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.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"4188","jir_company_name":"Mitsubishi Chemical Group Corporation","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-05","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/4188-20261105-03.pdf","jir_short_summary":"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.","jir_summary":"### Background and Details of the Change\nAlthough 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.\n\n### Impact and Future Outlook\nThe 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.","jir_financial_highlights":"Reversal of restructuring provision expected: approx. 9,000 million yen (Approximately 59,700 million yen was recorded in the prior consolidated fiscal year \u2192 expected reversal)","jir_category":"","jir_hashtags":"#MitsubishiChemicalGroup, #BusinessUpdate, #CarbonMaterialsContinuation","jir_key_figures":"Reversal of restructuring provision: approx. 9,000 million yen\nCoke business exit policy: maintained\nCarbon material production and sales: continuation; however, temporary suspension for facility refurbishment and timing of restart is TBD","jir_meta_title":"Mitsubishi Chemical Group Corporation Changes Policy to Continue Carbon Material Business | Production Pause H2 FY2027, Restart Expected H2 FY2028","jir_meta_description":"Mitsubishi Chemical Group Corporation has decided to continue its carbon material business, retaining and refurbishing in-house feedstock manufacturing facilities for pitch-based carbon fiber. Production will be temporarily suspended in H2 FY2027, with restart expected in H2 FY2028. The company will maintain its exit policy for the coke business.","jir_og_title":"Mitsubishi Chemical Group Corporation Changes Policy to Continue Carbon Material Business","jir_og_description":"Decision to continue the carbon material business. Facilities will be retained and refurbished in-house; production will be temporarily suspended in H2 FY2027, with restart planned for H2 FY2028. Coke business exit policy will be maintained.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":7488,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"business_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-141725","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n