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JGC Holdings H1 FY2026 Earnings Presentation

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収録コレクション: 投資家向けプレゼン資料の実例 · 決算説明資料の実例集

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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タグ

Jgc holdings
Jgc group
H1 fy2026
Q2 fy2026
Earnings presentation

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説明

メイントピック

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.

主な利点

  • •Shows how a Japanese engineering and materials group frames its half-year story: market conditions, order intake against a full-year target, and a headline project, instead of a page of financial tables.
  • •Gives the FY2026 order-intake target of 1 trillion 7,400 oku yen (about 1.74 trillion yen) split into overseas and domestic, with first-half actuals of 172.6 billion yen.
  • •Explains the LNG Canada Phase 2 expansion EPC award, the largest order in the group's history at about US$7.5 billion for JGC.
  • •Sets out the functional materials outlook: first-half sales of 30.1 billion yen against a full-year view of 61.5 billion yen, and the semiconductor product map.
  • •Provenance: a Japanese-language TDnet disclosure dated 11 November 2026, with slide titles and key figures translated into English in this page analysis.

ターゲットオーディエンス

  • •Investors and analysts studying JGC Holdings, LNG and plant engineering (EPC) contractors, or Japanese specialty materials
  • •Designers looking for an earnings-presentation layout with a banner-and-table order summary, a project fact sheet and a value-chain product map
  • •Founders and IR teams learning how listed Japanese companies present half-year business updates
  • •Students and researchers following AI-driven data center and semiconductor capital spending

使用例

  • •Reviewing the group's order pipeline and second-half focus projects after the first half of FY2026
  • •Benchmarking how an EPC contractor presents a record order and a project overview table
  • •Borrowing the slide structure for a business-overview section in a results briefing
  • •Understanding how AI demand feeds into both plant engineering and semiconductor materials businesses

独自の価値提案

  • •Combines two very different businesses, large-scale engineering and nano-materials, in one short CEO-level overview.
  • •Includes a clear order-intake banner that separates first-half actuals, the LNG Canada award still to be booked, and second-half focus projects.
  • •Links a market-demand chart for AI power consumption to the group's own customer-need and strengths framework.
  • •Closes with a standard Japanese forward-looking statement notice and IR contact block, a useful template for disclosure slides.

スライドページ (12)

レイアウト、主要コンテンツ、視覚要素を含む各スライドページの詳細ビュー。

ページ 1
title slide

FY2026 Second Quarter Results Briefing: Business Overview

コンテンツ

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.

レイアウト構造

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.

主要な視覚要素

  • •JGC Group red logo
  • •dotted world globe
  • •blue horizontal rule
  • •tagline 'Enhancing planetary health'
ページ 2
agenda

Contents

コンテンツ

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.

レイアウト構造

Plain numbered agenda with two bold section headings and indented numbered items, placed over the same globe background.

主要な視覚要素

  • •two section headings
  • •numbered lists 1-4 and 1-2
  • •globe background
ページ 3
title slide

Integrated Engineering Business (section divider)

コンテンツ

Section divider introducing the Integrated Engineering business. It carries no data.

レイアウト構造

Single large heading at left on the globe background, with the blue rule and logo as on the title slide.

主要な視覚要素

  • •large section heading
  • •globe background
  • •blue rule
ページ 4
strategy

1. Current Market Environment

コンテンツ

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.

レイアウト構造

Text-only slide split into Overseas and Domestic blocks with sub-headings, bullet lists and key terms highlighted in green.

主要な視覚要素

  • •Overseas and Domestic headings with icons
  • •green highlighted keywords
  • •red footer bar
ページ 5
financial table

2. First-Half Order Intake and Second-Half Focus Projects

コンテンツ

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.

レイアウト構造

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.

主要な視覚要素

  • •target headline in green
  • •segmented progress banner
  • •overseas versus domestic table
  • •red and blue row markers
ページ 6
strategy

3. Key Order: LNG Canada Phase 2 Expansion

コンテンツ

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.

レイアウト構造

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.

主要な視覚要素

  • •three headline bullets
  • •project overview table
  • •aerial photo of LNG Canada plant at Phase 1 completion
ページ 7
data visualization

4. Topic: Advanced Technology Industries - Market Environment

コンテンツ

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.

レイアウト構造

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.

主要な視覚要素

  • •stacked bar chart 2025-2030
  • •3.5x callout
  • •four-step decision flow
  • •source link to a Singularity AMC report
ページ 8
comparison

4. Topic: Advanced Technology Industries - Customer Challenges and JGC Strengths

コンテンツ

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.

レイアウト構造

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.

主要な視覚要素

  • •three-column challenge and strength layout
  • •plant and cleanroom photos
  • •NiXYTE logo
ページ 9
title slide

Functional Materials Manufacturing Business (section divider)

コンテンツ

Section divider introducing the Functional Materials Manufacturing business. It carries no data.

レイアウト構造

Single large heading at left on the globe background, with the blue rule and logo.

主要な視覚要素

  • •large section heading
  • •globe background
  • •blue rule
ページ 10
data visualization

1. First-Half Results and Market Outlook (Functional Materials)

コンテンツ

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.

レイアウト構造

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.

主要な視覚要素

  • •two large sales cards: 301 and 615 oku yen
  • •C&C and JFC labels
  • •green highlighted keywords
ページ 11
strategy

2. Functional Materials: Semiconductor Initiatives

コンテンツ

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.

レイアウト構造

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.

主要な視覚要素

  • •process stage arrows
  • •three product boxes tagged JFC or C&C
  • •product photos of ceramics, silica sol and SN substrates
  • •future target box
ページ 12
disclaimer

Cautionary Note on Forward-Looking Statements and Contact

コンテンツ

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.

レイアウト構造

Paragraph of disclaimer text at top and a centred bordered contact box below, under the standard red-banded header and footer.

主要な視覚要素

  • •disclaimer paragraph
  • •bordered IR contact box
  • •red footer bar with copyright

よくある質問

このスライドと基礎となるプレゼンテーションコンテンツに関する一般的な質問。

Where does this deck come from and what language is it in?

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.

Is this a full set of financial results?

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.

What fiscal period does it cover?

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.

What are the order-intake figures shown?

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.

What is the LNG Canada Phase 2 project?

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.

What does the functional materials section report?

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.

Is the layout useful as an earnings-presentation template?

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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