Earnings Alerts

Mitsui Chemicals (4183) Earnings Report: FY Operating Income Forecast Revised Amid Mixed Q2 Results

By November 11, 2025 No Comments
  • Mitsui Chemicals revised its full-year operating income forecast to 95.00 billion yen, slightly down from the previous projection of 98.00 billion yen and close to the estimated 94.32 billion yen.
  • The company now anticipates net sales of 1.70 trillion yen for the full year, compared to the previous forecast of 1.77 trillion yen and an estimate of 1.73 trillion yen.
  • The full-year net income forecast remains at 55.00 billion yen, exceeding the estimate of 51.99 billion yen.
  • In the second quarter, Mitsui Chemicals reported operating income of 15.18 billion yen, below the estimated 20.37 billion yen.
  • The second quarter net income was 7.11 billion yen, which was lower than the forecasted 12.67 billion yen.
  • Second quarter net sales amounted to 398.24 billion yen, falling short of the estimated 419.87 billion yen.
  • Analyst recommendations for Mitsui Chemicals include 9 buys, 4 holds, and 1 sell.
  • Comparative data are based on the company’s original disclosures.

Mitsui Chemicals on Smartkarma

On Smartkarma, independent analyst Michael Allen has provided bullish coverage on Mitsui Chemicals with the research report titled “Mitsui Chemical (4183): Releasing the Crackers!“. Allen highlights Mitsui Chemicals‘ strategic shift away from commodity chemicals towards high-margin specialty films and resins. This move is expected to significantly increase the company’s Return on Equity (RoE) from 5% to over 13%, indicating strong growth potential.

Allen emphasizes that Mitsui Chemicals‘ restructuring efforts are unlocking substantial cost savings while positioning the company to capitalize on cutting-edge segments with double-digit growth prospects and global market leadership. Despite trading at a discounted valuation, Allen believes that with effective execution, Mitsui Chemicals could command a premium and potentially see its share price more than double or even triple within the next three years.


A look at Mitsui Chemicals Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth2
Resilience2
Momentum4
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

### Mitsui Chemicals, Inc. ###

Analysts are looking positively at Mitsui Chemicals‘ long-term outlook based on the Smartkarma Smart Scores. With a solid Value score of 4 and a top-notch Dividend score of 5, the company shows promise in terms of its financial health and ability to provide returns to investors.

However, there are areas that could be improved, as indicated by the Growth and Resilience scores of 2 each. This suggests that there might be challenges in terms of the company’s growth potential and ability to withstand external shocks. Momentum, rated at 4, shows that the company has been making decent progress recently, indicating a positive trend in its performance.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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