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OLBA DVx HEALTHCARE (2689) · InitiativeMargin pressure from insufficient pass-through of higher costs

Strengthening procurement negotiating power across the medical equipment business

First written in FY2020. 5 of 10 entries say "Restated". Latest entry: FY2026.

10entries
7years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020RestatedFY2024-Q1 – FY2026-H12020: 120202021: 020212022: 020222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Product Procurement Cost Reduction and Inventory EfficiencyA theme 17 companies write about · 0 as a headwind · 17 as a tailwind

The whole theme swung hardest in 2025: 2 of 10 companies on the "Worse" side.

2 other companies' latest entry also says "Other".

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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2026Margin pressure from insufficient pass-through of higher costsAnnual report

    「The inability to fully pass on continuing increases in procurement, inventory management, and delivery costs resulting from higher prices to selling prices」

    As purchasing, inventory management and delivery costs continued to rise, the pass-through to selling prices did not progress sufficiently, becoming a factor weighing on profits. Meanwhile, the company continues to propose lower-priced alternatives and negotiate to pass costs through at appropriate prices.
  2. 2026-08-12AdvancedEarnings

    「We will identify fields expected to expand as medical technology advances, such as regenerative medicine and AI-based image diagnosis, and contribute to the development of healthcare by enhancing the specialized expertise needed to address them.」

    Regenerative medicine and AI-based image diagnosis were identified as fields requiring a response to increasingly advanced medical technologies, with a policy of strengthening specialization presented.
  3. FY2026-H1RestatedAnnual report

    「In addition, although purchasing prices for medical equipment continue to rise amid the global surge in prices, we negotiate to pass the increases through to selling prices wherever possible while also proposing lower-priced alternatives that meet customer needs.」

    In response to higher purchasing prices for medical equipment, the company continues to propose lower-priced alternatives and negotiate to pass the increases through to selling prices.
  4. FY2025-H1RestatedAnnual report

    「Purchase prices for medical equipment continue to rise amid global price inflation, but we are negotiating to pass the increases on to selling prices as far as possible while also proposing lower-cost alternatives that meet customer needs.」

    In response to higher purchasing prices for medical equipment, the company continues to propose lower-priced alternatives and negotiate to pass the increases through to selling prices.
  5. FY2024RestatedAnnual report

    「Although purchasing prices for medical equipment continue to rise amid the global surge in prices, the company continues to negotiate persistently to pass the increases through to selling prices.」

    The company continues to negotiate to pass higher purchasing prices for medical equipment through to selling prices.
  6. FY2024-Q2RestatedAnnual report

    「Meanwhile, purchase prices for medical equipment have continued to rise amid global price inflation, but we have continued to negotiate persistently to pass the increases on to selling prices.」

    As purchasing prices for medical equipment continue to rise, the company continues to negotiate to pass the increases through to selling prices.
  7. FY2024-Q1RestatedAnnual report

    「Meanwhile, purchase prices for medical equipment have continued to rise amid global price inflation, but we have continued to negotiate persistently to pass the increases on to selling prices.」

    As purchasing prices for medical equipment continue to rise, the company continues to negotiate to pass the increases through to selling prices.
  8. FY2023AdvancedAnnual report

    「Against this backdrop, we worked to expand sales activities and improve procurement by drawing on our direct-sales capabilities. As a result, consumables revenue in the medical equipment business increased 4.2% from the prior fiscal year.」

    Amid higher purchasing prices due to inflation, the company advanced purchasing improvements based on its direct sales capabilities, and sales of consumables increased 4.2% from the previous fiscal year.
  9. FY2023-Q3AdvancedAnnual report

    「Against this backdrop, we worked to expand sales activities and improve procurement by drawing on our direct-sales capabilities. As a result, consumables revenue in the medical equipment business increased 4.1% year on year.」

    Amid higher purchasing prices due to inflation and the weaker yen, the company improved purchasing conditions by leveraging its direct sales capabilities, and sales of consumables increased 4.1% year on year.
  10. FY2020First statedAnnual report

    「Strengthening procurement negotiating power across the medical equipment business」

    The company has, for the first time, identified strengthening purchasing negotiation capabilities across the medical equipment business as a standalone specific measure under its medium- to long-term policy.
Moved together

"Expanding the customer base, centered on home-care rentals" moved the same way as this thread, in the same document, in 3 of its 10 moves.

332222★123456
  1. ★This thread
  2. 1Expanding the customer base, centered on home-care rentals3×
  3. 2Service innovation through knowledge sharing, infrastructure integration and external partnerships3×
  4. 3Expanding the medical equipment business with consumables as a growth driver2×
  5. 4Expanding the SPD business through new contracts with large facilities2×
  6. 5Deepening mature fields and developing new areas of healthcare2×
  7. 6Strengthening the delivery of customer, sales and academic information through ICT2×

★ 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
OLBA DVx HEALTHCARE's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.