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Nakamoto Packs (7811) · FactSteady hospital-related business coexists with declines in poultice products and medical packaging bags

Strong Orders for OTC Drug Film Printing and NS Separators for Plasters

First written in FY2017-Q3. 9 of 33 entries say "Restated". Latest entry: FY2027-H1.

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ProgressHeldSoftenedWorseRestatedFY2023-Q3 – FY2024-Q3AdvancedFY2025-Q1 – FY2026-H12017: 420172018: 420182019: 420192020: 420202021: 220212022: 420222023: 420232024: 320242025: 120252026: 32026
Same theme, other companies
Order Trends in Film Processing for Medical Poultice PatchesA theme 2 companies write about · 1 as a headwind · 0 as a tailwind

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

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  1. FY2027-H1Steady hospital-related business coexists with declines in poultice products and medical packaging bagsAnnual report

    「Although packaging materials for hospital-related infusion products remained solid, declines in transdermal patch-related products and medical packaging bags resulted in net sales of ¥812 million, up 0.6% year on year, and gross profit of ¥188 million, up 7.0%.」

    While packaging materials for hospital-related infusion products remained solid, transdermal patch-related products and medical packaging bags declined, resulting in a slight increase in revenue and higher gross profit in the medical and pharmaceutical business.
  2. 2026-07-10WorsenedEarnings

    「Declining sales of patch-related products and medical packaging bags resulted in revenue of ¥347 million, down 20.1% year on year, and gross profit of ¥77 million, down 25.5%.」

    After growth and firm performance in patch-related products and other items through the previous fiscal year, medical and pharmaceutical-related products posted lower revenue and profit in the first quarter.
  3. FY2026Lower sales and profits due to a decline in hospital-related businessAnnual report

    「Although transdermal patch-related products and medical packaging bags remained solid, a decline in packaging materials for hospital-related infusion products resulted in net sales of ¥1,554 million, down 0.9% year on year, and gross profit of ¥325 million, down 1.6%.」

    Despite growth in overseas sales of transdermal patch-related products through the previous interim period, medical and pharmaceutical-related products posted lower revenue and profit for the full year due to a decline in packaging materials for hospital-related infusion products.
  4. FY2026-H1AdvancedAnnual report

    「Sales were ¥807 million, up 1.2% year on year, and gross profit was ¥176 million, up 3.2%, due to increased patch-related business and solid performance in medical packaging bags.」

    Medical and pharmaceutical-related products posted higher revenue and profit, driven by growth in transdermal patch-related products and solid performance in medical packaging bags.
  5. FY2025-H1AdvancedAnnual report

    「Hospital-related infusion packaging remained solid, while overseas sales in the patch business increased, resulting in sales of ¥798 million, up 9.4% year on year, and gross profit of ¥171 million, up 31.1%.」

    The medical and pharmaceutical business posted higher revenue and profit due to solid infusion-related packaging and increased overseas sales of patches.
  6. FY2025-Q1AdvancedAnnual report

    「Hospital-related infusion packaging remained solid, while overseas sales in the patch business increased, resulting in sales of ¥404 million, up 7.0% year on year, and gross profit of ¥80 million, up 20.0%.」

    The medical and pharmaceutical business posted 7.0% year-on-year growth in sales and 20.0% growth in gross profit, driven by increased overseas sales of patches and other factors.
  7. FY2024-Q3RestatedAnnual report

    「Hospital-related infusion packaging remained solid, while overseas sales in the patch business increased, resulting in sales of ¥1,104 million, up 10.9% year on year. Gross profit fell 0.6% to ¥202 million due to higher raw material costs for some products.」

    The combination of higher revenue from increased overseas sales and lower profit due to higher raw material costs for some products has continued.
  8. FY2024-Q2RestatedAnnual report

    「Hospital-related infusion packaging remained solid, while overseas sales in the patch business increased, resulting in sales of ¥729 million, up 9.8% year on year. Gross profit fell 9.8% to ¥130 million due to higher raw material costs for some products.」

    The combination of higher revenue from increased overseas sales and lower profit due to higher raw material costs for some products has continued.
  9. FY2024-Q1Higher overseas sales coexisted with lower profit due to higher raw material costsAnnual report

    「Hospital-related infusion packaging remained solid, while overseas sales in the patch business increased, resulting in sales of ¥377 million, up 11.4% year on year. Gross profit fell 17.9% to ¥67 million due to higher raw material costs for some products.」

    The medical and pharmaceutical business posted higher revenue as overseas sales increased, but lower profit due to higher raw material costs for some products.
  10. FY2023RestatedAnnual report

    「In the patch business, originator drugs declined from the previous year and activity shifted toward generics, while selling prices fell due to the drug price revision. Higher raw material costs for some products also affected results, resulting in sales of ¥1,311 million, down 0.3% year on year, and gross profit of ¥252 million, down 16.6%.」

    Lower revenue and profit in the medical and pharmaceutical business due to the decline in originator drugs, the shift toward generics, the drug price revision and higher raw material costs were also confirmed for the full year.
  11. FY2023-Q3RestatedAnnual report

    「In the patch business, originator drugs declined from the previous year and activity shifted toward generics, while selling prices fell due to the drug price revision. Higher raw material costs for some products also affected results, resulting in sales of ¥995 million, down 1.1% year on year, and gross profit of ¥204 million, down 11.8%.」

    Lower revenue and profit in the medical and pharmaceutical business continued due to the decline in originator drugs, the shift toward generics, lower selling prices following the drug price revision and higher raw material costs.
  12. FY2023-Q2WorsenedAnnual report

    「In the patch business, originator drugs declined from the previous year and activity shifted toward generics, while selling prices fell due to the drug price revision. Higher raw material costs for some products also affected results, resulting in sales of ¥664 million, down 5.1% year on year, and gross profit of ¥144 million, down 6.7%.」

    Despite continued solid orders for generic products, the medical and pharmaceutical business posted lower revenue and profit due to the decline in originator drugs, the drug price revision, lower selling prices and higher raw material costs.
  13. FY2023-Q1Stable orders and continued growth in revenue and profitAnnual report

    「The patch business received stable orders for relatively high-priced patches as well as generic products, resulting in sales of ¥339 million, up 1.7% year on year, and gross profit of ¥82 million, up 17.9%.」

    The medical and pharmaceutical business posted higher revenue and profit as orders for high-priced patches and generic products remained stable.
  14. FY2022Full-year lower revenue and higher profitAnnual report

    「Infusion-related packaging for hospitals remained solid, but sales declined because no public tenders were held for protective clothing related to COVID-19. In the patch business, sales were affected by the discontinuation of products adopted by customers and a temporary decline resulting from a review of the release-film mix. Sales were ¥1,315 million, down 16.1% year on year. Gross profit increased 12.2% to ¥302 million, as relatively high-priced patches performed well.」

    The medical and pharmaceutical business posted lower full-year revenue due to the absence of public tenders for protective clothing and the discontinuation of adopted products, while gross profit increased on high-priced patches.
  15. FY2022-Q3Lower revenue due to discontinued adoptions and other factors coexisted with higher profit from higher-priced patchesAnnual report

    「Infusion-related packaging for hospitals remained solid, but sales declined because no public tenders were held for protective clothing related to COVID-19. In the patch business, sales were affected by the discontinuation of products adopted by customers and a temporary decline resulting from a review of the release-film mix. Sales were ¥1,006 million, down 15.5% year on year. Gross profit increased 11.7% to ¥231 million, as relatively high-priced patches performed well.」

    Revenue declined due to the absence of public tenders for protective clothing and the discontinuation of adopted products, while gross profit increased as high-priced patches performed well.
  16. FY2022-Q2Declining protective clothing business coexisted with higher profit from higher-priced patchesAnnual report

    「Infusion-related packaging for hospitals remained solid, but hospital-related sales declined because public tenders for protective clothing related to COVID-19 had still not been held, delaying bidding. In the patch business, overall market volume was stable, but a temporary decline in core items due to a review of the release-film mix affected results. Sales were ¥700 million, down 15.0% year on year. Gross profit increased 11.4% to ¥155 million, as relatively high-priced patches performed well.」

    Revenue declined due to delays in public tenders and bidding for protective clothing and a temporary decline in core items, while gross profit increased as relatively high-priced patches performed well.
  17. FY2021-Q3AdvancedAnnual report

    「Infusion-related packaging for hospitals increased, and the company also undertook contract processing of protective clothing, face shields and other products related to COVID-19. Orders for films for generic drugs in the patch business also remained solid, resulting in sales of ¥1,190 million, up 15.5% year on year, and gross profit of ¥207 million, up 2.0%.」

    The medical and pharmaceutical business posted higher revenue and profit due to increased infusion-related packaging, contract processing related to infectious diseases and solid orders for films for generic drugs.
  18. FY2021-Q2AdvancedAnnual report

    「Infusion-related packaging for hospitals increased, and the company also undertook contract processing of protective clothing, face shields and other products related to COVID-19. Orders for films for generic drugs in the patch business also remained solid, resulting in sales of ¥823 million, up 26.4% year on year, and gross profit of ¥139 million, up 5.3%.」

    The medical and pharmaceutical business posted higher revenue and profit due to increased hospital-related infusion packaging, contract processing related to infectious diseases and solid orders for films for generic drugs.
  19. FY2021-Q1AdvancedAnnual report

    「Infusion-related packaging for hospitals increased, while orders for films for generic drugs in the patch business remained solid. As a result, sales were ¥360 million, up 27.3% year on year, and gross profit was ¥63 million, up 9.8%.」

    The medical and pharmaceutical business posted higher revenue and profit due to increased hospital-related infusion packaging and solid orders for films for generic drugs.
  20. FY2020New orders increased while selling prices declinedAnnual report

    「New orders for infusion-related packaging increased, but demand in the patch business became concentrated on films for generic drugs, which are less expensive than those for originator drugs, following the drug price revision. Continued declines in selling prices due to intensified competition resulted in sales of ¥1,375 million, up 3.9% year on year, and gross profit of ¥271 million, down 9.0%.」

    Higher revenue from new orders for infusion-related packaging coexisted throughout the year with lower selling prices and lower profit due to concentrated demand for generic products and intensified competition.
  21. FY2020-Q3New hospital orders increased while selling prices declinedAnnual report

    「New hospital-related orders increased, but demand for generic products in the patch business became concentrated. Continued declines in selling prices due to the drug price revision and intensified competition resulted in sales of ¥1,030 million, up 4.8% year on year, and gross profit of ¥203 million, down 8.7%.」

    Although new hospital-related orders increased, higher sales and lower gross profit coexisted as demand concentrated on generic products and selling prices declined due to the drug price revision and intensified competition.
  22. FY2020-Q2RestatedAnnual report

    「Although orders, particularly for generic products, remained solid, selling prices declined due to the drug price revision and intensified competition. As a result, sales increased 2.4% year on year to ¥651 million, while gross profit fell 12.1% to ¥132 million.」

    Although solid orders, mainly for generic products, continued, gross profit declined due to lower selling prices resulting from the drug price revision and intensified competition.
  23. FY2020-Q1WorsenedAnnual report

    「Although orders from some customers remained solid, activity was concentrated on generic products. In addition, intensified competition following the drug price revision and customer inventory adjustments resulted in sales of ¥282 million, down 7.8% year on year, and gross profit of ¥57 million, down 25.8%.」

    Although orders from some customers remained solid, lower revenue and profit continued due to the concentration on generic products, intensified competition from the drug price revision and inventory adjustments.
  24. FY2019WorsenedAnnual report

    「Although orders for generic drugs remained solid, sales to originator drug manufacturers declined. The diversification of customers' procurement sources also affected results, resulting in sales of ¥1,324 million, down 9.9% year on year, and gross profit of ¥298 million, down 16.0%.」

    Despite solid orders for generic drugs, the medical and pharmaceutical business posted lower full-year revenue and profit due to declining sales of originator drugs and customers diversifying their procurement sources.
  25. FY2019-Q3RestatedAnnual report

    「Although orders for generic drugs remained solid, sales to originator drug manufacturers declined. In addition, inventory adjustments related to patches and price competition due to the drug price revision resulted in sales of ¥983 million, down 10.4% year on year, and gross profit of ¥222 million, down 16.7%.」

    Although orders for generic drugs remained solid, declining sales to originator drug manufacturers, inventory adjustments and price competition due to the drug price revision continued, resulting in lower revenue and profit.
  26. FY2019-Q2RestatedAnnual report

    「Although orders for generic drugs remained solid, sales to originator drug manufacturers declined. In addition, inventory adjustments related to patches and price competition due to the drug price revision resulted in sales of ¥636 million, down 9.3% year on year, and gross profit of ¥150 million, down 10.7%.」

    Although orders for generic drugs remained solid, declining sales to originator drug manufacturers, inventory adjustments and price competition due to the drug price revision continued, resulting in lower revenue and profit.
  27. FY2019-Q1WorsenedAnnual report

    「Although some products performed well for stores and hospitals, overall sales were affected by inventory adjustments and price competition due to the drug price revision. Sales were ¥306 million, down 7.8% year on year, and gross profit was ¥77 million, down 2.3%.」

    In the medical and pharmaceutical business, sales and gross profit declined due to inventory adjustments and price competition from the drug price revision, in addition to the previously reported steady order trends.
  28. FY2018RestatedAnnual report

    「Orders for printed separator film for patches and other products remained steady, resulting in sales of ¥1,469 million, up 6.0% year on year. However, intensified price competition due to the drug price revision caused selling prices to decline, resulting in gross profit of ¥354 million, down 0.2%.」

    Although orders in the medical and pharmaceutical business remained steady and sales increased, gross profit continued to struggle due to price competition and lower selling prices following the drug price revision.
  29. FY2018-Q3RestatedAnnual report

    「Orders remained steady and sales were ¥1,098 million, up 7.1% year on year. However, lower selling prices for release film for patches resulted in gross profit of ¥267 million, down 4.8%.」

    Although orders in the medical and pharmaceutical business remained steady, gross profit continued to decline year on year due to lower selling prices for release film.
  30. FY2018-Q2WorsenedAnnual report

    「Orders remained steady and sales were ¥701 million, up 4.9% year on year. However, lower selling prices for release film for medicated patches due to the drug price revision resulted in gross profit of ¥168 million, down 10.2%.」

    Although orders remained steady, selling prices for release film for medicated patches continued to decline due to the drug price revision, resulting in lower gross profit year on year.
  31. FY2018-Q1WorsenedAnnual report

    「Partly due to the drug price revision, sales of release film for medicated patches declined, resulting in sales of ¥332 million, down 1.7% year on year. Although production volume was maintained, the decline in selling prices weighed on gross profit, which fell 16.6% to ¥79 million.」

    In the medical and pharmaceutical business, production volume was maintained, but lower selling prices for release film for medicated patches due to the drug price revision led to declines in sales and gross profit.
  32. FY2017AdvancedAnnual report

    「The impact of manufacturers' inventories from the FY2016 drug price revision eased, while film printing for over-the-counter medicines performed well. NS separator film for medicated patches also performed well, including through new orders. As a result, sales were ¥1,386 million, up 21.3% year on year.」

    The easing of inventory effects from the drug price revision, film printing for over-the-counter medicines and new orders for NS separator film for medicated patches were confirmed as drivers of full-year sales growth.
  33. FY2017-Q3First statedAnnual report

    「The impact of manufacturers' inventories from the FY2016 drug price revision eased, while film printing for over-the-counter medicines performed well. NS separator film for medicated patches also performed well, including through new orders. As a result, sales were ¥1,026 million, up 19.1% year on year.」

    The easing of inventory effects from the drug price revision, steady performance in film printing for over-the-counter medicines, and new orders for NS separator film for medicated patches were reported.
Moved together

"Dividend Payments to Shareholders" moved the same way as this thread, in the same document, in 7 of its 33 moves.

777444★123456
  1. ★This thread
  2. 1Dividend Payments to Shareholders7×
  3. 2First-Quarter Revenue and Earnings Results7×
  4. 3Strengthening Emerging-Market Sales, NS Separators and Light-Shielding Printing Technology7×
  5. 4Stagnant Domestic Economy and Weak Personal Consumption4×
  6. 5Expansion of the Company's Own Facilities4×
  7. 6Strong Sales of High-Margin Products4×

★ 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 Nakamoto Packs yet. It last moved in the Earnings of 2026-07-10: "Worsened".
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Strong Orders for OTC Drug Film Printing and NS Separators for Plasters | NAKAMOTO PACKS CO.,LTD. (7811) | Komori