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Specialty Chemicals Restructuring Will Unlock Sustainable Market Potential

Published
05 Jan 25
Updated
21 Sep 25
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AnalystConsensusTarget's Fair Value
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1Y
3.6%
7D
-1.3%

Author's Valuation

JP¥4.25k16.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 21 Sep 25

Fair value Increased 2.41%

The upward revision in Mitsui Chemicals’ price target is underpinned by a marginal improvement in consensus revenue growth forecasts and a slightly higher expected future P/E, resulting in the fair value estimate increasing from ¥4151 to ¥4251. What's in the News Revised H1 2025 earnings guidance: sales revenue JPY 818.0 billion, operating income JPY 31.0 billion, net income JPY 7.5 billion, basic EPS JPY 40.03.

Shared on 06 Sep 25

With Mitsui Chemicals’ consensus analyst price target and key valuation metrics such as the discount rate and future P/E ratio all remaining effectively unchanged, analysts see no material change in fair value, maintaining the target at ¥4151. What's in the News Revised first-half FY2025 guidance: sales revenue expected at JPY 818.0 billion, operating income JPY 31.0 billion, net income JPY 7.5 billion, and basic EPS JPY 40.03.

Shared on 01 May 25

Fair value Decreased 3.99%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.23%

AnalystConsensusTarget has decreased revenue growth from 5.9% to 4.3%, decreased profit margin from 5.2% to 4.5% and increased future PE multiple from 8.7x to 10.6x.

Shared on 02 Apr 25

Fair value Increased 6.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 6.46%

Shared on 19 Mar 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 4.77%

AnalystConsensusTarget has increased revenue growth from 4.4% to 5.6%.