Persol (2181) IR Day 2026 presentation summary

Mid-term management plan FY2028 overview

• Focus on redefining business positioning for 2030+, leveraging AI and synergies in frontline worker domains, and optimizing the business portfolio for growth and profitability.

• Targeting new domains with strong growth potential, especially frontline worker markets facing structural labor shortages and increased workforce mobility due to AI.

• Emphasis on integrating AI and proprietary data to enhance matching, productivity, and value creation across SBUs.

Career SBU strategy

• Shift to an AI-driven placement business model, aiming for 7-10% annual revenue growth and 20%+ adjusted EBITDA margin by FY2028.

• Focus on high-income segment and side jobs/freelancers, leveraging multi-layered services and proprietary data.

• AI to automate matching, counseling, and document creation, increasing conversion and counseling rates.

• Maintain competitive edge through doda brand, advanced matching, and human-AI collaboration.

Technology SBU strategy

• Transition to a solution-driven business model, targeting 10% revenue CAGR and 10% adjusted EBITDA margin by FY2028.

• Focus on high value-added domains, combining AI and physical solutions, and expanding into new industries like defense, aerospace, and semiconductors.

• Address engineer shortages by developing AI-native talent and shifting resources to upstream and downstream processes.

• Leverage strong on-site execution, diverse engineering talent, and proven AI integration.