Komori
Charm Care (6062) · RiskMitigated

Impact on Earnings from Cuts to Long-Term Care Reimbursement Rates

First written in FY2016. 11 of 19 entries say "Restated". Latest entry: FY2026.

19entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2017RestatedFY2020-Q3 – FY2021MitigatedFY2022 – FY20262016: 22017: 320172018: 420182019: 420192020: 120202021: 120212022: 120222023: 020232024: 120242025: 020252026: 22026
Same theme, other companies
Impact of Nursing Care Reimbursement System Revisions on Nursing Care Business EarningsA theme 17 companies write about · 16 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2024: 2 of 11 companies on the "Worse" side.

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

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. FY2026MitigatedAnnual report

    「The June 2026 revision to nursing care fees expanded eligibility for the additional fee for improving the treatment of nursing care workers and expanded additional-fee measures for operators working to improve productivity, with the aim of securing personnel and improving treatment in the nursing care sector.」

    The company describes the June 2026 revision to nursing care fees, including expanded eligibility for the additional fee for improving employee treatment and expanded additional-fee measures for operators working to improve productivity, adding factors mitigating the risk of reductions.
  2. 2026-08-06MitigatedFinancial Results Presentation

    「For medical-type homes, we will continue new openings while thoroughly managing risks by establishing a revenue model that reflects the negative revision to reimbursement rates.」

    The company gave concrete form to the establishment of a revenue model reflecting the reimbursement revision and risk management as policies for related businesses.
  3. FY2024MitigatedAnnual report

    「The April 2024 revision to nursing care fees was positive, adding new categories of additional fees for improving the treatment of nursing care workers, deepening and promoting the community-based integrated care system, measures to support independence and prevent deterioration in care needs, creating workplaces conducive to the efficient provision of high-quality nursing care services, including promoting the use of nursing care robots and ICT technology, and ensuring the stability and sustainability of the system.」

    The company states that the April 2024 revision was positive and included new additional-fee categories for improving the treatment of nursing care workers and promoting the use of nursing care robots and ICT. Although the risk of reductions in nursing care fees remains, the latest revision added factors mitigating that risk.
  4. FY2022MitigatedAnnual report

    「The FY2019 interim revision to nursing care fees accompanying the increase in the consumption tax rate was a positive revision centered on the additional fee for specific treatment improvements, primarily for certified care workers with at least 10 years of service. Interim revisions were also made in 2021 and 2022 to improve the treatment of nursing care workers.」

    While the risk of reductions in nursing care fees remains, the company states that interim revisions aimed at improving employee treatment were made in 2021 and 2022, adding a track record of positive revisions related to employee treatment.
  5. FY2021RestatedAnnual report

    「Nursing care fees were revised in 2009, 2012, 2014, as an interim revision to compensate for the consumption tax increase, 2015, 2017, as an interim revision to improve the treatment of nursing care workers, 2018, 2019, as an interim revision accompanying the consumption tax rate increase and to improve the treatment of nursing care workers, and 2021.」

    The company describes the history of institutional revisions, including the 2021 revision to nursing care fees, and continues to indicate the potential impact of future unfavorable revisions on nursing care operators.
  6. FY2020-Q3RestatedAnnual report

    「The FY2019 interim revision to nursing care fees accompanying the increase in the consumption tax rate was a positive revision centered on the additional fee for specific treatment improvements, primarily for certified care workers with at least 10 years of service.」

    The company continues to state that the FY2019 interim revision to nursing care fees was a positive revision centered on the additional fee for specific treatment improvements, with no material change in the situation in which the risk of reductions in nursing care fees has eased.
  7. FY2020-Q1MitigatedAnnual report

    「The FY2019 interim revision to nursing care fees accompanying the increase in the consumption tax rate was a positive revision centered on the additional fee for specific treatment improvements, primarily for certified care workers with at least 10 years of service.」

    In addition to the positive revision for FY2018, the FY2019 interim revision to nursing care fees accompanying the consumption tax rate increase was also positive. The additional fee for specific treatment improvements, primarily for certified care workers with at least 10 years of service, was introduced, and the risk of reductions in nursing care fees is moving toward mitigation.
  8. FY2019RestatedAnnual report

    「The April 2018 revision to nursing care fees resulted in a modest increase, the first positive revision in 6 years, in light of the difficult operating conditions facing nursing care operators following the April 2015 reduction in nursing care fees and the need to improve the treatment of nursing care workers.」

    The company continues to describe the modest positive revision for FY2018, increases in the basic units and the introduction of various additional fees.
  9. FY2019-Q3RestatedAnnual report

    「The FY2018 revision to nursing care fees resulted in a modest increase, the first positive revision in 6 years. For the company's principal business, fee-based nursing homes with nursing care services, including designated facility resident care services, increases in the basic units and the introduction of various additional fees have also been decided.」

    The company continues to describe the modest positive revision for FY2018, increases in the basic units and the introduction of various additional fees, and continues to indicate that the risk of reductions in nursing care fees has eased.
  10. FY2019-Q2RestatedAnnual report

    「The FY2018 revision to nursing care fees resulted in a modest increase, the first positive revision in 6 years. For the company's principal business, fee-based nursing homes with nursing care services, including designated facility resident care services, increases in the basic units and the introduction of various additional fees have also been decided.」

    The company continues to describe the modest positive revision for FY2018, increases in the basic units and the introduction of various additional fees, and continues to indicate that the risk of reductions in nursing care fees has eased.
  11. FY2019-Q1RestatedAnnual report

    「The FY2018 revision to nursing care fees resulted in a modest increase, the first positive revision in 6 years, in light of the difficult operating conditions facing nursing care operators following the FY2015 reduction in nursing care fees and the need to improve the treatment of nursing care workers. For the company's principal business, fee-based nursing homes with nursing care services, including designated facility resident care services, increases in the basic units and the introduction of various additional fees have also been decided.」

    The company continues to describe the modest positive revision for FY2018, increases in the basic units and the introduction of various additional fees, and continues to indicate that the risk of reductions in nursing care fees has eased.
  12. FY2018RestatedAnnual report

    「The April 2018 revision to nursing care fees resulted in a modest increase, the first positive revision in 6 years, in light of the difficult operating conditions facing nursing care operators following the April 2015 reduction in nursing care fees and the need to improve the treatment of nursing care workers.」

    The company describes the modest positive revision for FY2018, increases in the basic units and the introduction of various additional fees, and continues to indicate that the risk of reductions in nursing care fees has eased.
  13. FY2018-Q3MitigatedAnnual report

    「The FY2018 revision to nursing care fees resulted in a modest increase, the first positive revision in 6 years, in light of the difficult operating conditions facing nursing care operators following the FY2015 reduction in nursing care fees and the need to improve the treatment of nursing care workers. For the company's principal business, fee-based nursing homes with nursing care services, including designated facility resident care services, increases in the basic units and the introduction of various additional fees have also been decided.」

    Previously, only a direction toward a positive revision had been indicated, but the modest positive revision for FY2018 has now been decided, together with increases in the basic units and the introduction of various additional fees. The earnings risk from reductions in nursing care fees is moving toward mitigation.
  14. FY2018-Q2MitigatedAnnual report

    「The FY2018 revision to nursing care fees had initially been expected to be severe in order to contain the growth of rising nursing care costs. However, in light of the difficult operating conditions facing nursing care operators following the FY2015 reduction in nursing care fees and the need to improve the treatment of nursing care workers, a direction toward a modest increase, the first positive revision in 6 years, has been indicated.」

    Although a severe revision had been expected, a direction toward a modest positive revision was indicated for FY2018, temporarily easing the risk of reductions in nursing care fees. However, the revision was still only at the stage of a proposed direction.
  15. FY2017RestatedAnnual report

    「The April 2015 revision reduced nursing care fees by 2.27% overall, marking the first downward revision in 9 years. In addition, the April 2017 interim revision increased fees by 1.14% to improve the treatment of nursing care workers.」

    While continuing to describe the impact on earnings of past reductions in nursing care fees, the company also disclosed the 1.14% increase in April 2017 aimed at improving employee treatment. The risk of unfavorable future revisions remains.
  16. FY2017-Q3RestatedAnnual report

    「Nursing care fees were reduced in April 2015.」

    The company continues to identify lower nursing care fees as a factor contributing to the challenging industry environment.
  17. FY2017-Q2RestatedAnnual report

    「Nursing care fees were reduced in April 2015.」

    The company continues to identify lower nursing care fees as a factor contributing to the challenging industry environment.
  18. FY2017-Q1RestatedAnnual report

    「Nursing care fees were reduced in April 2015.」

    The company continued to identify lower nursing care fees as a factor contributing to the challenging industry environment.
  19. FY2016First statedAnnual report

    「The April 2015 revision reduced nursing care fees by 2.27% overall, marking the first downward revision in 9 years. Although additional fees were expanded for initiatives to improve the treatment of nursing care workers and for operators providing enhanced care, the unit prices of nursing care fees paid to operators were reduced by an average of 4.48% to contain rising nursing care costs.」

    The company identifies the 2.27% overall reduction in nursing care fees and the 4.48% average reduction in unit prices paid to operators as institutional changes that have already occurred, and also identifies the risk of unfavorable future revisions.
Moved together

"Opening of new homes and expansion of existing homes, mainly in the Greater Tokyo and Kinki regions" moved the same way as this thread, in the same document, in 7 of its 19 moves.

774444★123456
  1. ★This thread
  2. 1Opening of new homes and expansion of existing homes, mainly in the Greater Tokyo and Kinki regions7×
  3. 2Track record of growth in the number of facilities operated and rooms7×
  4. 3Improving Asset Efficiency and Financial Strength through Fixed-Asset Disposals4×
  5. 4Reducing Interest-Bearing Debt and Improving the Equity Ratio4×
  6. 5Stable Dividends and Enhancing Shareholder Returns4×
  7. 6Accelerating the dominant strategy in the Kinki region and securing scale in the Tokyo metropolitan area4×

★ 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
Charm Care's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Financial Results Presentation of 2026-08-06: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact on Earnings from Cuts to Long-Term Care Reimbursement Rates | CHARM CARE CORPORATION (6062) | Komori