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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Visional
Visional (4194) investor relations material
Visional Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary21 Oct, 2026
FY2026 performance
Consolidated net sales ¥99.3bn, up 23.9% YoY; EBITDA margin 27.7% and operating profit margin 24.7%.
FY26 operating profit ¥24.563bn, up from ¥21.442bn in FY25; net income attributable to owners of parent ¥18.566bn.
HR Tech generated 94.5% of FY26 consolidated net sales; BizReach represented 80.7% of sales by business.
BizReach business
FY26 BizReach net sales ¥80.126bn, up 16.8% YoY; normalized mid-term targets are 15% YoY net sales growth and 40% operating profit margin before corporate expense allocation.
FY26 operating profit before corporate expense allocation was ¥33.093bn, with a 40.4% margin; growth investments remain flexible to market conditions.
Revenue combines recurring platform fees and placement fees; FY26 mix was 68% recurring and 32% performance revenue.
FY26 KPIs included 45,800+ registered direct employers, 3.53m+ scoutable job seekers, 9,500+ active headhunters and 23,100+ active direct employers.
Growth plans target greater penetration among professionals, new employer acquisition and increased wallet share; AI tools use accumulated hiring data to improve matching and customer workflows.
HRMOS and AI-enabled platform
FY26 HRMOS net sales ¥9.289bn, up 78.2% YoY; adjusted operating loss before corporate expense allocation was ¥2.954bn. Thinkings’ sonar ATS was consolidated for 10 months.
FY26 ending ARR reached ¥10.33bn, up 177.0% YoY; unique paying customers totaled 10,699, ARPU was ¥80k and trailing 12-month average churn was 0.48%.
Strategy links HRMOS services with BizReach AI to build an AI-era management platform, combining labor-market information with internal HR data for employee and position visualization, matching and development.
Internal BizReach by HRMOS aims to automate employee and role profiles from existing HR data, recommend internal matches and support assignments, personalized learning and external hiring where needed.
Three years of proactive HRMOS investment are planned from FY27, subject to market conditions.
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Latest events from Visional
- Net sales rose 23.9% YoY to JPY 99.30Bn, led by HR Tech and BizReach, with continued growth forecast.4194
Q4 2026 - Net sales up 24.3% with robust HR Tech and BizReach growth; Thinkings, Inc. acquisition completed.4194Q3 2026
- Net sales up 26.2% YoY, led by HR Tech and BizReach, with Thinkings, Inc. acquisition boosting outlook.4194Q2 2026
- 1Q net sales up 24.8% YoY; strong segment growth and Thinkings, Inc. acquisition completed.4194Q1 2026
- Double-digit growth, strong outlook, and strategic HR Tech acquisition drive expansion.4194Q4 2025
- Double-digit profit and sales growth, strong KPIs, and steady full-year outlook.4194Q1 2025
- FY2024 saw double-digit growth and margin expansion, with robust FY2025 guidance issued.4194Q4 2024
- Profit and sales surged on HR Tech strength; full-year outlook remains robust.4194Q3 2024
- Net sales up 20.3% YoY and full-year forecast raised on strong HR Tech and BizReach growth.4194Q3 2025
Next Visional earnings date
Q1 202715 Dec, 2026
Visional
Next Visional earnings date
Q1 202715 Dec, 2026
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Amina0781App Store
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