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Translation This presentation is English - language translation of the original Japanese - language document for your convenience . JGC In the case that there is any discrepancy between the Japanese and English versions , the Japanese version is assumed to be correct . Outline of Financial Results 1Q FY2026 April 1 , 2026 - June 30 , 2026 Enhancing planetary health August 7 , 2026 JGC HOLDINGS CORPORATION No part of this document may be reproduced , reprinted , modified or distributed .
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CONTENTS ➢ Results for 1Q FY2026 ➢ Forecasts for FY2026 ➢ Appendix 2
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Results for 1Q FY2026
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health Highlights 4 ◆Awarded EPCIC contract for floating LNG(FLNG) in Mozambique ◆Profit exceeding expectations, driven by strong execution of domestic and overseas projects and favorable yen depreciation ◆Steady sales and material procurement in Functional Materials Manufacturing Middle East Situation ◆Ongoing execution of multiple projects in Saudi Arabia, Iraq, and the UAE with the safety of all stakeholders as the top priority ◆Updated project budgets reflecting the latest project conditions
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health 1Q FY2025 1Q FY2026 FY2026 Forecasts Progress Rate Net sales 189.8 159.2 △ 30.5 670.0 24% Gross profit 15.4 20.3 +4.9 73.0 28% Profit ratio 8.1% 12.8% +4.7pt 10.9% Operating profit 7.8 12.3 +4.4 40.0 31% Ordinary profit 9.2 21.3 +12.1 46.0 46% Profit attributable to owners of parent 5.6 11.6 +6.0 46.0 25% Earnings per share ¥23.17 ¥48.03 Difference 5 【Unit: Billions of Yen】 Income Statement
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health Full-year forecast 41.4 Progress 28% Full-year forecast 606.0 Progress 24% 6 【Unit: Billions of Yen】 【Unit: Billions of Yen】 Net Sales Segment profit ◆Lower net sales due to completion or final stage of multiple large-scale overseas projects in the previous fiscal year ◆Higher profit driven by yen depreciation ◆Budget updates reflecting the latest project conditions under the Middle East situation Segment Information ：Total Engineering Business (1)
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health 1Q FY2025 1Q FY2026 As of March 31,2026 As of June 30,2026 Domestic 29.4 25.5 Domestic 145.3 141.1 Overseas 17.9 88.9 Overseas 1,010.2 1,000.1 Total 47.4 114.5 Total 1,155.5 1,141.2 7 【Unit: Billions of Yen】 1Q FY2026 Major New Contracts Domestic Overseas ・Refinery Renovation (Japan) ・FLNG (Mozambique) Major Outstanding Contracts Over 100 Billion Yen Over 30 Billion Yen ・Large-scale EGR/CCUS Onshore Facilities (Indonesia) ・Large-scale Low Carbon LNG Plants (UAE) ・Expansion of the Gas Oil Separation Unit (Saudi Arabia) ・FLNG (Mozambique) ・Oil Refinery Modernization (Iraq) ・Gas Oil Separation Unit (Saudi Arabia) ・Nearshore Floating LNG Plant (Malaysia) ・Dew Point Control Unit (Saudi Arabia) Outstanding ContractsNew Contracts 【Unit: Billions of Yen】 Segment Information ：Total Engineering Business (2)
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health Full-year forecast 6.6 Progress 36% Full-year forecast 55.5 Progress 28% 8 Net Sales Segment profit 【Unit: Billions of Yen】 【Unit: Billions of Yen】 ◆Strong sales of semiconductor manufacturing equipment-related products driven by expanding semiconductor demand associated with generative AI and data centers ◆Limited impact of the Middle East Situation on raw material procurement and other operations to date Segment Information ：Functional Materials Manufacturing Business
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health As of March 31, 2026 As of June 30, 2026 Difference Total assets 838.7 850.0 +11.2 Total net assets 431.1 427.0 △ 4.1 Equity ratio 51.2% 50.0% △ 1.2pt 109.8 110.6 +0.8 Off Balance Sheet JV Cash JGC Portion 【Unit: Billions of Yen】 9 Financial Position
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Forecasts for FY2026
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health FY2026 Forecasts 1Q FY2026 Actual Progress Rate New contracts (*) 1,740.0 114.5 7% Net sales 670.0 159.2 24% Gross profit 73.0 20.3 28% Profit ratio 10.9% 12.8% Operating profit 40.0 12.3 31% Ordinary profit 46.0 21.3 46% Profit attributable to owners of parent 46.0 11.6 25% Annual dividends per share ¥52.00 Forecasts based on (\/US$) ¥150.00 11 (*) Total Engineering Business Full-year forecasts remain unchanged. 【Unit: Billions of Yen】 【Forecast Assumptions】 ◆Budget updates reflecting the recent project conditions under the Middle East situation ◆Non-operating FX losses reflecting a stronger yen assumption ◆Approx. 20 billion yen in extraordinary gains from the sale of equity-method affiliates in the second quarter Forecasts for FY2026
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health Appendix 12
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health 13 Overseas 【Energy sector】 • Supported by growing importance of energy security and energy affordability, medium-to long-term demand for natural gas and LNG is expected to continue expanding, particularly in Asia. • Projects awarded included an EPCIC contract for a Floating LNG (FLNG) project in Mozambique, and a Limited Notice to Proceed for the Phase 2 Expansion of LNG Canada Project. 【General Industry Sector】 • Active business development activities in Southeast Asia through collaboration with Exyte, leveraging its extensive experience in the semiconductor and data center sectors, both growth markets. • Focused sales activities aimed at securing plant construction and revamping projects in the SAF, pharmaceutical, and food sectors, as well as refinery modernization projects. Awards included part of a refinery revamping project and maintenance services. • Successful completion of the biopharmaceutical API manufacturing facility construction project in Tochigi. Domestic Steady progress toward achievement of New Contract Target of 1.74 trillion yen Initial execution of Key initiatives under the medium-term business plan BSP2030 【Continuously Enhancing the Competitiveness of the Total Engineering Business】 • Toward the realization the "Configurator" concept outlined under BSP2030, commencement of joint development of an Automated Engineering Tool with UK-based Configuring Ltd., leveraging the digitalization of veteran engineers’ expertise for enhanced design efficiency, consistent quality, and competitiveness. 【Expanding the Solution-based Business】 • Launch of a new biomanufacturing research facility in Kobe equipped with gas circulation fermentation process. The facility will conduct stepwise scale-up of a production process using hydrogen-oxidizing bacteria with CO₂ as a feedstock. ＜Key Initiatives under the Medium-Term Management Plan BSP2030＞ Reference (Key Initiatives in 1Q) – Total Engineering Business
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health 14 Catalyst and Fine Chemicals Sector • Demand in the catalyst sector remains steady both in Japan and overseas. In particular, demand for petroleum refining catalysts remains strong, primarily in Asia. • In the Fine Chemicals sector, strong semiconductor and electronics markets continue to support demand for semiconductor polishing materials and anti-reflective materials for flat-panel displays. Demand for cosmetic materials is also recovering, while efforts to cultivate new demand as alternatives to microplastic beads continue. • Infrastructure development at industrial sites acquired in Kitakyushu and Niigata Prefecture commenced in FY2026 to expand production of Fine Chemicals products, including semiconductor-related products. • Although the Middle East situation had raised concerns regarding the supply of certain raw materials (naphtha- derived materials), these concerns are gradually easing. Efforts to ensure a stable supply chain continue through close collaboration with clients and suppliers. • The semiconductor market remains strong, particularly in generative AI related applications. Demand is increasing for products used in semiconductor manufacturing equipment and for film integrated circuits boards for data centers. • Demand for high thermal conductivity silicon nitride substrates used in EV power semiconductors is recovering, supported by the reinstatement and expansion of EV subsidies in Europe. As a result, orders and inquiries are increasing, and utilization rates at the new plant are rising. Efforts to diversify procurement sources for certain raw materials, including rare earths, are also progressing. • In response to expanding demand, recruitment and additional capital investments are being accelerated to drive further sales growth. Fine Ceramics Sector Reference (Key Initiatives in 1Q) - Functional Material Manufacturing Business
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health 15 【Unit: Billions of Yen】 Full-year forecasts remain unchanged FY2026 Forecasts 1Q FY2026 Actual Progress Rate Net sales 606.0 142.6 24% Segment profit 41.4 11.5 28% Profit ratio 6.8% 8.1% Net sales 55.5 15.5 28% Segment profit 6.6 2.3 36% Profit ratio 11.9% 15.3% Net sales 8.5 1.0 12% Segment profit 2.0 0.2 14% Profit ratio 23.5% 27.5% Segment profit △ 10.0 △ 1.8 - Functional Materials Manufacturing Others Total Engineering Adjustment Reference (Forecasts for FY2026 by Segment)
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health 40.9 29.8% 40.3 25.3% 155.0 13.4% (25.5) (22.3%) (29.7) (20.9%) (141.1) (12.4%) 11.9 8.7% 46.0 28.9% 406.0 35.0% (6.9) (6.0%) (42.4) (29.7%) (403.1) (35.2%) 2.1 1.6% 50.4 31.7% 474.3 41.0% (1.3) (1.1%) (49.6) (34.8%) (474.3) (41.6%) 77.7 56.6% 12.5 7.9% 103.5 8.9% (77.7) (67.9%) (12.5) (8.8%) (103.5) (9.1%) 4.6 3.3% 9.9 6.2% 19.6 1.7% (3.0) (2.7%) (8.2) (5.8%) (19.1) (1.7%) 137.4 100.0% 159.2 100.0% 1,158.6 100.0% (114.5) (100.0%) (142.6) (100.0%) (1,141.2) (100.0%) 1Q FY2026 Net Sales AS of June 30, 2026 Outstanding Contracts Total 1Q FY2026 New Contracts Japan Asia Middle East Africa Americas & Others Reference (New Contracts, Net sales, Outstanding Contracts by Region) 16 *The numbers in parentheses represent the figures for the Total Engineering segment only 【Unit: Billions of Yen】
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health Net sales Gross profit Operating profit/loss Ordinary profit Profit/loss attributable to owners of parent 17 New Contracts (Total Engineering) 【Unit: Billions of Yen】 606.8 832.5 858.0 745.2 670.0 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast 66.7 10.6 18.9 64.1 73.0 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast 36.6 △ 18.9 △ 11.4 35.3 40.0 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast 50.5 0.3 11.3 58.1 46.0 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast 30.6 △ 7.8 △ 0.3 41.8 46.0 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast 823.9 293.8 922.5 409.2 1,740.0 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast Reference (Historical data chart)
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© 2026 JGC HOLDINGS CORPORATION Enhancing planetary health 18 For questions concerning this material, please contact: Finance & IR Office IR Unit JGC Holdings Corporation Tel: 81-45-682-8026 Fax: 81-45-682-1112 Email: ir@jgc.com This presentation may contain forward-looking statements that reflect JGC’s plans and expectations. Such statements are based on currently available information and current assumptions of future events which may not prove to be accurate. Such statements are also subject to various risks and uncertainties that could cause actual results to differ materially from those forward-looking statements. JGC Holdings Corporation undertakes no obligation to update any forward-looking statements after the date of this presentation. These potential risks and uncertainties include, but are not limited to: •changes in general economic conditions, including foreign currency exchange rates, interest rates and other factors that could affect our profitability •changes in government regulations or tax laws in jurisdictions where we conduct business Cautionary Statement