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Recovery International (9214) · FactRestated

Medium- to Long-Term Expansion of the Healthcare and Nursing Care Market

First written in FY2021. 4 of 9 entries say "Restated". Latest entry: 2026-08-12.

9entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY20252022: 120222023: 120232024: 120242025: 220252026: 42026
Same theme, other companies
Growing Demand for Home Healthcare and Nursing Care Driven by Population AgingA theme 14 companies write about · 0 as a headwind · 15 as a tailwind

The whole theme swung hardest in 2026: 1 of 11 companies on the "Worse" side.

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

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12OtherInvestor presentation

    「[2040 forecast] Home healthcare market; home care market: ¥36.2 trillion」

    The company presents combined market potential of ¥36.2 trillion for the home healthcare and home care markets in 2040. It adds the aggregated market size to its existing explanation of medium- to long-term market expansion.
  2. FY2026-H1RestatedAnnual report

    「In the home-visit nursing industry to which our group belongs, it is urgent to establish a system capable of meeting demand for advanced medical and nursing care that provides reassurance to elderly people with illnesses or disabilities, as well as demand for home healthcare from people who wish to continue living in familiar communities, in anticipation of the 2040 problem, when the number of elderly people is expected to peak as the entire baby-boom junior generation reaches age 65 and over.」

    The company continues to explain the medium- to long-term expansion of demand for medical and long-term care and home healthcare against the backdrop of the 2040 problem.
  3. 2026-05-13AdvancedInvestor presentation

    「¥36.2 trillion including related markets」

    The company presents ¥36.2 trillion as the combined size of the home healthcare and home care markets in 2040.
  4. FY2025Addition and update of market indicatorsAnnual report

    「Among people aged 65–74, 1.4% require support and 3.0% require long-term care, compared with 6.0% and 11.6%, respectively, among people aged 75–84, and 14.0% and 44.5% among people aged 85 and over. Because the proportion certified as requiring long-term care rises sharply at age 75 and over, our group focuses its area marketing on the population aged 75 and over.」

    The company updated the certification rates by separating ages 75–84 from age 85 and over and continues to use them as the basis for focusing area marketing on the population aged 75 and over. Actual medical and long-term care expenses for fiscal 2024 and the outlook through 2040 were also updated.
  5. FY2025-H1RestatedAnnual report

    「Meanwhile, in the home-visit nursing industry to which our group belongs, it is urgent to establish a system capable of meeting demand for advanced medical and nursing care that provides reassurance to elderly people with illnesses or disabilities, as well as demand for home healthcare from people who wish to continue living in familiar communities, in anticipation of the 2040 problem, when the number of elderly people is expected to peak as the entire baby-boom junior generation reaches age 65 and over and the burden of medical and nursing-care costs continues to increase.」

    The company continues to explain the medium- to long-term expansion of demand for medical and long-term care and home healthcare against the backdrop of the 2040 problem.
  6. FY2024RestatedAnnual report

    「Long-term care expenses rose from ¥3.6 trillion in fiscal 2000, when the long-term care insurance system was introduced, to ¥10.7 trillion in fiscal 2018. They are estimated to reach ¥15.3 trillion in fiscal 2025, when the aging of the population advances further and the baby-boom generation reaches age 75 and over, and ¥25.8 trillion in fiscal 2040, when the proportion of elderly people is expected to exceed 30%.」

    The company continues to use the medium- to long-term expansion of medical and long-term care expenses driven by population aging as an assumption for the market environment.
  7. FY2023Addition and update of market indicatorsAnnual report

    「Among people aged 65–74, 1.4% require support and 3.0% require long-term care, compared with 8.9% and 23.4%, respectively, among people aged 75 and over. Because the proportion certified as requiring long-term care rises sharply at age 75 and over, we focus our area marketing on the population aged 75 and over.」

    The company newly disclosed certification rates for support and long-term care among people aged 75 and over, providing more specific support for focusing area marketing on this population.
  8. FY2022RestatedAnnual report

    「Long-term care expenses rose from ¥3.6 trillion in fiscal 2000, when the long-term care insurance system was introduced, to ¥10.7 trillion in fiscal 2018. They are estimated to reach ¥15.3 trillion in fiscal 2025, when the aging of the population advances further and the baby-boom generation reaches age 75 and over, and ¥25.8 trillion in fiscal 2040, when the proportion of elderly people is expected to exceed 30%.」

    The company continues to explain the medium- to long-term outlook for growth in medical and long-term care expenses.
  9. FY2021First statedAnnual report

    「Long-term care expenses rose from ¥3.6 trillion in fiscal 2000, when the long-term care insurance system was introduced, to ¥10.7 trillion in fiscal 2018. They are estimated to reach ¥15.3 trillion in fiscal 2025, when the aging of the population advances further and the baby-boom generation reaches age 75 and over, and ¥25.8 trillion in fiscal 2040, when the proportion of elderly people is expected to exceed 30%.」

    The company cites the expected growth in long-term care and medical expenses as a tailwind for the business environment.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Recovery International yet. It last moved in the Investor presentation of 2026-08-12: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Medium- to Long-Term Expansion of the Healthcare and Nursing Care Market | Recovery International Co.,Ltd. (9214) | Komori