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PHC Holdings (6523) · InitiativeSoftened

Expansion of the OEM business through POCT growth and the introduction of electric drug infusion devices

First written in FY2023-Q2. 4 of 10 entries say "Softened", first in FY2025-H1. Latest entry: FY2026.

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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q2 – FY2023-Q3RestatedFY2024-Q2 – FY2024-Q3SoftenedFY2025-H1 – FY20262022: 120222023: 320232024: 320242025: 220252026: 12026
Same theme, other companies
Expanding the OEM business through POCT and electrically powered drug infusion pumpsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Diagnostics revenue declined due to lower sales of reagents for the mobile immunoassay analyser PATHFAST and automated analysers, lower sales of powered drug-delivery devices, and the recognition of one-off income in the previous year, following lower sales to Russia and a decline in testing volumes in China.」

    Powered drug-delivery devices saw lower sales for the full year, and the previous growth drivers through POCT and drug-delivery devices have weakened.
  2. FY2026-H1SoftenedAnnual report

    「Diagnostics revenue declined due to lower sales of reagents for the mobile immunoassay analyser PATHFAST and automated analysers, lower sales of powered drug-delivery devices, and the recognition of one-off income in the previous year, following lower sales to Russia and a decline in testing volumes in China.」

    Powered drug-delivery devices, previously a revenue growth driver, saw lower sales, weakening the momentum of growth in the Diagnostics business through POCT and drug-delivery devices.
  3. FY2025SoftenedAnnual report

    「Diagnostics revenue declined due to lower sales of powered drug-delivery devices and other factors, despite steady sales related to the mobile immunoassay analyser PATHFAST and the recognition of one-off income.」

    Powered drug-delivery devices, previously a revenue growth driver, saw lower sales for the full year, and the momentum from these products weakened.
  4. FY2025-H1SoftenedAnnual report

    「Diagnostics revenue was broadly unchanged year on year, as steady sales related to the mobile immunoassay analyser PATHFAST and one-off income offset the impact of lower sales of powered drug-delivery devices and other factors.」

    Powered drug-delivery devices, previously identified as a revenue growth driver, saw lower sales, and the momentum from these products weakened.
  5. FY2024AdvancedAnnual report

    「Diagnostics revenue increased mainly due to higher demand for growth hormone drug-delivery devices.」

    Higher demand for powered drug-delivery devices contributed to full-year revenue growth. The company is also advancing the integration of the Diagnostics business, including POCT, and the development of new products and testing parameters.
  6. FY2024-Q3RestatedAnnual report

    「CGM revenue increased due to foreign exchange effects and the implementation of marketing campaigns, while Diagnostics revenue increased mainly due to higher demand for growth hormone drug-delivery devices.」

    The company continues to cite marketing campaigns in CGM and higher demand for growth hormone drug-delivery devices in Diagnostics as drivers of higher revenue.
  7. FY2024-Q2RestatedAnnual report

    「Diagnostics revenue increased due to growth in powered drug-delivery devices, driven by the new drug-delivery device for osteoporosis products launched in January 2023 and higher demand for growth hormone drug-delivery devices.」

    Growth in powered drug-delivery devices, including new products launched in January 2023, continued and contributed to higher Diagnostics revenue.
  8. FY2024-Q1AdvancedAnnual report

    「IVD revenue increased due to growth in point-of-care testing (POCT) and solid growth in powered drug-delivery devices, including higher sales of new products launched in January 2023.」

    IVD revenue increased due to POCT growth and higher sales of powered drug-delivery devices, including new products launched in January 2023.
  9. FY2023-Q3RestatedAnnual report

    「OEM revenue increased due to growth in point-of-care testing (POCT) and the introduction of new powered drug-delivery devices.」

    The company continues to cite POCT growth and the introduction of new powered drug-delivery devices as drivers of higher OEM revenue.
  10. FY2023-Q2First statedAnnual report

    「OEM revenue increased due to growth in point-of-care testing (POCT) and the introduction of new powered drug-delivery devices.」

    The company identifies POCT growth and the introduction of new powered drug-delivery devices as drivers of higher OEM revenue.
Moved together

"Promoting Online Eligibility Verification and Updates to Medical IT Products" moved the same way as this thread, in the same document, in 4 of its 10 moves.

444433★123456
  1. ★This thread
  2. 1Promoting Online Eligibility Verification and Updates to Medical IT Products4×
  3. 2Expanding Overseas Sales, Primarily in North America and Asia-Pacific4×
  4. 3Supply Chain Constraints and Rising Raw Material and Logistics Costs4×
  5. 4Reduced Corporate Capital Investment Due to Economic Slowdown4×
  6. 5Payment of Dividends3×
  7. 6Preference for Domestic Products in the Chinese Market and Market Stagnation Due to the Spread of Infections3×

★ 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.

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No upcoming earnings preview for PHC Holdings yet.
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Expansion of the OEM business through POCT growth and the introduction of electric drug infusion devices | PHC Holdings Corporation (6523) | Komori