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JGC Holdings H1 FY2026 Earnings Presentation is the CEO's business overview (事業概況) from JGC Holdings' second-quarter FY2026 results briefing, released on TDnet, the Tokyo Stock Exchange timely-disclosure service, on 11 November 2026. The deck is in Japanese, FY2026 runs April 2026 to March 2027, and it accompanies the first-half results. It is a 12-slide business overview rather than a full financial deck: it covers order intake and market conditions for the Integrated Engineering business and the Functional Materials Manufacturing business, with no detailed income statement.
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JGC Holdings H1 FY2026 Earnings Presentation is the CEO's business overview (事業概況) from JGC Holdings' second-quarter FY2026 results briefing, released on TDnet, the Tokyo Stock Exchange timely-disclosure service, on 11 November 2026. The deck is in Japanese, FY2026 runs April 2026 to March 2027, and it accompanies the first-half results. It is a 12-slide business overview rather than a full financial deck: it covers order intake and market conditions for the Integrated Engineering business and the Functional Materials Manufacturing business, with no detailed income statement.
Vista dettagliata di ogni pagina di slide, inclusi layout, contenuto chiave ed elementi visivi.
Title slide for the 2026 fiscal year Q2 results briefing, subtitled Business Overview (事業概況). It is dated 11 November 2026 and presented by the Representative Director, Chairman, President and CEO of JGC Holdings Corporation, Masayuki Sato. A line states that copying, reproduction, alteration and redistribution of the material are prohibited.
Left-aligned large title and presenter block over a pale background with a dotted globe on the right. A blue horizontal rule crosses the page and the JGC Group logo sits at the top right.
Two sections are listed. Integrated Engineering: market environment, first-half FY2026 orders and second-half focus projects, key order LNG Canada Phase 2 expansion, and a topic on advanced technology industries. Functional Materials Manufacturing: first-half results and market outlook, and the business's semiconductor initiatives.
Plain numbered agenda with two bold section headings and indented numbered items, placed over the same globe background.
Section divider introducing the Integrated Engineering business. It carries no data.
Single large heading at left on the globe background, with the blue rule and logo as on the title slide.
Overseas energy: natural gas and LNG demand is expected to continue over the medium to long term, with projects concentrated in Asia and the Middle East. Hydrogen/ammonia, SAF and CCS investment plans exist but depend on subsidies, regulation and economics, and mostly remain at demonstration stage. Overseas general industry: semiconductor and data center capex is progressing steadily, mainly in Southeast Asia. Domestic: refinery revamps, SAF production facilities (expected within FY2026), biopharmaceutical facility modifications, food factory automation, semiconductors and data centers, and a stable maintenance baseline.
Text-only slide split into Overseas and Domestic blocks with sub-headings, bullet lists and key terms highlighted in green.
The FY2026 order target totals 1 trillion 7,400 oku yen (about 1.74 trillion yen): 1 trillion 6,000 oku yen overseas and 1,400 oku yen domestic. First-half orders were 1,726 oku yen: 1,170 oku yen overseas (Mozambique FLNG and others) and 555 oku yen domestic (maintenance, refinery revamp, nuclear-related work). The LNG Canada Phase 2 EPC order of about US$7.5 billion is shown separately and is to be booked in the third quarter. Second-half focus projects are Canada LNG and Papua New Guinea LNG overseas, and SAF production, food plants, pharmaceutical plant facilities and maintenance domestically.
A horizontal banner at top shows first-half actual, the LNG Canada block and second-half focus as proportional segments. Below is a 2 by 3 table of overseas and domestic against target, first-half result and second-half focus.
The EPC contract took effect in October 2026. It is the largest order amount in JGC Group history, about US$7.5 billion for the company, and will build on Phase 1, which was completed and handed over last December. The overview table lists the client as LNG Canada, the site as adjacent to the Phase 1 project in Kitimat, British Columbia, the scope as design, procurement and construction for an expansion of two trains of 7 million tonnes per year each, and delivery in the first half of the 2030s.
Three bold bullet statements at top, a project overview table at lower left and a large aerial photo of the plant at lower right with a caption.
AI innovation is expanding capital spending, with investment in high-performance semiconductor capacity and large data centers expected to rise, and new or expanded fabs and data centers progressing worldwide. A stacked bar chart of AI-related power demand (AI versus non-AI workload, 2025 to 2030) shows a total of 82 in 2025 rising to 219 in 2030, a 3.5x change, with 124 gigawatts of incremental capacity added in total. Customers lack people able to plan and oversee whole projects and want a partner that delivers end to end; the flow runs planning, conceptual design, basic design, then detailed design and construction, with know-how gaps in the early stages and a shortage of firms to take on the later ones.
Top half has bullets on the left and a third-party bar chart on the right, with a source credit below. The bottom half has a four-step process flow with brackets marking where customers need support.
Three customer challenges are listed: the burden of project execution and management (quality, schedule, cost and change management), optimization of facilities and utilities, and keeping up with rapid technology change. The group answers with three strengths: design and total management capability from energy plant EPC, pharmaceutical plant EPC know-how including cleanrooms and zoning layouts, and the latest knowledge gained through collaboration with Exyte, shown as NiXYTE, supporting customers from basic concept to construction.
Two horizontal bands, challenges on top and strengths below, each in three columns. The strengths columns carry two photos (an energy plant and a cleanroom) and the NiXYTE logo.
Section divider introducing the Functional Materials Manufacturing business. It carries no data.
Single large heading at left on the globe background, with the blue rule and logo.
Sales were 301 oku yen in the first half, against a FY2026 outlook of 615 oku yen. For Catalysts and Fine Chemicals (JGC Catalysts and Chemicals, C&C), petroleum refining catalyst demand is firm overseas and fine chemicals such as silica sol benefit from strong semiconductor and electronics markets; second-half plans stress overseas expansion, low- and decarbonization products and more sales of high-demand items. For Fine Ceramics (Japan Fine Ceramics, JFC), generative-AI-driven semiconductor demand sharply raised orders and sales, EV demand for high thermal conductivity silicon nitride substrates is recovering in Europe, and capital spending for productivity and capacity is planned.
A top box shows the first-half result and full-year outlook as two large number cards. Below, a blue-labelled panel lists market environment and second-half policy for each of the two subsidiaries.
Products are mapped against semiconductor process stages. JFC supplies parts for chip manufacturing equipment (precision stage parts for exposure and inspection tools, wafer holders, corrosion-resistant parts), and high thermal conductivity silicon nitride (SN) substrates for modules and optical/electronic circuits. C&C supplies colloidal silica polishing abrasives for silicon wafers. The stated future target is capital spending to expand capacity for these product groups to capture growing AI semiconductor demand.
Left-hand vertical arrows mark process stages (design, front end, back end, module assembly). Three coloured product boxes with specific products and strengths sit beside product photos, and a target box runs along the bottom.
States that data and forecasts are based on judgments and information available at the date of release, may change for various reasons, do not guarantee that targets will be reached and may be revised without notice. Users should verify against other sources, and the company accepts no liability for losses from use. An IR contact box lists the Finance and IR Office, IR Unit of JGC Holdings, with telephone, fax and email details.
Paragraph of disclaimer text at top and a centred bordered contact box below, under the standard red-banded header and footer.
Domande comuni su questa slide e il contenuto della presentazione sottostante.
It is the Business Overview (事業概況) presentation from JGC Holdings' second-quarter FY2026 results briefing (決算説明会資料), released on TDnet, the Tokyo Stock Exchange timely-disclosure service, on 11 November 2026. The slides are in Japanese; this page translates the slide titles and key figures into English and keeps the company's own yen units.
No. It is a 12-slide business overview by the CEO covering market conditions, order intake and two business topics. The only profit-and-loss style figures are the functional materials sales numbers; there is no full income statement, balance sheet or cash flow in this deck.
FY2026 runs from April 2026 to March 2027. The deck accompanies the first-half (April to September 2026) results and refers to the third quarter as the point where the LNG Canada order will be booked.
The FY2026 order target is 1 trillion 7,400 oku yen, split into 1 trillion 6,000 oku yen overseas and 1,400 oku yen domestic. First-half orders were 1,726 oku yen, made up of 1,170 oku yen overseas and 555 oku yen domestic. The LNG Canada Phase 2 order of about US$7.5 billion is shown separately for booking in the third quarter.
It is an EPC contract with LNG Canada for expanding the LNG plant in Kitimat, British Columbia, by two trains of 7 million tonnes per year each. The contract took effect in October 2026, is described as the largest order in the group's history, and targets delivery in the first half of the 2030s.
First-half sales of 301 oku yen against a full-year outlook of 615 oku yen. It describes strong demand for semiconductor-related products at JGC Catalysts and Chemicals and Japan Fine Ceramics, EV-related recovery in Europe, and planned capital spending to expand capacity.
Yes. It shows a compact structure of title, agenda, section dividers, text-and-table market slides, a project fact sheet with a photo, a chart-plus-process-flow slide, a product map and a disclaimer with an IR contact block. This page is descriptive and not investment advice.
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