Mitsubishi Chemical Group (4188) Stock Overview
Provides performance products, industrial materials, industrial gases, and others in Japan and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
4188 Community Fair Values
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Analyst Price Targets
Mitsubishi Chemical Group Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥1,089.50 |
| 52 Week High | JP¥1,171.00 |
| 52 Week Low | JP¥735.10 |
| Beta | 0.64 |
| 1 Month Change | 21.33% |
| 3 Month Change | -1.89% |
| 1 Year Change | 45.02% |
| 3 Year Change | 34.46% |
| 5 Year Change | 18.94% |
| Change since IPO | 33.68% |
Recent News & Updates
Narrative Update • May 15
4188: Earnings Will Soften As Decarbonization Restructuring Continues Yet Shares Remain Fairly Valued
Analysts have adjusted their price target for Mitsubishi Chemical Group slightly higher to ¥987.5 from ¥982.7. This reflects updated assumptions on revenue growth, discount rate, profit margin, and forward P/E. Valuation Changes Fair Value: Revised slightly higher to ¥987.5 from ¥982.73.
Narrative Update • Apr 24
4188: Structural Reform Losses And Profit Cut Will Depress Future Returns
Analysts have kept their ¥790 price target for Mitsubishi Chemical Group steady, as small tweaks to assumptions on discount rate, revenue trend, profit margin and future P/E are seen as offsetting each other rather than shifting the overall valuation view. What's in the News Mitsubishi Chemical Group lowered its consolidated earnings guidance for the year ending March 31, 2026, keeping sales revenue guidance at ¥3,672.0b but adjusting operating income to ¥70.0b, net income to ¥114.8b, and basic EPS to ¥34.29, compared with prior guidance of operating income ¥176.0b, net income ¥189.9b, and EPS ¥91.21.Recent updates
Narrative Update • May 15
4188: Earnings Will Soften As Decarbonization Restructuring Continues Yet Shares Remain Fairly Valued
Analysts have adjusted their price target for Mitsubishi Chemical Group slightly higher to ¥987.5 from ¥982.7. This reflects updated assumptions on revenue growth, discount rate, profit margin, and forward P/E. Valuation Changes Fair Value: Revised slightly higher to ¥987.5 from ¥982.73.Narrative Update • Apr 24
4188: Structural Reform Losses And Profit Cut Will Depress Future Returns
Analysts have kept their ¥790 price target for Mitsubishi Chemical Group steady, as small tweaks to assumptions on discount rate, revenue trend, profit margin and future P/E are seen as offsetting each other rather than shifting the overall valuation view. What's in the News Mitsubishi Chemical Group lowered its consolidated earnings guidance for the year ending March 31, 2026, keeping sales revenue guidance at ¥3,672.0b but adjusting operating income to ¥70.0b, net income to ¥114.8b, and basic EPS to ¥34.29, compared with prior guidance of operating income ¥176.0b, net income ¥189.9b, and EPS ¥91.21.Narrative Update • Apr 09
4188: Structural Reform Losses And Profit Cut Will Cap Future Upside
Analysts have maintained their ¥790.0 price target for Mitsubishi Chemical Group, reflecting expectations of slightly softer revenue contraction, a higher projected profit margin of 3.33%, and a lower assumed future P/E of 9.45. What's in the News Mitsubishi Chemical Group revised full year guidance for the year ending March 31, 2026, keeping sales revenue at ¥3,672.0b but cutting operating income guidance from ¥176.0b to ¥70.0b.Narrative Update • Mar 26
4188: Earnings Downgrade And Restructuring Losses Will Restrain Future Upside
Analysts have maintained their ¥790 price target for Mitsubishi Chemical Group, noting that a slightly lower discount rate, a softer revenue outlook, a modestly higher profit margin and a small increase in the assumed future P/E multiple are offsetting factors. What's in the News Mitsubishi Chemical Group cut its consolidated earnings guidance for the full year ending March 31, 2026, keeping sales revenue at ¥3,672.0b but reducing expected operating income to ¥70.0b, net income to ¥114.8b, and basic EPS to ¥34.29, compared with prior guidance of operating income of ¥176.0b, net income of ¥189.9b, and basic EPS of ¥91.21 (Corporate guidance).Narrative Update • Mar 12
4188: Earnings Will Weaken As Decarbonization Restructuring Progresses Yet Shares Appear Fairly Valued
Analysts have kept their ¥982.73 price target for Mitsubishi Chemical Group broadly unchanged, citing only slight tweaks to the discount rate and long term P/E assumptions rather than any major shift in their view of the company. What's in the News Mitsubishi Chemical Group lowered its consolidated earnings guidance for the full year ending March 31, 2026, keeping sales revenue guidance at ¥3,672.0b but revising operating income to ¥70.0b, net income to ¥114.8b, and basic EPS to ¥34.29 from earlier guidance of operating income ¥176.0b, net income ¥189.9b, and basic EPS ¥91.21 (company guidance).Narrative Update • Feb 26
4188: Structural Reforms And Decarbonization Shift Will Depress Earnings And Margins
Analysts have adjusted their price target for Mitsubishi Chemical Group to ¥982.73. The change reflects updated views on a slightly higher discount rate, softer revenue growth assumptions, modestly lower profit margin expectations, and a higher future P/E multiple.Analysis Article • Feb 12
Mitsubishi Chemical Group (TSE:4188) Is Paying Out A Dividend Of ¥16.00
Mitsubishi Chemical Group Corporation ( TSE:4188 ) will pay a dividend of ¥16.00 on the 4th of June. Based on this...Narrative Update • Feb 11
4188: Decarbonization Shift And Weaker Revenues Will Pressure Long Term Margins
Analysts have adjusted their price target for Mitsubishi Chemical Group from ¥905 to ¥983, citing updated assumptions around discount rates, long term revenue trends, profit margins and future P/E expectations. What's in the News Asahi Kasei, Mitsui Chemicals, and Mitsubishi Chemical were selected for Japan's Fiscal 2025 HtA Support Program to promote decarbonization and production conversion at two ethylene facilities in western Japan, with a reported investment scale of ¥21.2b and a maximum subsidy application amount of ¥10.4b (Key Developments).Analysis Article • Feb 07
Results: Mitsubishi Chemical Group Corporation Delivered A Surprise Loss And Now Analysts Have New Forecasts
It's been a good week for Mitsubishi Chemical Group Corporation ( TSE:4188 ) shareholders, because the company has just...Narrative Update • Jan 28
4188: Decarbonization Investments And Margin Pressure Will Constrain Future Upside
Analysts have raised their fair value estimate for Mitsubishi Chemical Group from ¥700.0 to ¥790.0, citing updated assumptions that include a revised discount rate, revenue trajectory, profit margin outlook, and future P/E expectations. What's in the News Asahi Kasei, Mitsui Chemicals, and Mitsubishi Chemical were selected for Japan's Fiscal 2025 HtA Support Program to promote decarbonization and production optimization at two ethylene facilities in western Japan, including the use of biomass feedstock as an alternative to petroleum based resources.Analysis Article • Jan 22
Pinning Down Mitsubishi Chemical Group Corporation's (TSE:4188) P/S Is Difficult Right Now
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Chemicals industry in Japan, you could be...
Narrative Update • Jan 14
4188: Advanced Cooling Materials Will Support Future Upside In High Performance Computing
Analysts have lifted their price target for Mitsubishi Chemical Group from ¥1,230.65 to ¥1,279.92, reflecting updated views on its fair value, discount rate, revenue growth outlook and profit margin profile, as well as an adjusted future P/E assumption. What's in the News Mitsubishi Chemical Group and Boston Materials, Inc.Analysis Article • Dec 31
Mitsubishi Chemical Group (TSE:4188) Will Pay A Dividend Of ¥16.00
The board of Mitsubishi Chemical Group Corporation ( TSE:4188 ) has announced that it will pay a dividend on the 4th of...Analysis Article • Dec 17
Mitsubishi Chemical Group (TSE:4188) Has Affirmed Its Dividend Of ¥16.00
Mitsubishi Chemical Group Corporation's ( TSE:4188 ) investors are due to receive a payment of ¥16.00 per share on 4th...Narrative Update • Dec 13
4188: Advanced Cooling Materials And Semiconductor Packaging Will Drive Future Upside
Narrative Update Analysts have modestly reduced their price target for Mitsubishi Chemical Group by approximately ¥15, reflecting a slightly lower fair value, along with improved expectations for revenue growth and profit margins supported by updated valuation assumptions and a lower discount rate. What's in the News Mitsubishi Chemical Group entered a strategic collaboration with Boston Materials, including an investment via Diamond Edge Ventures, to advance thermal management solutions for high performance computing and AI data centers (Key Developments).Analysis Article • Dec 03
Mitsubishi Chemical Group's (TSE:4188) Dividend Will Be ¥16.00
Mitsubishi Chemical Group Corporation ( TSE:4188 ) will pay a dividend of ¥16.00 on the 4th of June. This makes the...Narrative Update • Nov 29
4188: Core Segment Pressures And Margins Will Define Next Phase Of Stability
Analysts have raised their price target for Mitsubishi Chemical Group from ¥900.91 to ¥905.45, citing a shift to positive revenue growth expectations as well as slight improvements in profit margin and discount rate assumptions. What's in the News Mitsubishi Chemical Group revised its consolidated earnings guidance for the full year ending March 31, 2026, lowering sales revenue, operating income, and net income forecasts.Narrative Update • Nov 15
4188: Future Profit Margins And Market Pressures Will Shape Balanced Outlook
Analysts have modestly reduced their price target for Mitsubishi Chemical Group to ¥900.91. They cite updated views on the company's slightly improved profit margin outlook and a lower projected discount rate.Narrative Update • Oct 31
4188: Share Repurchase And Sustainable Margins Will Support Long-Term Performance
Mitsubishi Chemical Group: Narrative Update Analysts have slightly adjusted their price target for Mitsubishi Chemical Group, lowering it from approximately ¥902.73 to ¥900.91. This change reflects minor shifts in projections for revenue growth, profit margins, and discount rates.Analysis Article • Oct 28
Mitsubishi Chemical Group (TSE:4188) Use Of Debt Could Be Considered Risky
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative Update • Oct 17
Specialty Materials And Advanced Composites Will Build A Sustainable Future
Analysts have slightly reduced their price target for Mitsubishi Chemical Group from ¥905 to ¥902.73. This reflects a minor adjustment based on updated projections for revenue growth and profit margin.Narrative Update • Oct 03
Specialty Materials And Advanced Composites Will Build A Sustainable Future
Analysts have adjusted their fair value estimate for Mitsubishi Chemical Group downward from ¥923 to ¥905. This change reflects modest updates to profit margin expectations and discount rate assumptions.Analysis Article • Sep 25
Mitsubishi Chemical Group (TSE:4188) Is Paying Out A Dividend Of ¥16.00
The board of Mitsubishi Chemical Group Corporation ( TSE:4188 ) has announced that it will pay a dividend on the 3rd of...Analysis Article • Jul 24
Mitsubishi Chemical Group's (TSE:4188) Dividend Will Be ¥16.00
Mitsubishi Chemical Group Corporation ( TSE:4188 ) has announced that it will pay a dividend of ¥16.00 per share on the...Analysis Article • Jul 10
Mitsubishi Chemical Group (TSE:4188) Has Announced A Dividend Of ¥16.00
Mitsubishi Chemical Group Corporation ( TSE:4188 ) will pay a dividend of ¥16.00 on the 3rd of December. Based on this...Analysis Article • Jun 30
Some Investors May Be Willing To Look Past Mitsubishi Chemical Group's (TSE:4188) Soft Earnings
The market for Mitsubishi Chemical Group Corporation's ( TSE:4188 ) shares didn't move much after it posted weak...Analysis Article • Jun 27
Mitsubishi Chemical Group Corporation Just Missed Earnings - But Analysts Have Updated Their Models
The full-year results for Mitsubishi Chemical Group Corporation ( TSE:4188 ) were released last week, making it a good...
New Narrative • Nov 28
Boosting Revenue And Profitability With Calculated Reforms In The Semiconductor Market
Strategic expansion in photosensitive polymers and resins targets semiconductor industry growth, potentially significantly boosting revenue.Shareholder Returns
| 4188 | JP Chemicals | JP Market | |
|---|---|---|---|
| 7D | 0% | 5.2% | 1.9% |
| 1Y | 45.0% | 56.7% | 41.5% |
Return vs Industry: 4188 underperformed the JP Chemicals industry which returned 56.7% over the past year.
Return vs Market: 4188 exceeded the JP Market which returned 41.5% over the past year.
Price Volatility
| 4188 volatility | |
|---|---|
| 4188 Average Weekly Movement | 7.5% |
| Chemicals Industry Average Movement | 5.9% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
Stable Share Price: 4188's share price has been volatile over the past 3 months compared to the JP market.
Volatility Over Time: 4188's weekly volatility (8%) has been stable over the past year, but is still higher than 75% of JP stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | 63,258 | Manabu Chikumoto | www.mcgc.com |
Mitsubishi Chemical Group Corporation provides performance products, industrial materials, industrial gases, and others in Japan and internationally. It operates in five segments: Specialty Materials, MA & Derivatives, Basic Materials & Polymers, Pharma, and Industrial Gases. The company provides chemicals; film & sheet/molding/composite; information/electronics/ display/ battery; environment & living solutions; polymers/resins, high performance chemicals; carbon/carbon fibers & composite materials; inorganic products; and agriculture/food materials/ medical & health; as well as provides service/IT/ analysis, and industrial gases.
Mitsubishi Chemical Group Corporation Fundamentals Summary
| 4188 fundamental statistics | |
|---|---|
| Market cap | JP¥1.56t |
| Earnings (TTM) | -JP¥82.95b |
| Revenue (TTM) | JP¥3.70t |
0.4x
P/S Ratio-17.8x
P/E RatioIs 4188 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 4188 income statement (TTM) | |
|---|---|
| Revenue | JP¥3.70t |
| Cost of Revenue | JP¥2.63t |
| Gross Profit | JP¥1.07t |
| Other Expenses | JP¥1.15t |
| Earnings | -JP¥82.95b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -61.06 |
| Gross Margin | 28.92% |
| Net Profit Margin | -2.24% |
| Debt/Equity Ratio | 78.3% |
How did 4188 perform over the long term?
See historical performance and comparisonDividends
2.9%
Current Dividend Yield-53%
Payout RatioDoes 4188 pay a reliable dividends?
See 4188 dividend history and benchmarks| Mitsubishi Chemical Group dividend dates | |
|---|---|
| Ex Dividend Date | Mar 30 2026 |
| Dividend Pay Date | Jun 03 2026 |
| Days until Ex dividend | 64 days |
| Days until Dividend pay date | 1 day |
Does 4188 pay a reliable dividends?
See 4188 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/01 14:53 |
| End of Day Share Price | 2026/06/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Mitsubishi Chemical Group Corporation is covered by 19 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mikiya Yamada | Barclays |
| Takashi Enomoto | BofA Global Research |
| Yuta Nishiyama | Citigroup Inc |