AGC Inc
ConvictionContext
Vertically integrated industrial manufacturer across five segments (Architectural Glass, Automotive/Mobility, Electronics, Chemicals [Essential + Performance], Life Science CDMO); mix of commodity/cyclical volume businesses and high-barrier specialty franchises; JPY-reporting, globally sold, energy- and capex-intensive.
Revenue
JPY 2,058.8B~$13.7B at ~150) FY2025Rev growth
~-0.4% YoYessentially flat; JPY 2,067.6B -> 2,058.8B, down JPY 8.8BGross margin
not separately disclosedIFRS segment reportingOp margin
~6.2%OP JPY 127.5B on JPY 2,058.8BCapex intensity
not separately disclosed for FY2025historically ~10-12% of sales (glass/chem heavy); capex rising in Electronics, falling in Chemicals + Life ScienceMarket cap
~$8.7B USDTSE: 5201, mcap approx JPY 1.43T; ADR ASGLY mcap ~$8.9B as of Jul 2, 2026; range ~$8.3-8.9B across May-Jul 2026The read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for AGC Inc
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage FY2025 (fiscal year ended Dec 2025) audited actuals + Q1 FY2026 (ended Mar 2026) + management FY2026 guidance. AGC reports under IFRS in JPY; USD/JPY was ~155-160 in mid-2026, but a round ~150 is used for USD conversions here, so USD figures are approximate and run modestly high.· sign in (free) for the analyst summary; Pro unlocks full intelligence