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Mitsui Chemicals Inc (JP:4183)
:4183
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Mitsui Chemicals (4183) Price & Analysis

2 Followers

4183 Stock Chart & Stats

¥2045.50
-¥15.00(-0.45%)
At close: 4:00 PM EST
¥2045.50
-¥15.00(-0.45%)

Bulls Say, Bears Say

Bulls Say
Diversified Product Mix / Specialty FocusMitsui Chemicals combines commodity polymers with higher-margin specialty materials across packaging, mobility, healthcare and electronics. That diversification supports more stable revenue streams, enables pricing power in engineered products, and positions the firm to capture structural growth in higher-value end markets.
Manageable LeverageA debt-to-equity ratio near 0.84–0.94 and a stable equity base indicate a manageable leverage profile for the chemical sector. This financial flexibility supports continued investment in plants and R&D, helps absorb cyclical downturns, and reduces near-term refinancing pressure versus high-leverage peers.
Rebounded Free Cash FlowA strong free cash flow recovery in 2025–2026 improves the company's ability to fund capex, pay dividends, and reduce debt without depending heavily on external financing. Sustained FCF generation enhances strategic optionality and supports medium-term balance-sheet repair if management maintains cash discipline.
Bears Say
Margin And ROE CompressionNet margin compression from 6.8% (2022) to ~2.1% and ROE near 4% reflect a meaningful decline in earnings power. Persistently lower margins reduce internal cash available for reinvestment, weaken returns to shareholders, and suggest ongoing pressure from feedstock costs or weaker pricing that could hinder long-term competitiveness.
Volatile And Declining RevenueLarge swings in annual revenue growth and recent declines reduce sales predictability and complicate capacity planning. For a capital-intensive chemicals business, revenue volatility raises the risk of underutilized assets, pressures margins when volumes fall, and makes long-term investment decisions more uncertain.
Weak Cash ConversionLow free-cash-flow-to-net-income and prior negative FCF point to working-capital swings and elevated investment needs that erode reported earnings quality. Poor cash conversion limits the firm's ability to sustainably deleverage, finance growth internally, or smooth returns to shareholders over multiple cycles.

Mitsui Chemicals News

4183 FAQ

What was Mitsui Chemicals Inc’s price range in the past 12 months?
Mitsui Chemicals Inc lowest stock price was ¥1546.00 and its highest was ¥2477.50 in the past 12 months.
    What is Mitsui Chemicals Inc’s market cap?
    Mitsui Chemicals Inc’s market cap is ¥805.42B.
      When is Mitsui Chemicals Inc’s upcoming earnings report date?
      Mitsui Chemicals Inc’s upcoming earnings report date is Aug 05, 2026 which is in 51 days.
        How were Mitsui Chemicals Inc’s earnings last quarter?
        Mitsui Chemicals Inc released its earnings results on May 13, 2026. The company reported ¥31.55 earnings per share for the quarter, missing the consensus estimate of ¥35.769 by -¥4.219.
          Is Mitsui Chemicals Inc overvalued?
          According to Wall Street analysts Mitsui Chemicals Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Mitsui Chemicals Inc pay dividends?
            Mitsui Chemicals Inc pays a Semiannually dividend of ¥37 which represents an annual dividend yield of 3.82%. See more information on Mitsui Chemicals Inc dividends here
              What is Mitsui Chemicals Inc’s EPS estimate?
              Mitsui Chemicals Inc’s EPS estimate is 56.04.
                How many shares outstanding does Mitsui Chemicals Inc have?
                Mitsui Chemicals Inc has 401,687,620 shares outstanding.
                  What happened to Mitsui Chemicals Inc’s price movement after its last earnings report?
                  Mitsui Chemicals Inc reported an EPS of ¥31.55 in its last earnings report, missing expectations of ¥35.769. Following the earnings report the stock price went up 2.434%.
                    Which hedge fund is a major shareholder of Mitsui Chemicals Inc?
                    Currently, no hedge funds are holding shares in JP:4183
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Mitsui Chemicals Inc

                      Mitsui Chemicals, Inc. is a diversified chemical enterprise operating across key sectors including mobility, healthcare, food and packaging, and basic materials. Within its Mobility division, it develops and supplies elastomers, various performance compounds, and functional polymers primarily for automotive and industrial applications, alongside offering related development services. The Health Care segment furnishes materials for optical products, nonwovens, dental procedures, and general personal care. Its Food and Packaging unit delivers specialized coating and engineering materials, high-performance films and sheets, and agrochemical solutions. The Basic Materials division is a significant producer of foundational chemicals such as ethylene, propylene, polyethylene, polypropylene, catalysts, phenols, purified terephthalic acid (PTA), PET, and polyurethane intermediates, in addition to other industrial chemicals. Beyond these core areas, Mitsui Chemicals' extensive product portfolio extends to civil engineering and construction materials, cosmetic ingredients, various adhesives (for wood and paper), foliar activators, a broad range of polyolefin and urethane resins and films, injection molding equipment, phosphoric acid, and fertilizers. Further offerings include spunbonded nonwoven fabrics, synthetic fibers, monomers for optical lenses, and a variety of fine and inorganic chemicals. The company also provides comprehensive technical services, encompassing performance analysis, physical property measurements, and safety evaluations for chemicals. Furthermore, its ancillary operations include personnel placement, temporary staffing, insurance and travel services, consignment business, and the sale of electronics and information technology materials. Mitsui Chemicals maintains a robust global sales network, serving markets in Japan, China, the wider Asian region, the Americas, and Europe. The company was established in Tokyo, Japan, in 1892, where it continues to maintain its corporate headquarters.

                      Mitsui Chemicals (4183) Earnings & Revenues

                      4183 Company Deck

                      4183 Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Negative
                      The earnings call highlighted some positive aspects such as growth in the Mobility Solutions segment and improvements in terms of trade. However, these were overshadowed by significant declines in overall sales and profits, challenges in key segments such as Basic & Green Materials and ICT Solutions, and a downward revision of the full-year forecast.View all JP:4183 earnings summaries

                      4183 Stock 12 Month Forecast

                      Average Price Target

                      ¥2,286.25
                      ▲(11.77% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1597.277,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1631.895,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1777.583,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1777.287,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  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