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Introduction & Market Context
Aidma Holdings Inc (TSE:7373) presented its full-year earnings results for the fiscal year ending August 2025 on October 10, 2025, showcasing strong growth across key financial metrics. The company’s stock closed at ¥2,824 before the presentation and has since declined 2.27% in trading.
The Tokyo-based company, established in December 2008 and led by CEO Yо̄hei Miura, has positioned itself at the intersection of sales support, human resources solutions, and AI-driven business services. Operating in a challenging Japanese market characterized by a declining population, Aidma has focused on providing work infrastructure solutions for both companies and workers.
Executive Summary of FY2025 Performance
Aidma Holdings reported impressive financial results for FY2025, with revenue reaching ¥13,269 million, representing a 25.0% year-over-year increase and exceeding their forecast with a 102.1% progress rate. Operating profit showed similar strength at ¥3,102 million, up 25.7% year-over-year with a 107.0% progress rate against forecast.
As shown in the following executive summary from the presentation:
The company’s order volume grew significantly to 7,511 cases, marking a 50% increase year-over-year. This growth was distributed across their two main business segments: Sales Support (4,591 cases) and Human Resources Support (2,920 cases). The company attributes this performance to successful implementation of its growth strategy, cost control through AI adoption, and synergy enhancements through new technology development.
The financial details further illustrate the company’s strong performance across all metrics:
AI Implementation and Cost Efficiency
A central theme throughout the presentation was Aidma’s strategic implementation of AI technologies to drive cost efficiencies and improve operational performance. The company has leveraged AI across multiple aspects of its business, from customer interactions to internal processes.
The following chart demonstrates how AI implementation has contributed to improved cost and selling expense ratios:
Specific AI applications include call acceptance and automatic dialing systems, AI-powered monitoring, AI role-playing for training, and specialized AI development for various production areas. These implementations have yielded measurable improvements in operational efficiency:
The company has also developed several technology platforms enhanced by AI, including "Keypersons" for matching client needs, "SPOT WORKS" for digital workers, and "Sales Crowd" for sales management. A new Marketing Database has been created to improve appointment rates through predictive analytics.
Q4 Performance Highlights
The fourth quarter of FY2025 was particularly strong for Aidma Holdings, with the company reporting record order numbers and sales growth exceeding year-over-year averages. The quarterly sales progression demonstrates consistent growth throughout the fiscal year:
Operating income and margins also showed steady improvement throughout the year, with the company noting that AI development has contributed significantly to profitability. The total service orders reached their highest level in Q4, continuing an upward trend across multiple quarters.
Growth Strategy and FY2026 Outlook
Looking ahead to FY2026, Aidma Holdings has forecast continued strong growth, with sales expected to increase to ¥17 billion and operating income projected to reach ¥4 billion, representing approximately 28% growth:
The company’s growth strategy rests on three main pillars: increasing sales through new and additional customers, optimizing expenses with enhanced CRM systems, and implementing M&A and AI initiatives to increase revenue. Aidma has articulated a clear revenue growth equation focusing on client acquisition and expansion:
Recent M&A activities include the acquisition of "Cozre" for HR services, "Kaimaku" for sales support, and the "For Japan Project" business transfer. The company plans to maximize these acquisitions through careful integration and synergy development.
Company Strengths and Market Positioning
Aidma Holdings identifies three core strengths that differentiate it in the market: technology, data analytics, and human resources. These strengths position the company uniquely in its competitive landscape:
The company serves approximately 15,500 clients across various sectors, with a particular focus on small and medium enterprises. Its sales platform continues to develop with an emphasis on AI integration, while its HR support business serves freelancers and executive talent through platforms like "ReWorks" and "CXO Works."
In terms of shareholder returns, Aidma plans to distribute a dividend of ¥30.00 per share, balancing growth investments with returns to shareholders. The company maintains a strong governance structure with appropriate board oversight and committee functions.
Forward-Looking Statements
While Aidma Holdings presents an optimistic outlook, the company acknowledges several business risks, including competition, technology changes, and market conditions. Management has assessed these risks based on impact and probability, with mitigation strategies in place.
The company sees significant growth potential in its target markets, particularly as AI adoption accelerates and HR needs evolve in Japan’s challenging demographic environment. New initiatives, including the release of an accounting SaaS solution for SMEs, demonstrate Aidma’s commitment to expanding its service portfolio.
As the company moves into FY2026, its focus remains on leveraging AI technologies, optimizing its business operations, and pursuing strategic acquisitions to maintain its growth trajectory in an increasingly competitive market.
Full presentation:
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