)
Mitsui Chemicals (4183) investor relations material
Mitsui Chemicals Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Operating income before special items for FY2025 decreased by 1.0 billion yen to 100.0 billion yen year-over-year, mainly due to Basic & Green Materials (B&GM) losses from weak demand and inventory valuation losses, while specialty chemicals domains grew.
Sales revenue declined 7.8% year-over-year to 1,668.8 billion yen, primarily from lower selling prices and decreased B&GM sales.
Net income attributable to owners increased 6.6% year-over-year to 34.4 billion yen, with basic EPS at 91.62 yen after a two-for-one stock split.
FY2026 outlook projects operating income before special items to rise to 105.0 billion yen (+5% YoY), with growth in specialty chemicals and restructuring benefits in B&GM expected to offset negative impacts from the Middle East conflict.
Comprehensive income surged to 79.7 billion yen, driven by significant gains in other comprehensive income.
Financial highlights
FY2025 sales revenue declined 8% YoY to 1,668.8 billion yen; operating income before special items fell 1% to 100.0 billion yen.
Net income attributable to owners increased 7% YoY to 34.4 billion yen.
FY2026 sales revenue is forecast to grow 14% to 1,900.0 billion yen, with net income expected to rise 31% to 45.0 billion yen.
Non-recurring items (mainly impairment losses and restructuring) increased to -26.2 billion yen in FY2025.
Cash and cash equivalents at year-end increased by 12.5 billion yen to 183.1 billion yen.
Outlook and guidance
FY2026 operating income before special items expected at 105.0 billion yen (+5% YoY), with specialty chemicals domains at 130.0 billion yen (+6% YoY) and B&GM loss narrowing to 3.0 billion yen.
Dividend per share for FY2026 projected at 75 yen, with a target total return ratio of 40% or more.
Interim and year-end dividends for FY2026 are planned at 37.5 yen per share each, totaling 75 yen per share.
Focus on stable product supply and timely price adjustments to reflect raw material cost increases.
- Profits fell on Basic & Green Materials weakness, but ICT Solutions and capital returns remain strong.4183
Q3 202616 Feb 2026 - FY2025 profit rebound is forecast despite net income drop and trade policy risks.4183
Q4 20253 Feb 2026 - Strong YoY growth with positive outlook, but Osaka plant outage adds uncertainty.4183
Q1 20252 Feb 2026 - H1 FY2024 profit surged 26% YoY; full-year growth expected despite plant and input cost issues.4183
Q2 202516 Jan 2026 - Profits rose on Specialty Chemicals and Mobility Solutions, offsetting Basic & Green Materials losses.4183
Q3 20259 Jan 2026 - Profits fell on restructuring and impairment losses, but specialty chemicals remained resilient.4183
Q1 202623 Nov 2025 - Specialty chemicals strength offsets profit decline; FY2025 outlook and stock split announced.4183
Q2 202621 Nov 2025
Next Mitsui Chemicals earnings date
Next Mitsui Chemicals earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)