Mitsubishi Corporation (8058) Corporate Strategy 2027 summary

Review of past strategy and achievements

• Achieved JPY 100 billion improvement in consolidated net income through asset review of 160 underperforming companies.

• Exceeded quantitative targets for net income, cash flow, and ROE, with a total shareholder return of JPY 1.9 trillion and a 62% return ratio over three years.

• Achieved targets under Midterm Corporate Strategy 2024, with increased asset efficiency and profitability through restructuring and value-added cyclical growth.

• Strengthened internal focus on capital efficiency and cross-group synergies.

Challenges and external environment

• Increasing global uncertainty due to political, economic, and technological shifts, including tariffs, supply chain restructuring, and inflation.

• Rapid changes in decarbonization, AI, and demand for power are reshaping business assumptions.

• Key challenges include increasing investment value, executing synergistic projects, proactive capital allocation, and improving capital efficiency.

Corporate Strategy 2027 vision and framework

• Vision to optimize the business portfolio for sustainable growth and increased corporate value by leveraging integrated strengths and diverse talent.

• Upgrades the Value-Added Cyclical Growth Model, focusing on Enhance, Reshape, and Create (E•R•C) initiatives.

• Emphasizes collaboration across industries and regions to create new value and address societal issues.