Earnings pressure from reimbursement price cuts and price competition
First written in FY2016. 11 of 15 entries say "Restated". Latest entry: FY2026.
Ship Healthcare Holdings moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).
The whole theme swung hardest in 2025: 3 of 8 companies on the "Worse" side.
6 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「As the environment surrounding hospital management becomes increasingly challenging, securing stable earnings while responding to reimbursement price revisions and price competition is an important issue.」
Earnings pressure from reimbursement price revisions and price competition continues to be identified as a key issue. - FY2021RestatedAnnual report
「In the Medical Supply business, although performance was affected by reimbursement price revisions, patients refraining from seeking medical care and lower demand for medical supplies following the spread of COVID-19 at the beginning of the period, performance remained firm as a result of efforts to strengthen sales of infection-control products, promote collaboration within the Group and improve management efficiency.」
In addition to earnings pressure from reimbursement price revisions, the impact of patients refraining from seeking medical care and lower demand for medical supplies has emerged, but the company explains that it responded through collaboration, efficiency improvements and stronger sales of infection-control products. - FY2021-Q3RestatedAnnual report
「In the Medical Supply business, although performance was affected by lower demand resulting from patients refraining from seeking medical care and by reimbursement price revisions, performance remained firm due to collaboration within the Group, improved management efficiency and the rollout of products for infection control, among other factors.」
Lower demand due to patients refraining from seeking medical care and the impact of reimbursement price revisions are identified as continuing earnings pressures. - FY2021-Q2RestatedAnnual report
「In the Medical Supply business, performance remained solid through collaboration within the Group and greater management efficiency, despite the impact of reimbursement price revisions, while」
It states that earnings pressure from reimbursement price revisions continues to exist. - FY2021-Q1RestatedAnnual report
「In the Medical Supply business, although securing profits remains difficult due to the impact of reimbursement price revisions,」
The continued difficulty of securing profits following reimbursement price revisions is noted. - FY2020RestatedAnnual report
「As hospitals seek measures to improve management, demands for lower prices for delivered medical supplies have become increasingly stringent. Price competition with other companies in the industry has also intensified, and it remains difficult to secure profits.」
The difficulty of securing profits due to demands for lower delivered prices for medical supplies and price competition continues to be identified as an issue. - FY2020-Q1RestatedAnnual report
「Although securing profits remains difficult due to the impact of last year's reimbursement price revisions,」
The continued difficulty of securing profits from specially designated insurance-covered medical materials and other products following reimbursement price revisions is noted. - FY2019-Q3RestatedAnnual report
「In the Medical Supply business, securing profits from sales of specially designated insurance-covered medical materials remained difficult due to the impact of reimbursement price revisions, but」
The difficulty of securing profits following reimbursement price revisions continues to be noted. Meanwhile, the business as a whole progressed broadly in line with plan through more efficient operation of SPD facilities. - FY2019-Q2RestatedAnnual report
「In the healthcare industry to which our Group belongs, medical and long-term care fees were revised simultaneously from April, and reimbursement prices for medical supplies and drug prices were reduced substantially.」
It is reiterated that cuts to reimbursement prices and drug prices have already been implemented. It does not state that a new type of risk has been added to the earnings pressure from existing system revisions. - FY2019-Q1MaterialisedAnnual report
「The industry is also being pressed to respond to industry consolidation, including rising medical costs accompanying the declining birthrate and aging population, changes in the disease structure, the need to address advanced medical care, and the development of integrated community care systems.」
The reimbursement prices for medical supplies and drug prices were reportedly reduced substantially in connection with the simultaneous revisions to medical and long-term care fees, and earnings pressure from reimbursement price cuts has actually emerged in the business environment this quarter. - FY2018RestatedAnnual report
「We will continue negotiating selling prices and purchase prices in preparation for reimbursement price revisions and work to secure stable earnings.」
The stated policy is to continue negotiations on selling and purchase prices in view of the earnings pressure from reimbursement price revisions. - FY2017-Q3WorsenedAnnual report
「Profit margins remained low due to temporary cost increases associated with taking on new large-scale SPD facilities, intensifying competition following reimbursement price revisions, and other factors.」
The intensification of competition following reimbursement price revisions is explicitly identified and has emerged as earnings pressure, with profit margins remaining low. - FY2017-Q2RestatedAnnual report
「Although our Group was affected by revisions to medical service fees, drug prices and reimbursement prices, revenue and profit increased as project revenue was recognized ahead of the initial plan in some cases, among other factors.」
Although the impact of reimbursement price revisions continues, revenue and profit increased in the cumulative second quarter period. - FY2017-Q1MaterialisedAnnual report
「However, profits declined due to the recognition of advisory fees related to this business integration and revisions to reimbursement prices, among other factors.」
Earnings pressure from reimbursement price revisions emerged as an actual factor behind the decline in profit, with segment profit in the Medical Supply business falling 29.9% year on year. - FY2016First statedAnnual report
「As hospitals seek measures to improve management, demands for lower prices for delivered medical supplies have become increasingly stringent. Price competition with other companies in the industry has also intensified, and it remains difficult to secure profits.」
It states that demands for price reductions and intensifying competition are making it difficult to secure current earnings.