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Yamashita Health Care Holdings (9265) · RiskAdvanced

Impact of Medical Fee Revisions and Lower Medical Material Prices

First written in FY2018-Q3. 13 of 21 entries say "Restated". Latest entry: FY2026.

21entries
9years
2from disclosures
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ProgressHeldSoftenedWorseRestatedFY2019 – FY2024-Q1AdvancedFY2024-Q2 – FY20262018: 320182019: 420192020: 420202021: 020212022: 120222023: 420232024: 220242025: 020252026: 32026
Same theme, other companies

The whole theme swung hardest in 2025: 3 of 8 companies on the "Worse" side.

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

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.
Showing 14 of the 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Although the FY2026 medical fee revision included enhanced evaluations for addressing rising prices and wages, improving the treatment of healthcare professionals, promoting medical DX and maintaining regional healthcare delivery systems, various expenses, including personnel and utility costs, as well as medical material prices, continue to rise, and profitability has still not improved sufficiently.」

    The FY2026 medical fee revision was implemented and included measures addressing rising prices and wages, improving the treatment of healthcare professionals, promoting medical DX and supporting regional healthcare delivery systems, while it was stated that profitability at medical institutions had not improved sufficiently.
  2. FY2024-Q3AdvancedAnnual report

    「Meanwhile, the FY2024 medical fee revision rates were decided and announced, with the medical service component increasing by 0.88% and drug and material prices decreasing by a combined 1.0%.」

    The process advanced from the previous quarter's stage at which the basic policy was presented to the decision on the FY2024 medical fee revision rates and the publication of specific revision rates for the medical service component, drug prices and material prices.
  3. FY2024-Q2AdvancedAnnual report

    「Meanwhile, the basic policy for the fiscal 2024 medical fee revision has been presented, addressing economic and social conditions such as higher prices and wages and the need to secure medical and long-term care personnel.」

    The process advanced from the previous quarter's stage of beginning discussions on formulating the basic policy to the stage at which the basic policy for the FY2024 medical fee revision was presented.
  4. FY2024-Q1RestatedAnnual report

    「Meanwhile, as medical operating expenses trend higher due to a sharp rise in prices and energy costs and the need to secure funding for wage increases, discussions have begun on formulating the basic policy for the FY2024 medical fee revision.」

    The increase in costs at medical institutions and the start of policy discussions for the next medical fee revision were reconfirmed as factors affecting the healthcare delivery system and medical material prices.
  5. FY2023RestatedAnnual report

    「Demands from individual companies for lower delivered prices remain severe,」

    Demands for lower delivered prices driven by rising costs at medical institutions continue.
  6. FY2023-Q3RestatedAnnual report

    「In the healthcare industry in which our Group operates, medical fees were revised in April 2022, and the development of the healthcare delivery system as part of the social security framework continues to be pursued.」

    The April 2022 medical fee revision and the continuing development of the healthcare delivery system within the social security framework were reconfirmed.
  7. FY2023-Q2RestatedAnnual report

    「In the healthcare industry in which our Group operates, medical fees were revised in April 2022, and the transformation of the healthcare delivery system as part of the social security framework continues to be pursued.」

    The April 2022 medical fee revision and the continuing transformation of the healthcare delivery system were reconfirmed.
  8. FY2023-Q1RestatedAnnual report

    「In the healthcare industry in which our Group operates, medical fees were revised in April this year, and the transformation of the healthcare delivery system as part of the social security framework continues to be pursued.」

    The April 2022 medical fee revision and the continuing transformation of the healthcare delivery system, including reductions in reimbursement prices for medical materials, were reconfirmed.
  9. FY2021-Q1RestatedAnnual report

    「In the medical device industry, although demand associated with the integration and consolidation of medical institutions to realize regional healthcare plans is expanding, prices for medical materials continue to decline, including a 0.02% reduction under the medical fee revision implemented in April this year.」

    The 0.02% reduction in medical material prices and the continuing price decline were reconfirmed alongside the expansion in demand associated with regional healthcare plans.
  10. FY2020RestatedAnnual report

    「Medical material prices were reduced by 0.02% under the latest medical fee revision, among other factors, and prices for medical materials continue to decline.」

    The 0.02% reduction in medical material prices accompanying the medical fee revision and the continuing decline in unit prices were reconfirmed.
  11. FY2020-Q3RestatedAnnual report

    「In the medical device industry, although demand is expanding, unit prices for medical materials continue to decline, including a 0.02% reduction in medical material prices under the latest medical fee revision.」

    The 0.02% reduction in medical material prices and the continuing decline in unit prices under healthcare spending containment policies were reconfirmed.
  12. FY2020-Q2RestatedAnnual report

    「In the medical device industry, although demand is expanding, unit prices for medical materials continue to decline under the government's policies to contain healthcare spending.」

    The continuing decline in unit prices for medical materials under healthcare spending containment policies was reconfirmed as a business environment risk.
  13. FY2020-Q1RestatedAnnual report

    「The medical equipment industry is seeing greater demand for proposals that help medical institutions improve their management. Companies are therefore required to further strengthen price competitiveness, improve profitability through cost reductions, and enhance their ability to respond to customer needs.」

    The continuing need to respond to increasing requests from medical institutions for proposals and pressure on selling prices and profitability is indicated.
  14. FY2019RestatedAnnual report

    「In the medical device industry, in addition to demands for lower selling prices following revisions to reimbursement prices, requests for proposals that help medical institutions improve their management are increasing. Companies are therefore required to further strengthen their price competitiveness, improve profitability through cost reductions and enhance their ability to respond to customer needs.」

    Demands for lower selling prices following reimbursement price revisions and pressure on profitability continued to be indicated as industry-wide conditions for the full year.
  15. FY2019-Q3AdvancedAnnual report

    「It has also been decided that the revision of medical and long-term care fees accompanying the consumption tax increase in October this year will result in a 0.41% increase in medical fees, a 0.51% decrease in drug prices and a 0.03% increase in material prices.」

    The details of the revisions to medical and long-term care fees accompanying the October 2019 consumption tax increase were decided, and the specific revision rates for medical fees, drug prices and material prices were presented.
  16. FY2019-Q2RestatedAnnual report

    「In the medical device industry in which our Group operates, partly due to the impact of lower selling prices for medical materials following the April 2018 medical fee revision,」

    The impact of lower selling prices for medical materials following the April 2018 medical fee revision continued to affect the business environment in the second quarter.
  17. FY2019-Q1RestatedAnnual report

    「Due to the impact of lower selling prices for medical materials following the medical fee revision implemented in April this year,」

    The impact of lower selling prices for medical materials following the medical fee revision continues to be indicated as a business environment factor for the current quarter.
  18. FY2018MaterialisedAnnual report

    「Under this revision, four pillars were established to indicate the future direction of healthcare toward 2025, when the baby-boomer generation will be aged 75 or older: establishing a community-based integrated care system, realizing and enhancing high-quality healthcare, reforming the working practices of healthcare professionals, and improving the stability and sustainability of the system. The medical service component was increased by 0.55%, while, continuing the approach taken in the previous revision, drug prices were reduced by 1.65% and medical material prices by 0.09%.」

    The FY2018 medical fee revision was implemented, and the 0.09% reduction in medical material prices was presented as the actual revision result.
  19. FY2018-Q3First statedAnnual report

    「Under the fiscal 2018 revision of medical service fees, the revision rate for the basic medical fee component was set at an increase of 0.63%, while the overall revision was a 1.19% decrease and medical materials were reduced by 0.09%.」

    The revision rates for medical service fees and medical materials are stated numerically. The impact on selling prices is presented as an expectation; the filing does not indicate that the impact had already occurred.
Moved together

"First-Year Third-Quarter Sales and Profit Performance" moved the same way as this thread, in the same document, in 6 of its 21 moves.

644222★123456
  1. ★This thread
  2. 1First-Year Third-Quarter Sales and Profit Performance6×
  3. 2Expanding the SPD Business by Leveraging the Logistics Infrastructure4×
  4. 3Revenue Performance of the Medical Mall Business4×
  5. 4Strengthening the Business Base through Solution-Based Sales and Healthcare Management Consulting2×
  6. 5Expanding Distribution Channels for the Orthopedic Implant アレクサネイル2×
  7. 6Promoting DX Across All Business Processes2×

★ 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 Yamashita Health Care Holdings yet. It last moved in the Earnings of 2026-07-13: "Advanced".
News
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Impact of Medical Fee Revisions and Lower Medical Material Prices | YAMASHITA HEALTH CARE HOLDINGS,INC. (9265) | Komori