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Mitsubishi Chemical Group Corporation

Mitsubishi Chemical Group Corporation supplies performance products, industrial materials, and industrial gases in Japan and internationally. It operates in five segments: Specialty Materials, MA & Derivatives, Basic Materials & Polymers, Pharma, and Industrial Gases. Its offerings include chemicals, films and sheets, molding and composite materials, information and electronics products, battery and display materials, environment and living solutions, polymers and resins, high performance chemicals, carbon fibers and composites, inorganic products, and agriculture, food, medical, and health materials, along with service, IT, and analysis offerings. The company also provides engineering, transportation, and warehousing services, and was incorporated in 2005 with headquarters in Tokyo, Japan.

Price · split & dividend adjusted
News & notes moving 4188.JP
Japan
Semiconductors▼

NSD, SBSHD, Chugai Pharma and other individual items announced on the 28th

The main individual items announced on the 28th are as follows. NSD upwardly revised its consolidated earnings forecast for the fiscal year ending March 2027 and raised its year-end lump-sum dividend forecast from 97 yen to 100 yen. SBSHD will acquire all shares of Mitsubishi Chemical Logistics from Mitsubishi Chemical Group and make it a subsidiary. Chugai Pharma will discontinue development of GYM329 "Emgrobalt" for obesity. Happinet raised its consolidated operating profit forecast for the first half of the fiscal year ending March 2027 from 7.8 billion yen to 13.5 billion yen, as lottery products and trading cards performed well and hit products also emerged in capsule toys. AI Mekatek received orders for wafer-level packaging systems from two major overseas semiconductor-related manufacturers, with the order value at approximately 4.5 billion yen. Axel substantially upwardly revised its consolidated operating profit forecast for the fiscal year ending March 2027 to 2.29 billion yen, up 37.6 percent year on year, and increased its dividend forecast to 79 yen.
Chugai Pharmac… ▼Axell Corporat… ▲Happinet Corpo… ▲NSD Co., Ltd. ▲Mitsubishi Che… ▼
Semiconductors ▲
About megatrends
Semiconductors › Advanced Packaging & Test (OSAT) ▲Demand
4519.JP · Technology · Negative Chugai Pharma will discontinue development of GYM329 'Emgrobalt' for obesity.
6730.JP · Capital · Positive Axell substantially upwardly revised its FY operating profit forecast to 2.29 billion yen and raised its dividend forecast.
7552.JP · Capital · Positive Happinet raised its H1 operating profit forecast from 7.8 billion to 13.5 billion yen.
9759.JP · Capital · Positive NSD upwardly revised its FY earnings forecast and raised its year-end dividend forecast.
4188.JP · Capital · Negative Mitsubishi Chemical Group is selling all shares of Mitsubishi Chemical Logistics to SBSHD, divesting a subsidiary.
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ウエルスアドバイザー·7dRead more →
JapanUnited StatesIranIsrael
Critical Materials & Supply Chain

Mitsui Chemicals' New President Satoshi Ichimura Discusses Petrochemical Restructuring and Growth Areas

Satoshi Ichimura, president of Mitsui Chemicals, has laid out a management policy centered on restructuring the petrochemical business and expanding growth areas in life and healthcare, mobility, and ICT. Ichimura, who took office as president in April 2026, said that after the U.S. and Israeli attacks on Iran, the company set up an emergency response meeting in March, switched naphtha procurement to regions outside the Middle East, and kept operations going with information provided by the Ministry of Economy, Trade and Industry and the Ministry of Foreign Affairs. In petrochemicals, the company will consolidate ethylene production at a single plant in Chiba Prefecture in eastern Japan together with Idemitsu Kosan in 2027, and in western Japan will consolidate the plants of Asahi Kasei and Mitsubishi Chemical at its Osaka works into one. Overseas sales account for about half of the total, and roughly 70 percent of sales in the growth areas. In dental materials, the company decided in June to acquire Ultradent, a U.S. dental materials maker that is the world leader in whitening, for about 140 billion yen.
Mitsui Chemica… Idemitsu Kosan… Asahi Kasei Co… Mitsubishi Che…
Critical Materials & Supply Chain
About megatrends
Critical Materials & Supply Chain › Specialty Chemicals & Industrial Gases Supply
4183.JP · Capital · Neutral Mitsui Chemicals' new president outlines petrochemical restructuring (ethylene consolidation with Idemitsu in Chiba) and growth-area expansion.
Ultradent Products, Inc. · Capital · Positive Ultradent, the world leader in whitening, is being acquired by Mitsui Chemicals for about 140 billion yen.
5019.JP · Competition · Neutral Idemitsu Kosan will consolidate ethylene production with Mitsui Chemicals at a single Chiba plant in 2027.
3407.JP · Competition · Neutral Asahi Kasei's western Japan plants are to be consolidated with Mitsubishi Chemical's at the Osaka works.
4188.JP · Competition · Neutral Mitsubishi Chemical's Osaka petrochemical plant is to be consolidated with Asahi Kasei's into one, a restructuring move affecting its petrochemical footprint.
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財界オンライン·11dRead more →
Japan
4188.JP▲

Mitsubishi Chemical Group Forecasts Operating Profit of 300 Billion Yen for FY2027, Stock Flat with PBR at 0.87x

Mitsubishi Chemical Group expects operating profit of 300 billion yen for the fiscal year ending March 2027, an increase of about nine times from the previous year's 30 billion yen. As of August 27, the company's stock price was 1,171 yen, with a PBR of 0.87 times, below its net assets. The previous year's operating profit fell sharply due to an impairment loss of 98.4 billion yen, but core operating profit was nearly flat at 225 billion yen. First-quarter operating profit was 118.4 billion yen, with a progress rate of 39.5% against the full-year forecast, exceeding the plan. The company cites uncertainty due to rising raw material and fuel prices amid Middle East tensions, but the first-quarter profit margin was 11.8%, above the full-year forecast of 7.9%, suggesting the plan is conservative.
Mitsubishi Che… ▲
4188.JP · Capital · Positive Company forecasts FY2027 operating profit of 300 billion yen, ~9x the prior year, with Q1 profit margin of 11.8% above the full-year plan.
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Critical Materials & Supply Chain▲

Mitsubishi Chemical Group raises first-half net profit forecast to 86 billion yen

Mitsubishi Chemical Group has revised upward its consolidated net profit forecast for the April–September 2026 period to 86 billion yen, from the previous 59 billion yen. Inventory valuation gains arose from soaring naphtha prices due to turmoil in the Middle East, while temporary demand increases driven by customers' raw material procurement concerns and strong semiconductor-related sales also contributed. The full-year net profit forecast remains unchanged at 127 billion yen, with the company noting that assessing second-half performance is difficult.
Mitsubishi Che… ▲
Critical Materials & Supply Chain ▲
About megatrends
Critical Materials & Supply Chain › Specialty Chemicals & Industrial Gases ▲Pricing
4188.JP · Supply · Positive Inventory valuation gains from soaring naphtha prices due to Middle East turmoil, plus temporary demand from customers' procurement concerns and strong semiconductor sales, boost first-half profit forecast.
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Reuters·67dRead more →
Critical Materials & Supply Chain▼

Mitsubishi Chemical halts operations at Kumamoto plant after earthquake, affecting LCD film production

Mitsubishi Chemical Group announced on the 29th that it has suspended operations at its Kumamoto plant since the 28th, following an earthquake that registered a seismic intensity of 7 in Kumamoto Prefecture. The plant manufactures films for liquid crystal displays, and there is no timeline for recovery.
Mitsubishi Che… ▼
Critical Materials & Supply Chain ▼
About megatrends
Critical Materials & Supply Chain › Specialty Chemicals & Industrial Gases ▼Supply
4188.JP · Supply · Negative Earthquake halts Kumamoto plant operations, disrupting LCD film production with no recovery timeline.
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時事通信·69dRead more →
4188.JP▲

Global Isobutanol Market to Reach USD 1.89 Billion by 2035 at 38% CAGR

The global isobutanol market is projected to grow from USD 0.74 billion in 2025 to USD 1.89 billion by 2035, at a compound annual growth rate of 38%, according to a new report by Custom Market Insights. The market was valued at approximately USD 0.74 billion in 2025 and is expected to reach USD 0.81 billion in 2026. Growth is driven by rising demand for sustainable biofuel components, increased use in specialty chemicals and coatings, expansion of bio-based production, and advancements in fermentation technologies. The bio-based isobutanol segment is the largest and fastest-growing, while the Asia Pacific region holds the top market position and shows the highest growth rate. Key players include Gevo Inc., OQ Chemicals GmbH, BASF SE, Eastman Chemical Company, and Mitsubishi Chemical Corporation.
GEVO ▲Mitsubishi Che… ▲BAS.XETRA ▲EMN ▲
GEVO · Demand · Positive Gevo is a key player in bio-based isobutanol, the fastest-growing segment, driven by demand for sustainable biofuels.
4188.JP · Demand · Positive Mitsubishi Chemical is a key player in the isobutanol market, benefiting from market growth.
BAS.XETRA · Demand · Positive BASF is a key player in the isobutanol market, benefiting from rising demand in specialty chemicals and coatings.
EMN · Demand · Positive Growing demand for isobutanol in specialty chemicals and coatings benefits Eastman as a key player.
Oxea · Demand · Positive Oxea (OQ Chemicals) is a key player in the isobutanol market, benefiting from rising demand.
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GlobeNewswire·70dRead more →
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