Mitsui Chemicals, Inc. · TSE:4183
Mitsui Chemicals — Investor Presentation (December 2025)
38 slides from Mitsui Chemicals's investor presentation, Dec 17, 2025
Slide 1: Translation note
Please note that this document has been translated from the original Japanese into English for the convenience of our stakeholders. The English annotations below the presentation slides (script) were prepared using machine translation. Automated translation can introduce errors; therefore, please re
Slide 2: Business Strategy Presentation: Life & Healthcare Solutions
01 MAKE IT HAPPEN Business Strategy Presentation Life & Healthcare Solutions *H SB » Mitsui Chemicals | HAYASHIDA Hiromi Managing Executive Officer, Business Sector President, Life & Healthcare Solutions Business Sector, December 17, 2025 Copyright © 2025 Masui Chemicals, ne.
Slide 3: L&HC Sector review and operating income trend
・This is a review of Life & Healthcare Solutions Business Sector(referred to as “L&HC Sector”). The bar graph shows the trend of operating income before special items. It has continued to grow consecutively since FY2019. ・In terms of business status, Vision Care and Agrochemicals are steadily expand
Slide 4: Vision care strategy and M&A
・Regarding vision care, under the strategy of expanding high-refractive- index lens materials and the peripheral domains of the coating materials and equipment business, we are working to drive the market throughout the value chain including these peripheral areas. ・ In order to flesh out our lineup
Slide 5: Expansion in growth and emerging markets
・Regarding pursuing sales in growth markets and advancing into emerging markets, we will utilize the sites Coburn has in the United States and India. From the U.S. site, we will offer technical services to South America, and from the Indian site, to Africa, aiming for further expansion. ・Also, SDC p
Slide 6: Vision care technical details and materials
・We will provide additional technical details in this slide. ・The vertical axis represents the addition of functions, while the horizontal axis represents the expansion of domains. ・First, the high-strength function. The U.S. market has a high share of polycarbonate material in impact-resistant lens
Slide 7: AR/VR materials development
・Regarding AR/VR, we are collaborating with the ICT Solutions Business Sector and are also engaged in developing new materials.
Slide 8: Agrochemicals growth drivers
・Regarding Agrochemicals, we have doubled profits centered around four key formulations that are the growth drivers. Additionally, we are steadily progressing with the consideration of capacity expansion to meet the increasing demand. ・As we expand globally, we are increasing the number of registere
Slide 9: Recent M&A and synergies
・We will explain the overview of the most recent M&A conducted. ・To conclude, the acquired business has been seeing steady growth above the initial plan. The closing took place in January 2022, and by unifying the offices of both companies and reorganizing the structure a year later, the synergy eff
Slide 10: Manufacturing base utilization
・Additionally, by acquiring it, the utilization of the manufacturing base has also progressed, and by turning it into our second major active ingredient plant after the Omuta works, it has also become possible to realize business continuity planning (BCP)
Slide 11: Oral care structural improvement
・Regarding Oral care, we will explain the purpose and methods of improving the ratio of selling and administrative expenses to sales revenue to the same level as global competitors with respect to structural improvement in point ①.
Slide 12: Kulzer business restructuring
・This slide presents Kulzer's business restructuring, focusing mainly on the oral care business. ・Regarding Kulzer, lean management was introduced in 2018 with the aim of transforming the company's organizational culture. In addition to that, structural reforms are being advanced to focus on growth
Slide 13: Reducing sales and administrative expense levels
・Through these implementations, we aim to bring our sales and administrative expense levels to the same level as, or even beyond, those of our competitors. We expect the effects of the initiatives implemented in FY2025 to fully contribute by FY2026.
Slide 14: 3D-printed complete dentures
・So far, we have explained the progress of structural reforms, and now I will introduce the efforts contributing to social challenges. ・In the Japanese market, there is a social issue concerning the stable supply of complete dentures. Until now, complete dentures have been handmade, but the aging of
Slide 15: Integrating chemical, 3D printing and dental capabilities
・From now on, we will contribute to solving social challenges by integrating Mitsui Chemicals' chemical technology and 3D printing expertise with Kulzer's ability to provide solutions for the dental market and Sun Medical’s medical capabilities in medical device production technology.
Slide 16: DNA Chip Research testing and diagnostics
・Finally, we will explain the testing and diagnostic business of DNA Chip Research. ・In FY2025, we made DNA Chip Research our wholly owned subsidiary. We are further expanding testing and diagnostic business by integrating highly sensitive genetic analysis technology with Mitsui Chemicals’ biotechno
Slide 17: DNA Chip Research integration and lung cancer panel
・After making the company our wholly-owned subsidiary in June 2025, we have been investing human resources, including the president, to promote PMI. Additionally, we are working on overseas expansion leveraging our business foundations and on the development of new diagnostic content for diseases ot
Slide 18: Business Strategy Presentation: Mobility Solutions
01 MAKE IT HAPPEN Business Strategy Presentation Mobility Solutions WIA B DB» Mitsui Chemicals | KOMORTYA Atsushi Managing Executive Officer, Business Sector President, Mobility Solutions Business Sector copyright © 225 Mas Chemical, re December 17, 2025
Slide 19: Mobility Sector long-term strategy
・This slide provides an overview of the long-term strategy for the Mobility Solutions Business Sector(referred to as “Mobility Sector”). ・ To solve social challenges and let us achieve sustainable business growth by providing unique materials, features and services, we are expanding our business on
Slide 20: Mobility performance trend
・This is the performance trend. Operating income before special items grew steadily from FY2021 to FY2023, following the COVID-19 pandemic, but there has been a slight decrease in profits from FY2024 onwards. ・There are two reasons for that. ・The first point is the changes in the solar panel market
Slide 21: ROIC outlook
around 10%. It is expected to decline slightly in FY2026 due to large- scale investments, but we aim to maintain 10% and pursue further improvement in the future.
Slide 22: Mobility business clusters
・We will explain the content of the business strategy. ・ Mobility Sector consists of three business clusters, each working together to expand existing businesses and create new ones. ・ "Composite materials" are at the forefront of the market, gathering market insights and customer needs, and introdu
Slide 23: Elastomers products and global supply
・ The main products of "Elastomers" are TAFMERTM, Mitsui EPT™, and LUCANTTM. ・The common strategies are "Continually launch differentiated products", "Supply raw materials for composite materials" and "Develop new polymers and establish polymerization technologies." ・From Japan and Singapore, we glo
Slide 24: Composite materials regional collaboration
・"Composite materials" are basically developed under a local production for local consumption system. ・ We are promoting collaboration between regions based on local circumstances. ・ As an example, there is a company called MCZ (Mitsui ADVANCED Composites(Zhongshan)Co., Ltd.) that manufactures and s
Slide 25: Collaboration with POLYPLASTICS in engineering plastics
・We will expand our global collaboration with POLYPLASTICS CO., LTD. in the area of engineering plastics, including ARLENTM and AURUMTM.
Slide 26: Offering concepts: backdoor and battery packs
・We have talked about offering concepts before. Among these, we have mentioned that commercialization of the backdoor is expected around 2027. However, development has progressed smoothly, adoption has been confirmed, and production will begin gradually starting next year. ・Currently, our focus is o
Slide 27: Solutions and New Business examples
・In Solutions and New Business, we aim to address social challenges through collaboration between internal resources and external partners. Today, we will present three examples shown on the right side of the slide. ・In "New transport system," we have invested in the U.S.-based company Glydways Inc.
Slide 28: ARRK structural reforms
・Regarding ARRK, the structural reforms we have been implementing are still in progress, so we will continue these efforts while also driving growth strategies. This fiscal year, we expect to return to the profit levels at the time of acquisition and aim to move into a growth phase.
Slide 29: Business Strategy Presentation: ICT Solutions
01 MAKE IT HAPPEN Business Strategy Presentation ICT Solutions TR Bs D> Mitsui Chemicals | HIRAHARA Akio Representative Director, Senior Managing Executive Officer, Business Sector President, ICT Solutions Business Sector December 17, 2025 Copyright © 2025 Mitsui Chemical, nc.
Slide 30: ICT Sector targets and four businesses
・As shown in the graph on the left side of the slide, we have set targets of 61 billion yen in operating income before special items for FY2028 and 73 billion yen for FY2030 and we are working toward achieving these goals. ・Since the launch of the ICT Solutions Business Sector(referred to as “ICT Se
Slide 31: Investments and restructuring since FY2022
・Since the establishment of ICT Sector in FY2022, we have been actively expanding investments while progressively advancing restructuring and optimization. ・We have been advancing investment projects mainly focused on ICROSTM Tape and MITSUI PELLICLESTM. ・On the other hand, in terms of restructuring
Slide 32: Semiconductor product lineup
・This is our product lineup in the semiconductor field. ・Although it includes newly developed products, we offer a broad range of products covering front-end, back-end, and even the packaging processes, while actively driving development across multiple areas.
Slide 33: ICROS Tape business
・We will explain the individual business. ・ICROSTM tape has expanded its market share in the back grind process and secured the top position. To steadily broaden the business domain, we are also working to enter peripheral areas such as dicing and thermal release double sided tapes. ・As shown in the
Slide 34: EUV and CNT pellicles
・The EUV pellicles are steadily expanding. ・We plan to complete the mass production line for CNT pellicles during FY2025 and begin supply in FY2026. To meet the demands of increasing EUV power, improvements in transmittance and durability are required. Starting with sales in FY2026, we intend to rap
Slide 35: New materials with SHINKO ELECTRIC INDUSTRIES
・We have invested in SHINKO ELECTRIC INDUSTRIES and are working on developing new materials by combining their process technology with our materials technology. ・On the right side of the slide, we show the newly developed products for the implementation area. As a result of our efforts in technology
Slide 36: Diffrar resin substrate for AR glasses
・We will explain about DiffrarTM. ・DiｆfrarTM is a resin substrate for optical waveguides used in AR glasses, which requires high surface smoothness and a precise refractive index. We are actively working to expand from raw materials into processed products such as these. ・ We are collaborating close
Slide 37: Converting solutions: POD and PUD
・Converting solutions primarily offers Polyolefin Dispersions (POD) and Polyurethane Dispersions (PUD), and is strengthening and expanding its development and production capabilities globally. ・We have launched a Coating Technology Center (CTC) in India, including a production line for prototyping,
Slide 38: PFAS alternatives and processed products
・ Demand for PFAS alternatives is rising, and we are seizing this opportunity to deliver added value through our ICT solutions portfolio. ・Demand for TPXTM has started to grow, particularly in cable applications. ・Additionally, materials such as MIPELONTM and LUBMERTM offer superior sliding properti
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