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Earnings transcript
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5201
5201.T
AGC Inc.
$7264
86
(1.2%)
| Exchange: | JPX |
| Market Cap: | 1.543T |
| Shares Outstanding: | 221.496M |
Delayed data
About The Company
| Sector: | Basic Materials | |||||
| Industry: | Chemicals – Specialty | |||||
| CEO: | Yoshinori Hirai | |||||
| Full Time Employees: | 53687 | |||||
| Address: |
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| Website: | https://www.agc.com |
AGC Inc., a global enterprise headquartered in Tokyo, Japan, was established in 1907 and specializes in the production and distribution of a wide array of glass, electronics, chemicals, and ceramics products. The company’s extensive glass offerings encompass architectural solutions like laminated, insulating, solar control, toughened, and decorative glass, in addition to structural glazing systems. For the automotive sector, AGC provides specialized products such as laminated, tempered, and privacy glass, alongside integrated glass antennas and module assembly windows. Furthermore, AGC is a key supplier of electronic display components, providing glass substrates for advanced thin-film-transistor liquid crystal displays (TFT-LCDs) and organic light-emitting diodes (OLEDs). Its sophisticated glass portfolio also features synthetic fused silica, high refractive index glass, aspherical and molded lenses, ultra-thin glass for electronic devices, and specialized cover glass for smartphones, tablets, photovoltaic applications, and touch panels. In the chemical domain, AGC produces a diverse range of items, including chlor-alkali products, polyurethanes, fluorochemicals, and various specialty chemicals. The ceramics division delivers solutions like high thermal insulation ceramics, ceramic beads, sputtering targets, abrasion-resistant ceramics, alumina cement, engineering fine ceramics, and advanced molding agents designed for 3D printers. Moreover, AGC Inc. is involved in diverse ventures such as digital signage on glass, copper clad laminates, plastic optical fibers, gas and solvents, and life science businesses. The company adopted its current name, AGC Inc., in July 2018, having previously operated as Asahi Glass Co., Ltd.
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Revenue Segmentation
EPS
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 2,019,254,000 | 2,067,603,000 | 2,058,832,000 |
| Gross Profit | 481,357,000 | 499,051,000 | 500,447,000 |
| EBITDA | 317,357,000 | 148,580,000 | 319,882,000 |
| Operating Income | 126,797,000 | 123,374,000 | 125,468,000 |
| Net Income | 65,798,000 | -94,042,000 | 69,162,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,932,991,000 | 2,889,665,000 | 2,950,077,000 |
| Total Liabilities | 1,278,649,000 | 1,217,964,000 | 1,218,353,000 |
| Total Stockholders Equity | 1,447,080,000 | 1,435,787,000 | 1,485,126,000 |
| Total Debt | 695,008,000 | 649,737,000 | 646,463,000 |
| Cash and Cash Equivalents | 146,061,000 | 107,988,000 | 94,671,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 212,546,000 | 284,815,000 | 274,476,000 |
| Capital Expenditure | -213,531,000 | -242,359,000 | -209,545,000 |
| Free Cash Flow | -985,000 | 42,456,000 | 64,931,000 |
| Net Income | 65,799,000 | -94,042,000 | 69,162,000 |
| Net Change in Cash | -59,153,000 | -38,889,000 | -12,210,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,293,589,695.305 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 2,515,320,606.475 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 2,375,400,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 337,090,297.530 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 369,678,226.823 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 349,114,008.662 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 130,379,760.603 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 146,942,659.919 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 136,490,842.342 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 409,092,889.734 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 448,641,610.842 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 423,684,869.296 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 642.700 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 691.910 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 613.920 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 6 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 5 | Research Access | Research Access | Research Access | Research Access |
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Common questions about 5201.T valuation
Is AGC Inc. (5201.T) overvalued or undervalued right now?
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What is 5201.T’s P/E ratio?
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5201.T
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1.2
Trading Metrics:
| Open: | 7328 | Previous Close: | 7178 | |
| Day Low: | 7221 | Day High: | 7346 | |
| Year Low: | 4180 | Year High: | 8315 | |
| Price Avg 50: | 6495.24 | Price Avg 200: | 5680.99 | |
| Volume: | 951400 | Average Volume: | 1.672M |
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