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Persol Holdings Co Ltd
OTC:TEMPF

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Persol Holdings Co Ltd
OTC:TEMPF
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Price: 1.62 USD -3.46%
Market Cap: $3.7B

Persol Holdings Co Ltd
Investor Relations

Persol Holdings is a Japanese human resources company that connects employers with workers. It runs staffing, temp placement, recruiting, and outsourced back-office services, helping companies fill short-term and permanent roles while also supporting job seekers in finding work. Its services sit in the middle of the labor market, where it matches labor supply with business demand. The company makes money mainly by charging client companies for staffing, recruitment, and outsourcing services. In temporary staffing, clients pay for workers placed through Persol; in recruiting, the company earns fees when it helps hire permanent employees; and in outsourcing, it charges for handling tasks such as payroll, administrative work, and call-center operations. It also offers related HR and training services that help employers manage their workforce. What makes Persol’s business model distinctive is that it does not just find candidates; it helps companies manage parts of their workforce and HR operations end to end. That gives it recurring relationships with corporate customers and ties it closely to labor needs across industries. For beginners, it is best understood as a large labor intermediary and HR service provider rather than a traditional manufacturer or retailer.

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Last Earnings Call
Fiscal Period
Q1 2027
Call Date
Aug 7, 2026
AI Summary
Q1 2027

Revenue: PERSOL reported Q1 revenue of JPY 424 billion, up 13.5% year on year, with profit also rising across all levels.

Margins: Adjusted EBITDA increased 21.6% to JPY 26.4 billion, helped by efficiency measures and better margins.

AI strategy: Management framed AI as a growth opportunity, not a threat, and said it will drive workforce mobility, productivity gains and new services.

Gojob: The French AI staffing company Gojob was highlighted as a key growth engine, with local-currency revenue up 50.9% year on year.

Segment mix: Career was pressured by selective hiring and the doda/doda X ID integration, while Technology and Other grew strongly; core Staffing, BPO and Asia Pacific were said to be progressing as planned.

Investment plan: The company plans JPY 19 billion of cumulative AI-related investment over three years and expects returns of JPY 33 billion to JPY 43 billion.

Key Financials
Revenue
JPY 424 billion
Adjusted EBITDA
JPY 26.4 billion
Career ID integration impact on total SBU revenue
approximately 6% decrease
Career ID integration impact on placement revenue
approximately 9% decrease
Placement productivity
2%
AI investment plan
JPY 19 billion
Expected return on AI investment
JPY 33 billion to JPY 43 billion
France market share for Gojob
around 2%
Labor shortage forecast for 2035
around 3.84 million people
Other Earnings Calls

Management

Mr. Takao Wada
President, CEO & Representative Director
No Bio Available
Junji Tokunaga
Executive Officer & CFO
No Bio Available
Mr. Shinji Masaki
Operating Officer & Head of Technology SBU
No Bio Available
Mr. Taro Mineo
Chief Strategy Officer & Operating Officer
No Bio Available
Yuta Tsuge
CIO, Chief Digital Officer & Operating Officer
No Bio Available
Mr. Hirotaka Mino
Executive Officer & CHRO
No Bio Available
Kazunari Kimura
Staffing SBU Chief & Operating Officer
No Bio Available
Toshihito Nagai
Head of R&D Function Unit and Operating Officer
No Bio Available
Mr. Takayuki Yamazaki
Executive Officer & Asia Pacific SBU Lead
No Bio Available
Hiroshi Senoo
Career SBU Chief & Operating Officer
No Bio Available

Contacts

Address
TOKYO-TO
Minato-ku
PERSOL Minami-Aoyama Bldg., 1-15-5, Minami-Aoyama
Contacts