Cimc Enric Holdings Limited · HKEX:3899
Cimc Enric — Q3 2026 Earnings Presentation
17 slides from Cimc Enric's earnings presentation, Oct 26, 2026
Slide 1: Q3 Key Data Updates
中集安瑞科控股有限公司 CIMC Enric Holdings Limited (Stock code: 3899.HK) 2026 三季度核心数据 Q3 Key Data Updates
Slide 2: Steady Growth in Total Revenue
Steady Growth in Total Revenue 9M2026 total revenue: RMB20.50 billion, 3Q2026 total revenue: RMB7.64 billion, up 13.4% YoY up 6.0% YoY Unit: RMB million 20,502 7,635 19,348 6.0% 13.4% 425 1,582 6,734 2,738 2,181 891 861 1,573 461 6,319 16,739 15,037 5,412 3Q2025 3Q2026 9M2025 9M2026 Clean Energy Che
Slide 3: Net Profit YoY Growth
Net Profit YoY Growth 9M2026 Net Profit Grew YoY 3Q2026 Net Profit Surged YoY Unit: RMB million Unit: RMB million 836 310 % 817 300 794 5.3 % 767 6.5 5% 45. .1% 47 213 204 Combined Net Profit Profit Attributable to Shareholders Combined Net Profit Profit Attributable to Shareholders 9M2025 9M2026 3Q
Slide 4: Revenue Structure Analysis
Revenue Structure Analysis 9M2026 Revenue Breakdown by Segment 3Q2026 Revenue Breakdown by Segment Liquid Food Liquid Food 7.7% 5.6% Chemical and Environmental Chemical and Environmental 10.7% 11.6% Clean Energy Clean Energy 81.6% 82.8% 9M2026 Revenue Breakdown by Location 3Q2026 Revenue Breakdown b
Slide 5: Clean Energy Revenue Performance
Clean Energy Revenue Performance Clean Energy Revenue for 9M2026 3Q2026 Clean Energy Revenue Unit: RMB million Unit: RMB million 16,739 15,037 11.3% 6,319 5,412 16.8% 9M2025 9M2026 3Q2025 3Q2026 9M2026 Revenue Breakdown by Location 3Q2026 Revenue Breakdown by Location Overseas — Overseas - Onshore,
Slide 6: 9M2026 Clean Energy Revenue Breakdown
9M2026 Clean Energy Revenue Breakdown 9M2026 Clean Energy Revenue Breakdown by Key Equipment, Core Processes and Integrated Services Revenue Breakdown by Business Key Equipment Core Processes Integrated Services* Nature Unit: RMB million 5,797 7,281 6,349 4,852 3,836 3,661 Offshore 5,671 33.9% 4,806
Slide 7: Chemical and Environmental Revenue Performance
Chemical and Environmental Revenue Performance 9M2026 Chemical and Environmental Revenue 3Q2026 Chemical and Environmental Revenue Unit: RMB million Unit: RMB million 2,181 7% 891 38. 3% 1,573 93. 461 9M2025 9M2026 3Q2025 3Q2026 9M2026 Revenue Breakdown by Location 3Q2026 Revenue Breakdown by Locati
Slide 8: Liquid Food Revenue Performance
Liquid Food Revenue Performance 9M2026 Liquid Food Revenue 3Q2026 Liquid Food Revenue Unit: RMB million Unit: RMB million 2,738 861 1,582 425 9M2025 9M2026 3Q2025 3Q2026 9M2026 Revenue Breakdown by Location 3Q2026 Revenue Breakdown by Location China, 4.7% China, 18.0% Overseas, Overseas, 82.0% 95.3%
Slide 9: 9M2026 Cumulative Newly Signed Orders Breakdown
9M2026 Cumulative Newly Signed Orders Breakdown • Newly signed orders of the Clean Energy segment were RMB17.27 billion, broadly flat with a slight increase YoY, including RMB8.85 billion from offshore clean energy and RMB2.14 billion from overseas onshore clean energy, up 24.8% YoY; • Newly signed
Slide 10: Backlog Orders Breakdown as of 30 September 2026
Backlog Orders Breakdown as of 30 September 2026 • Backlog orders of the Clean Energy segment were RMB29.13 billion, up 6.6% YoY. • Backlog orders of the Chemical and Environmental segment were RMB1.29 billion, up 50.8% YoY; • Backlog orders of the Liquid Food segment were RMB2.95 billion, up 15.1%
Slide 11: Operating Highlights — Clean Energy: Key Equipment
Operating Highlights — Clean Energy: Key Equipment Serving Emerging Industries • Commercial aerospace equipment: Core gas storage and loading equipment supported the reusable launch of the Long March 10B; delivered China’s largest 800 m³ double-layer vacuum-insulated liquid nitrogen sphere to the Ha
Slide 12: Operating Highlights — Clean Energy: Core Process
Operating Highlights — Clean Energy: Core Process Core Process — Offshore Clean Energy Core Process — Onshore Clean Energy Further Breakthroughs in Newly Signed Orders In 9M2026, cumulative newly signed offshore clean energy orders totalled RMB8.85 billion, including multiple LNG bunkering vessels,
Slide 13: Operating Highlights — Comprehensive Utilisation of COG and Green H₂/Ammonia/Methanol
Operating Highlights — Comprehensive Utilisation of COG and Green H₂/Ammonia/Methanol Ramp-up Self-owned Capacity of LNG, blue H₂/ammonia/methanol and green methanol; Green methanol supply chain covers key GBA ports Integrated Services — COG Comprehensive Utilisation Project Green Hydrogen, Ammonia
Slide 14: Operating Highlights — Chemical and Environmental & Liquid Food
Operating Highlights — Chemical and Environmental & Liquid Food In July, the EXSIF and ORBIA teams completed an in-depth CIMC Liquid Process Technologies launched BRIGGS WhiskyOne, a inspection of CIMC Safeway’s anhydrous hydrogen fluoride (AHF) complete containerised modular malt whisky system. tan
Slide 15: Q&A
Q&A H2-RENEWABLE ENERGY fostering the future, CONNECTING the world CIMC te ENRIC / sie sehiht
Slide 16: Disclaimer
Disclaimer CIMC Enric Holdings Limited (the “Company”) makes no representation as to the accuracy and correctness, and has conducted no independent verification, of the content of this presentation. The Company accepts no responsibility for any loss howsoever arising from in reliance upon any inform
Slide 17: Contact Us
Contact Us Tel: (86) 755 2680 2312 (86) 755 2680 2134 Email: [email protected] Address: CIMC R&D Center, No.2 Gangwan Avenue, Shekou Industrial Zone, Shenzhen, Guangdong, The PRC Room 1902-3, 19/F, Bank of America Centre, 12 Harcourt Road, Central, Hong Kong Website: http://www.enricgroup.com WeChat: