Jgc Holdings Corporation · TSE:1963
Jgc — Q2 2026 Earnings Presentation
14 slides from Jgc's earnings presentation, Nov 11, 2025
Slide 1: First Half Financial Results for Fiscal 2025 Business Overview
Translation This presentation is English-language translation of the original Japanese-language document for your convenience. In the case that there is any discrepancy between the Japanese and English versions, the Japanese version is assumed to be correct. First Half Financial Results for Fiscal 2
Slide 2: Contents
Contents Total Engineering Business 1. Market Environment Overview 2. First Half Results and Second Half Orders Sought 3. Progress in Major Ongoing Projects 4. TOPICS Functional Materials Manufacturing Business 1. First Half Results and Market Environment 2. Moving Forward with Capital Investment to
Slide 3: Total Engineering Business
Total Engineering Business 3
Slide 4: 1. Market Environment Overview
1. Market Environment Overview Overseas Transitional Energy ⚫ The importance of natural gas (including LNG) is a common understanding for a realistic transition to a decarbonized society. The demand is expected to continue in the medium to long term, with a wealth of projects available. Clients are
Slide 5: 2. First Half Results and Second Half Orders Sought
2. First Half Results and Second Half Orders Sought First half results for consolidated orders: approx. 102 Billion yen (FY2025 Consolidated orders target: 650 billion yen) Overseas Domestic FY2025 Orders Target 500 billion yen 150 billion yen First Half Results Approx. 47 billion yen Approx. 55 bil
Slide 6: 3. Progress in Major Ongoing Projects – LNG Canada Project
3. Progress in Major Ongoing Projects – LNG Canada Project ◼ In June of this year, first export of LNG was successfully made from Train 1. Train 2 has been successfully completed and handed over on 30/Oct/2025. ◼ JGC and Fluor are also executing FEED update services for the potential second phase ex
Slide 7: 3. Progress in Major Ongoing Projects
3. Progress in Major Ongoing Projects Overseas Domestic Bio API Manufacturing Facility Basrah Refinery Upgrading in Iraq Nearshore FLNG in Malaysia in Tochigi Scheduled completion : 2026 Scheduled completion : 2027 Scheduled completion : 2026 Progress : Progress : Progress : Construction has been su
Slide 8: 4. TOPICS – Global Energy Trends Through 2050 (1)
4. TOPICS – Global Energy Trends Through 2050 (1) Demand for natural gas and LNG, which are transition energy sources, is expected to be robust over the medium to long term. Source：IEEJ Outlook2026 and Regular Briefing Materials ※ Translated by JGC Holdings Corporation Ongoing investment in LNG plan
Slide 9: 4. TOPICS – Global Energy Trends Through 2050 (2)
4. TOPICS – Global Energy Trends Through 2050 (2) Regions Targeted for Future LNG Plant Investments North America Middle East Central and East and West Southeast Asia・ South Africa Oceania America Regions with our group’s LNG plant construction track record • One of the few lump-sum EPC contractors
Slide 10: 4. TOPICS - Initiatives for Future Growth Opportunities
4. TOPICS - Initiatives for Future Growth Opportunities Promoting Activities Across Multiple Sectors Fusion Energy High Technology Industry Next-Generation Solar Cell (Semiconductor-related fields, Supporting efforts toward the early Focusing on initiatives aimed at social and Data Centers) commerci
Slide 11: Functional Materials Manufacturing Business
Functional Materials Manufacturing Business 11
Slide 12: 1. First Half Results and Market Environment
1. First Half Results and Market Environment First Half Results FY2025 Target FY2025 First-Half Results/ Net sales FY2025 Targets Approx. 28 Billion Yen 54 Billion Yen Catalysts / Fine Chemicals JGC Catalysts and Chemicals Ltd. (C&C) ＜ Market Environment ＞ • Overseas, demand for petroleum refining c
Slide 13: 2. Moving Forward with Capital Investment to Strengthen Production Capacity
2. Moving Forward with Capital Investment to Strengthen Production Capacity Promoting investment to expand Functional Materials Manufacturing business, in line with the medium-term business plan and long-term management vision JGC Catalysts and Chemicals Ltd. (C&C) • Started installing infrastructur
Slide 14: This presentation may contain forward-looking statements about JGC Holdings Corporation.
This presentation may contain forward-looking statements about JGC Holdings Corporation. You can identify these statements by the fact that they do not relate strictly to historic or current facts. These statements discuss future expectations, identify strategies, contain projections of results of o