Mitsui Chemicals, Inc. · TSE:4183
Mitsui Chemicals — Merger or Acquisition (September 2025)
17 slides from Mitsui Chemicals's merger presentation, Sep 10, 2025
Slide 1: Business Strategy Presentation focused on the integration of Polyolefins business
Business Strategy Presentation focused on the integration of Polyolefins business Basic & Green Materials IZAWA Kazumasa 伊澤 一雅 Senior Managing Executive Officer Business Sector President, Basic & Green Materials Business Sector Sep. 10, 2025
Slide 2: Contents
Sep. 10, 2025 Contents The aims and strategic positioning of the integration of Polyolefins business related to the direction of Mitsui Chemicals Group’s business portfolio transformation CEO HASHIMOTO Osamu Business Strategy of Basic & Green Materials ・ The integration of Polyolefins business ・ Bus
Slide 3: Approach to Pursuing Business Portfolio Transformation
3 Approach to Pursuing Business Portfolio Transformation Sep. 10, 2025 VISION 2030 Current phase onward ～2030 Active investment Organic growth New businesses + M&A Specialty chemicals L&HC & returns Ophthalmic lens materials Around existing areas Ophthalmic lens & coating materials of focus domains
Slide 4: Ideal Vision for the B&GM Business
4 Ideal Vision for the B&GM Business Sep. 10, 2025 Aiming to build a globally competitive, Japan-leading business entity through transformation and collaborations with other companies Aims of the split Ideal vision Create in the petrochemical sector a Japan-leading green chemical business entity wit
Slide 5: The strategic positioning of the integration of Polyolefins business
5 The strategic positioning of the integration of Polyolefins business Sep. 10, 2025 Take the first step toward strengthening Polyolefins business for a strong company that supports Japanese industry Substantial progress made with internally driven restructuring Competitors, etc. Further Transformat
Slide 6: Contents
Sep. 10, 2025 Contents The aims and strategic positioning of the integration of Polyolefins business related to the direction of Mitsui Chemicals Group’s business portfolio transformation CEO HASHIMOTO Osamu Business Strategy of Basic & Green Materials ・ The integration of Polyolefins business ・ Bus
Slide 7: Polyolefin's contribution to the domestic industry
7 Integration of Polyolefins business ①Polyolefin’s contribution to the domestic industry Sep. 10, 2025 Polyolefins are made from naphtha produced by petroleum refining and their applications are extend across various industrial sectors. They are highly important materials from the perspective of ec
Slide 8: Trend of reorganization among domestic polyolefins manufacturers
8 ②Trend of reorganization among domestic Integration of Polyolefins business polyolefins manufacturers Sep. 10, 2025 Although domestic polyolefins makers have promoted reorganization and consolidation, consolidation has not progressed as much as in oil refinery industry(4 companies) and steel indus
Slide 9: Domestic supply and demand conditions for Polyolefins
9 ➂Domestic supply and demand conditions Integration of Polyolefins business for Polyolefins Sep. 10, 2025 Due to declining domestic demand caused by population decrease and changes in lifestyle, demand for domestically produced polyolefins is expected to shrink further. With domestic production cap
Slide 10: Trend of our polyolefins business earnings
10 Integration of Polyolefins business ④Trend of our polyolefins business earnings Sep. 10, 2025 ・Although Prime Polymer had optimized production and maintained profitability following the 2008 financial crisis, it has experienced sluggish earnings since 2020 due to the impact of COVID-19 pandemic.
Slide 11: Outline of the integration
11 Integration of Polyolefins business ⑤Outline of the integration Sep. 10, 2025 Integrated domestic polyolefins business of SUMITOMO CHEMICAL COMPANY, LIMITED (“SUMITOMO”) into Prime Polymer Co., Ltd.(“PRM”). SUMITOMO will acquire a stake in PRM as a shareholder. Outline of PRM SUMITOMO’s business
Slide 12: Integration synergy
12 Integration of Polyolefins business ⑥Integration synergy Sep. 10, 2025 We will realize profitability improvement and increased capital efficiency in polyolefins business by generating integration synergies worth more than 8 billion yen through initiatives including consolidation of facilities and
Slide 13: Accelerating green transformation by business integration
13 ⑦Accelerating green transformation by Integration of Polyolefins business business integration Sep. 10, 2025 The renewed PRM aims to become a true prime solution partner for customers in the emerging green society by combining “Green raw material supply capability by the three investing companies
Slide 14: Profitability of Basic & Green Materials business
14 Business plan of Basic & Green Materials business ①Profitability of Basic & Green Materials business Sep. 10, 2025 By adding the effects of elimination of the negative impact of plant failure in Osaka Works （”plant failure”）and ongoing initiatives to improve profitability to the FY24 performance,
Slide 15: Toward the target operating income before special items
15 Business plan of Basic & Green Materials business ②Toward the target operating income before special items Sep. 10, 2025 B&GM business will achieve 36 billions of yen of operating income before special items in 2030 by promoting the second phase of restructuring and bolstering downstream business
Slide 16: A global solutions company that leads change and contributes to a sustainable future
A global solutions company that leads change and contributes to a sustainable future
Slide 17: Challenge Diversity One Team
Chemistry for Sustainable World Challenge Diversity One Team Statements made in this document with respect to Mitsui Chemicals' current plans, estimates, strategies, and beliefs and other statements that are not historical facts are forward-looking statements about the future performance of Mitsui C
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