Komori
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Nippon Care Supply Co.,Ltd.

2393Information and Communications, Services and OthersSmall cap
4,340JPY-1.4%
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Price history
¥4,340Latest+199.1%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The business described in this report is focused primarily on welfare equipment services designed to support home-based care under Japan’s long-term care insurance system. The Group consists of the Company (Nippon Care Supply Co.,Ltd.), 2 subsidiaries, 2 equity-method affiliates and 2 other affiliated companies. Its core businesses are wholesale rental and wholesale sales of welfare equipment, supplemented by services supporting the daily lives of older people. These services include home-visit nursing and rehabilitation, day-care services and meal services. The Group also operates a cloud services business. The Company, Mitsubishi Corporation and ALSOK Corporation, which are affiliated companies, hold shares in one another and receive seconded officers, among other forms of support.

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Key numbersShowing 8 of 20
PER
129.31How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
3.92How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
3.0%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥70bnShare price × number of shares. The value of the entire company.
Equity ratio
63.8%The proportion of assets funded by money that does not have to be repaid.
Operating margin
8.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
10.6%The average annual growth in sales over the past three years.
What to watch next
The policy for a temporary 2.03% increase in long-term care reimbursement in FY2026, including whether it provides a tailwind for demand and earnings conditions or is ultimately left unchanged
FY2026, with confirmation of the implementation timing and how the change is reflected in each company’s results following the release of the policyImpact HighLikelihood Medium
Progress in incorporating changes in the demand structure resulting from the option to choose between renting and purchasing welfare equipment, including the applicable items and types
After the practical implementation of the FY2024 reforms, with the impact likely to become more visible from around the second half of 2024 through 2026Impact HighLikelihood Medium
Improved operating and logistics efficiency, including costs and supply stability, following the opening of locations in Itabashi and Odawara in 2026 and the expansion of cold-storage warehouses
2026 to 2027Impact MediumLikelihood Medium
Changes in the presentation of financial metrics following the planned application of the lease accounting standard, including its implementation guidance, from the beginning of the fiscal year ending March 2028
Beginning of the fiscal year ending March 2028Impact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 79.8%
Listed holders 79.8%Everyone else 20.2%
Mitsubishi Corporation38.52%
ALSOK Corporation30.57%
The Master Trust Bank of Japan, Ltd. (ESOP Trust Account for Share Grants)4.29%
Mitsubishi Research Institute,Inc.3.35%
NCS従業員持株会0.99%
MSIP CLIENT SECURITIES0.54%
槙田 法義0.53%
渡邉 勝利0.41%
2 other listed holders0.55%
Who owns it
HolderOwnership (%)
Mitsubishi Corporation38.52
ALSOK Corporation30.57
The Master Trust Bank of Japan, Ltd. (ESOP Trust Account for Share Grants)4.29
Mitsubishi Research Institute,Inc.3.35
NCS従業員持株会0.99
MSIP CLIENT SECURITIES0.54
槙田 法義0.53
渡邉 勝利0.41
2 other listed holders0.55
This company's documents