It has been one year and nine months since the formulation of KAITEKI Vision 35 (KV35), the management vision outlining the Mitsubishi Chemical Group's aspirations for 2035, as well as the Medium-Term Management Plan 2029.
During this period, the Mitsubishi Chemical Group has clearly defined its business portfolio and implemented a reorganization of its business groups in April 2026. As the Group shifts from a defensive stance to a more offensive, growth-oriented approach, the heads of each business group discuss how they view the changing business environment and how they aim to create value going forward.
During this period, the Mitsubishi Chemical Group has clearly defined its business portfolio and implemented a reorganization of its business groups in April 2026. As the Group shifts from a defensive stance to a more offensive, growth-oriented approach, the heads of each business group discuss how they view the changing business environment and how they aim to create value going forward.
Launch of a new business group through reorganization of the Water & Environment Solutions and Infrastructure Solutions businesses
This reorganization reflects a management decision aimed at accelerating business execution and decision-making, enabling us to respond more flexibly and proactively to changes in the market environment, and strengthening our ability to contribute reliably to earnings. Our business group consists of many long-established businesses with strong foundations and a high level of trust from customers. However, past achievements can sometimes become fixed assumptions that slow down new proposals or the reassessment of customer relationships. That is why I see the essence of this reorganization as enabling faster responses and staying ahead of changes in the market environment.
The construction market surrounding the Infrastructure Solutions business has matured and is no longer an environment that assumes significant growth. While there are large-scale projects such as urban redevelopment, we are carefully assessing the overall market.
Even so, we achieved solid performance in fiscal 2025 and expect growth in fiscal 2026. However, we remain cautious and will steadily build earnings through disciplined business management rather than relying on overly optimistic assumptions.
In contrast, the Water & Environment Solutions business is supported by the structural challenge surrounding water resources, and demand in the water treatment market is expected to remain robust.
Semiconductor manufacturing facilities are highly dependent on water resources, making water supply and recycling increasingly important.
We will focus our resources on areas where our technological strengths can be fully leveraged, particularly in industrial applications, and steadily capture growth opportunities.
The construction market surrounding the Infrastructure Solutions business has matured and is no longer an environment that assumes significant growth. While there are large-scale projects such as urban redevelopment, we are carefully assessing the overall market.
Even so, we achieved solid performance in fiscal 2025 and expect growth in fiscal 2026. However, we remain cautious and will steadily build earnings through disciplined business management rather than relying on overly optimistic assumptions.
In contrast, the Water & Environment Solutions business is supported by the structural challenge surrounding water resources, and demand in the water treatment market is expected to remain robust.
Semiconductor manufacturing facilities are highly dependent on water resources, making water supply and recycling increasingly important.
We will focus our resources on areas where our technological strengths can be fully leveraged, particularly in industrial applications, and steadily capture growth opportunities.
The strengths of the Water & Environment Solutions and Infrastructure Solutions businesses
A shared source of competitive advantage across both businesses lies in the strong brands we have built over many years and our continuous product development capabilities.
In the Infrastructure Solutions business, brands such as ALPOLIC™, HISHIPLATE™, and HISHITANK™ have earned strong recognition in the market.
Especially for downstream products, the brand itself often becomes a decisive factor in customers’ purchasing decisions, making the enhancement and maintenance of brand value a key focus.
For example, ALPOLIC™ has enhanced its non-combustibility performance and complied with certification requirements in various countries in response to fire incidents. Through continuous product improvements aligned with market and societal expectations, it has strengthened its brand value and maintained its market position.
Furthermore, we have worked to design and refine our formulations and manufacturing processes to levels that are difficult to replicate, thereby securing sustainable competitiveness.
In the Water & Environment Solutions business, we have long supported stable operations of a wide range of industries, from industrial water treatment such as boiler water purification to the power and energy sectors, and most recently to ultrapure water and wastewater treatment facilities, which are indispensable to semiconductor manufacturing.
In addition, by possessing core components such as ion exchange resins and separation membranes in-house and providing services that include maintenance, we can deliver integrated value, which in turn has earned trust from our customers.
These strengths are underpinned by our development capabilities based on the chemical technologies of the Group, our ability to mass produce and deploy solutions on a global level, and the people within this business group that translate these capabilities into tangible value. These elements enable us to respond quickly to changes in the market while continuously enhancing our competitive advantage.
In the Infrastructure Solutions business, brands such as ALPOLIC™, HISHIPLATE™, and HISHITANK™ have earned strong recognition in the market.
Especially for downstream products, the brand itself often becomes a decisive factor in customers’ purchasing decisions, making the enhancement and maintenance of brand value a key focus.
For example, ALPOLIC™ has enhanced its non-combustibility performance and complied with certification requirements in various countries in response to fire incidents. Through continuous product improvements aligned with market and societal expectations, it has strengthened its brand value and maintained its market position.
Furthermore, we have worked to design and refine our formulations and manufacturing processes to levels that are difficult to replicate, thereby securing sustainable competitiveness.
In the Water & Environment Solutions business, we have long supported stable operations of a wide range of industries, from industrial water treatment such as boiler water purification to the power and energy sectors, and most recently to ultrapure water and wastewater treatment facilities, which are indispensable to semiconductor manufacturing.
In addition, by possessing core components such as ion exchange resins and separation membranes in-house and providing services that include maintenance, we can deliver integrated value, which in turn has earned trust from our customers.
These strengths are underpinned by our development capabilities based on the chemical technologies of the Group, our ability to mass produce and deploy solutions on a global level, and the people within this business group that translate these capabilities into tangible value. These elements enable us to respond quickly to changes in the market while continuously enhancing our competitive advantage.
Fiscal 2025 as a year in which these strengths produced tangible results
In the Water & Environment Solutions business, we captured demand for water treatment systems for semiconductor package substrate manufacturing plants, shortened delivery times, and supported customers in the start-up of their facilities, thereby expanding earnings.
In the Infrastructure Solutions business, we captured demand for HISHIPLATE™ in semiconductor manufacturing equipment and advanced differentiation through productivity improvements and certification compliance, thereby strengthening the foundation for growth.
At the same time, we have maintained disciplined business management and improved profitability by reviewing our portfolio, including the restructuring of underperforming businesses.
In fiscal 2026, our highest priority will be to capture semiconductor-related demand. We will expand our water treatment business, strengthen the supply of HISHIPLATE™, and reinforce our earnings base through global expansion and supply chain optimization. We are also closely monitoring demand associated with the expansion of generative AI, as well as growing demand related to data centers.
By leveraging our products and technologies that address data-center-specific needs—such as thermal management, sound insulation, and electromagnetic shielding—we aim to steadily capture new growth opportunities.
In the Infrastructure Solutions business, we captured demand for HISHIPLATE™ in semiconductor manufacturing equipment and advanced differentiation through productivity improvements and certification compliance, thereby strengthening the foundation for growth.
At the same time, we have maintained disciplined business management and improved profitability by reviewing our portfolio, including the restructuring of underperforming businesses.
In fiscal 2026, our highest priority will be to capture semiconductor-related demand. We will expand our water treatment business, strengthen the supply of HISHIPLATE™, and reinforce our earnings base through global expansion and supply chain optimization. We are also closely monitoring demand associated with the expansion of generative AI, as well as growing demand related to data centers.
By leveraging our products and technologies that address data-center-specific needs—such as thermal management, sound insulation, and electromagnetic shielding—we aim to steadily capture new growth opportunities.
Commitment to the business group
What I emphasize most is how we can enhance the value of our diverse brands and translate that value into sustainable earnings.
Continuously providing irreplaceable value for customers is the essence of growth, and I am committed to making that a reality.
Brand value is formed not only through product quality but also through delivery performance, service, supply capability, and even productivity improvements driven by digital transformation.
At the same time, brand value can be significantly impacted in a short period if compromised. Therefore, safety and compliance must be upheld as the foundation of everything we do.
On that basis, we will strive to enhance brand value and profitability while strengthening an organizational foundation that enables diverse talent to thrive, thereby contributing to the maximization of corporate value. Through these efforts, we will contribute to achieving KAITEKI—the well-being of people and the planet.
Continuously providing irreplaceable value for customers is the essence of growth, and I am committed to making that a reality.
Brand value is formed not only through product quality but also through delivery performance, service, supply capability, and even productivity improvements driven by digital transformation.
At the same time, brand value can be significantly impacted in a short period if compromised. Therefore, safety and compliance must be upheld as the foundation of everything we do.
On that basis, we will strive to enhance brand value and profitability while strengthening an organizational foundation that enables diverse talent to thrive, thereby contributing to the maximization of corporate value. Through these efforts, we will contribute to achieving KAITEKI—the well-being of people and the planet.
【Profile】
Joined former Mitsubishi Kasei Corporation (now Mitsubishi Chemical Corporation) in 1989. His career began in the recording media business, including optical disks.
From 2001, he was assigned to Verbatim organization, where he held assignments in the United Kingdom, Hong Kong, and Singapore, leading operations in Europe and the Asia-Pacific region for approximately 15 years in total.
After returning to Japan, he served as general manager of the CEO Office at Mitsubishi Chemical Media Co., Ltd. from 2012 and later as president of Healthy Life Compass Corporation.
In 2019, he relocated to Europe, serving as managing director and CEO of Cleanpart GmbH and chief operating officer of Mitsubishi Chemical Europe GmbH, where he led regional operations.
From 2022, he held positions including senior director of the Separation Material Department, and business vice president of the Water and Environment Solutions Division at Mitsubishi Chemical Corporation. Since April 2026, he has served as executive officer and head of Water and Infrastructure at Mitsubishi Chemical Corporation.
