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Aiming for our fifth consecutive year of record sales and earnings TSE First Section (Securities code: 2301) December 2018 Fiscal Year ended October 31, 2018 The leader of market for recruiting people in their 20s year-round Results of Operations and Outlook Re-Shukatsu ad features actor Ryunosuke Kamiki GAKUJO Co., Ltd.

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Page 1: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Aiming for our fifth consecutive year of record sales and earnings

TSE First Section (Securities code: 2301)

December 2018

Fiscal Year ended October 31, 2018

The leader of market for recruiting people in their 20s year-round

Results of Operations and Outlook

Re-Shukatsu ad features

actor Ryunosuke Kamiki

GAKUJO Co., Ltd.

Page 2: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

(Millions of yen)

FY10/18 Results of Operations

Sales by Main Business Categories

FY10/17 % to sales FY10/18 % to salesYoY

(%)

Net sales 5,620 100.0 6,448 100.0 +14.7

Cost of sales 2,045 36.4 2,193 34.0 +7.2

Gross profit 3,574 63.6 4,254 66.0 +19.0

SG&A expenses 2,172 38.7 2,797 43.4 +28.8

Operating profit 1,401 24.9 1,457 22.6 +4.0

Ordinary profit 1,522 27.1 1,590 24.7 +4.5

Profit before income

taxes1,592 28.3 1,590 24.7 -0.2

Profit 1,220 21.7 1,123 17.4 -7.9

FY10/17 FY10/18YoY

(%)

Employment Expo 2,545 2,706 +6.3

Asagaku Navi 756 687 -9.2

Re-Shukatsu 946 1,384 +46.3

Recruitment 225 266 +18.1

Public-sector services 443 613 +38.4

4Q Sales of Main Business Categories (Aug.–Oct.)

Aug.–Oct. 2017 Aug.–Oct. 2018YoY

(%)

Employment Expo 572 627 +9.6

Asagaku Navi 116 127 +9.3

Re-Shukatsu 387 557 +43.9

Recruitment 76 75 -0.7

Public-sector services 254 259 +1.8

All products (Aug.–Oct.) 1,525 1,778 +16.5

FY10/19

(fct.)% to sales

YoY

(%)

7,100 100.0 +10.1

2,410 33.9 +9.9

4,690 66.1 +10.2

2,900 40.8 +3.6

1,790 25.2 +22.8

1,900 26.8 +19.5

1,900 26.8 +19.5

1,291 18.2 +14.9

Higher sales backed mainly by 46.3% growth of Re-Shukatsu sales

Earnings increased despite higher expenses for promotional activities

Note: Figures for Asagaku Navi include Intern Jobs.

Note: Figures for Asagaku Navi include Intern Jobs.

GAKUJO Co., Ltd. 1

Financial highlights

Page 3: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Fourth consecutive year of record sales and earnings and sixth consecutive year of

sales and earnings growth

46.3% increase in Re-Shukatsu sales was the primary driver of overall growth

◆ Re-Shukatsu

Strong sales growth of 46.3% YoY

→Promotional activities (including TV commercials)

made a big contribution to growth

◆ Employment Expo

Sales up 6.3%, surpassing the initial fiscal year forecast

◆ Public-sector Services

Sales up 38.4% due to the consistent receipt of

orders for services that help create jobs in regions of

Japan other than major metropolitan areas

FY10/18 Highlights

Net sales and ordinary profit

Quarterly Re-Shukatsu sales / YoY change

8,000

7,000

6,000

5,000

4,000

3,000

2,000

1,000

0

(Millions of yen)

FY10/13 FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19 (fct.)

404371

2,673

524

1,007

4,020

731

1,047

4,660

794

1,496

5,105

946

1,522

5,620

1,384

1,590

6,448

1,750

7,100

1,900

Net sales

Re-Shukatsu sales Ordinary profit

1Q

FY10/17

109145

192

273 257

409 387

557

132.8%141.7%

159.0%143.9%

(%)

200

150

100

50

0

700

600

500

400

300

200

100

0

2

(Millions of yen)

1Q

FY10/18

2Q

FY10/17

2Q

FY10/18

3Q

FY10/17

3Q

FY10/18

4Q

FY10/17

4Q

FY10/18

GAKUJO Co., Ltd.

Page 4: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Business Category Sales and Gross Profit

Gross profit increased 19.0% as Re-Shukatsu sales were up

46.3% and Employment Expo sales exceeded the forecastSales by Business Categories

Employment

Expo

Asagaku Navi

Public-sector

services

Recruitment

Others

Paper media

Individual products for

new graduate recruitment

1,402

24317

405

1,124

524

4,020

2,048

28

415

398

722

731

101214

4,660

2,452

33

617

794

171

207

5,1052,706

687

13

614

613

1,384

6,448

2,750

800

10

(Millions of yen)

5,620

2,545

756

27

531

443

946

225

1,023

291

413

335

2,673

FY10/13

FY10/17 FY10/18YoY

(%)

TotalNet sales 5,620 6,448 +14.7

Gross profit 3,574 4,254 +19.0

Employment

ExpoSales 2,545 2,706 +6.3

Paper media Sales 27 13 -51.6

Asagaku Navi Sales 756 687 -9.2

Individual

products for

new graduate

recruitment

Sales 531 614 +15.6

Public-sector

servicesSales 443 613 +38.4

Re-Shukatsu Sales 946 1,384 +46.3

Recruitment Sales 225 266 +18.1

Others Sales 143 162 +13.1

FY10/19

(fct.)

YoY

(%)

7,100 +10.1

4,690 +10.2

2,750 +1.6

10 -24.5

800 +16.4

700 +13.9

600 -2.2

1,750 +26.4

350 +31.4

140 -13.6

Note: Figures for Asagaku Navi include Intern Jobs.

3

(Millions of yen)

15631

20

404

37183

382

446

143 162

266

7,100

700

600

1,750

350

140

FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19

(fct.)

Re-Shukatsu

GAKUJO Co., Ltd.

Page 5: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

FY10/19 Growth Initiatives

Use Re-Shukatsu and Employment Expo as the key marketing tools for convincing

companies that recruiting new graduates and people in their 20s year-round can improve the efficiency and reliability of recruiting activities

FY10/19 Forecast

4

Net sales: ¥7.1 billion Ordinary profit: ¥1.9 billion★★★★A higher profit margin Even as Re-Shukatsu promotional activities continue, measures will be taken to hold down the

growth of expenses since FY10/17 and the growth of highly profitable Re-Shukatsu and recruitment services will continue

★★★★A solid start thus far in FY10/19 toward the fifth consecutive year of record sales and earnings

The rapid increase in the number of companies that need people in their 20s is likely to become a

long-term trend in Japan

Gakujo’s orders are climbing steadily due to the ability to provide access to people who meet a

diverse array of employment requirements in terms of industries and the number of people needed

� Re-Shukatsu – Continuing to use TV commercials (plan to air high-profile commercials again starting in January 2019

� Asagaku Navi – A new format and look in March 2019 (inclusion of many of the popular Re-Shukatsu matching

functions

� Recruitment – More synergies with Re-Shukatsu and a focus on employees in their 20s

� More events for intern positions; meet the need at companies for newly hired new graduates to become productive

employees quickly

GAKUJO Co., Ltd.

Page 6: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

FY10/18 4Q sales increased 9.6% to ¥627 million

Events for recruiting interns

62.4% increase in the number of booths raised sales

Raised fees for these events in FY10/18 4Q

Plan to hold 135 Employment Expos during FY10/19,

the same as in FY10/18

Plan to hold 40 Employment Expos for recruiting interns,

7 more than in FY10/18

Japan’s largest joint recruiting seminar

Growing faster than expected

Demand for interns remains strong Number of expos 126 135 +7.1

One day 52 61 +17.3

Two days 74 74 ±0

For university seniors 87 81 -6.9

For internships 22 33 +50.0

For a new career 17 21 +23.5

Number of booths 7,696 8,571 +11.4

For university seniors 6,063 6,103 +0.7

For internships 884 1,436 +62.4

For a new career 749 1,032 +37.8

FY10/17 FY10/18 YoY (%)

Sales (Millions of yen) 2,545 2,706 +6.3

5

Employment Expo

GAKUJO Co., Ltd.

Business Category Highlights

Page 7: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

0

5

10

15

20

25

Business Category Highlights

The leading career-change website for people in their 20s

Big increase in

brand recognition

due to promotions!

Ranks first among people in

their 20sCareer-change website

perception survey

A big increase after promotional activities started in May

(%)

30

A site for age

20-29

Re-Shukatsu

A site for young

peopleA site for my

own needs

27.7

19.5 20.2

Macromill surveyDate: October 16-17, 2018

Target: Male/female workers age 22-29

doda

Bizreach

*Multiple responses

*1 What is your image of these websites for changing careers?

*2 Which services do you think are best for your own needs based on information in career-change website TV commercials?

A site for age

20-29 *

A site for young

people *1

A site for my

own needs *2

Re-Shukatsu 27.7 19.5 20.2

Rikunabi NEXT 11.0 11.0 10.4

Mynavi

Tenshoku13.3 14.3 16.7

En Tenshoku 10.4 12.4 7.0

doda 9.9 9.8 11.3

Bizreach 9.4 12.9 3.8

Recognition of

Re-Shukatsu

10

35

6.1

27.829.7

7.1

24.1

Feb. Jun. Oct. Feb. Jun. Oct.

Note: Total of “I understand this service well,” “I basically understand this service,” and “I only know the name of this service.”

29.7

Feb.

5.1

Jun.

30.8

Oct.

29.7

(%)

40

Age 20-29 Age 22-25 Age 26-29

Biggest increase

was in the late

20’s segment

6

Re-Shukatsu Rikunabi NEXT

Mynavi Tenshoku

En Tenshoku

30

25

20

15

5

0

GAKUJO Co., Ltd.

Page 8: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Business Category Highlights

With the significant increase in sales

during 4Q, Re-Shukatsu is the primary

source of growth for Gakujo.

Promotional activities for this website will

remain at a high level in 2019.

Re-Shukatsu monthly sales / YoY change

Commercials feature actor Ryunosuke Kamiki

Born in 1993, Ryunosuke Kamiki is an actor who has appeared in many TV

programs and movies and provided the voice for animated characters since

his debut in 1999. In April 2018, he starred in NHK Saturday drama series

“School Lawyer.” In 2019, he will have a role in “Idaten: Tokyo Olympic

Banashi,” the very successful Taiga drama historical fiction series broadcast

by NHK. He will also star in the movie Fortuna’s Eye that will be in theaters

in 2019.

TV commercial (karaoke version)

TV commercial (railway car version)

0

50

100

150

200

250

300

350

FY10/18

33 39

71

96105.4%111.4%

94 96

134

326

142.1%

0

150

(%)

300

250

200

100

50

1Q 2Q 3Q 4Q Total

FY10/17 FY10/18YoY

(%)FY10/17 FY10/18

YoY

(%)FY10/17 FY10/18

YoY

(%)FY10/17 FY10/18

YoY

(%)FY10/17 FY10/18 YoY

(%)

109 145 +32.8 192 273 +41.7 257 409 +59.0 387 557 +43.9 946 1,384 +46.3

108.0%

7

156.2%145.5% 142.2%

184.1%

284.1%

163

155.5%145.2%

135.4%

117

FY10/18 quarterly sales (Millions of yen)

(Millions of yen)

2017 2018Nov. Dec. Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct.

72

128

GAKUJO Co., Ltd.

The leading career-change website for people in their 20s

Re-Shukatsu

Page 9: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Business Category Highlights

More synergies with Re-

Shukatsu led to strong results

of 26.2% increase for the best

job matches for employees in

their 20s

To be the industry’s only direct recruiting website

A new format and look debuts by incorporating the popular matching system

of Re-Shukatsu.

Upgraded many functions to increase

expectations of client companies!

Achieved one-to-one communication for highly accurate matching!

Recruitment Business Successful recruiting backed by Asahi Shimbun and Gakujo

FY10/17 FY10/18 YoY (%)

Sales (Millions of yen) 225 266 +18.1

Individuals placed 366 429 +17.2

New university

graduates110 106 -3.6

Employees in their

20s256 323 +26.2

Most personnel are assigned to the Tokyo area

with the goal of creating more synergies with Re-

Shukatsu

FY10/15 FY10/16 YoY (%) FY10/17 YoY (%) FY10/18 YoY (%)

102 185 +81.4 256 +38.4 323 +26.2

FY10/18 quarterly sales (Millions of yen)

Note: Includes Intern Jobs

1Q 2Q 3Q 4Q Total

FY10/17 FY10/18YoY

(%)FY10/17 FY10/18

YoY

(%)FY10/17 FY10/18

YoY

(%)FY10/17 FY10/18

YoY

(%)FY10/17 FY10/18 YoY

(%)

26 30 +16.0 285 245 -14.0 328 283 -13.5 116 127 +9.3 756 687 -9.2

Advanced “direct

scout function”

for very high

message-opening

ratio

“Photo function”

clearly shows the

appeal of individual

students

Suma-Men for

communications

with students

outside metro areas

and students with

limited free time®

Link between

Recruitment

Expos and

student data

“Offer function”

for entry using

actual intentions

LINE@ for close

communications

with students

using a tool they

know well

Use of viewing

time to narrow

down candidates

and submit offers

to students

A plan to place ads

only during specific

times, a first for a

recruitment website

for new university

graduates

8GAKUJO Co., Ltd.

Asagaku Navi

Job placements of employees in their 20s

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Osaka selected to host the

World Expo 2025

An excellent opportunity to utilize Gakujo’s strengths

◆ Preparations for this event will require about six years.

◆ A large number of young operating staff will be needed.

◆ Expo visitors from Japan and overseas will generate

substantial consumer demand

The leading career-change website

for people in their 20s◆ The best-known recruitment and career-change website for

people in their 20s

◆ Making full use of the Osaka Headquarters (Umeda) for job

matching

Our Future

The best

opportunity for

Gakujo

Enormous demand for

hiring people in their

20s in the Osaka area The expo will take place on the

Osaka waterfront “Yumeshima”

Gakujo Osaka

Headquarters

(Umeda, Kita-ku)

9GAKUJO Co., Ltd.

Re-Shukatsu

Page 11: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Become a ¥100 billion company

Enjoy business on a global scale

Target many new

challenges to grow

even faster

◆ Continue high-profile promotional activities for Re-

Shukatsu

◆ A new format and look for Asagaku Navi (March 2019)

◆ Plan to use alliances, M&A and other activities involving

major Internet service companies and prominent overseas

companies

Our Future

Job openings-to-applicants ratio

in Japan (2008-2017)

0.02008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Source: Ministry of Health, Labour and Welfare

(Times)

1.5

0.470.52

0.65

0.800.93

1.09

1.50

1.36

1.20

Highest level

in 44 years

higher for 2019 university graduates

Job offer multiple for new university graduates in Japan

(Graduates in 2006 to 2019)

1.0

1.5

2.01.89

1.6

2.14 2.14

1.62

1.28

1.23 1.28

1.61

(%)

2.5

1.73 1.74 1.78

1.880.88

0.5

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Source: Recruit Works Institute

Div

ide

nd

s pe

r sha

re

FY10/13

10

16

24 28

12

32

3734

70

60

50

40

30

20

10

0

Dividends per share and dividend payout ratio

Sixth consecutive dividend increase is planned for FY10/19 as the payout ratio remains

in the 40% to 50% range

FY10/14 FY10/15 FY10/16 FY10/17FY10/18

(Plan)

FY10/19

(Plan)

Net income per share (Yen) 51.63 50.93 68.56 81.24 75.77 87.47

Dividends per share (Yen) 16 24 28 32 34 37

Dividend payout ratio (%) 31.0 47.1 40.8 39.4 44.9 42.3

Recruiting

2020 university

graduates will

be even more

difficult

The New Gakujo Vision

40

35

30

25

20

15

10

5

0

10

(Yen)

17

512

1416 18

5

5

11

1214

16

1719

Year-end

Interim

FY10/14 FY10/15 FY10/16 FY10/17 FY10/18

(Plan)

FY10/19

(Plan)

(%)D

ivid

en

d p

ayo

ut ra

tio

53.3

31.0

47.1

40.8 39.4

44.942.3

GAKUJO Co., Ltd.

1.0

1.27

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Balance Sheet and Statement of Income

(Thousands of yen)Balance Sheet Statement of Income

Capital Efficiency Data

FY10/16 FY10/17 FY10/18

Net assets per share (Yen) 614.52 657.57 685.22

Net income per share (Yen) 68.56 81.24 75.77

Equity ratio (%) 89.8 89.8 88.9

ROE (%) 11.5 12.8 11.3

ROA (%) 14.8 14.3 14.3

PER (Times) 16.6 17.0 19.6

(Reference) Share prices at the end of period

Oct. 31, 2016: 1,139 yen / Oct. 31, 2017: 1,381 yen / Oct. 31, 2018: 1,484 yen

4.7

9.6

12.8

ROE

FY10/17 FY10/18

Assets

Current assets 6,033,967 6,128,657

Non-current assets 4,860,482 5,243,597

Property, plant and

equipment902,647 893,385

Intangible assets 269,177 244,653

Investments 3,688,657 4,105,559

Total assets 10,894,450 11,372,254

Liabilities

Current liabilities 834,452 982,671

Non-current liabilities 237,213 240,568

Total liabilities 1,071,666 1,228,239

Net assets

Capital stock 1,500,000 1,500,000

Capital surplus 3,333,001 3,339,745

Retained earnings 5,543,114 6,176,955

Treasury shares (646,768) (833,557)

Total shareholders' equity 9,729,346 10,183,143

Valuation and translation

adjustments53,661 (69,864)

Share acquisition rights 39,776 30,736

Total net assets 9,822,783 10,144,014

Total liabilities and net

assets10,894,450 11,372,254

FY10/17 FY10/18YoY (%)

Amount % to sales Amount % to sales

Net sales 5,620,031 100.0 6,448,000 100.0 +14.7

Cost of sales 2,045,483 36.4 2,193,007 34.0 +7.2

Gross profit 3,574,548 63.6 4,254,992 66.0 +19.0

SG&A expenses 2,172,835 38.7 2,797,903 43.4 +28.8

Operating profit 1,401,712 24.9 1,457,089 22.6 +4.0

Non-operating income 130,966 2.3 145,169 2.3 +10.8

Non-operating expenses 10,500 0.2 12,099 0.2 +15.2

Ordinary profit 1,522,177 27.1 1,590,159 24.7 +4.5

Extraordinary income 70,795 1.3 - - -

Extraordinary losses - - - - -

Profit before income taxes 1,592,973 28.3 1,590,159 24.7 -0.2

Total income taxes 372,248 6.6 466,254 7.2 +25.3

Profit 1,220,725 21.7 1,123,904 17.4 -7.9

11

(Thousands of yen)

(%)

11.2 11.5 11.3

FY

10/13

FY

10/14

FY

10/15

FY

10/16

FY

10/17

FY

10/18

1412

10

8

6

4

2

0

GAKUJO Co., Ltd.

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Japan’s Recruitment Market and Gakujo’s Growth

Multiples for job openings to applicants and

job offers to new university graduates

2.252.67

4.02

4.665.10

5.62

6.44

7.10 (Plan)

Gakujo Results of Operations

0.2

0.37

1.00 1.04

1.49 1.52 1.59

1.90 (Plan)

2011 2012 2013 2014 2015 20172016

0.650.8

0.931.09

1.2

1.5

1.36

1.23 1.27 1.28

1.611.73 1.781.74

0.5

1.0

1.5

2.0

20180

Job offers to new university

graduates

Job openings to applicants

Note: New graduate multiples are the March

graduates in the following year

Source: Ministry of Health, Labour and Welfare /

Recruit Works Institute

Rates charged to client

companies

Japan’s falling number of

children and students

contributes to higher fees for

recruiting support services

Creating a market for recruiting people in their 20s year-round and using Re-Shukatsu as a growth

driver to steadily increase our share of this market

(Times)1.88

Providing distinctive services

produces a high profit margin

12

Net sales

(Billions of yen)

8.0

7.0

6.0

5.0

4.0

3.0

2.0

1.0

0FY10/12 FY10/13 FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19

Ordinary profit

(Billions of yen)

2.0

1.5

1.0

0.5

0FY10/12 FY10/13 FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19

GAKUJO Co., Ltd.

Page 14: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Core Business – New University Graduate Recruiting Business

� Many years of accomplishments and university relationships for recruiting new university graduates, a market sector with

high barriers to entry, gives Gakujo valuable strengths for starting new businesses.

� Gakujo pioneered the joint recruiting seminar format in Japan and has know-how no competitor can match.

� Equity and business alliance with Asahi Shimbun since 2013 enhances recognition of Gakujo’s services and the volume of

content.

� Extensive recruitment consulting expertise that other companies do not have makes Gakujo a recruiting partner with

unparalleled skills.

� Plan to increase the frequency and size of Recruitment Expos to meet the growing demand at companies to hire students

as interns.

0

2.0

2.5

800

0.75

1.02

1.42

2.04

2.452.54

2.70 2.75 (Plan)

260290 310

610

750

680

800 (Plan)

Recruitment

information websiteJoint recruiting seminar

朝朝

朝日

日日

日学情ナビ

学情ナビ学情ナビ

学情ナビ

®

®First in Japan in frequency, participants

and number of students

A competitive edge due to the

immense content of Asahi

Shimbun and Suma-Men

(artificial intelligence)

A core business for many years and the foundation for further growth

A new format and

look debuts in

March 2019

13

Note: Includes Intern Jobs

FY10/12 FY10/13 FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19 FY10/12 FY10/13 FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19

Sales

(Billions of yen)

0.5

1.0

1.5

Sales

(Millions of yen)

700

600

500

400

300

200

100

0

410

3.0

GAKUJO Co., Ltd.

Recruitment ExpoAsagaku Navi

スマホ

スマホスマホ

スマホで

でで

で面接

面接面接

面接

Page 15: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Growing Businesses – Innovative Services Using the New University Graduate Recruiting Business

Future drivers of growth

� High profit margin as use of new university graduates data holds

down customer acquisition cost

� Cross-selling with new university graduates recruiting services makes

recruiting young people easier

� Services utilize the strengths of Re-Shukatsu and are exclusively for

employees in their 20s.

� This business covers a broad spectrum of recruiting needs by using

cross-selling with a variety of media products.

TV commercials feature

actor Ryunosuke Kamiki

0.23

0.400.52

0.730.79

1.38

60

30 30

100

170

220

260

Recruitment Business (Fee received only for successful placements)

The leading career-change website for

people in their 20s

The only career-

change website

exclusively for age

20-29

Services exclusively for

employees in their 20s

Started making large expenditures for

TV commercials, subway/railway car

ads and other promotional activities in

May 2018 in order to rapidly capture

market share for recruiting services

involving young people

00

Rapid growth following

high-profile TV

commercials and other

promotional activities

Age 20-29 is the peak of

career-change demand

14

FY10/12 FY10/13 FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19 FY10/12 FY10/13 FY10/14 FY10/15 FY10/16 FY10/17 FY10/18 FY10/19

Sales

(Billions of yen)

Sales

(Millions of yen)

1.5

2.0

1.0

0.5

0

1.75 (Plan)

0.94

400

350

300

250

200

150

100

50

0

350 (Plan)

GAKUJO Co., Ltd.

Re-Shukatsu

Page 16: Re-Shukatsu ad features actor Ryunosuke Kamiki Results of ... · Commercials feature actor Ryunosuke Kamiki Born in 1993, RyunosukeKamiki is an actor who has appeared in many TV programs

Business Domains Corporate Outline and History

Unique ability to develop products such as (Asagaku Navi),

(Re-Shukatsu), (Employment Expo)

Steady management attaching importance to cash flow

Wide-ranging results in the public sector and the fields of employment support and

recruitment measures Ministry of Economy, Trade and Industry; Ministry of Agriculture, Forestry and Fisheries; Ministry of Education,

Culture, Sports, Science and Technology; Cabinet Office; Small and Medium Enterprise Agency; Three Tokyo Local

Bar Associations; Tokyo Metropolitan Government; Osaka City and others

Creditworthiness ensured with support from Asahi Broadcasting Corporation and Sky-A

Entered into a capital and business tie-up agreement with Asahi Shimbun and the Asahi

Gakusei Shimbunsha (2013)

No.1 specialist in employment information for new graduates / No.1 Internet information

service for those in their 20s who are trying to find employment or change their career

Possession of data on more than 400,000 new graduating students every year

A wide range of corporate customers numbering approximately 4,000 annually

Good reliability due to acquisition of Privacy Mark ahead of competitors in same industry

Renewed 9 times

most in the industry

朝朝

朝日

日日

日学情ナビ

学情ナビ学情ナビ

学情ナビ

®

®

Name: GAKUJO Co., Ltd.

Established: November 1977

CEO: Kiyokazu Nakai

Capital: 1,500,000,000 yen

Employees: 261

(regular employees 255)

(as of October 31, 2018)

Offices: Osaka, Tokyo, Nagoya,

Kyoto and Fukuoka

Nov. 1977 Established “Mitaka Kikaku (now GAKUJO)” in Kita-ku,

Osaka.

Mar. 1983 Support was obtained from Asahi Broadcasting

Corporation in the Employment Information Division.

Aug. 1989 The Tokyo Branch was established in Chuo-ku, Tokyo.

Oct. 1990 The Nagoya Branch was established in Naka-ku, Nagoya.

Nov. 1998 Authorized by the Japan Information Processing

Development Center under the control of the Ministry of

International Trade and Industry (now Ministry of

Economy, Trade and Industry) to use the “Privacy Mark.”

July 1999 Authorized as a private employment agency by the

Ministry of Labour (now Ministry of Health, Labour and

Welfare).

Apr. 2000 Trade name was changed to “GAKUJO, Co., Ltd.”

May 2002 GAKUJO was listed on JASDAQ Market.

Aug. 2002 Authorized as a temporary-employment agency by the

Ministry of Health, Labour and Welfare. Head office

building was constructed at Umeda 2-chome, Kita-ku,

Osaka.

Nov. 2003 The Tokyo Headquarters moved to Yurakucho, Chiyoda-

ku, Tokyo.

July 2004 The Kyoto Branch was established in Shimogyou-ku,

Kyoto.

Feb. 2005 Moved the Nagoya Branch Office to Sakae, Naka-ku,

Nagoya.

Sep. 2005 Listed on the Second Section of the Tokyo Stock

Exchange.

Oct. 2006 Listed on the First Section of the Tokyo Stock Exchange.

Apr. 2010 Moved the Tokyo Headquarters to Akasaka, Minato-ku,

Tokyo.

July 2011 Joined the Japan Business Federation.

Mar. 2012 Moved the Nagoya Branch Office to Shinsakae-machi,

Naka-ku, Nagoya.

Jan. 2013 Entered into a capital and business tie-up agreement with

the Asahi Shimbun and Asahi Gakusei Shinbunsha.

Nov. 2013 Opened the Fukuoka Sales Office in Hakata-ku, Fukuoka.

Mar. 2014 Moved the Tokyo Headquarters to Toranomon, Minato-

ku, Tokyo.

May 2015 Start of distributing “Asagaku Navi Intern Jobs” hands-on

internship matching service

Mar. 2016 Start of distributing English version of “Asagaku Navi

Intern Jobs

Oct. 2016 Moved Nagoya Branch Office to Sakae, Naka-ku, Nagoya

Nov. 2016 Moved Tokyo Head Office to Ginza, Chuo-ku

Jan. 2017 Renamed the Tokyo Head Office as “Tokyo Headquarters”

to join the Osaka Headquarters in a dual headquarters

structure.

Nov. 2017 Renamed the Fukuoka Sales Office as “Fukuoka Branch

Office.”

▲ Osaka Headquarters

(Umeda, Kita-ku, Osaka)

▲Tokyo Headquarters

(Ginza, Chuo-ku)

▲ Kyoto Branch

Office

(Shimogyo-ku,

Kyoto)

▲ Fukuoka Branch

Office

(Hakata-ku,

Fukuoka)

▲ Nagoya Branch

Office

(Sakae, Naka-ku,

Nagoya)

Corporate Outline History

Career-change website

Services exclusively for employees in their 20s

Mid-career

recruitment

product

Recruitment

Individual products for

new graduate

recruitment

New graduate

recruitment

product

Joint recruiting seminar

Employment information

that responds to targets

and timings

Employment information magazine

Recruitment outsourcing / data management /brochure / DM, etc.

・・・・

Employment site

(PC / smartphone)

Recruitment

Information Business

®

朝朝

朝日

日日

日学情ナビ

学情ナビ学情ナビ

学情ナビ

®

Site fully

renewed in

June 2017

A new format

and look

debuts in

March 2019

(Re-Shukatsu)

for employees in their 20s

15GAKUJO Co., Ltd.

Gakujo’s Strong Points

(Employment Expo)

(Asagaku Navi)

Now on air

Outsourcing of recruitment

in general