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<ul><li>In Q4 of FY2025/5, Pharmarise Holdings Corporation (hereafter, the Company) consolidated the performance of next PH Corporation (hereafter, next PH), driving a 22% year-on-year increase in net sales and a turnaround to operating profit for the full fiscal year.</li><li>At GOOD AID Co., Ltd.(hereafter, GOOD AID), whose shares were acquired in January 2024, post-merger integration (PMI) has progressed following the resignation of the former management team and the replacement of pharmacists, and signs of a recovery in performance have begun to emerge.</li><li>In Q4, the operating profit margin improved to 1.2%, though it remains low.</li></ul>

In Q4 of FY2025/5, Pharmarise Holdings Corporation (hereafter, the Company) consolidated the performance of next PH Corporation (hereafter, next PH), driving a 22% year-on-year increase in net sales and a turnaround to operating profit for the full fiscal year.At GOOD AID Co., Ltd.(hereafter, GOOD AID), whose shares were acquired in January 2024, post-merger integration (PMI) has progressed following the resignation of the former management team and the replacement of pharmacists, and signs of a recovery in performance have begun to emerge.In Q4, the operating profit margin improved to 1.2%, though it remains low.

Q4 Follow-Up - Pharmarise HDS (2796 JP) - September 2, 2025

<ul><li>Japan’s elderly population is projected to continue to grow through 2040, and Pharmarise HDS will benefit from the corresponding increase in the number of prescriptions.</li><li>However, there are expected to be revisions to national health insurance (NHI) drug prices , one measure to restrain medical spending, and revisions to dispensing fees, which are made once every two years.</li><li>Among the industry, the company is keen on preparing to counter downward pressure on prices by focusing on capturing technical fees, including community support system premiums and family pharmacist guidance fees. </li></ul>

Japan’s elderly population is projected to continue to grow through 2040, and Pharmarise HDS will benefit from the corresponding increase in the number of prescriptions.However, there are expected to be revisions to national health insurance (NHI) drug prices , one measure to restrain medical spending, and revisions to dispensing fees, which are made once every two years.Among the industry, the company is keen on preparing to counter downward pressure on prices by focusing on capturing technical fees, including community support system premiums and family pharmacist guidance fees. 

Pharmarise HDS (2796 JP) - Navigating Industry Restructuring...

Japan

Pharmarise Holdings Corporation operates dispensing pharmacies that utilize computerized medical bill verification system.  The Company also sells prescription data analysis reports through its affiliated company.

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Pharmarise Holdings (2796 JP)

Q4 Follow-Up - Pharmarise HDS (2796 JP) - September 2, 2025

In Q4 of FY2025/5, Pharmarise Holdings Corporation (hereafter, the Company) consolidated the performance of next PH Corporation (hereafter, next...

Sessa Investment Research

Pharmarise HDS (2796 JP) - Navigating Industry Restructuring...

Japan’s elderly population is projected to continue to grow through 2040, and Pharmarise HDS will benefit from the corresponding increase in the...

Sessa Investment Research

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