Q1 FY2027 Earnings Briefing Q&A

Section heading

This material is a summary of Q&A from the Q1 FY2027 earnings briefing, building a conservative business plan in the energy sector assuming price reductions, and reinforcing the policy to shift revenue model from short-term projects to a stock-based approach. Margins are described as being driven by high-margin professional services, with a focus on stabilizing future profits. In the human resources area, hiring market normalization is advancing, with the fourth quarter still a peak in demand, and improvements in deal count and unit price are expected to continue. In new areas, regions including card loans are driving growth, with stock-based profit contributions remaining high. Investment in corporate AI is planned to yield significant effects from the following fiscal year.

Section 2

Looking ahead, the energy segment will continue to maximize stable stock-based earnings while moderating the proportion of short-term projects. Development will accelerate for high-quality projects, and earnings contribution from the grid-scale storage facilities will be strengthened from the second quarter onward. In the human resources area, based on anticipated year-round demand for recruitment support, per-person revenue and productivity are expected to improve on a full-year basis. In the new areas, growth in card loans will be a pillar, pursuing sustainable launches and expansion of new businesses.