Mitsubishi Chemical Group Corporation
Change in Disclosure: Notice on Continuation of Carbon Material Business
Decision to continue the carbon material business. The company will retain in-house feedstock manufacturing facilities for pitch-based carbon fiber and continue production and sales of carbon materials. Production will be temporarily suspended in the latter half of fiscal 2027 for facility refurbishment, with restart expected in the latter half of fiscal 2028. The coke business exit policy will be maintained.
Key Figures
- Reversal of restructuring provision: approx. 9,000 million yen
- Coke business exit policy: maintained
- Carbon material production and sales: continuation; however, temporary suspension for facility refurbishment and timing of restart is TBD
AI要約
Background and Details of the Change
Although a prior notice dated February 2, 2026 indicated a policy to exit the coke and carbon material businesses, the company concluded that owning in-house feedstock manufacturing facilities is indispensable to secure competitiveness for pitch-based carbon fiber, and decided to continue the carbon material business at the Kagawa Plant. After the change, production and sales of carbon materials will continue; however, production will be temporarily suspended in the latter half of fiscal 2027 for facility refurbishment, with restart expected in the latter half of fiscal 2028. The company will continue the exit policy for the coke business.
Impact and Future Outlook
The company will work to stabilize quality and strengthen the supply system for pitch-based carbon fiber, expanding applications beyond 5G/6G, AI servers, and data centers to include space-related uses. For carbon materials, the company will proceed by negotiating individual transaction terms with customers. After the production suspension in the latter half of fiscal 2027 and restart in the latter half of fiscal 2028, the impact of refurbishment costs for related facilities is under review.
Mitsubishi Chemical Group Corporation
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