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Earnings presentation1963JGC HOLDINGS CORPORATIONConstruction and Materials

FY2026 Second-Quarter Earnings Briefing: Business Overview

The company reported orders of ¥172.6 billion for the first half of fiscal 2026, and explained its priority projects for the second half and the approximately US$7.5 billion LNG Canada Phase 2 expansion project, the largest order in JGC Group's history. In the functional materials manufacturing business, it reported first-half revenue of ¥30.1 billion and a full-year outlook of ¥61.5 billion, and announced initiatives including increased production capacity for semiconductor-related products.

Worth reading
24Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
1726
¥100 million
Wording
Avoiding a definitive answer
How definitive the wording is.

Contents of this document

Earnings presentationFiscal 2026 second quarter (first half)4 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥301 100 million
Full-year earnings forecast
Functional Materials Business: Net Sales
¥615 100 million
Comprehensive Engineering Business: Order Target
¥17,400 100 million
What the company explained in this material
New initiatives
  • Collaborating with Exyte in advanced technology industries to provide end-to-end support from concept planning and basic design through construction
  • Capital investment to increase production capacity for semiconductor-related products
  • Increasing production and expanding sales channels for catalysts and fine chemical products
  • Expanding products for low-carbon and decarbonization fields
Key KPIsA metric the company considers important as a management benchmark.
  • First-half orders in the comprehensive engineering business¥1,726 100 million
  • Total fiscal 2026 order target¥17,400 100 million
  • LNG Canada Phase 2 Expansion Project: Our Contract Value75 US$100 million
Segment results
Comprehensive engineering business
First-half order intake
¥1,726 100 million
Functional Materials Manufacturing Business
First-half revenue
¥301 100 million
Orders received and order backlog
Orders received
¥1,726 100 million
Order target
¥17,400 100 million
LNG Canada Phase 2 Expansion Project: Our Contract Value
75 US$100 million
Contents of this document
ItemDetails
Document typeEarnings presentation
Fiscal Period CoveredFiscal 2026 second quarter (first half)
Net Sales¥301 100 million
Full-year earnings forecastFunctional Materials Business: Net Sales ¥615 100 million / Comprehensive Engineering Business: Order Target ¥17,400 100 million
Segment resultsComprehensive engineering business First-half order intake ¥1,726 100 million / Functional Materials Manufacturing Business First-half revenue ¥301 100 million
Key KPIsIndicator name First-half orders in the comprehensive engineering business / Value ¥1,726 100 million / Year on year against the same period last year Not disclosed, Indicator name Total fiscal 2026 order target / Value ¥17,400 100 million / Year on year against the same period last year Not disclosed, Indicator name LNG Canada Phase 2 Expansion Project: Our Contract Value / Value 75 US$100 million / Year on year against the same period last year Not disclosed
Orders received and order backlogOrders received ¥1,726 100 million / Order target ¥17,400 100 million / LNG Canada Phase 2 Expansion Project: Our Contract Value 75 US$100 million
New initiativesCollaborating with Exyte in advanced technology industries to provide end-to-end support from concept planning and basic design through construction, Capital investment to increase production capacity for semiconductor-related products, Increasing production and expanding sales channels for catalysts and fine chemical products, Expanding products for low-carbon and decarbonization fields
Items this document does not state (23)
Operating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresMarket Size / ShareKey points of the Q&A

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company cited the continued medium- to long-term demand for natural gas and LNG, increased capital investment related to semiconductors and data centers, and growing demand in the semiconductor market and for electronic materials used in data centers.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
FY2026 Second-Quarter Earnings Briefing: Business Overview | JGC HOLDINGS CORPORATION (1963) timely disclosure | Komori