Mitsui & Co stock outlook rises after strong first-half profit
Published on 11/05/2026 at 15:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSStronger earnings, weaker cash generation
- Mitsui raised its full-year profit forecast after first-half earnings increased substantially.
- Higher investment gains and segment contributions supported the result, while working capital weighed on operating cash flow.
- The company kept its full-year dividend forecast unchanged and will hold an earnings meeting on November 6.
Mitsui & Co. reported stronger first-half earnings on Wednesday, November 4, and raised its profit forecast for the fiscal year ending March 31, 2027. The company said profit attributable to owners of the parent reached 574.862 billion yen for the six months ended September 30, up from 423.733 billion yen a year earlier.
The figures come from Mitsui's six-month financial results released on November 4. Revenue increased to 8.322 trillion yen from 6.759 trillion yen, while profit before income taxes rose to 709.539 billion yen from 546.636 billion yen.
Forecast lifted after strong first half
Mitsui now expects full-year profit attributable to owners of the parent of 1.05 trillion yen, compared with its previous forecast of 920 billion yen. The revised target implies growth of 25.9% from the prior fiscal year. The company also raised its forecast for profit before income taxes to 1.37 trillion yen from 1.22 trillion yen.
The forecast increase reflects higher expectations for gross profit and equity-method earnings. Mitsui lifted its gross-profit forecast by 110 billion yen to 1.56 trillion yen and its forecast for profit from equity-method investments by 70 billion yen to 590 billion yen.
Cash flow remains the key counterweight
Operating cash flow fell to 223.4 billion yen from 428.7 billion yen in the year-earlier period. Mitsui attributed the decline mainly to higher working capital, including an increase in trade receivables. Free cash flow decreased to 23.4 billion yen from 187.6 billion yen, although Core Operating Cash Flow rose to 511.6 billion yen from 448.5 billion yen.
Mitsui kept its full-year dividend forecast at 140 yen per share, including an interim dividend of 70 yen and a planned year-end dividend of 70 yen. The company is scheduled to hold an earnings meeting for analysts and institutional investors on Friday, November 6.
What changed since the last report
The latest Lang & Schwarz quote is materially below the level cited in the previous report. Mitsui & Co stock traded at 27.10 euros on Lang & Schwarz at 15:31 Berlin time on Thursday, November 5, 2026. The move from 28.38 euros at 09:39 Berlin time in the previous report amounts to a 4.51% decline; this is a separate comparison from the daily exchange close.
Investors can follow the real-time quote of Mitsui & Co stock.
Mitsui & Co. at a glance
- Company: Mitsui & Co., Ltd.
- ISIN: JP3893600001
- Tokyo ticker: 8031
- Home exchange: Tokyo Stock Exchange
- Lang & Schwarz quote: 27.10 euros at 15:31 Berlin time on November 5, 2026
- First-half profit attributable to owners: 574.862 billion yen for the six months ended September 30, 2026
- Full-year profit forecast: 1.05 trillion yen for the year ending March 31, 2027
- Full-year dividend forecast: 140 yen per share
Japan's equity market remains the broader setting for Mitsui's trading session. Investors can follow current Nikkei 225 market reports.
