Persol Holdings Co.,Ltd.
Q&A from Analyst Business Presentation of Career SBU
Career SBU aims for double-digit growth in the high-class segment with annual income over 6 million yen and HiPro, while continuing AI investments. doda X is in the profitability phase and targets productivity improvement and double-digit sales growth through AI utilization over the next three years.
Key Figures
- HiPro Sales Target: Approximately double the current level by 2030
- doda X Profitability Plan: Expected to be profitable from next fiscal year
- Recruitment Business Sales Composition Ratio: Approximately 70%
AI要約
Business Strategy and Growth Areas
The Career SBU prioritizes the core recruitment business, focusing mainly on the high-class segment with annual income of more than 6 million yen and HiPro, which supports side jobs and freelancers, aiming for at least double-digit growth. doda X has now completed its product model, and since CPA has not increased, it is possible to maintain profits while continuing marketing investments. HiPro plans to become profitable from the next fiscal year, aiming to double sales compared to the current level by 2030. The company executes all AI investments and shifts to AI-driven KPI management, emphasizing registration numbers and decision rates.
Market Environment and Future Outlook
Although the number of effective full-time job openings is currently declining, structural labor shortages are expected to continue over the medium to long term, so a shortage of job openings is not seen as a risk. Companies are promoting reallocation of existing personnel through AI implementation, and recruiting activities are expected to gradually recover. The risk of unit price decline due to AI is low, and no dramatic job losses are anticipated by 2030. The group overall emphasizes maintaining profitability while continuing AI and marketing investments, targeting margin maintenance and improvement and double-digit top-line growth over a three-year span.
