Mitsui Chemicals, Inc.

TSE:4183 주식 리포트

시가총액: JP¥784.6b

Mitsui Chemicals 경영진

경영진 기준 점검 0/4

Mitsui Chemicals CEO는 Satoshi Ichimura, Apr2026 에 임명되었습니다 의 임기는 1년 미만입니다. 는 ¥16.09M 가치에 해당하는 회사 주식의 0.002% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 1.5 년과 2.1 년입니다.

핵심 정보

Satoshi Ichimura

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율0.002%
경영진 평균 재임 기간1.5yrs
이사회 평균 재임 기간2.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
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...
분석 기사 May 08

Mitsui Chemicals, Inc.'s (TSE:4183) Intrinsic Value Is Potentially 42% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitsui Chemicals fair value estimate is JP¥4,508 Current share...
분석 기사 Mar 27

Mitsui Chemicals' (TSE:4183) Dividend Will Be ¥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...
분석 기사 Mar 13

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 26th of June. This will take the annual...
분석 기사 Feb 26

Mitsui Chemicals (TSE:4183) Is Due To Pay A Dividend Of ¥75.00

The board of Mitsui Chemicals, Inc. ( TSE:4183 ) has announced that it will pay a dividend on the 26th of June, with...
분석 기사 Feb 12

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 on the 26th of June, with...
분석 기사 Feb 11

We Think You Can Look Beyond Mitsui Chemicals' (TSE:4183) Lackluster Earnings

Soft earnings didn't appear to concern Mitsui Chemicals, Inc.'s ( TSE:4183 ) shareholders over the last week. We did...
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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.
분석 기사 Sep 08

Mitsui Chemicals, Inc. (TSE:4183) Shares Could Be 23% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitsui Chemicals fair value estimate is JP¥3,126 Current share...
분석 기사 Aug 12

Market Cool On Mitsui Chemicals, Inc.'s (TSE:4183) Earnings Pushing Shares 27% Lower

Mitsui Chemicals, Inc. ( TSE:4183 ) shareholders that were waiting for something to happen have been dealt a blow with...
분석 기사 Aug 08

Analysts Are Updating Their Mitsui Chemicals, Inc. (TSE:4183) Estimates After Its First-Quarter Results

There's been a major selloff in Mitsui Chemicals, Inc. ( TSE:4183 ) shares in the week since it released its...

CEO

Satoshi Ichimura (59 yo)

less than a year
재임 기간

Mr. Satoshi Ichimura is President, CEO and Representative Director of Mitsui Chemicals, Inc since April 1, 2026. He was Managing Executive Officer and CSO at Mitsui Chemicals, Inc since April 2024 until Ap...


리더십 팀

이름직위재임 기간보수지분
Satoshi Ichimura
CEO, President & Representative Directorless than a year데이터 없음0.0021%
¥ 16.1m
Osamu Yoshida
Managing Executive Officer1.5yrs데이터 없음데이터 없음
Toshihiko Omote
Managing Executive Officer CTO & Director1.5yrs데이터 없음데이터 없음
Taro Koike
Director of IR Department - Corporate Communicate Divisionno data데이터 없음데이터 없음
Ken Migita
CHRO & Managing Executive Officerless than a year데이터 없음데이터 없음
Akio Hirahara
Senior Managing Executive Officer & Representative Directorno data데이터 없음0.012%
¥ 95.5m
Toshiya Urakawa
Executive Officer & Senior VP of Digital Transformation Sector2.5yrs데이터 없음데이터 없음
Kazumasa Izawa
Senior Managing Executive Officer & President of Basic & Green Materials Business Sector4.5yrs데이터 없음데이터 없음
Masao Sambe
Managing Executive Officer4.5yrs데이터 없음데이터 없음
Antonios Grigoriou
Managing Executive Officer1.5yrs데이터 없음데이터 없음
Hiromi Hayashida
Managing Executive Officer & President of Life & Healthcare Solutions Business Sector1.5yrs데이터 없음데이터 없음
Tadahiro Suhara
Managing Executive Officer & President of ICT Solutions Business Sectorless than a year데이터 없음데이터 없음
1.5yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 관리: 4183의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.5 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Satoshi Ichimura
CEO, President & Representative Director1.1yrs데이터 없음0.0021%
¥ 16.1m
Osamu Yoshida
Managing Executive Officerno data데이터 없음데이터 없음
Toshihiko Omote
Managing Executive Officer CTO & Directorless than a year데이터 없음데이터 없음
Akio Hirahara
Senior Managing Executive Officer & Representative Director1.1yrs데이터 없음0.012%
¥ 95.5m
Hiroshi Nishio
Audit & Supervisory Board Member4.1yrs데이터 없음0.0064%
¥ 49.9m
Ungyong Shu
Directorless than a year데이터 없음데이터 없음
Osamu Hashimoto
Chairman8.1yrsJP¥138.00m0.028%
¥ 217.9m
Yasuko Gotoh
Audit & Supervisory Board Member3.1yrs데이터 없음데이터 없음
Yasuhiro Hosomi
Audit & Supervisory Board Member2.1yrs데이터 없음0.010%
¥ 80.7m
Akira Mabuchi
Independent Outside Director5.1yrs데이터 없음0.0016%
¥ 12.6m
Takayoshi Mimura
Independent Outside Director4.1yrs데이터 없음0.0010%
¥ 7.8m
Tami Kihara
Independent Outside Director2.1yrs데이터 없음데이터 없음
2.1yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: 4183의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.1 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/27 16:11
종가2026/07/24 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Mitsui Chemicals, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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Takashi EnomotoBofA Global Research
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