Komori
Sundrug (9989) · RiskRestated

Deterioration in the earnings environment due to reductions in drug prices and dispensing fees

First written in FY2019. 10 of 11 entries say "Restated". Latest entry: FY2027-H1.

11entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2027-H12019: 220192020: 020202021: 320212022: 220222023: 120232024: 220242025: 020252026: 12026
Same theme, other companies

The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.

1 other company's latest entry also says "Restated".

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. FY2027-H1RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material changes regarding the risk of an impact on performance from revisions to dispensing fees and official drug prices.
  2. FY2025-H1RestatedAnnual report

    「No new business or other risks arose during the interim consolidated accounting period. In addition, there were no significant changes to the business and other risks described in the previous fiscal year's Annual Securities Report.」

    It was stated that there had been no material changes regarding the risk of an impact on performance from revisions to dispensing fees and official drug prices.
  3. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes regarding the risk of an impact on performance from revisions to dispensing fees and official drug prices.
  4. FY2023RestatedAnnual report

    「Dispensing fees related to revenue from dispensing services and the prices of prescription drugs, known as official drug prices, are prescribed by law. Future revisions to these dispensing fees and official drug prices may affect business performance.」

    Continues to address the risk of an impact on performance from revisions to dispensing fees and official drug prices through efficiency gains using digital technologies, AI and IoT.
  5. FY2023-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes regarding the risk of an impact on performance from revisions to dispensing fees and official drug prices.
  6. FY2022RestatedAnnual report

    「Dispensing fees related to revenue from dispensing services and the prices of prescription drugs, known as official drug prices, are prescribed by law. Future revisions to these dispensing fees and official drug prices may affect business performance.」

    Continues to disclose the risk of an impact on performance from revisions to dispensing fees and official drug prices.
  7. FY2022-Q2RestatedAnnual report

    「During the second quarter consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It was stated that there had been no material changes regarding the risk of an impact on performance from revisions to dispensing fees and official drug prices.
  8. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material changes regarding the risk of an impact on performance from revisions to dispensing fees and official drug prices.
  9. FY2021RestatedAnnual report

    「Dispensing fees related to revenue from dispensing services and the prices of prescription drugs, known as official drug prices, are prescribed by law. Future revisions to these dispensing fees and official drug prices may affect business performance.」

    Continued to disclose the risk of an impact on performance from revisions to dispensing fees and official drug prices, and identified efficiency gains through IT, AI and IoT as a response measure.
  10. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes regarding the risk of deterioration in the earnings environment due to reductions in drug prices and dispensing fees.
  11. FY2019First statedAnnual report

    「The challenging business environment has continued, owing in part to reductions in drug prices and dispensing fees.」

    For the first time, reductions in drug prices and dispensing fees were described separately as factors worsening the earnings environment in the drugstore industry.
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 Sundrug yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Deterioration in the earnings environment due to reductions in drug prices and dispensing fees | SUNDRUG CO.,LTD. (9989) | Komori