Analysts raise target for Mitsui Chemicals stock from JPY 2,435 to JPY 2,515

Published on 10/07/2026 at 06:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half guidance calls for JPY 957.0 billion sales revenue and JPY 66.0 billion operating income. The target view for Mitsui Chemicals stock rests on 11 ratings.

Mitsui Chemicals, JP3888300005, Illustration mit AI erstellt.

Analysts raised their target for Mitsui Chemicals stock from JPY 2,435 to JPY 2,515 in an update shared on October 2, 2026, according to Simply Wall St. The JPY 2,515 target stands 15.45 percent above the JPY 2,178.50 Tokyo quotation on October 7, 2026.

Guidance sets a JPY 957.0 billion base

The same update says Mitsui Chemicals issued first-half guidance for the period ending September 30, 2026. The company projected sales revenue of JPY 957.0 billion, operating income of JPY 66.0 billion, net income of JPY 45.0 billion and net income attributable to owners of the parent of JPY 34.0 billion.

Basic earnings per share in that guidance was JPY 94.05. For investors, the key comparison is between the operating-income forecast and the target revision: the valuation case depends on earnings delivery, not only on a higher multiple.

Valuation shifts while growth stays measured

Simply Wall St reported that the valuation model moved its fair value from JPY 2,434.55 to JPY 2,514.55. Its revenue-growth assumption moved from 5.64 percent to 5.26 percent, while the net profit margin assumption increased from 4.30 percent to 4.39 percent.

The counterweight is visible in that combination. A higher target alongside a lower revenue-growth assumption puts more weight on margin improvement, capital allocation and execution in the company's business portfolio.

Report 2026 adds strategic context

Mitsui Chemicals released its annual Mitsui Chemicals Report 2026 on September 30, 2026, according to the company's official release. The company described the report as a review of the midpoint of its VISION 2030 plan and a presentation of its new management team's challenges.

Stock range keeps the target in view

Mitsui Chemicals had a market capitalization of JPY 801.9 billion on October 7, 2026. Its Tokyo Stock Exchange 52-week range was JPY 1,737.00 to JPY 2,477.50, placing the JPY 2,515 consensus target above the documented yearly high.

The Lang & Schwarz prior close was EUR 12.20 on October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Mitsui Chemicals stock.