Komori
Meiho Holdings (7369) · FactAdvanced

Growth in Long-Term Care Insurance Users and Market Expansion

First written in FY2023-Q1. 8 of 13 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2026.

13entries
5years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2023AdvancedFY2024-Q1 – FY2026-H12022: 12023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Expansion of the long-term care market driven by growth in long-term care insurance usersA 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. FY2026AdvancedAnnual report

    「As of the end of April 2026, the number of Category 1 insured persons under long-term care insurance was 35.87 million, and the number of persons certified as requiring long-term care or support was 7.380 million. The number of recipients of in-home care and preventive care services was 4.437 million, while the number of recipients of community-based care and preventive care services was 0.931 million. The numbers of persons certified as requiring long-term care or support and recipients of each service are generally trending upward.」

    The latest figures for persons certified as requiring long-term care and recipients of each service were updated, continuing to demonstrate the expansionary trend in the nursing care services market. Sales in the nursing care business also increased 5.2% year on year.
  2. 2026-08-13Cited as achievedEarnings presentation

    「Higher sales as day services and paid nursing homes performed steadily」

    The nursing care business recorded higher sales against a backdrop of steady performance by day services and residential paid nursing homes.
  3. FY2026-H1AdvancedAnnual report

    「In the long-term care business, revenue was ¥461.710 million, up 5.9% year on year, as utilization rates at each day-service facility remained solid and the number of residents at Alto no Ouchi Danjima, a fee-based residential nursing home that opened in September 2024, also remained solid.」

    Utilization rates at day-service facilities and the number of residents at the fee-based residential nursing home remained solid, and revenue in the long-term care business rose 5.9% year on year.
  4. FY2025AdvancedAnnual report

    「As of the end of April 2025, the number of National Health Insurance subscribers in Category 1 of the long-term care insurance system, namely people aged 65 or older, was 35.85 million; the number of people certified as requiring long-term care or support was 7.230 million; the number of recipients of in-home long-term care and preventive care services was 4.303 million; and the number of recipients of community-based long-term care and preventive care services was 916,000. The number of users of long-term care insurance services is generally trending upward.」

    The latest long-term care insurance statistics were updated, maintaining the outlook for increases in the number of people certified as requiring long-term care and in service recipients, as well as market expansion.
  5. FY2025-H1AdvancedAnnual report

    「In the long-term care business, revenue was ¥435.966 million, up 13.4% year on year, as utilization rates at each day-service facility remained solid and the number of residents at Alto no Ouchi Danjima, a fee-based residential nursing home that opened in September 2024, also remained solid.」

    Utilization rates at day-service facilities and the number of residents at the fee-based residential nursing home opened in September 2024 remained solid, and revenue in the long-term care business rose 13.4% year on year.
  6. FY2024AdvancedAnnual report

    「As of the end of April 2024, the number of National Health Insurance subscribers in Category 1 of the long-term care insurance system, namely people aged 65 or older, was 35.91 million; the number of people certified as requiring long-term care or support was 7.101 million; the number of recipients of in-home long-term care and preventive care services was 4.224 million; and the number of recipients of community-based long-term care and preventive care services was 910,000. The number of users of long-term care insurance services is generally trending upward.」

    The latest figures for long-term care insurance subscribers, certified care recipients and recipients of in-home and community-based services were presented, updating the upward trend in users and the outlook for market expansion.
  7. FY2024-Q3AdvancedAnnual report

    「In the long-term care business, revenue was ¥579.924 million, up 12.6% year on year, as facility closures and users refraining from services due to COVID-19 subsided and the number of users recovered. Segment profit was ¥89.912 million, up 40.2%, as the company reduced expenses and improved operational efficiency while food, fuel and utility costs remained elevated.」

    In the long-term care business, facility closures and reduced service use subsided and the number of users continued to recover. Revenue rose 12.6% year on year and segment profit rose 40.2%. The company also reduced expenses and improved operational efficiency.
  8. FY2024-Q2AdvancedAnnual report

    「In the long-term care business, revenue was ¥384.330 million, up 13.1% year on year, as facility closures and users refraining from services due to COVID-19 subsided and the number of users recovered. Segment profit was ¥64.671 million, up 63.2%, as the company reduced expenses and improved operational efficiency while food and utility costs remained elevated.」

    The recovery in users as facility closures and reduced service use due to infectious diseases subsided was reflected in a 13.1% year-on-year increase in cumulative second-quarter revenue and a 63.2% increase in segment profit.
  9. FY2024-Q1AdvancedAnnual report

    「In the long-term care business, revenue was ¥190.297 million, up 16.2% year on year, as utilization rates at each facility showed signs of recovery. Segment profit showed signs of recovery from the significant effects of blanket facility closures and users refraining from using services in the first quarter of the previous consolidated fiscal year, following the reclassification of COVID-19 under the Infectious Diseases Control Law to Category 5, and was ¥33.178 million, up 161.4%.」

    Utilization rates at the facilities in the long-term care business showed signs of recovery. Revenue rose 16.2% year on year and segment profit rose 161.4%, reflecting recovery from the effects of users refraining from services and blanket closures due to infectious diseases.
  10. FY2023RestatedAnnual report

    「As of the end of March 2023, the number of National Health Insurance subscribers in Category 1 of the long-term care insurance system, namely people aged 65 or older, was 35.85 million; the number of people certified as requiring long-term care or support was 6.944 million; the number of recipients of in-home long-term care and preventive care services was 4.131 million; and the number of recipients of community-based long-term care and preventive care services was 896,000. The number of users of long-term care insurance services is generally trending upward.」

    The numbers of long-term care insurance subscribers, certified care recipients and service recipients were presented, reaffirming the upward trend in users and the outlook for market expansion.
  11. FY2023-Q3RestatedAnnual report

    「As society has continued adapting to living with COVID-19, users have gradually returned compared with the period when infections were spreading.」

    The company continues to recognize that the number of long-term care service users is gradually recovering compared with the period of widespread infections.
  12. FY2023-Q2Recovery and reduced use occurring simultaneouslyAnnual report

    「Although users have been returning as society adapts to living with COVID-19, the outlook remains uncertain because many continue to refrain from using services due to concerns about infection amid the spread of the eighth wave of COVID-19.」

    While users of long-term care services were showing signs of recovery, some people continued to refrain from using the services due to concerns about the eighth wave of infections, adding short-term uncertainty to the outlook for user growth and market expansion.
  13. FY2023-Q1First statedAnnual report

    「As the number of users of long-term care insurance services is generally trending upward, the market is expected to continue expanding.」

    The company newly described its recognition of the business environment, namely that the number of long-term care insurance users is generally trending upward and the market is expected to continue expanding.
Moved together

"Building a support platform and nationwide network connecting regional companies" moved the same way as this thread, in the same document, in 7 of its 13 moves.

776654★123456
  1. ★This thread
  2. 1Building a support platform and nationwide network connecting regional companies7×
  3. 2Cash Management Through Operating Cash Flow and Borrowings7×
  4. 3Expansion of M&A as a vehicle for business succession6×
  5. 4A supply base for diverse and foreign talent6×
  6. 5Capital Raising Through a Stock Listing and Strengthening the Financial Base5×
  7. 6Strengthening the Group's Management Infrastructure through Actual-versus-Budget and Target Management4×

★ 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
No upcoming earnings preview for Meiho Holdings yet. It last moved in the Earnings presentation of 2026-08-13: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in Long-Term Care Insurance Users and Market Expansion | Meiho Holdings,Inc. (7369) | Komori