Mitsui Chemicals, Inc. · TSE:4183
Mitsui Chemicals — Investor Presentation (December 2025)
37 slides from Mitsui Chemicals's investor presentation, Dec 17, 2025
Slide 1: Business Strategy Presentation
December 17, 2025 Business Strategy Presentation ⚫Life & Healthcare Solutions Business ⚫Mobility Solutions Business ⚫ICT Solutions Business Copyright © 2025 Mitsui Chemicals, Inc.
Slide 2: Life & Healthcare Solutions
Dec. 30, 2025 Business Strategy Presentation Life & Healthcare Solutions 林田 博巳 HAYASHIDA Hiromi Managing Executive Officer, Business Sector President, Life & Healthcare Solutions Business Sector November 26, 2025 Copyright © 2025 Mitsui Chemicals, Inc. December 17, 2025
Slide 3: Pursuing Business Portfolio Transformation
Pursuing Business Portfolio Transformation 1 Life & Healthcare Solutions Dec. 17, 2025 Providing solutions that contribute to life, health and comfortable lifestyles as our first pillar of earnings Strategy to date Environmental changes & business situation Strategy for achieving our FY28 targets Pu
Slide 4: Lifecare Solutions: Vision Care
2 Lifecare Solutions : Vision Care Dec. 17, 2025 Accelerating growth by expanding into peripheral domains with high-refractive-index lens materials, as well as with the coating materials & equipment business Driving the market throughout the value chain, Further growing the coating materials & equip
Slide 5: Lifecare Solutions: Vision Care
3 Lifecare Solutions : Vision Care Dec. 17, 2025 Accelerating growth by expanding into peripheral domains with high-refractive-index lens materials, as well as with the coating materials & equipment business Ophthalmic lens value chain Lens MR business Sales growth in growth markets and emerging mar
Slide 6: Life Care: Vision Care
4 Life Care: Vision Care Dec. 17, 2025 Pursuing the development of new materials and technology to achieve continuous business growth ◆ New high-strength brand: Expanding sales of MR-8 plus • Impact-resistant lenses have a high market share in the U.S. • Ensuring the brand offers adequate strength a
Slide 7: Wellness Solutions: Agrochemicals
5 Wellness Solutions ：Agrochemicals Dec. 17, 2025 Maximizing value of active ingredients positioned as growth drivers and accelerating their global rollouts Doubling profit, with a Accelerating rollouts to additional regional markets and applications focus on growth drivers with a registration drive
Slide 8: Wellness Solutions: Agrochemicals
6 Wellness Solutions ：Agrochemicals Dec. 17, 2025 Speeding up business growth through early achievement of positive effects from M&A Agrochemical business acquired from Meiji Seika Pharma seeing steady growth above the initial plan • Following integration of the sites of both companies when the acqu
Slide 9: Medical Solutions: Oral Care
7 Medical Solutions： Oral Care Dec. 17, 2025 Improving profitability and capital efficiency via structural reform at Kulzer and a global, group-wide strengthening of partnerships Becoming a global leader ① Structural reform: Optimizing structure to boost global competitiveness with a strong presence
Slide 10: Medical Solutions: Oral Care
8 Medical Solutions: Oral Care Dec. 17, 2025 Pursuing structural reform through focus on EMEA and U.S. growth markets, along with the lean management introduced in 2018 Reducing S&GA ratio to a level below Sale of SUN MEDICAL’s new global competitors products by Kulzer in the U.S. Global competitors
Slide 11: Medical Solutions: Oral Care
9 Medical Solutions: Oral Care Dec. 17, 2025 Leveraging the Group’s comprehensive strengths to solve social challenges Social challenge* Helping to ensure a stable supply of complete dentures Artificial teeth 2025 • Japan’s first 3D-printed complete dentures materials covered by national health insu
Slide 12: Acquisition of DNA Chip Research as a Wholly-Owned Subsidiary
10 Medical Solutions: Acquisition of DNA Chip Research as a Wholly-Owned Subsidiary Dec. 17, 2025 Acquiring business foundations in the genetic testing sector to speed up growth in the testing and diagnosis business Overall testing & Genetic testing sector: Growing rapidly amid a rise in infectious
Slide 13: Medical Solutions: DNA Chip Research
11 Medical Solutions： DNA Chip Research Dec. 17, 2025 • Acquired DNA Chip Research as a wholly owned subsidiary in June 2025. Invested human resources, including as president, in pursuit of post-merger integration • Mainstay business the Lung Cancer Compact Panel * offers excellent detection sensiti
Slide 14: Mobility Solutions
Dec. 30, 2025 Business Strategy Presentation Mobility Solutions 小守谷 敦 KOMORIYA Atsushi Managing Executive Officer, Business Sector President, Mobility Solutions Business Sector November 26, 2025 Copyright © 2025 Mitsui Chemicals, Inc. December 17, 2025
Slide 15: Contents/Agenda
Contents/Agenda Dec. 17, 2025 Mobility Solutions Business Strategy for VISION 2030 Mobility Solutions Business Earnings and Targets Mobility Solutions Business Strategy Elastomers Composite materials Solutions & new business Copyright © 2025 Mitsui Chemicals, Inc.
Slide 16: Mobility Solutions Business Strategy for VISION 2030
Dec. 17, 2025 Mobility Solutions Business Strategy for VISION 2030 Copyright © 2025 Mitsui Chemicals, Inc.
Slide 17: Mobility Solutions Business Strategy for VISION 2030
1 Mobility Solutions Business Strategy for VISION 2030 Dec. 17, 2025 Ideal vision Providing unique materials, features and services to solve social challenges and let us achieve sustainable business growth Contribute to solve social 93B yen challenges through materials Pursuing portfolio 72B yen Ela
Slide 18: Mobility Solutions Business Earnings and Targets
Dec. 17, 2025 Mobility Solutions Business Earnings and Targets Copyright © 2025 Mitsui Chemicals, Inc.
Slide 19: Mobility Solutions Business Earnings and Targets
2 Mobility Solutions Business Earnings and Targets Dec. 17, 2025 Driving further growth with efforts focused on the shift to growth markets and differentiation (単位：億円) ■ Operating income before special items EBITDA 93 TAFMER /PP compounds(-) 72 Foreign exchange impact(-) Increase in 58 fixed costs 5
Slide 20: Mobility Solutions Business Strategy
Dec. 17, 2025 Mobility Solutions Business Strategy Copyright © 2025 Mitsui Chemicals, Inc.
Slide 21: Mobility Solutions Business Strategy
3 Mobility Solutions Business Strategy Dec. 17, 2025 Combining seeds-driven market development with the provision of solutions and needs-driven materials Provision of materials Elastomers Composite materials Solutions & new business Social challenge Procured Ethylene Other MCI raw Propylene monomers
Slide 22: (1) Elastomers
4 Mobility Solutions Business Strategy (1) Elastomers Dec. 17, 2025 Cultivating markets and pursuing differentiation by leveraging polymers with unique strengths via the combination of raw materials, catalysts and production technologies TAFMER MITSUI EPT LUCANT Alpha-olefin copolymer Ethylene-Propy
Slide 23: (2) Composite Materials
Mobility Solutions Business Strategy 5 (2) Composite Materials Dec. 17, 2025 Agile exploration and rollout of new applications by leveraging diverse product lines and global sites PP compounds ADMER MILASTOMER ARLEN AURUM New composite Adhesive polyolefin Olefin-based thermoplastic Polyamide 6T Ther
Slide 24: (2) Composite Materials – Offering concepts
6 Mobility Solutions Business Strategy (2) Composite Materials – Offering concepts Dec. 17, 2025 Increasing use of Creating demand by offering concepts plastics in motor vehicles *Assuming a midsize, five-seater vehicle (1,300–1,400 kg) Unit: kg/vehicle 210–220 Materials Development Proposal Potenti
Slide 25: (3) Solutions & New Business
7 Mobility Solutions Business Strategy (3) Solutions & New Business Dec. 17, 2025 Establishing new business models by deepening the solution capabilities we have スライド11にARRK入れる場合の案 acquired and strengthened, as well as our ties with other companies Social challenges Materials Design Mass production
Slide 26: ICT Solutions
Dec. 30, 2025 Business Strategy Presentation ICT Solutions 平原 彰男 HIRAHARA Akio Representative Director, Senior Managing Executive Officer, Business Sector President, ICT Solutions Business Sector November 26, 2025 Copyright © 2025 Mitsui Chemicals, Inc. December 17, 2025
Slide 27: ICT Solutions Business Strategy
1 ICT Solutions Business Strategy Dec. 17, 2025 Strategy for achieving our FY28 targets 27･28年度目標に向けた戦略 戦略骨子の「成長市場」×「差別化」へのシフトは変更無し Focus resources on key businesses Semiconductor & assembly (ICROSTM Tape, MITSUI PELLICLE , next-gen materials), タフマー事業のポートフォリオ転換を加速 imaging, converting, battery materi
Slide 28: Key Investment Projects, Plus Business Restructuring & Optimization
2 ICT Solutions Business: Key Investment Projects, Plus Business Restructuring & Optimization Dec. 17, 2025 Semiconductor & assembly Speeding up growth of key businesses through active investment in Imaging priority sectors while also pursuing business restructuring & optimization Converting Sectors
Slide 29: Semiconductor & Assembly Solutions
3 Semiconductor & Assembly Solutions Dec. 17, 2025 Achieving business expansion by rolling out a wide range of ICT-related products to cutting-edge semiconductor fields Continuing & reinforcing our strategy to be the Introducing new products into related *Became top player in cutting-edge (EUV/DUV)
Slide 30: Semiconductor & Assembly Solutions: ICROS TAPE
4 Semiconductor & Assembly Solutions: ICROS TAPE Dec. 17, 2025 Leveraging a market-leading product strength and strong marketing capabilities to expand business including peripheral domains Looking at capability CIL (Nagoya) boosts in areas with Peripheral a high concentration domains Next-gen of cu
Slide 31: Expansion of EUV Pellicle (CNT Pellicle) Business
5 Semiconductor & Assembly Solutions： Expansion of EUV Pellicle (CNT Pellicle) Business Dec. 17, 2025 Achieving business expansion by always moving into cutting-edge fields ahead of the competition EUV pellicles (CNTpellicles) Plans for Semiconductor Miniaturization and market launch of lithography
Slide 32: Impact of Investment in SHINKO ELECTRIC INDUSTRIES
6 Semiconductor & Assembly Solutions： Impact of Investment in SHINKO ELECTRIC INDUSTRIES Dec. 17, 2025 Accelerating development of prototypes and materials for next-gen semiconductor packages Market environment Projected shipments of next-gen semiconductor packages (units) With demand for high-perfo
Slide 33: Imaging Solutions: Diffrar
7 Imaging Solutions：Diffrar Dec. 17, 2025 Expanding the portfolio into growth fields through downstream development, starting with rollout of material-centered applications Augmented Reality (AR) market: Collaborating with major technology companies to AR glasses are forming a new market as a next-g
Slide 34: Converting Solutions: Global Expansion of Coating & Engineering Materials
8 Converting Solutions: Global Expansion of Coating & Engineering Materials Dec. 17, 2025 Speeding up business expansion by rolling out products tailored to environmental needs to core markets • Expanding sales regions • Establishing production sites and increasing capacity in response to global dem
Slide 35: Providing Solutions to Tap into Demand for PFAS Alternatives
9 Providing Solutions to Tap into Demand for PFAS* Alternatives *Per- and polyfluoroalkyl substances Dec. 17, 2025 With more Western countries restricting the use of PFAS, demand for alternatives is expected in some sectors Using our monomer and polymer technologies, we are developing and offering m
Slide 36: 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 37: Chemistry for Sustainable World
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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