Petronas Chemicals Group Bhd. · MYX:PCHEM
Petronas Chemicals Group Bhd — PETRONAS Gas Berhad — Q2 2026 Earnings Presentation
19 slides from Petronas Chemicals Group Bhd's earnings presentation, Aug 27, 2026
Slide 1: PETRONAS Gas Berhad Analyst Briefing for 2nd Quarter Ended 30th June 2026
PETRONAS Gas Berhad Analyst Briefing for 2nd Quarter Ended 30th June 2026 PROGRESSING WITH RESILIENCE Thursday, 27th August 2026 9:00 a.m. - 10:00 a.m. (GMT+8) © 2026 Petroliam Nasional Berhad (PETRONAS)
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 Abdul Aziz Othman Shahrul Azham Sukaiman W Khairul Nizam W Kassim Managing Director/ Chief Head Chief Executive Officer Financial Officer Business Development & Commercial M Fairos Roslan Azrul Roshazli Abdul Rahman Priyatharisiny Vasu Chief Operating Officer, Chi
Slide 4: Content
Content 01 KEY HIGHLIGHTS 02 BUSINESS & FINANCIAL PERFORMANCE 03 MOVING FORWARD 04 Q&A © 2026 Petroliam Nasional Berhad (PETRONAS) 4
Slide 5: Key Highlights
KEY HIGHLIGHTS
Slide 6: Cost Pressures Persist Despite Near-Term Relief
Cost Pressures Persist Despite Near-Term Relief Commodities Tariff & AFA Brent Crude Oil Price (USD/bbl) Electricity Tariff (RM/kWh) 0.6 0.5069 0.5234 117.29 107.14 0.4657 0.4295 0.4472 0.4464 150 103.13 85.4 83.76 95.29 0.3844 66.6 70.89 0.4 50 Jan Feb Mar Apr May Jun Jul Aug 0.2 (as of 21 Aug) 0 M
Slide 7: PGB continue to sustain healthy performance in 1H FY2026 through strong operational execution
PGB continue to sustain healthy performance in 1H FY2026 through strong operational execution Financial Highlights Business Highlights RM Million 1H FY26 1H FY25 Change RGT3 Engineering and jetty development progressing as Revenue 3,086 3,185 3.1 % planned PG LinkaranFibre Gross Profit 1,113 1,145
Slide 8: Business & Financial Performance
BUSINESS & FINANCIAL PERFORMANCE
Slide 9: Operational Excellence Enabled Higher Gas Deliveries Despite Rising Cost Pressures
Operational Excellence Enabled Higher Gas Deliveries Despite Rising Cost Pressures Salesgas Delivery Reliability Historical Performance 2026 Performance OEE (%) mmscfd Segment/Period 1,702 1,663 Q1 26 Q2 26 1,595 1,605 1,625 1,378 Gas Processing 99.9 99.9 Regasification 100 99.9 Reliability (%) 457
Slide 10: Strong Operational Excellence Sustains Segment Performance
BUSINESS & FINANCIAL PERFORMANCE: GAS PROCESSING Strong Operational Excellence Sustains Segment Performance OPERATIONAL HIGHLIGHTS Operational Excellence Gross Profit OEE (%) (RM Mil) Proactive maintenance reduced risk of unplanned downtime 211.9 198.1 202.8 GPU Technical Centre (GTC) provides speci
Slide 11: Sustained Reliability and RP3 Tariffs Drive Performance
BUSINESS & FINANCIAL PERFORMANCE: GAS TRANSPORTATION Sustained Reliability and RP3 Tariffs Drive Performance OPERATIONAL HIGHLIGHTS Operational Excellence Gross Profit Reliability (%) (RM Mil) Completed major pipeline integrity programmes & enhanced long-term network resilience and reliability 157.7
Slide 12: New LNG Storage Service Revenue Stream Drives Growth
BUSINESS & FINANCIAL PERFORMANCE: REGASIFICATION New LNG Storage Service Revenue Stream Drives Growth Operational Excellence Gross Profit OEE (%) (RM Mil) 157.6 161.7 152.7 100.0 100.0 99.9 Q2 2025 Q1 2026 Q2 2026 Q2 2025 Q1 2026 Q2 2026 Resilient profitability supported by strong operational Mainta
Slide 13: Planned Maintenance Activities Weighed on Volumes and Earnings
BUSINESS & FINANCIAL PERFORMANCE: UTILITIES Planned Maintenance Activities Weighed on Volumes and Earnings Electricity Volume Steam Volume Industrial Gases Volume GWh kMt Mil Nm3 1,123 1,128 425 412 928 173 182 312 67 Q2 2025 Q1 2026 Q2 2026 Q2 2025 Q1 2026 Q2 2026 Q2 2025 Q1 2026 Q2 2026 85.3 71.0
Slide 14: Overall Group Performance Remained Resilient Amid Temporary Utilities Headwinds
FINANCIAL PERFORMANCE: GROUP Overall Group Performance Remained Resilient Amid Temporary Utilities Headwinds Revenue (RM Mil) Gross Profit (RM Mil) Profit After Tax (RM Mil) 5.6 % 2.5 % 0.7 % 5.3 % 0.5 % 2.1 % 1,590 1,585 1,501 569 558 555 480 466 476 Q2 2025 Q1 2026 Q2 2026 Q2 2025 Q1 202
Slide 15: Strong Balance Sheet and Liquidity & Funding Capacity Remains Intact
TOTAL ASSETS, LIABILITIES & DIVIDENDS Strong Balance Sheet and Liquidity & Funding Capacity Remains Intact Total Assets (RM Mil) Total Liabilities (RM Mil) PGB Group Gearing (%) 19,814 19,876 Other 2,271 2,358 Assets Cash and Cash 1,592 1,938 Equivalents 5,106 5,043 Trade Payables & Other 1,408 2,39
Slide 16: Moving Forward
MOVING FORWARD
Slide 17: Moving Forward: Delivering Sustainable Value Creation
Moving Forward : Delivering Sustainable Value Creation Internal Reorganisation Driving stronger, and more agile organisation to enhance efficiency and focus. Disciplined Capital Allocation Prioritising opportunities and maintaining financial discipline to deliver sustainable value. SUSTAINABLE Conti
Slide 18: Contact Us
Contact Us Suriyanti Nordin Head, Investor Relations ir.petronasgas@petronas.com www.petronasgas.com © 2026 Petroliam Nasional Berhad (PETRONAS) 18
Slide 19: Progressing with Resilience
PROGRESSING WITH RESILIENCE www.petronas. .com/pgb