Mitsui Chemicals, Inc.

TSE:4183 株式レポート

時価総額：JP¥774.0b

Mitsui Chemicals 将来の成長

Future 基準チェック /26

Mitsui Chemicals利益と収益がそれぞれ年間12%と4.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.9% 11.8%なると予測されています。

主要情報

12.0%

収益成長率

11.80%

EPS成長率

Chemicals 収益成長13.0%
収益成長率4.9%
将来の株主資本利益率8.88%
アナリストカバレッジ

Good

最終更新日09 Sep 2026

今後の成長に関する最新情報

分析記事 • Aug 07

Analyst Estimates: Here's What Brokers Think Of Mitsui Chemicals, Inc. (TSE:4183) After Its First-Quarter Report

It's been a good week for Mitsui Chemicals, Inc. ( TSE:4183 ) shareholders, because the company has just released its...
分析記事 • Feb 08

Earnings Miss: Mitsui Chemicals, Inc. Missed EPS By 63% And Analysts Are Revising Their Forecasts

As you might know, Mitsui Chemicals, Inc. ( TSE:4183 ) last week released its latest quarterly, and things did not turn...

Recent updates

ナラティブ更新 • Sep 07

4183: Earnings Guidance And Capital Moves Will Shape A Balanced Outlook

Mitsui Chemicals' analyst price target has shifted from ¥2,350 to about ¥2,435. Analysts point to updated assumptions on fair value, discount rate, profit margins and future P/E as the main drivers of the change.
分析記事 • Aug 07

Analyst Estimates: Here's What Brokers Think Of Mitsui Chemicals, Inc. (TSE:4183) After Its First-Quarter Report

It's been a good week for Mitsui Chemicals, Inc. ( TSE:4183 ) shareholders, because the company has just released its...
ナラティブ更新 • Jul 30

4183: Treasury Share Disposal Will Support Long Term Upside As Earnings Multiple Re-Rates

Analysts have raised their price target for Mitsui Chemicals from ¥3,000 to about ¥3,355, explaining the change with updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News Mitsui Chemicals has scheduled a board meeting for Jun 24, 2026 to consider and approve the disposal of treasury shares, along with other business-related matters.
ナラティブ更新 • Jul 15

4183: U.S. Oral Care Hub And Richer Multiple Will Limit Future Returns

Analysts have revised their 12 month price target for Mitsui Chemicals from ¥1,550 to ¥1,790, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a modest increase in the future P/E multiple. What’s in the News for Mitsui Chemicals Mitsui Chemicals is shifting its global oral care headquarters to the U.S., aiming to make oral care a core growth pillar and position itself more as a solutions provider for dental patients and professionals.
ナラティブ更新 • Jul 01

4183: Buybacks And Treasury Share Disposal Plans Will Shape A Balanced Outlook

The analyst price target for Mitsui Chemicals has been revised from ¥2,251.67 to ¥2,350.00. Analysts cited updated assumptions around revenue growth, profit margin and future P/E as the basis for the change.
ナラティブ更新 • Jun 17

4183: Softer Margins And Oral Care Expansion Will Restrain Future Share Returns

Analysts have maintained their fair value estimate for Mitsui Chemicals at ¥1,550, while adjusting key assumptions including a lower discount rate, slightly softer revenue growth and profit margin expectations, and a higher future P/E multiple to reflect the current research backdrop. What’s in the News for Mitsui Chemicals Mitsui Chemicals’ U.S. subsidiary agreed to acquire Ultradent Products to expand the group’s global oral care business, combining Ultradent’s U.S. presence with Mitsui’s Kulzer operations in the EMEA region.
ナラティブ更新 • Jun 03

4183: Share Buybacks Will Support Long Term Upside As Earnings Multiple Re-Rates

Analysts are keeping their ¥3,000 price target for Mitsui Chemicals unchanged. They point to small model tweaks in the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in the overall outlook.
ナラティブ更新 • May 15

4183: Share Buybacks Will Support Long Term Upside As Earnings Multiple Re-Rates

Analysts have kept their fair value estimate for Mitsui Chemicals steady at ¥3,000 per share. The updated price target reflects slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E rather than a major shift in their overall view of the stock.
ナラティブ更新 • Apr 26

4183: Weaker Earnings Outlook And Margin Pressure Will Weigh On Future Returns

Analysts have raised Mitsui Chemicals' fair value estimate from ¥1,500 to ¥1,550, citing updated assumptions that combine a slightly higher discount rate and a modestly lower profit margin with a materially higher revenue growth outlook and a marginally lower future P/E multiple. What's in the News Mitsui Chemicals has launched a share repurchase program of up to 18,400,000 shares, or 4.89% of its share capital, for ¥30,000m, with plans to cancel treasury shares after repurchase and a program period running until July 31, 2026 (Key Developments).
ナラティブ更新 • Apr 12

4183: Share Buybacks Will Support Long Term Upside Despite Near Term Margin Pressure

Analysts have kept the fair value estimate for Mitsui Chemicals steady at ¥3,000 by refining assumptions on discount rate, revenue growth, profit margin, and future P/E, which together underpin the updated price target narrative. What's in the News Mitsui Chemicals has launched a share repurchase program to buy up to 18,400,000 shares, around 4.89% of its share capital, for ¥30,000m, with plans to cancel the repurchased shares and run the program through July 31, 2026 (Board meeting and buyback transaction announcements, February 5, 2026).
ナラティブ更新 • Mar 28

4183: Renewable Plastics And Buybacks Will Support Long Term Share Upside

Analysts have maintained their ¥3,000 price target for Mitsui Chemicals, noting that only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E have been made, and these do not materially change their overall view of the shares. What's in the News Mitsui Chemicals is part of a 14 company global supply chain across five countries and regions to produce renewable plastics for Sony's high performance audio visual products, with a focus on tracking and documenting GHG emissions across the chain and supporting Sony's move away from virgin fossil based plastics (Key Developments).
ナラティブ更新 • Mar 14

4183: Renewable Plastics Supply Chain Will Reshape Long-Term Earnings Profile

Analysts have reset their price target on Mitsui Chemicals from ¥5,400 to ¥3,000, reflecting updated assumptions for slightly lower discount rates, as well as revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News Mitsui Chemicals joined thirteen other companies across five countries to build what is described as the world's first global supply chain for renewable plastics for use in Sony's high performance audio visual products, allowing tracking of greenhouse gas emissions across the chain and supporting Sony's goal to reduce virgin fossil based plastics (Key Developments).
分析記事 • Feb 13

Mitsui Chemicals' (TSE:4183) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with Mitsui Chemicals, Inc.'s ( TSE:4183 ) lackluster earnings report last week. Our...
分析記事 • Feb 08

Earnings Miss: Mitsui Chemicals, Inc. Missed EPS By 63% And Analysts Are Revising Their Forecasts

As you might know, Mitsui Chemicals, Inc. ( TSE:4183 ) last week released its latest quarterly, and things did not turn...
分析記事 • Feb 05

Why Investors Shouldn't Be Surprised By Mitsui Chemicals, Inc.'s (TSE:4183) P/E

With a price-to-earnings (or "P/E") ratio of 47.9x Mitsui Chemicals, Inc. ( TSE:4183 ) may be sending very bearish...
ナラティブ更新 • Feb 05

4183: Decarbonization Investments And Stock Split Plans Will Shape A Balanced Outlook

Analysts have lifted their fair value estimate for Mitsui Chemicals from ¥2,170.83 to ¥2,251.67, citing slightly lower discount rate assumptions, minor adjustments to long term revenue growth and profit margin forecasts, and a modestly higher future P/E multiple. What's in the News Mitsui Chemicals, Asahi Kasei, and Mitsubishi Chemical were selected for Japan's Fiscal 2025 HtA Support Program to support decarbonization and production conversion at two ethylene facilities in western Japan, with a stated investment scale of ¥21.2b and a maximum subsidy application amount of ¥10.4b (HtA Support Program announcement).
ナラティブ更新 • Jan 22

4183: Stock Split Plans And Updated Guidance Will Shape A Balanced Outlook

Analysts have revised their price target on Mitsui Chemicals from ¥4,250.91 to ¥2,170.83, citing updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a modestly different future P/E multiple. What's in the News Mitsui Chemicals has scheduled a board meeting for November 11, 2025, with an agenda that includes discussing a potential stock split (Key Developments).
ナラティブ更新 • Jan 07

4183: Future Stock Split And Margin Pressure Will Weigh On Returns

Analysts have adjusted their price target for Mitsui Chemicals from ¥3,000 to ¥1,500, citing updated assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News Mitsui Chemicals scheduled a board meeting for November 11, 2025 to discuss a potential stock split (Key Developments).
分析記事 • Dec 03

Mitsui Chemicals (TSE:4183) Has Announced A Dividend Of ¥75.00

Mitsui Chemicals, Inc. ( TSE:4183 ) will pay a dividend of ¥75.00 on the 25th of June. The dividend yield will be 3.9...
分析記事 • Oct 23

Investors Appear Satisfied With Mitsui Chemicals, Inc.'s (TSE:4183) Prospects

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Mitsui...
分析記事 • Sep 22

Mitsui Chemicals' (TSE:4183) Dividend Will Be ¥75.00

Mitsui Chemicals, Inc. ( TSE:4183 ) has announced that it will pay a dividend of ¥75.00 per share on the 3rd of...
ナラティブ更新 • Sep 21

Specialty Chemicals Restructuring Will Unlock Sustainable Market Potential

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.
ナラティブ更新 • Sep 06

Specialty Chemicals Restructuring Will Unlock Sustainable Market Potential

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.
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新しいナラティブ • Jan 05

Yen Depreciation And Specialty Chemicals Surge Will Propel Operating Income And Revenue Growth

Yen depreciation and improved trade terms are expected to boost operating income in specialty chemicals, positively impacting revenue.

業績と収益の成長予測

TSE:4183 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20291,972,32083,99859,933210,34110
3/31/20281,900,60568,43378,267223,80011
3/31/20271,892,46252,270-104,70070,80011
6/30/20261,713,45065,74246,700181,587N/A
3/31/20261,668,75434,37875,230212,988N/A
12/31/20251,689,03917,11252,380200,110N/A
9/30/20251,732,40317,85668,488209,738N/A
6/30/20251,775,04315,08271,791206,128N/A
3/31/20251,809,16432,24262,095200,501N/A
12/31/20241,814,04950,44943,929187,747N/A
9/30/20241,816,43951,54144,793193,525N/A
6/30/20241,791,28958,29749,877212,880N/A
3/31/20241,749,74349,9997,362161,339N/A
12/31/20231,725,16655,25133,455172,111N/A
9/30/20231,752,12559,27015,058165,119N/A
6/30/20231,811,35964,535-30,744100,153N/A
3/31/20231,879,54782,936-36,612101,241N/A
12/31/20221,876,52074,869-48,93882,331N/A
9/30/20221,820,23080,403-62,77851,879N/A
6/30/20221,718,21095,358-71,37853,289N/A
3/31/20221,612,688109,990-23,62892,584N/A
12/31/20211,519,376124,939-15,07288,143N/A
9/30/20211,418,281122,21133,137125,836N/A
6/30/20211,327,832102,81573,739152,720N/A
3/31/20211,211,72557,87397,826174,323N/A
12/31/20201,197,36343,821N/AN/AN/A
9/30/20201,201,05235,78879,738151,614N/A
6/30/20201,250,67523,105N/AN/AN/A
3/31/20201,338,98737,944N/A114,974N/A
12/31/20191,367,16845,327N/AN/AN/A
9/30/20191,436,90846,113N/A130,494N/A
6/30/20191,469,44265,163N/AN/AN/A
3/31/20191,482,90976,115N/A109,492N/A
12/31/20181,483,49068,628N/AN/AN/A
9/30/20181,428,58675,161N/A86,972N/A
6/30/20181,375,77172,350N/AN/AN/A
3/31/20181,328,52671,585N/A82,660N/A
12/31/20171,302,04075,678N/AN/AN/A
9/30/20171,264,41075,256N/A82,134N/A
6/30/20171,227,60871,343N/AN/AN/A
3/31/20171,212,28264,839N/A100,440N/A
12/31/20161,182,18539,377N/AN/AN/A
9/30/20161,203,97822,269N/A126,714N/A
6/30/20161,258,48522,353N/AN/AN/A
3/31/20161,343,89822,963N/A145,913N/A
12/31/20151,416,70131,842N/AN/AN/A
9/30/20151,482,76438,358N/A129,793N/A

アナリストによる今後の成長予測

収入対貯蓄率: 4183の予測収益成長率 (年間12% ) は 貯蓄率 ( 0.9% ) を上回っています。

収益対市場: 4183の収益 ( 12% ) はJP市場 ( 8.6% ) よりも速いペースで成長すると予測されています。

高成長収益: 4183の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 4183の収益 ( 4.9% ) JP市場 ( 6.3% ) よりも低い成長が予測されています。

高い収益成長: 4183の収益 ( 4.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 4183の 自己資本利益率 は、3年後には低くなると予測されています ( 8.9 %)。

成長企業の発掘

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1Y

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企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/10 07:34
終値2026/09/10 00:00
収益2026/06/30
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Mitsui Chemicals, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Yuta NishiyamaCitigroup Inc