)
Mitsubishi Chemical Group (4188) investor relations material
Mitsubishi Chemical Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Semiconductor-related businesses remained steady in Q3 FY25, while materials-related businesses faced ongoing sluggishness due to economic stagnation and weak demand across regions.
Core operating income for the group decreased 2% year-on-year to ¥185.6 billion, supported by strong industrial gases, while net income attributable to owners surged 77% to ¥105.4 billion, mainly due to proceeds from the transfer of Mitsubishi Tanabe Pharma, despite non-recurring losses from business exits.
Structural reforms, including withdrawal from coke and carbon materials, led to additional non-recurring losses and a downward revision of full-year profit forecast.
MTPC and its subsidiaries were transferred on July 1, 2025, and are now classified as discontinued operations, significantly impacting reported results.
Financial highlights
Revenue for the first nine months was ¥2,737.3 billion, down 8% year-on-year, mainly due to lower prices, volumes, and business restructuring.
Core operating income was ¥185.6 billion, down 2% year-on-year.
Net income attributable to owners of the parent was ¥105.4 billion, up 77% year-on-year, mainly due to the sale of Mitsubishi Tanabe Pharma.
Operating income fell 22% year-on-year to ¥113.3 billion.
Basic earnings per share rose to ¥76.70 from ¥41.72 year-over-year.
Outlook and guidance
Full-year profit forecast was revised down from ¥125 billion to ¥47 billion due to additional non-recurring losses from structural reforms and business withdrawals.
Core operating income forecast remains unchanged at ¥250 billion, with continued focus on portfolio transformation and profit improvement.
Year-end dividend forecast maintained at ¥16 per share, annual dividend at ¥32 per share.
Basic earnings per share forecast for the year is ¥34.29.
- TimeTickerHeadlineOpen
- 6 FebWASH
Q4 2025 net income up 48%, adjusted EPS up 41%, AUA $7.8B, dividend yield 7.58%. - 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
Next Mitsubishi Chemical Group earnings date
Next Mitsubishi Chemical Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)