UNIMAT Retirement Community CO.,Ltd. (E04844) Stock Price

Unimat Retirement Community is a diversified corporate group with care services and food and beverage operations as its core businesses. The company operates as a group structure that includes four consolidated subsidiaries, with home-based care services tailored to an aging society as its central business, while also running restaurants and cafes.

The company's revenue structure is primarily driven by care services based on the long-term care insurance system. Home-based care services generate revenue mainly through public long-term care insurance reimbursements, while food and beverage operations generate revenue by providing services to general consumers and corporate clients. The group pursues diversified operations to build a stable revenue base across the entire organization.

Business segments are divided into three categories: care services, food and beverage operations, and other services. In care services, the company and its subsidiary Shonan Kouren provide home-based care services. In food and beverage operations, Unimat Caravan handles restaurant management, coffee bean processing and sales, and pastry manufacturing and sales. Other business operations span a wide range of fields including real estate leasing, personnel placement, meal delivery services, hotels, and fitness facilities.

Unimat Retirement Community is implementing a comprehensive growth strategy in response to Japan's aging population. The company leverages its core strength in multi-functional care facilities deployed nationwide, built on expertise from its established care business, while improving operational efficiency and profitability of existing facilities. The company is actively expanding into the active senior market for healthy elderly individuals, capitalizing on the trend of extended healthy life expectancy, and aims to continuously enhance corporate value as a leader in the overall senior market.

The company's priority investment area is service development aligned with the government-promoted "Community-based Integrated Care System." Beyond traditional day services and short-term stays, the company is actively opening new locations of "Soyokaze Regular Visiting Care and Nursing," which provides scheduled and on-demand home care services. Through collaboration with Unimat Caravan, a subsidiary acquired in 2017, the company is creating synergies between food and health-focused dining services to differentiate from competitors.

In new market development, the company is strengthening diverse service offerings independent of long-term care insurance. In April 2019, it launched "Shoku no Soyokaze," a meal delivery service for seniors, followed by "Wellvista Care Studio" in June, combining non-covered rehabilitation services with employment support, and "Nishi-Ageo Hospice Care Soyokaze" in November, specializing in end-of-life care for cancer and intractable diseases. In the dining business, the company is diversifying its business base through new outlets of "Sakagumi Rakuda," a Japanese cuisine restaurant, and planned expansion of specialty coffee shops.

Regarding technological innovation, the company is focusing on operational efficiency to address the critical shortage of care workers. Through ICT technology such as care record systems and care business applications, the company is streamlining administrative tasks and improving productivity. These initiatives are expected to strengthen the company's competitiveness in addressing the industry challenge of an anticipated shortage of 377,000 care workers by 2025.