Komori
Aiphone (6718) · RiskRestated

Deteriorating care-market conditions due to a shortage of care workers

First written in FY2018. 3 of 5 entries say "Restated". Latest entry: FY2025.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2020RestatedFY2024-Q3 – FY20252018: 120182019: 020192020: 120202021: 020212022: 020222023: 020232024: 220242025: 12025
Same theme, other companies
Care Market Stagnation Due to a Shortage of Care WorkersA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「We have continued proposing solutions for efficient operations at hospitals, senior care facilities and senior housing, although the decline in new construction starts has affected」

    While challenging market conditions continue in the care market against a backdrop of fewer new construction starts and labor shortages in the caregiving and healthcare sectors, we have continued proposing solutions such as monitoring support.
  2. FY2025-H1RestatedAnnual report

    「In new construction, sales increased as the number of small-scale hospital projects grew and sales to senior care facilities remained strong, driven by demand for monitoring support amid efforts to address shortages of healthcare and caregiving personnel.」

    We are reaffirming that demand for monitoring support, driven by shortages of healthcare and caregiving personnel, is supporting sales to senior care facilities.
  3. FY2024-Q3RestatedAnnual report

    「In addition, demand for monitoring support has increased, particularly at elderly care facilities, due to the shortage of care workers in renovation projects, and ongoing solution proposal activities have been successful.」

    While the shortage of care workers continues to be cited as a factor affecting conditions in the care market, demand for monitoring support is increasing against this backdrop.
  4. FY2020WorsenedAnnual report

    「In addition, an increase in new hospital construction starts cannot be expected. Although demand itself is expanding at elderly care facilities and other locations as the elderly population increases, market conditions are expected to remain difficult due to shortages of care workers and other factors.」

    The difficult market conditions caused by the shortage of care workers are explicitly identified as a medium- to long-term challenge for Japan's domestic care market.
  5. FY2018First statedAnnual report

    「Construction starts at elderly care facilities and senior housing remained sluggish due to shortages of care workers and other factors, and revenue declined.」

    The shortage of care workers is identified for the first time as an independent theme and a factor contributing to sluggish construction starts at elderly care facilities and senior housing and declining care-market revenue.
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Aiphone's next results are scheduled for 2026-11-10. Read the earnings preview
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