Mitsubishi Corporation revealed its Corporate Strategy 2027 on Thursday, announcing an ambitious share repurchase program worth ¥1 trillion ($6.8 billion) alongside a blueprint for navigating geopolitical tensions and market disruptions over the next three years.
President and CEO Katsuya Nakanishi outlined the conglomerate’s vision of “optimizing our business portfolio to achieve sustainable growth” by leveraging what he called Mitsubishi’s “integrated strength” – the ability to dynamically shift business strategies in anticipation of global changes.
The strategy acknowledges several external challenges, including US-China rivalry, supply chain restructuring toward localized production, China’s economic slowdown, and surging power demand from data centers. In response, Mitsubishi will upgrade its Value-Added Cyclical Growth Model through what it calls “Enhance, Reshape, and Create” initiatives.
“While performance has fluctuated over the past decade due to resource prices, our earning power has steadily improved,” Nakanishi said in supporting documents. The company forecasts ¥700 billion in consolidated net income for fiscal 2025, with underlying operating cash flow of ¥900 billion.
The massive share buyback includes ¥230 billion to be executed through a tender offer at ¥2,291 per share – a 10% discount to recent trading prices. This move responds to announced selling intentions from cross-shareholders, including Tokio Marine & Nichido Fire Insurance and Mitsubishi Logistics.
Mitsubishi also raised its dividend to ¥110 per share, up from ¥100 previously, as part of its progressive dividend policy. The company has set ambitious targets in its 2027 strategy, including an average growth rate exceeding 10% in underlying operating cash flow and ROE of more than 12%.
