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Chiyoda (6366) investor relations material
Chiyoda Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Middle East execution
Two major EPC projects continue in the Middle East; NFE engineering and procurement are in final stages, while construction progresses amid close monitoring of local conditions.
Maritime transport constraints affected some work processes, prompting logistical measures; current-year financial impact is expected to be limited, with safety the top priority.
Business Plan 2025 progress
Golden Pass LNG Train 1 construction and commissioning are complete, with first LNG production achieved; NFE construction has gradually resumed.
A Business Development & Growth Transformation Division was established, and domestic project development advanced toward future EPC awards.
CXO continues expanding domestic engineering operations; competency development for core personnel now emphasizes experience-based learning and assignments.
The EPC pipeline spans oil and gas, CCS, hydrogen and ammonia, SAF and e-fuels, power, life sciences and metal resources.
Domestic growth and life sciences
Domestic strategy combines stable maintenance and EPC earnings with growth in advanced materials, fine chemicals, decarbonization and new O&M areas.
TOKYO OHKA KOGYO and Chiyoda signed an agreement to commercialize MPS, combining microfabrication and device expertise with cell culture and engineering capabilities.
The MPS initiative aims to support next-generation drug discovery and extend life-sciences services from R&D assistance through implementation.
- Profit grew despite lower sales and backlog; FY2027 forecasts were raised.6366
Q2 2027 - Net profit hit 45.9% of the annual target in 1Q, but sales and orders declined year-over-year.6366
Q1 2027 - Record profits and orders, but next year forecasts a sharp earnings decline.6366
Q4 2026 - Profits and margins soared on robust EPC execution, new orders, and equity gains.6366
Q3 2026 - Net income up 24.1% and order intake up 131.4% year-over-year; outlook revised higher.6366
Q2 2026 - JV partner bankruptcy caused major losses, negative profit, and withheld guidance.6366
Q4 2024 - Q1 revenue fell 9.6% YoY, but profit and margin improved; Golden Pass LNG project remains uncertain.6366
Q1 2025 - Profits surged on project execution and milestones, while Golden Pass LNG construction resumed.6366
Q2 2025 - Profits and forecasts increased on strong project execution and major LNG, CCS, and energy orders.6366
Q3 2025
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