Petronas Chemicals Group Bhd. · MYX:PCHEM
Petronas Chemicals Group Bhd — PETRONAS Gas Berhad — Q3 2025 Earnings Presentation
19 slides from Petronas Chemicals Group Bhd's earnings presentation, Nov 27, 2025
Slide 1: PETRONAS Gas Berhad Analyst Briefing for 3rd Quarter Ended 30 September 2025
PETRONAS Gas Berhad Analyst Briefing for 3rd Quarter Ended 30 September 2025 Thursday, 27 November 2025 10:00 a.m. - 11:00 a.m. (GMT+8) The PETRONAS Group adopts zero tolerance against all forms of bribery and corruption. We abide by the PETRONAS Code of Conduct and Business Ethics (CoBE) & Anti-Bri
Slide 2: Disclaimer
Disclaimer Warranties and Exclusion of Liability PETRONAS Gas Berhad (PGB), its subsidiaries and related corporations confirm that reasonable care has been taken in ensuring the accuracy and correctness of information, statements, text, articles, data, images and other materials contained and appear
Slide 3: PETRONAS Gas Berhad Leadership Team
PETRONAS Gas Berhad Leadership Team Shahrul Azham Abdul Aziz Othman W Khairul Nizam Suriyanti Nordin Sukaiman Head Managing Director/ Chief Head Business Development Chief Executive Officer Financial Officer Investor Relations & Commercial © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 4: Content
Content Key Highlights Business & Financial Performance Moving Forward Q&A © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 5: Key Highlights
KEY HIGHLIGHTS © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 6: Challenging market environment impacting PGB business
Challenging market environment impacting PGB business New Electricity Movement of MYR Tariff Structure against USD sen /kWh 4.60 MYR/USD Automatic Fuel Imbalance Cost Adjustment Average Q1 4.50 Pass Through 4.45 Network Charge 4.40 Max Demand Average Q2 Charge Capacity Charge 4.31 4.30 Average Q3 4.
Slide 7: Stable 9M FY2025 performance with sustainable dividend to shareholders
While navigating operational challenges, PGB delivered a stable 9M FY2025 performance with sustainable dividend to shareholders Financial Highlights Business Highlights (RM Mil) 9M 2025 9M 2024 Restoration of Gas Supply & Community Engagement Programs Revenue 4,803 2.4% 4,923 post Putra Heights in
Slide 8: Business & Financial Performance
BUSINESS & FINANCIAL PERFORMANCE © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 9: Gas Processing sustained consistent performance; segment results rose on lower operating expenses
BUSINESS & FINANCIAL PERFORMANCE: GAS PROCESSING Gas Processing sustained consistent performance; segment results rose driven by lower operating expenses GAS PROCESSING 100 100 99.8 100 99.8 Operational Excellence OEE (%) Q3 2024 Q2 2025 Q3 2025 YTD 2024 YTD 2025 645 615 Gross Profit (RM Mil) 199 21
Slide 10: Pipeline network reliability improved following restoration of gas supply at Putra Heights
BUSINESS & FINANCIAL PERFORMANCE: GAS TRANSPORTATION Pipeline network reliability improved following the restoration of the gas supply at Putra Heights GAS TRANSPORTATION 99.9 97.4 99.9 99.9 99.1 Operational Excellence Reliability (%) Q3 2024 Q2 2025 Q3 2025 YTD 2024 YTD 2025 471 379 Gross Profit (R
Slide 11: Regasification terminals' high reliability and new LNG storage revenue softened tariff impact
BUSINESS & FINANCIAL PERFORMANCE: REGASIFICATION The terminals’ high reliability performance and new revenue from LNG storage services beginning August 2025 softened the impact of downward tariff adjustment REGASIFICATION 99.95 100 100 100 100 Operational Excellence OEE (%) Q3 2024 Q2 2025 Q3 2025 Y
Slide 12: RP4 electricity tariff structure and lower fuel gas prices weigh on revenue
BUSINESS & FINANCIAL PERFORMANCE: UTILITIES RP4 electricity tariff structure and lower fuel gas prices weigh on revenue resulting in lower product prices Electricity Volume Steam Volume Industrial Gases Volume GWh kMt Mil Nm 3 ELECTRICITY (GWh ) STEAM ( kMt ) 1,168 1,246 179 423 442 171 Q3 2024 Q3 2
Slide 13: © 2025 Petroliam Nasional Berhad (PETRONAS)
© 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 14: Consistent strong dividend payouts maintained alongside healthy cash reserves
TOTAL ASSETS & DIVIDEND Consistent strong dividend payouts maintained alongside healthy cash reserves to support current operations and future growth initiatives Total Assets Dividend Per Share ( sen ) 18,755 19,690 (RM Mil ) 2,243 Other Assets 2,304 Cash and Cash 2,596 2,401 Equivalents 18 Q3 Divid
Slide 15: Moving Forward
MOVING FORWARD © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 16: Mitigating risks while exploring growth opportunities for long-term sustainable value
Focused on mitigating emerging and market risks while exploring growth opportunities to deliver long - term, sustainable value to shareholders Moving Forward Safe operational Core business Adjacent and step and project expansion out delivery excellence © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 17: Q&A
Q&A © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 18: Contact Us
Contact Us Suriyanti Nordin Head, Investor Relations ir.petronasgas@petronas.com www.petronasgas.com © 2025 Petroliam Nasional Berhad (PETRONAS) |
Slide 19: Catalysing Growth, Shaping Tomorrow
CATALYSING GROWTH SHAPING TOMORROW www.petronas.com/pgb