Komori
Nippon Care Supply (2393) · RiskMaterialised

Risk of dependence on Long-Term Care Insurance System revisions and benefit restrictions

First written in FY2016. 10 of 35 entries say "Restated". Latest entry: FY2027-H1.

35entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q3 – FY2021-Q3OtherFY2024-Q2 – FY20262016: 320162017: 420172018: 320182019: 420192020: 420202021: 320212022: 320222023: 420232024: 320242025: 120252026: 32026
Same theme, other companies
Impact of Nursing Care Reimbursement System Revisions on Nursing Care Business EarningsA theme 18 companies write about · 17 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2018: 2 of 10 companies on the "Worse" side.

0 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「In addition, against a backdrop of efforts to close the wage gap with other industries, a temporary revision to long-term care reimbursement rates aimed at improving employee compensation (+2.03%) was implemented from June 2026.」

    The disclosure states that the temporary 2.03% revision to fiscal 2026 long-term care reimbursement rates, which had been presented as policy through the previous fiscal year, was implemented from June 2026. Institutional design for the fiscal 2027 revision is also under way.
  2. FY2026Specific details of the temporary fiscal 2026 revision of long-term care reimbursement ratesAnnual report

    「Under the long-term care insurance system, discussions began on the next revision of the system for fiscal 2027. The review committee on the future of service delivery systems toward 2040 published its recommendations on the direction of service delivery and related systems. In addition, in December 2025, a policy was presented for a temporary revision to raise long-term care reimbursement rates for fiscal 2026 by 2.03%, against a backdrop of labor shortages and efforts to close the wage gap with other industries.」

    The disclosure states that, while discussions continue on the fiscal 2027 revision and service delivery systems toward 2040, a policy was presented for a temporary 2.03% increase in long-term care reimbursement rates for fiscal 2026.
  3. 2026-05-12OtherEarnings

    「加えて、2025年12月には、人材不足や他産業との賃金格差是正を背景として、2026年度の介護報酬を2.03%引き上げる臨時改定の方針が示されました。」

    2026年度介護報酬の2.03%臨時引き上げ方針を制度環境の更新として記載している。
  4. FY2026-H1Start of discussions on the fiscal 2027 revision and consideration of the framework for 2040Annual report

    「Under the long-term care insurance system, discussions began on the next revision of the system for fiscal 2027. The review committee on the future of service delivery systems toward 2040 published its recommendations on the direction of service delivery and support systems suited to changing conditions, including population decline and changing demand for local services.」

    The disclosure describes the start of discussions on the next revision of the long-term care insurance system for fiscal 2027 and the stage at which the direction of service delivery and support systems toward 2040 was compiled.
  5. FY2025-H1Implementation of regulatory changes and specification of covered itemsAnnual report

    「Under the long-term care insurance system, the revised Long-Term Care Insurance Act (fiscal 2024) took effect, and long-term care reimbursement rates were also revised. In the rental of assistive products, users and others can choose between rental and purchase for certain items and types, including fixed ramps and single-point canes.」

    The disclosure describes the implementation of the fiscal 2024 revised Long-Term Care Insurance Act and the revision of long-term care reimbursement rates, and specifies items such as fixed ramps and single-point canes covered by the rental-or-purchase option.
  6. FY2024RestatedAnnual report

    「The long-term care insurance system was revised in fiscal 2024, and a rental-or-purchase option was introduced for certain items and types of assistive products available for rental.」

    The disclosure describes the fiscal 2024 revision of the Long-Term Care Insurance Act, the introduction of the rental-or-purchase option, and the 1.59% increase in long-term care reimbursement rates as changes in the regulatory environment.
  7. FY2024-Q3Publication of the increase in long-term care reimbursement rates and the rental-or-purchase optionAnnual report

    「Under the long-term care insurance system, the next revision of the Long-Term Care Insurance Act (fiscal 2024) was enacted by the Diet, and in December 2023 it was announced that long-term care reimbursement rates for fiscal 2024 would be revised upward by 1.59%. In the rental of assistive products, users will also be able to choose between rental and purchase for certain rental items and types.」

    The disclosure describes the revision of the Long-Term Care Insurance Act for fiscal 2024, the 1.59% increase in long-term care reimbursement rates, and the decision to introduce a rental-or-purchase option for certain assistive products. Changes to the long-term care reimbursement system and assistive-product categories are taking concrete shape.
  8. FY2024-Q2Continued consideration of long-term care fee revisions and welfare equipment categoriesAnnual report

    「Under the long-term care insurance system, the next revision of the Long-Term Care Insurance Act in fiscal 2024 was enacted by the Diet. Discussions toward the fiscal 2024 revision of long-term care fees are continuing, and for welfare equipment rentals, the Study Group on the Future of Welfare Equipment is continuing to consider the future of welfare equipment rental and sales categories.」

    It describes the continued consideration of the revision of long-term care fees and the future of welfare equipment rental and sales categories even after enactment of the fiscal 2024 revision of the Long-Term Care Insurance Act.
  9. FY2024-Q1MaterialisedAnnual report

    「Under the long-term care insurance system, the care plan data-sharing system, an information-sharing platform that enables long-term care providers to exchange care plans via the cloud, began operating in April. In addition, the next revision of the Long-Term Care Insurance Act in fiscal 2024 was enacted by the Diet, approving mandatory disclosure of long-term care providers' financial statements and the introduction of combined services integrating home-visit care and day care.」

    It states that the fiscal 2024 revision of the Long-Term Care Insurance Act, which had been under consideration through the previous fiscal year, was enacted, and that mandatory disclosure of long-term care providers' financial statements and the introduction of combined home-visit and day-care services were approved.
  10. FY2023Update to the issues under the reform reviewAnnual report

    「Under the long-term care insurance system, the Diet is deliberating toward the next revision of the Long-Term Care Insurance Act in fiscal 2024, including the appropriate balance between benefits and contributions and the further development and promotion of integrated community care systems. For welfare equipment rentals, further consideration is to continue based on the organization of the discussions held by the Study Group on the Future of Welfare Equipment Rental and Sales Categories under the Long-Term Care Insurance System.」

    It identifies the balance between benefits and contributions, integrated community care systems, and welfare equipment rental and sales categories as issues for the fiscal 2024 reforms, and describes the deliberation stage based on the organization of the study group's discussions.
  11. FY2023-Q3Update to the issues under the reform reviewAnnual report

    「Discussions are under way toward the next revision of the Long-Term Care Insurance Act in fiscal 2024 on the appropriate balance between benefits and contributions and the further development and promotion of integrated community care systems. For welfare equipment rentals, further consideration is to continue based on the organization of the discussions held by the Study Group on the Future of Welfare Equipment Rental and Sales Categories under the Long-Term Care Insurance System.」

    It identifies the balance between benefits and contributions, integrated community care systems, and the future of welfare equipment rental and sales categories as issues for the fiscal 2024 revision, and indicates that consideration is continuing based on the organization of the study group's discussions.
  12. FY2023-Q2AdvancedAnnual report

    「Discussions are under way toward the next revision of the Long-Term Care Insurance Act in fiscal 2024. For welfare equipment rentals, the Study Group on the Future of Welfare Equipment Rental and Sales Categories under the Long-Term Care Insurance System is discussing the future of welfare equipment rental and sales categories and various issues concerning those categories, with the discussions to be passed on to the Social Security Council's Long-Term Care Insurance Subcommittee.」

    It describes the continued review of welfare equipment rental and sales categories toward the fiscal 2024 revision of the Long-Term Care Insurance Act, with the process reaching the stage at which the discussions will be passed on to the Social Security Council's Long-Term Care Insurance Subcommittee.
  13. FY2022Convening of a study group toward the fiscal 2024 reformsAnnual report

    「For welfare equipment rentals under the long-term care insurance system, the Study Group on the Future of Welfare Equipment Rental and Sales Categories under the Long-Term Care Insurance System has been meeting since February toward the next revision of the Long-Term Care Insurance Act in fiscal 2024. The group is discussing the future of welfare equipment rental and sales categories and promoting the safe use of welfare equipment, with its conclusions to be passed on to the Social Security Council's Long-Term Care Insurance Subcommittee.」

    It states that, toward the next revision of the Long-Term Care Insurance Act, a study group discussing welfare equipment rental and sales categories and safe use has been meeting since February 2022.
  14. FY2022-Q3AdvancedAnnual report

    「Under the long-term care insurance system, the Social Security Council's Subcommittee on Long-Term Care Benefits decided in December to add an "excretion prediction support device*" as a new category of welfare equipment sales covered by long-term care insurance. Application for coverage was scheduled to begin in April 2022. The device is intended to support the independence of elderly people and reduce the burden on caregivers, and its wider adoption is expected to improve the quality and productivity of long-term care.」

    Regarding welfare equipment covered by long-term care insurance, it was decided to add excretion prediction support devices as a new category of equipment eligible for sales, with coverage scheduled to begin in April 2022. The previous review of the scope and categories covered has progressed to a specific decision to add the equipment.
  15. FY2022-Q2Implementation of a survey to optimize rental pricesAnnual report

    「Under the long-term care insurance system, a verification and research survey on the fiscal 2021 revision of long-term care fees was scheduled to be conducted toward the next revision. For welfare equipment rentals, a research survey on optimizing welfare equipment rental prices was to be conducted to examine actual rental prices since April this year and the operating conditions of welfare equipment rental establishments, including their administrative burden, and to obtain basic data for considering future rental price caps.」

    Toward the next revision of long-term care fees, research and surveys of welfare equipment rental prices, administrative burdens and actual operating conditions are being conducted, advancing the process to the stage of obtaining material for considering future rental price caps.
  16. FY2021MaterialisedAnnual report

    「The main elements of the 2021 revision of long-term care fees were ① strengthening infection-control measures and ② promoting the participation of welfare equipment specialists and others in conferences held when users are discharged from hospitals or care facilities.」

    The previously discussed 2021 revision of long-term care fees was implemented, with specific measures including stronger infection-control measures and promotion of the participation of welfare equipment specialists and others in conferences held when users are discharged from hospitals or care facilities.
  17. FY2021-Q3Clarification of the issues for the 2021 revision of long-term care feesAnnual report

    「Meanwhile, the Social Security Council's Subcommittee on Long-Term Care Benefits is discussing the following issues toward the 2021 revision of long-term care fees: ① smooth access to welfare equipment rentals when users are discharged from hospitals or care facilities, ② promotion of the safe use of welfare equipment, and ③ review of rental price caps for welfare equipment.」

    Regarding discussions toward the 2021 revision of long-term care fees, it specifically describes the issues of using welfare equipment rentals, safe use and reviewing rental price caps.
  18. FY2021-Q2RestatedAnnual report

    「During the six-month period of the current consolidated fiscal year, there were no new business or other risks, nor any significant changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there has been no material change regarding the risk of dependence on long-term care insurance reform and restrictions on benefits.
  19. FY2021-Q2Clarification of the items subject to evaluation and reviewAnnual report

    「The Study Group on Evaluation of Welfare Equipment and Housing Renovations under Long-Term Care Insurance has been held to consider the scope and types of welfare equipment covered by long-term care insurance. Discussions are under way on methods for evaluating and reviewing welfare equipment with combined functions, such as communications functions.」

    Regarding discussions on the long-term care insurance system, it specifies the scope and types of welfare equipment and evaluation methods for products with combined functions, such as communications functions, as items subject to review.
  20. FY2021-Q1Continued discussions on the fiscal 2021 revision of long-term care feesAnnual report

    「Discussions on the next revision of long-term care fees scheduled for fiscal 2021, including welfare equipment rentals, are under way at the Social Security Council's Subcommittee on Long-Term Care Benefits.」

    Regarding risks related to long-term care insurance reform, it states that discussions on the fiscal 2021 revision of long-term care fees, including welfare equipment rentals, are under way.
  21. FY2020RestatedAnnual report

    「Our core businesses, wholesale rental and wholesale sales of welfare equipment, do not provide long-term care services directly to long-term care insurance users, except through certain affiliated companies. However, because the businesses that are our customers and long-term care insurance users are covered by the long-term care insurance system, the Group's business is strongly affected by the system indirectly. Accordingly, if demand deteriorates due to changes in the scope of insured persons requiring long-term care, the scope of welfare equipment covered by long-term care insurance or user co-payment rates, the Group's operating results and financial position may be affected.」

    It organizes the mechanism of dependence on the system as a deterioration in demand resulting from changes in the scope of insured persons, the scope of covered welfare equipment and user co-payment rates.
  22. FY2020-Q2RestatedAnnual report

    「For welfare equipment rentals under the long-term care insurance system, rental price caps for welfare equipment took effect in October 2018. The caps were to be reviewed approximately once a year, but no review was conducted in the current fiscal year. Regarding future reviews, surveys of actual rental prices and their impact on business performance will continue, followed by any necessary consideration.」

    It continues to describe the rental price cap system and the fact that the caps were not reviewed in the current fiscal year.
  23. FY2020-Q1Deferral of the review of price capsAnnual report

    「For welfare equipment rentals under the long-term care insurance system, rental price caps for welfare equipment took effect in October 2018. The caps were to be reviewed approximately once a year, but no review was conducted in the current fiscal year. Regarding future reviews, surveys of actual rental prices and their impact on business performance will continue, followed by any necessary consideration.」

    It states that the rental price cap system remains in place, while no review was conducted in the current fiscal year and surveys and consideration of actual conditions and business impacts will continue regarding future reviews.
  24. FY2019RestatedAnnual report

    「Under the April 2018 revision, welfare equipment specialists were required to present users with multiple products with different functions and price ranges when renting out welfare equipment. Regarding user co-payment rates, the rate had previously been 10%, or 20% for people with income above a certain level, but from August it became 30% for people with income comparable to that of working-age individuals. From October, rental price caps for welfare equipment took effect.」

    It continues to describe the implementation of the system reforms, including the presentation of multiple products, the increase in the user co-payment rate to 30% and rental price caps.
  25. FY2019-Q3RestatedAnnual report

    「During the nine-month period of the current consolidated fiscal year, there were no new business or other risks, nor any significant changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there has been no material change from the situation described through the previous quarter regarding rental price caps for welfare equipment, the presentation of multiple products and the mandatory explanation of national average rental prices resulting from the system reforms.
  26. FY2019-Q2MaterialisedAnnual report

    「From April this year, welfare equipment specialists were required to present users with multiple products with different functions and price ranges when renting out welfare equipment. Regarding co-payment rates for long-term care services, the rate had previously been 10%, or 20% for people with income above a certain level, but from August it became 30% for people with income comparable to that of working-age individuals. From October, rental price caps for welfare equipment took effect, preventing welfare equipment rental providers from renting equipment above the applicable cap. In addition, welfare equipment specialists are required to explain to users not only the features and rental price of the product to be rented, but also its national average rental price.」

    It states that the previously anticipated system reforms entered the implementation stage, including the presentation of multiple products, the increase in the co-payment rate to 30% from August, rental price caps from October and mandatory explanations of national average rental prices.
  27. FY2018MaterialisedAnnual report

    「Under the fiscal 2018 revision of long-term care fees, maximum rental prices for welfare equipment were to be set, and requirements were to be introduced for explaining national average rental prices to users and presenting multiple products with different functions and price ranges. Accordingly, welfare equipment rental providers that are business partners of the Company are required to take new measures so that users can select more appropriate welfare equipment.」

    The previously anticipated reforms to long-term care fees and the long-term care insurance system have reached the implementation stage, with specific measures including rental price caps, explanations of average prices and mandatory presentation of multiple products.
  28. FY2018-Q3Clarification of the revised terms and timingAnnual report

    「In the long-term care industry, the revised laws related to long-term care insurance were enacted in May last year. In addition, a revision of long-term care fees was scheduled for April this year to promote integrated community care systems, achieve high-quality long-term care services that support independence and prevent the deterioration of care needs, secure diverse human resources and improve productivity, and ensure the stability and sustainability of the system through the optimization and prioritization of long-term care services.」

    In addition to enactment of the laws related to long-term care insurance, it specifically describes the key areas of the system reforms and the timing of the April 2018 revision of long-term care fees.
  29. FY2018-Q2Clarification of the implementation timingAnnual report

    「In the long-term care industry, the revised laws related to long-term care insurance were enacted in May this year, raising the co-payment rate for high-income users of long-term care insurance services from 20% to 30% from August 2018. Discussions toward the fiscal 2018 revision of long-term care fees also continued.」

    Regarding the increase in the co-payment rate from 20% to 30%, it specifies that the change would take effect in August 2018 and also notes that discussions on the revision of long-term care fees would continue.
  30. FY2018-Q1WorsenedAnnual report

    「The revised laws related to long-term care insurance, centered on raising the co-payment rate for high-income users of long-term care insurance services from 20% to 30% and introducing a total-remuneration-based contribution system under which long-term care insurance premiums are paid in proportion to remuneration, were enacted in May this year.」

    The details of the system reforms, including the increase in the co-payment rate for long-term care insurance services from 20% to 30%, have been specified, and the process has advanced to enactment of the revised laws.
  31. FY2017RestatedAnnual report

    「Our business is strongly affected by the long-term care insurance system.」

    It continues to identify the risk of dependence on the system against a backdrop of discussions on long-term care insurance reform and measures to ensure its sustainability.
  32. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there has been no material change regarding the risk of dependence on long-term care insurance reform and restrictions on benefits.
  33. FY2017-Q2RestatedAnnual report

    「Against a backdrop of rising long-term care benefit costs, discussions are under way regarding a review of the next long-term care insurance system.」

    It describes discussions on reviewing the system against a backdrop of rising long-term care benefit costs, while stating in the business and other risk section that there has been no material change.
  34. FY2017-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    It states that there has been no material change regarding the risk of dependence on long-term care insurance reform and restrictions on benefits.
  35. FY2016First statedAnnual report

    「Our business is strongly affected by the long-term care insurance system.」

    It identifies dependence on the system as a risk against a backdrop of 10% or 20% co-payments, reductions in long-term care fees and reviews aimed at ensuring the system's sustainability.
Moved together

"Uncertainty over the outlook due to the UK's withdrawal from the EU and other factors" moved the same way as this thread, in the same document, in 3 of its 34 moves.

32222★12345
  1. ★This thread
  2. 1Uncertainty over the outlook due to the UK's withdrawal from the EU and other factors3×
  3. 2Strengthening the Nationwide Sales Network2×
  4. 3Ongoing Investment in Rental Assets2×
  5. 4Expansion of Meal Services for Elderly People Living at Home2×
  6. 5Investment Plan for Rental Assets in the Following Fiscal Year2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Nippon Care Supply's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-05-12: "Other".
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