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Mitsui Chemicals
Mitsui Chemicals (4183) investor relations material
Mitsui Chemicals Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary11 Nov, 2026
Executive summary
H1 FY2026 revenue rose 20.3% YoY to ¥979.1bn; operating income before special items increased 123.4% to ¥99.3bn.
Earnings benefited from price revisions, improved terms of trade, specialty demand, restructuring, FX and temporary inventory effects.
FY2026 operating income before special items guidance was raised to ¥150.0bn; the outlook includes temporary inventory gains and a negative Middle East conflict impact.
Agreements were signed for a ¥1.84tn JSR acquisition, adding semiconductor materials exposure and substantial funding needs.
Financial highlights
H1 revenue was ¥979.1bn; operating income was ¥93.8bn, income before taxes ¥90.6bn and net income attributable to owners of the parent ¥58.8bn.
Operating income before special items rose ¥54.8bn to ¥99.3bn; non-recurring items improved to a ¥5.5bn loss from a ¥16.6bn loss.
FY2026 guidance: revenue ¥2,095bn, operating income before special items ¥150bn, operating income ¥112bn and parent-attributable net income ¥53bn.
FY2026 forecast non-recurring items are a ¥38bn loss; forecast net income is ¥70bn and parent-attributable net income ¥53bn.
Outlook and guidance
Revised guidance increased revenue by ¥195bn and operating income before special items by ¥45bn versus prior forecasts, mainly on improved terms of trade from price revisions.
FY2026 assumptions: ¥157/US$ full-year exchange rate and ¥101,700/KL domestic naphtha; October–March assumptions are ¥155/US$ and ¥95,000/KL.
FY2026 segment operating income before special items forecast: Life & Healthcare ¥34.5bn, Mobility ¥51bn, ICT ¥48bn and Basic & Green Materials ¥22.5bn.
Specialty chemicals operating income before special items is forecast at ¥133.5bn, up 9% YoY; B&GM’s ¥22.5bn forecast includes ~¥4bn excluding temporary factors.
FY2026 dividends are forecast at ¥75/share, including ¥37.5/share interim, unchanged from prior guidance.
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Latest events from Mitsui Chemicals
- JSR deal aims to make ICT the lead profit engine, targeting ¥300bn+ FY30 core profit.4183
Corporate presentation - FY2024 guidance targets a rebound to ¥125.0bn in operating income before special items.4183Q4 2024
- Ambitious 2030 targets leverage ESG, DX, and AI for sustainable growth and operational excellence.4183ESG presentation
- Operating income before special items jumped 88% YoY in 1Q FY2026, led by specialty chemicals and restructuring.4183Q1 2027
- Specialty chemicals lead profit growth as global expansion and sustainability accelerate.4183Investor presentation
- FY 2026 profit is set to rise on specialty chemicals growth and restructuring, despite external risks.4183Q4 2026
- Profits fell on Basic & Green Materials weakness, but ICT Solutions and capital returns remain strong.4183Q3 2026
- Strong YoY growth with positive outlook, but Osaka plant outage adds uncertainty.4183Q1 2025
- FY2025 profit rebound is forecast despite net income drop and trade policy risks.4183Q4 2025
Next Mitsui Chemicals earnings date
Q3 20279 Feb, 2027
Mitsui Chemicals
Next Mitsui Chemicals earnings date
Q3 20279 Feb, 2027
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Frequently asked questions
Mitsui Chemicals, Inc. is a Japanese chemical company engaged in the production and distribution of a wide range of chemical products. The company operates across several sectors, including petrochemicals, basic chemicals, functional materials, and healthcare. Its product portfolio includes plastics, performance materials, industrial chemicals, and specialty chemicals used in industries such as automotive, electronics, agriculture, and healthcare. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.