YAMASHITA

What YAMASHITA does

YAMASHITA (株式会社ヤマシタ) is a Japanese, third-generation family-owned service company headquartered in Shimada, Shizuoka Prefecture, operating two integrated businesses under Japan's long-term care insurance and hospitality infrastructure. Its Home Care segment rents and sells more than 1,000 categories of welfare equipment (beds, wheelchairs, handrails) and delivers home-modification services to elderly individuals under Japan's long-term care insurance system, with field sales staff visiting care managers and patients' homes directly. Its Linen Supply segment launders and supplies sheets, towels, and gowns to hotels, ryokan, and hospitals through a self-operated factory and cleaning-center network. Group revenue reached ¥303.8 billion for FY ended March 2024 (~¥185.5bn Home Care, ~¥117.2bn Linen Supply), with ~2,586 employees and ~80 domestic locations.

The business model is anchored in recurring, insurance-subsidized rental revenues (users pay 10–30%, insurers reimburse the remainder under Japan's long-term care insurance framework) plus multi-year linen supply contracts (99% retention cited). YAMASHITA is explicitly transforming into an 'In-Home Nursing Care Platform' (在宅介護プラットフォーム): the first Japanese company to deploy Microsoft Fabric as enterprise data warehouse, building AI tools on Dify and Azure OpenAI/Microsoft Copilot Studio, with deployed products including the AI Arrangement Coach (sales coaching bot), CareWiz トルト (gait/fall AI with 50,000+ users), and an AR product-placement visualization app. Go + chi + OpenAPI on the backend and Next.js/Nuxt.js on the frontend support the internal platforms, with Model Context Protocol (MCP) used for AI agent orchestration.

Commercial motion is sales-led, combining route sales to care managers, direct home-visit consultations, and dedicated B2B teams for hotels and hospitals. Geographic expansion has been steady but inorganic-friendly: four China JVs established between 2019 and 2025 (Shanghai, Tianjin, Chengdu, plus a Shanghai Weilefan distribution JV), the April 2025 Korean market entry through acquisition of Yamashita Mitsui (formerly SAM JUNG HUMAN SERVER), domestic M&A to scale from 76 to 120+ sales offices by 2030, and capacity capex including a ¥5.4bn Nara hotel linen factory (operations from September 2026) and a new Shiga cleaning center. The company's Long-Term Vision 2030 targets approximately 3x the 2021 revenue base (~¥850bn) and a 2050 grand vision of ¥1 trillion in sales, supported by an active M&A pipeline.

Name

YAMASHITA

Legal name

株式会社ヤマシタ (YAMASHITA, LTD.)

Website

https://yco.co.jp

Company type

Private

Founded year

1963

Operating status

Operating

Short description

YAMASHITA is a Japanese, family-owned service company that rents welfare equipment to elderly individuals under Japan's long-term care insurance system and supplies laundered linens to hotels and hospitals, operating across ~80 domestic locations with FY2024 revenue of ¥303.8 billion.

Ownership category

akta.pro rank

Product category

Elderly Care Equipment Rental and Linen Supply Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Linen Supply (812331)

SIC

Services-Nursing & Personal Care Facilities (8050)

akta.pro primary industry

Chronic Care & Complex Care Management (HSABAIAD)

akta.pro secondary industry

Senior / Assisted-Living Wash-and-Fold Programs (HSAJABAG)

Keywords

• Welfare equipment rental
• Nursing care products
• Home care services
• Hotel linen supply
• Hospital linen supply

Headquarters

HQ city

Shimada

HQ country

Japan

HQ region

Asia

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Supply Chain, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 介護用品レンタル事業 (Home Care Rental): Rental of nursing care equipment (beds, wheelchairs, handrails, etc.) to elderly users under Japan's long-term care insurance system. Users pay 10-30% of monthly rental cost; remaining 70-90% paid by insurers. 1,000+ product categories.
2. 介護用品販売事業 (Home Care Sales): Direct sales of nursing care products and home modification services (step removal, handrail installation, door replacement, flooring changes).
3. ホテルリネンサプライ (Hotel Linen Supply): Linen rental and supply (sheets, towels, nightwear, etc.) to hotels and ryokan. Stable supply of clean linens enabling hotels to focus on core business.
4. 病院リネンサプライ (Hospital Linen Supply): Clean linen supply for medical facilities, supporting patient care with high standards of hygiene and safety.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

YAMASHITA provides welfare equipment rental, sales, and home modification services for elderly individuals in Japan under the long-term care insurance system, supported by 900+ certified consultants and 1,000+ product categories. The company also runs a Linen Supply business renting and delivering clean linens to hotels, ryokan, and hospitals through a nationwide self-operated factory and cleaning center network. Both businesses are enhanced by proprietary AI and DX tools for sales productivity and operational analytics.

Product overview

YAMASHITA operates two core businesses: (1) Home Care — rental and sales of welfare equipment for in-home elderly care (over 1,000 products, supported by 900+ certified consultants), and (2) Linen Supply — laundry and supply services for hotels and hospitals. Both are supported by five self-operated cleaning/maintenance centers. On top of these core businesses, YAMASHITA is building an 'In-Home Nursing Care Platform' (在宅介護プラットフォーマー) using AI and DX tools. Key technology products include CareWiz トルト (AI gait/fall prevention analysis), the AI Arrangement Coach chatbot (built on Dify), an AR app for product placement visualization, and an electronic signature system. The platform vision connects equipment services with AI-powered coaching, citizen development tools (Microsoft Power Platform, Dify), and a Microsoft Fabric-based data infrastructure.

Differentiator

Problem solved

Functional benefit

Brands

• AI Arrangement Coach: AI-powered coaching tool for the nursing care industry developed through on-site leadership
• CareWiz トルト (CareWiz Toruto)

Products and services

• Home Care Equipment Rental (介護用品レンタル)

Quantifiable outcome

• Monthly work hours reduced by approximately 1,100 hours through electronic signature system adoption
• +6 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability11 records

Feature5 records

Partnerships

16 partnerships are on record, tiered minor, key and core.

• 有限会社パレットケア (Palette Care)minorStrategic or Co-development Partner · 1 January 2026Business transfer completed January 2026, contributing to Fujidera sales office opening.
• 山下為楽帆（上海）実業発展有限公司 (Shanghai)keyStrategic or Co-development Partner · 1 October 2025Joint venture in Shanghai with major wholesale distributor, enabling sales of nursing care products to Chinese market.
• 株式会社山下三井 / SAM JUNG HUMAN SERVER, LTD (Korea)keyChannel Partner/ Reseller/ Distributor · 1 April 2025Korean subsidiary acquired April 2025. YAMASHITA entered Korean market as second overseas country (after China), selling nursing care products to Korean rental operators.
• 株式会社ほっと (Hott Co., Ltd.)minorStrategic or Co-development Partner · 1 January 2025Equity acquisition completed January 2026, subsidiary for nursing care equipment rental business.
• CHINA AID - Japan, China, Korea company collaborationkeyStrategic or Co-development Partner · 1 January 2025YAMASHITA exhibited at CHINA AID 2025 (June 2025) with 21 Japanese, Chinese, and Korean companies, showcasing home-based elderly care service platform.
• 株式会社モス (Moss Co., Ltd.) - いなケアcoreStrategic or Co-development Partner · 1 December 2024Wholly-owned subsidiary absorbed in June 2025. Moss operates welfare equipment lending, sales, and home modification businesses under the Iina Care brand, integrated as YAMASHITA Okayama sales office.
• 株式会社エクサホームケアminorStrategic or Co-development Partner · 1 March 2024Joint venture relationship dissolved and shares transferred in May 2025.
• 落合陽一 (Ochiai Yoichi) - 筑波大学准教授/Media ArtistkeyStrategic or Co-development Partner · 1 January 2024Strategic advisor providing supervision for YAMASHITA's long-term vision and AI strategy. Co-created the 2030 Long-term Vision movie visualizing the future of YAMASHITA employees.
• 池照直樹 (Ike Terunaoki) - 日本ケンタッキー・フライド・チキン 常務執行役員/CDTOkeyStrategic or Co-development Partner · 1 January 2024Strategic advisor contributing cross-industry knowledge for digital transformation and AI strategy.
• 山口徹 (Yamaguchi Toru) - 株式会社タイミー 執行役員CTOkeyTechnology or Integration · 1 January 2024Technical advisor for engineering organization, DX strategy, and technology stack decisions.
• Microsoft (including Microsoft Fabric, Azure, Copilot Studio)coreTechnology or Integration · 1 January 2024First Japanese company to implement Microsoft Fabric. Uses Azure, Microsoft 365 Copilot, Azure OpenAI Service, Copilot Studio for AI chatbots. Featured as Microsoft customer case study.
• 山下福至（成都）健康管理有限公司 (Chengdu)keyStrategic or Co-development Partner · 1 December 2023Third China joint venture established in Sichuan Province (March 2026 announcement), test operations started for nursing care equipment rental.
• 株式会社サンライトホームminorStrategic or Co-development Partner · 1 December 2023Business succession agreement completed June 2026.
• 天津市介護用品レンタル事業 日中合弁会社 (Tianjin joint venture)keyStrategic or Co-development Partner · 1 January 2022Sino-Japanese joint venture in Tianjin, China for nursing care equipment rental business established in 2022.
• エクサウィザーズ (ExaWizards) - AI service development joint venturekeyStrategic or Co-development Partner · 1 January 2021Joint venture with ExaWizards established in 2021 for AI service development in nursing care.
• 山下福至（上海）健康管理有限公司 (Yamashita Fukuchi Shanghai)keyStrategic or Co-development Partner · 1 January 2020Sino-Japanese joint venture company established in Shanghai (2020) for overseas expansion of nursing care equipment rental services into China.

Scale indicators16 records

Recent moves12 records

Expansion highlights6 records

Broad incumbents

• Arjo AB: Swedish-listed manufacturer of medical beds, lifts, and hygiene systems for hospitals and elder care — peer to YAMASHITA's integrated hospital-welfare equipment business with global scale but a different reimbursement context.
• SOMPO Care Inc. Operates one of Japan's largest elderly care service platforms including day services, group homes, and residential care — adjacent competitor that influences equipment and linen procurement flows relevant to YAMASHITA's B2B channels.
• Nichii Gakkan Company: Japan's largest welfare-services conglomerate providing nursing care staffing, in-home care, and welfare equipment — directly comparable model to YAMASHITA's home care equipment business with overlapping referral partnerships through care managers.
• Benesse Style Care Co., Ltd. Operates ~360 paid senior-living facilities across Japan including assisted living and residential care — relevant adjacent operator influencing equipment-rental and linen-supply volumes that YAMASHITA targets as customers.
• Sunrise Medical (US) LLC: Global manufacturer of mobility and daily-living assistive equipment reimbursed through insurance systems — comparable to the mobility-side of YAMASHITA's 1,000+ rental product catalog though with a manufacturing-led rather than rental-led model.
• Invacare Corporation: Global home medical equipment maker focused on wheelchairs, respiratory, and daily-living aids sold through dealers and reimbursed by payers — comparable product categories and reimbursement-driven economics to YAMASHITA's Home Care rental business.
• Drive DeVilbiss Healthcare: US-based global manufacturer and distributor of durable medical equipment, mobility products, and respiratory devices — comparable to YAMASHITA's Home Care product breadth and LTC-reimbursement-driven rental economics, though operating outside Japan's LTC system.

Direct peers

• France Bed Holdings Co., Ltd. Japan's leading welfare equipment manufacturer and rental operator, offering beds, mattresses, and assistive products through Japan's LTC insurance framework — directly comparable to YAMASHITA's Home Care business model with overlapping channels to care managers and elderly consumers.
• Paramount Bed Holdings Co., Ltd. Manufacturer and rental provider of hospital and home-care beds under Japan's LTC insurance — directly competes with YAMASHITA in the hospital/home medical bed segment and shares the same care-manager referral channel.
• Hakuyosha Co., Ltd. Japanese commercial linen supply and uniform rental operator serving hotels, hospitals, and corporate clients — closest direct competitor to YAMASHITA's hotel and hospital linen supply business in the Japanese market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about YAMASHITA