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Fb Care Service (9220) · RiskWorsened

Dependence on the Long-Term Care Insurance Act and revisions to long-term care fees

First written in FY2023. 4 of 6 entries say "Worsened", first in FY2025-H1. Latest entry: FY2026.

6entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023WorsenedFY2025-H1 – FY20262023: 120232024: 220242025: 120252026: 22026
Same theme, other companies
Revenue dependence on services covered by public insuranceA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Fb Care Service moved to the "Worse" side of this theme in 2025.

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

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. FY2026WorsenedAnnual report

    「In addition to the next revision scheduled for April 2027, a 2026 revision of long-term care fees has been implemented as a temporary measure in response to recent price inflation, labor shortages and rising personnel expenses. These revisions may affect the Group's financial position and operating results.」

    The Group states that, in addition to the next revision in April 2027, a 2026 revision was implemented in response to inflation, labor shortages and rising personnel expenses, increasing uncertainty surrounding system revisions.
  2. 2026-05-15WorsenedOccurring Fact

    「近年の物価高騰と人件費の上昇は介護事業所の運営を圧迫しており、政府からの介護業界支援策として 2025 年度補正予算では介護事業者職員賃上げのための補助金制度、また臨時に 2026 年度介護報酬改定がありましたが、経営支援策としては不十分と言わざるを得ない状況です。」

    2026年度の臨時介護報酬改定が行われた一方、経営支援策としては不十分と記載し、介護報酬改定によるリスク緩和が限定的であることを示している。
  3. FY2025WorsenedAnnual report

    「The latest revision resulted in a positive adjustment of 1.59%, exceeding the 0.70% adjustment 3 years earlier.」

    Although the Group describes the previous revision as a positive adjustment, it explains elsewhere that the increase under the April 2024 revision was insufficient and that providers continue to face difficult operating conditions, indicating that the revision provided limited risk mitigation.
  4. FY2025-H1WorsenedAnnual report

    「The 2024 revision of care service fees, conducted once every 3 years, did not go far enough to improve the operating environment for providers struggling with personnel shortages and rising prices, including food costs.」

    The Group states that the operating environment for providers facing labor shortages and rising prices for food and other items did not improve even after the fiscal 2024 revision of long-term care fees, indicating that the revision provided limited risk mitigation.
  5. FY2024MitigatedAnnual report

    「The latest revision resulted in a positive adjustment of 1.59%, exceeding the 0.70% adjustment 3 years earlier. We have not been significantly affected because we have been preparing our business operations for the revision. The next revision is scheduled for April 2027.」

    The April 2024 revision to long-term care fees resulted in a positive adjustment of 1.59%, and the Group states that it was not significantly affected because it had prepared its business operations. At the same time, it identifies the next revision, scheduled for April 2027, as a new future risk.
  6. FY2023First statedAnnual report

    「Revisions to long-term care fees may affect business performance. Based on past trends, long-term care fees are generally revised once every 3 years, and were revised in April 2021. The next revision is scheduled for April 2024 and may affect the Group's financial position and operating results.」

    Because the majority of revenue depends on long-term care insurance services, the Group identifies revisions to fees once every 3 years and the next revision in April 2024 as risks that could affect business performance.
Moved together

"Rising food and utility costs" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333222★123456
  1. ★This thread
  2. 1Rising food and utility costs3×
  3. 2Consolidated Results: Revenue and Operating Profit Growth, but Lower Net Income Attributable to Owners of the Parent3×
  4. 3Risk of impairment of fixed assets at nursing care facilities3×
  5. 4Difficulty securing care personnel2×
  6. 5Welfare equipment business delivers higher revenue and profit2×
  7. 6Higher revenue and lower profit in the care business and the impact of inflation2×

★ 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
Fb Care Service's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Occurring Fact of 2026-05-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on the Long-Term Care Insurance Act and revisions to long-term care fees | FB CARE SERVICE CO.,LTD. (9220) | Komori