Recruit Holdings Investor Presentation — November 2022

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FY2022 Q2 Consolidated Results

Hiring 02 Our Business Strategies

Make it easier and faster for

採用プロセスの効率化 Help Businesses

Improve performance and

productivity for SMEs in Japan

02Consolidated Financial Results for FY2022 Q2

Adjusted EBITDA1 and

Adjusted EBITDA margin1

03 Recruit Holdings | Earnings Call (in yen) Adjusted EPS1 Revenue

(in billions of yen) (in billions of yen)

FY2021 FY2022 FY2021 FY2022 FY2021 FY2022

1: From FY2022, the Company changed the adjustment items for adjusted EBITDA and adjusted EPS. The new definition of adjusted EBITDA and adjusted EPS has been applied retroactively to

FY2021. For more detail of the change of adjustment items, please refer to “Definition of the Financial Measures” of Q2 earnings release of FY 2022

FY2022より、調整後EBITDA及び調整後EPSの調整項目をそれぞれ変更しています。 FY2021にも新計算式を適用しています。

新計算式については、2023年3月期第2四半期決算短信冒頭の各種指標の算式をご参照ください。 16.5% +25.3%

Y oY Summary of FY2022 Q2 Consolidated Financial Results

Revenue 878.4bn yen, +25.3% YoY (+12.4% excluding exchange rate impact)

-HR Technology led the revenue increase due to the strong demand for talent globally

Adjusted EBITDA 145.3bn yen, -1.2% YoY

Adjusted EBITDA margin 16.5%

-Mainly due to strategic investments for future growth

-Strategic investments in HR Technology and Matching & Solutions for 1H FY2022 were executed

FY2022 Financial Guidance remains unchanged

04 Recruit Holdings | Earnings Call 売上収益 8,784億円、+25.3% YoY (為替影響除きでは+12.4%)

-世界的に強い採用需要の継続によるHRテクノロジー事業の増収が全体を牽引

調整後EBITDA 1,453億円 、-1.2% YoY

-主に、将来の成長に向けた投資を実施したことが要因

-HRテクノロジー及びマッチング＆ソリューション��上期の戦略投資は計画通りに実施

FY2022通期業績見通しに変更なし Adjusted EBITDA & Adjusted EBITDA Margin FY2022 Q2 Consolidated Financial Results

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