Revised Financial Results for Q2 FY2027 | Revenue ¥20,430 billion (Up 9.8% from Previous Forecast)

Performance Overview

Mitsubishi Chemical Group has upwardly revised its consolidated earnings forecast for the second quarter of FY2027, projecting revenue of ¥20,430 billion (up 9.8% from the previous forecast) and core operating profit of ¥1,940 billion (+39.6%). This is primarily driven by robust sales of semiconductor-related products, inventory valuation gains linked to soaring naphtha prices, and a temporary surge in demand due to customers' raw material procurement concerns. Segment-wise, significant profit increases are observed particularly in Specialty Materials and MMA & Derivatives. The full-year outlook remains uncertain, and no revisions have been made to the full-year guidance.

Future Outlook and Impact on Shareholders

The upward revision indicates an improved outlook for revenue and profits, with expectations of steady business performance. However, uncertainties remain due to geopolitical risks in the Middle East and global economic trends. Investors should pay attention to the strong contributions from semiconductor-related and chemical businesses while remaining vigilant to external environment fluctuations. Efficient capital management and close monitoring of future performance are essential.