JGC Holdings Corporation

1963.T
Engineering & Construction
2026/11/11 12:12 Updated
Market Cap: $3.4B (¥531.7B)
Stock Price: $13.86 (¥2,197)
Exchange Rate: 1 USD = ¥158.48

First-Half Results and Second-Half Policy for Integrated Engineering and Functional Materials Manufacturing Businesses, etc.

Orders in the first half of fiscal 2026 were robust, mainly overseas. For the second half, priority projects include the Canada LNG Phase 2 expansion plan, with growth strategies presented for both integrated engineering and functional materials manufacturing businesses. The Canada LNG Phase 2 involves an EPC order of approx. 7.5 billion USD, and the fiscal 2026 order target is set at 1,740 hundred million yen. Collaboration with Exyte in advanced technology fields will promote materials and capital investment for semiconductors and data centers.

Importance:
Page Updated: November 11, 2026
IR Disclosure Date: November 11, 2026

Key Figures

  • Fiscal 2026 order target: 1,740 hundred million yen
  • First-half order results: 172.6 hundred million yen
  • Canada LNG Project Phase 2 Expansion Plan EPC orders: approx. 7.5 billion USD

AI要約

Status of Integrated Engineering Business and Second-Half Priorities

Orders in the energy and general industrial sectors have been steady, centered on overseas markets. First-half order results for fiscal 2026 were approximately 172.6 hundred million yen. In the second half, the company will focus on multiple projects including the EPC contract award for the Canada LNG Project Phase 2 expansion. Policy developments in Malaysia, SAF-related capital expenditures, and expansions of pharmaceutical and food factories are also listed as second-half focus projects. In advanced technology areas, the company plans to strengthen an integrated support system from basic design through construction through collaboration with Exyte.

Initiatives and Future Direction of the Functional Materials Manufacturing Business

Against the backdrop of growing demand from semiconductors and data centers, the company plans to increase production and expand capacity for product lines such as high thermal-conductivity silicon nitride substrates, silica sol, and precision components. While strengthening efforts to capture semiconductor demand, investments to respond to expanding generative AI demand will also advance. Through collaboration between JFC and C&C, the company aims to enhance development and manufacturing capabilities for semiconductor substrates and components.

Revenue Trend

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Margin Analysis

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JGC Holdings Corporation

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