Mitsui Chemicals, Inc.

TSE:4183 주식 리포트

시가총액: JP¥788.6b

Mitsui Chemicals 향후 성장

Future 기준 점검 3/6

Mitsui Chemicals (는) 각각 연간 24.7% 및 4.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9% 로 예상됩니다.

핵심 정보

24.7%

이익 성장률

25.59%

EPS 성장률

Chemicals 이익 성장14.3%
매출 성장률4.6%
향후 자기자본이익률8.97%
애널리스트 커버리지

Good

마지막 업데이트27 May 2026

최근 향후 성장 업데이트

분석 기사 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...
분석 기사 Aug 10

Mitsui Chemicals, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

TSE:4183 1 Year Share Price vs Fair Value Explore Mitsui Chemicals's Fair Values from the Community and select yours...
분석 기사 Jun 27

Earnings Miss: Mitsui Chemicals, Inc. Missed EPS By 41% And Analysts Are Revising Their Forecasts

Investors in Mitsui Chemicals, Inc. ( TSE:4183 ) had a good week, as its shares rose 5.9% to close at JP¥3,336...

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 Sep 08

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

The board of Mitsui Chemicals, Inc. ( TSE:4183 ) has announced that it will pay a dividend of ¥75.00 per share on the...
내러티브 업데이트 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.
분석 기사 Aug 25

Mitsui Chemicals (TSE:4183) Has Affirmed Its Dividend Of ¥75.00

Mitsui Chemicals, Inc. ( TSE:4183 ) has announced that it will pay a dividend of ¥75.00 per share on the 3rd of...
분석 기사 Aug 14

Mitsui Chemicals' (TSE:4183) Soft Earnings Don't Show The Whole Picture

TSE:4183 1 Year Share Price vs Fair Value Explore Mitsui Chemicals's Fair Values from the Community and select yours...
분석 기사 Aug 11

Mitsui Chemicals (TSE:4183) Will Pay A Dividend Of ¥75.00

The board of Mitsui Chemicals, Inc. ( TSE:4183 ) has announced that it will pay a dividend on the 3rd of December, with...
분석 기사 Aug 10

Mitsui Chemicals, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

TSE:4183 1 Year Share Price vs Fair Value Explore Mitsui Chemicals's Fair Values from the Community and select yours...
분석 기사 Jul 23

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

Mitsui Chemicals, Inc.'s ( TSE:4183 ) investors are due to receive a payment of ¥75.00 per share on 3rd of December...
분석 기사 Jul 09

Mitsui Chemicals (TSE:4183) Will Pay A Dividend Of ¥75.00

Mitsui Chemicals, Inc. ( TSE:4183 ) has announced that it will pay a dividend of ¥75.00 per share on the 3rd of...
분석 기사 Jun 27

Earnings Miss: Mitsui Chemicals, Inc. Missed EPS By 41% And Analysts Are Revising Their Forecasts

Investors in Mitsui Chemicals, Inc. ( TSE:4183 ) had a good week, as its shares rose 5.9% to close at JP¥3,336...
분석 기사 Jun 26

Mitsui Chemicals (TSE:4183) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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새로운 내러티브 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.

이익 및 매출 성장 예측

TSE:4183 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20291,939,32582,25035,167180,6004
3/31/20281,826,21373,19864,700187,72510
3/31/20271,818,05051,689N/A105,6006
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
3/31/20201,338,98737,94438,632114,974N/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
6/30/20151,540,01530,692N/AN/AN/A

애널리스트 향후 성장 전망

수입 대 저축률: 4183 의 연간 예상 수익 증가율(24.7%)이 saving rate(0.8%)보다 높습니다.

수익 vs 시장: 4183 의 연간 수익(24.7%)이 JP 시장(8.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 4183 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: 4183 의 수익(연간 4.6%)이 JP 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 4183 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: 4183의 자본 수익률은 3년 후 9%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 01:55
종가2026/05/29 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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분석가 소스

Mitsui Chemicals, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Yuta NishiyamaCitigroup Inc