Recruit Holdings lifts full-year guidance on strong HR tech performance

Recruit Holdings reported consolidated operating results for the six months ended September 30, 2025, with revenue at 1,793.5 bn yen, a slight decrease of 0.3% year-over-year. Despite this, consolidated EBITDA+S increased by 7.4% to 394.5 bn yen, and profit attributable to owners of the parent rose by 11.6% to 248.3 bn yen. Basic EPS for the period was 173.12 yen, marking an 18.9% increase.

The company revised its full-year fiscal year 2025 guidance upward, projecting revenue of 3,598.5 bn yen (+1.2% YoY) and EBITDA+S of 733.5 bn yen (+8.1% YoY). This positive outlook is primarily due to strength in the HR Technology segment, with US revenue outlook revised upward to +5.6% YoY in dollars. The Staffing and Marketing Matching Technologies segments also showed positive revenue growth in Japan.

In line with its capital allocation strategy, Recruit Holdings repurchased approximately 53m RHC shares, equivalent to 423.7 bn yen during the first half of fiscal year 2025. Additionally, a new share buyback program of 250 bn yen was announced on October 16, 2025. The interim dividend per share for fiscal year 2025 remains as forecasted at 12.50 yen.