Petronas Chemicals Group Bhd. · MYX:PCHEM
Petronas Chemicals Group Bhd — Investor Presentation (October 2026)
22 slides from Petronas Chemicals Group Bhd's investor presentation, Oct 2, 2026
Slide 1: Engagement with Institutional Investors Council Malaysia (IICM)
PETRONAS CHEMICALS GROUP BERHAD Engagement with Institutional Investors Council Malaysia (IICM) 2nd October 2026 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 - Bribery and Corruption
Slide 2: Disclaimer
Disclaimer PETRONAS Chemicals Group Berhad (“PCG”), its subsidiaries and related corporations confirm that care has been taken in ensuring the accuracy and correctness of information, statements, text, articles, data, images and other materials contained and appearing in this presentation and the as
Slide 3: PCG – A world class, integrated and diversified chemical player
PCG – A world class, integrated and diversified chemical player Southeast Asia’s LARGEST integrated gas - based chemicals producer LARGEST Methanol producer in Southeast Asia 2 nd LARGEST Urea producer in Southeast Asia GLOBAL LEADER within Polyols One of the LARGEST independent producers of Silicon
Slide 4: PCG's business is underpinned by four distinctive advantages
PCG’s business is underpinned by four distinctive advantages Integrated & diversified Extensive network and Diversified portfolio Strong partnerships feedstock market reach • Predominantly gas - • Extensive network of based production • >90% region - for - region • >160 product families technology,
Slide 5: Creating sustainable value to stakeholders
Creating sustainable value to stakeholders Trusted Market Leader Customer Value Partner Future Growth Engine High Order Fulfilment Reliability (OFR) Addressing Customer >10 Cumulative Dividend Payout RM Bil Above industry benchmark (90%) from Pain Points 2022 - 2025 Continue to grow via Two - Pronge
Slide 6: Driving Sustainability Progress
Driving Sustainability Progress
Slide 7: Sustainability is integral to how PCG creates long-term value and business resilience
Sustainability is integral to how PCG creates long - term value and business resilience Greenhouse Gas Emissions Freshwater Withdrawal Hazardous Waste Recovery & Reductions (Operational Control) Reductions Utilisation 12% 5% increase reduction 7% reduction Baseline 2025 Baseline 2025 Baseline 2025 6
Slide 8: Sustainability-led solutions create value for customers, strengthen our specialty portfolio and unlock new markets
Sustainability - led solutions create value for customers, strengthen our specialty portfolio and unlock new markets Lower environmental Natural - origin personal care Feed preservation 1 2 3 impact coatings Emfinity ® Esters ProSid , ProMyr , ProTain Neptem • Supports lower - carbon - footprint coa
Slide 9: Human rights and diversity are embedded across our policies, processes and people practices
Human rights and diversity are embedded across our policies, processes and people practices POLICY PETRONAS Human Rights Policy PETRONAS Contractors Code of Conduct on Human Rights PETRONAS Social Impact Management Framework PETRONAS Employee Value Proposition PROCESS/PROGRAMMES Social Risk Assessme
Slide 10: Resilient by Design, Responsible by Choice
Resilient by Design Responsible by Choice
Slide 11: Thank You
PETRONAS CHEMICALS GROUP BERHAD Thank You
Slide 12: Questions from PNB
PETRONAS CHEMICALS GROUP BERHAD Questions from PNB
Slide 13: Questions from PNB
Questions from PNB Context: PNB assesses the net zero transition plans of investee companies, particularly the portfolio’s top emitters, annually using our proprietary assessment framework, which is informed by NZIF and CA100+ standards. PCG currently scores 47.9%, below PNB’s 80% Credible Net Zero
Slide 14: Question 1: Targets and Pathway Credibility (1/3)
Question 1: Targets and Pathway Credibility (1/3) Observation: PCG’s previously disclosed 2030 target covers Scope 1+2 only, with no quantified Scope 3 target or medium - term (2030 - 2040) milestone. The latest assessment also finds that 1.5 °C pathway alignment for the targets set has not been dem
Slide 15: Question 1: Targets and Pathway Credibility (2/3)
Question 1: Targets and Pathway Credibility (2/3) 1. Could PCG; ii. indicate whether it intends to establish a quantified target for material Scope 3 categories (i.e., Cat 1and Cat 11); Answer: PCG recognises the significance of Scope 3 emissions, particularly Categories 1 and 11. While PCG does not
Slide 16: Question 1: Targets and Pathway Credibility (3/3)
Question 1: Targets and Pathway Credibility (3/3) 2. Has PCG assessed the applicability of the SBTi Chemicals Sector Pathways (published Dec 2025, effective June 2026), IEA NZE or any other recognised 1.5 °C benchmarks to emissions - intensive activities such as ammonia, methanol and high - value ch
Slide 17: Question 2: Decarbonisation Strategy and Low-Carbon Growth (1/2)
Question 2: Decarbonisation Strategy and Low - Carbon Growth (1/2) Observation: PCG has identified key NZCE levers and already offers circular, bio - based and lower - carbon products. Quantifying abatement by lever and reporting green revenue would show how the pathway is being delivered and how th
Slide 18: Question 2: Decarbonisation Strategy and Low-Carbon Growth (2/2)
Question 2: Decarbonisation Strategy and Low - Carbon Growth (2/2 ) 2. How does PCG define low - carbon, transition and green products, and will it disclose current revenue contribution and set quantified growth targets for these solutions, including those under the Specialty Chemicals 2030/2035 fee
Slide 19: Question 3: Capital Allocation and Carbon Lock-In Management (1/2)
Question 3: Capital Allocation and Carbon - Lock - In Management (1/2) Observation: PCG already embeds carbon pricing and abatement considerations in FIDs. The remaining gaps are visibility on capital actually backing the NZCE roadmap and the decision rule for new investments that remain materially
Slide 20: Question 3: Capital Allocation and Carbon Lock-In Management (2/2)
Question 3: Capital Allocation and Carbon - Lock - In Management (2/2) 2. Under PCG's existing FID process, can a new greenfield carbon - intensive project that remains materially unabated still be sanctioned? Does PCG envisage defining a decision rule and timeline after which CAPEX into such a new
Slide 21: Question 4: Broader Transition Challenges and PETRONAS Group Enablement
Question 4: Broader Transition Challenges and PETRONAS Group Enablement Observation: Some transition levers may depend on infrastructure, technology, economics or Group - level strategic choices beyond PCG's direct control . What are the key constraints to strengthening PCG’s transition plan, and wh
Slide 22: Thank You
PETRONAS CHEMICALS GROUP BERHAD Thank You 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 - Bribery and Corruption (ABC) Manual, guided by our Shared Values and Statement of Purpose. ©2
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