¥26.0: 1H ¥13.0 and 2H ¥13.0 2027年3月期の株式配当は、 1株当たり上半期 13.0円、下半期13.0円、通期では

  41. Slide 41: Gross Cash On A Consolidated Basis

    Gross Cash On A Consolidated Basis As of As of As of (in billions of yen) March 31, 2025 March 31, 2026 June 30, 2026 Cash and cash equivalents 808.6 725.5 853.0 + Investments for available funds on standby for 15.1 42.3 55.5 business operations within other financial assets Gross cash1 823.8 767.9

  42. Slide 42: Appendices

    42 Appendices E 5 v4 U rs &

  43. Slide 43: FY2026 Consolidated Full-year Revised Guidance

    FY2026 Consolidated Full-year Revised Guidance FY2025 Q1 Actual FY2026 Full-year Guidance Full-year (in billions of yen, unless otherwise FY2025 FY2026 YoY Actual 05/15/26 YoY 08/07/26 YoY stated) Exchange rate per US 144.4 159.3 - 150.7 154.0 - 159.0 - Dollar (Yen)1 Revenue 878.8 1,045.3 +18.9% 3,6

  44. Slide 44: Consolidated FY2026 Full-year Revised Guidance

    Consolidated FY2026 Full-year Revised Guidance Revenue EBITDA+S and Margin %2,3 Basic EPS (in trillions of yen) (in billions of yen) (yen) FY2026 Guidance FY2026 Guidance FY2026 Guidance 05/15/26 08/07/26 05/15/26 08/07/26 05/15/26 08/07/26 JPY / USD1 152.6 150.7 154.0 159.0 44 Please see footnotes

  45. Slide 45: Overview of Revised Segment FY2026 Full-year Outlook

    Overview of Revised Segment FY2026 Full-year Outlook1 Revenue EBITDA+S and Margin %2,3 (in billions of yen) (in billions of yen) Staffing HRT HRT MMT MMT Staffing FY2025 Actual FY2026 Outlook FY2025 Actual FY2026 Outlook Please see footnotes in the appendix. 45

  46. Slide 46: Capital Allocation Strategy FY2025 Results: Total Payouts to Shareholders

    Capital Allocation Strategy FY2025 Results: Total Payouts to Shareholders and Net Cash and Cash Equiv. Total payouts to shareholders1 Net cash and cash equivalents3 Total payout ratio2 % (in billions of yen) (in billions of yen) Please see footnotes in the appendix. 46

  47. Slide 47: Links to Investor Information Center and Executive Presentations

    Links to Investor Information Center and Executive Presentations Business Model of HR Technology SBU HRテクノロジーSBUのビジネスモデル Primary Global Products HR Technology 主なグローバルプロダクト Primary Japan Products 主な日本のプロダクト Business Model of Staffing SBU Staffing 人材派遣SBUのビジネスモデル Marketing Matching Executive Presentat

  48. Slide 48: Footnote

    Footnote Page 3 1 Recruit Holdings Co., Ltd. and its consolidated subsidiaries. 2 As of March 31, 2026. (HR Tech:18,005, Staffing: 13,354, MMT: 14,096, HQ: 131) 3 Consolidated results as of March 31, 2026, 4 From FY2022, the Company changed the items for EBITDA+S. New definition of EBITDA+S has been

  49. Slide 49: Footnote

    Footnote Page 14 and 17 1 The Company is aware there may be legal restrictions in this area and so will endeavor that the Company's work meets those requirements. 2 Sum of the estimated size of addressable markets for the job advertising & talent sourcing tools market, the direct hire market and the

  50. Slide 50: Definitions of HR Matching Markets

    Definitions of HR Matching Markets Job Advertising and a collection of online and offline tools and services that help employers advertise jobs, source Talent Sourcing candidates, and build and promote their online employer brand Direct Hire where agencies are paid fees for placing permanent workers

  51. Slide 51: Footnote

    Footnote Page 18 1 Internal data, cumulative number of verified job seeker accounts on Indeed through June 30, 2026, worldwide. Job seeker accounts that have a unique, verified email address. 2 Internal data, cumulative number of verified job seeker accounts across HR Technology’s sites through June

  52. Slide 52: Footnote

    Footnote Page 34 and 35 1 The years indicated are Recruit Holdings’ fiscal years (FY), which begin on April 1 each year and end on March 31 of the following year. All targeted figures displayed here are approximate. 2 Carbon neutrality includes reducing greenhouse gas (GHG) emissions as well as offs

  53. Slide 53: Disclaimer

    Disclaimer Forward-Looking Statements This material contains forward-looking statements, which reflect the Company’s assumptions, estimates and outlook for the future based on information available to the Company and the Company’s plans and expectations as of the date of this material unless the con

  54. Slide 54: FY2026 Investor Presentation

    FY2026 Investor Presentation © 2026 Recruit Holdings Co., Ltd. 54

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