Changes in the Business Environment from Revisions to Medical and Nursing-Care Systems and Fees
First written in FY2016. 14 of 20 entries say "Restated". Latest entry: 2026-08-07.
TOKAI Corp. moved to the "Worse" side of this theme in 2017, 9 years before the typical company in this theme (2026).
The whole theme swung hardest in 2026: 7 of 16 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
- 2026-08-07MaterialisedEarnings presentation
「薬価改定の影響およびM＆Aに係る一時的な費用の発生などにより減益」
薬価改定の影響が、調剤サービスの減益要因として当第１四半期の実績に現れている。元のスレッドは変更しない。 - FY2026RestatedAnnual report
「In the Silver Business, revisions to the Long-Term Care Insurance Act implemented every 3 years and other changes may lead to revisions to the services we provide, including welfare-equipment rentals, and the scope of insurance coverage, potentially affecting the business's earnings. In the dispensing-pharmacy business, insurance dispensing revenue accounts for most of our earnings. Accordingly, depending on the content of medical fee revisions every 2 years and annual drug-price revisions, our dispensing-pharmacy business's earnings structure could change significantly, potentially affecting our Group's operating conditions.」
Continues to specifically disclose as key risks the impact of revisions to the Long-Term Care Insurance Act, medical fees and drug prices on business earnings. - 2026-05-25RestatedEarnings presentation
「We expect a negative impact from revisions to drug prices and the 2026 revision of dispensing fees, including structural changes to basic dispensing fees and dispensing management fees.」
薬価改定および調剤報酬改定による調剤事業へのマイナス影響を、翌期の見通しとして継続して示している。 - FY2023-Q2MaterialisedAnnual report
「In terms of profit, although higher sales contributed to profit growth, profit declined year on year because costs increased against the backdrop of drug-price revisions and tight pharmaceutical supplies.」
Drug-price revisions emerged in actual results as higher pharmaceutical costs and lower profit in dispensing services. Dispensing-service operating profit declined 24.2% year on year. - FY2022RestatedAnnual report
「In the Silver Business, revisions to the Long-Term Care Insurance Act implemented every 3 years and other changes may lead to revisions to the services we provide, including welfare-equipment rentals, and the scope of insurance coverage, potentially affecting the business's earnings. In the dispensing-pharmacy business, insurance dispensing revenue accounts for most of our earnings. Accordingly, depending on the content of medical fee revisions every 2 years and annual drug-price revisions, our dispensing-pharmacy business's earnings structure could change significantly, potentially affecting our Group's operating conditions.」
Continues to specifically disclose as key risks the impact of revisions to the Long-Term Care Insurance Act, medical fees and drug prices on business earnings. - FY2022-Q3RestatedAnnual report
「As part of the government's social security system reforms, the reconstruction of service delivery systems to meet the medical and nursing-care needs of a super-aging society, the development of community-based integrated care systems and the enhancement of home-based services are being advanced in stages. The healthcare and nursing-care industries are entering a major period of change.」
Continues to identify social security system reforms, the reconstruction of service delivery systems, community-based integrated care and enhanced home-based services as changes in the business environment. - FY2022-Q2RestatedAnnual report
「As part of the government's social security system reforms, the reconstruction of service delivery systems to meet the medical and nursing-care needs of a super-aging society, the development of community-based integrated care systems and the enhancement of home-based services are being advanced in stages. The healthcare and nursing-care industries are entering a major period of change.」
Continues to identify social security system reforms, the reconstruction of service delivery systems, community-based integrated care and enhanced home-based services as changes in the business environment. - FY2021RestatedAnnual report
「In the Silver Business, revisions to nursing-care fees implemented every 3 years and revisions to the Long-Term Care Insurance Act implemented every 6 years may lead to changes in the services we provide, including welfare-equipment rentals, and in the scope of insurance coverage, potentially affecting the business's earnings.」
Discloses the risks of social security system revisions in detail as a key risk, including revisions to nursing-care fees, the Long-Term Care Insurance Act, medical fees and drug prices, as well as indirect effects on medical institutions and other providers. - FY2021-Q3RestatedAnnual report
「As part of the government's social security system reforms, the reconstruction of service delivery systems to meet the medical and nursing-care needs of a super-aging society, the development of community-based integrated care systems and the enhancement of home-based services are being advanced in stages. The healthcare and nursing-care industries are entering a major period of change.」
Continues to describe social security system reforms, the reconstruction of service delivery systems and the development of community-based integrated care as changes in the business environment. - FY2021-Q2RestatedAnnual report
「As part of the government's social security system reforms, the reconstruction of service delivery systems to meet the medical and nursing-care needs of a super-aging society, the development of community-based integrated care systems and the enhancement of home-based services are being advanced in stages. The healthcare and nursing-care industries are entering a major period of change.」
Continues to describe social security system reforms, the reconstruction of service delivery systems and the development of community-based integrated care as changes in the business environment. - FY2021-Q1RestatedAnnual report
「As part of the government's social security system reforms, the reconstruction of service delivery systems to meet the medical and nursing-care needs of a super-aging society, the development of community-based integrated care systems and the enhancement of home-based services are being advanced in stages. The healthcare and nursing-care industries are entering a major period of change.」
Continues to identify social security system reforms, the reconstruction of medical and nursing-care service delivery systems and changes in the institutional environment as ongoing business-environment themes. - FY2019-Q3RestatedAnnual report
「Medical and nursing-care fees were revised simultaneously in April 2018, and the environment surrounding our Group changed rapidly.」
Continues to describe changes in the business environment caused by simultaneous revisions to medical and nursing-care fees and their impact on dispensing services. - FY2019-Q2RestatedAnnual report
「Although the opening of new stores during the current and previous periods contributed to the rollout of 124 stores, revenue and profit declined year on year due in part to the impact of medical fee revisions.」
The impact of medical fee revisions continued to emerge as lower revenue and profit in dispensing services. Dispensing-service operating profit declined 39.3% year on year. - FY2019-Q1MaterialisedAnnual report
「Medical and nursing-care fees were revised simultaneously in April 2018, and the environment surrounding our Group changed rapidly.」
The simultaneous April 2018 revisions to medical and nursing-care fees emerged as lower revenue and profit in dispensing services and lower consolidated profit. - FY2018RestatedAnnual report
「As part of measures to control national medical expenditure, medical fees and drug prices have effectively been reduced in stages, and revisions to the drug-price standard and dispensing fees could affect the performance of dispensing services.」
Continues to describe the impact of reductions in medical fees and drug prices and system revisions on dispensing services. - FY2017MaterialisedAnnual report
「Dispensing services recorded lower revenue due to the impact of medical fee revisions, including reductions in drug prices.」
The impact of medical fee revisions and drug-price reductions emerged as full-year dispensing-service revenue declining 6.0% year on year and operating profit declining 20.7%. - FY2017-Q3RestatedAnnual report
「Dispensing services recorded lower revenue due to the impact of medical fee revisions, including reductions in drug prices.」
The impact of medical fee revisions and drug-price reductions continued to emerge as lower dispensing-service revenue. - FY2017-Q2RestatedAnnual report
「Although the opening of 4 stores during the current period and 4 stores during the previous period contributed to the rollout of 120 stores, revenue and profit declined year on year due in part to the negative impact of the medical fee revision.」
The impact of the medical fee revision continued to emerge as lower revenue and profit in dispensing services. - FY2017-Q1MaterialisedAnnual report
「In addition, medical fees were revised in April 2016, and the environment surrounding our Group's businesses is undergoing significant change, particularly in dispensing services. In terms of profit, although dispensing-service profit declined as a result of the negative impact of the medical fee revision and personnel expenses increased to strengthen sales capabilities, cost of sales growth was restrained by lower rental-material costs due to the timing of material deployment. As a result, operating profit, ordinary profit and quarterly net income attributable to owners of the parent increased year on year.」
The April 2016 medical fee revision was implemented, and its impact emerged as a decline in dispensing-service profit. - FY2016First statedAnnual report
「The healthcare industry in which our Group operates its core businesses is required to respond appropriately to changes in the business environment, given the frequency of additions and changes to national policies accompanying population aging, including medical fee revisions every 2 years and nursing-care fee revisions every 3 years.」
Continues to identify revisions to medical and nursing-care fees and changes in national policies as ongoing business-environment risks.