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AGC Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
FY2025 net sales were flat at ¥2,058.8 billion, with operating profit rising to ¥127.5 billion, driven by Automotive improvements and cost measures.
Profit attributable to owners of parent improved to ¥69.2 billion, with ROE rising to 4.7%.
Major impairments in Display (2022) and Biopharmaceutical CDMO (2024) previously weighed on results, but initiatives have stabilized earnings.
Profit before tax rebounded to ¥124.8 billion from a prior-year loss, mainly due to the absence of one-time losses.
FY2025 saw a moderate global economic recovery, with regional differences: US growth supported by investment, China and Europe lagging, and Japan showing moderate recovery.
Financial highlights
Net sales decreased by ¥8.8 billion year-over-year; operating profit rose by ¥1.6 billion to ¥127.5 billion.
Profit before tax surged by ¥174.8 billion, reflecting the absence of prior-year losses from Russian business transfer and large impairments.
Free cash flow was ¥96.1 billion, up from ¥89.2 billion in the prior year.
CapEx was ¥251.3 billion, depreciation ¥179.8 billion, and R&D expenses ¥60.3 billion.
Basic earnings per share reached ¥326.20, up from a loss per share of ¥443.71 in FY2024.
Outlook and guidance
FY2026 forecasts net sales of ¥2,200 billion (+6.9%), operating profit of ¥150 billion (+17.7%), and ROE of 5.2%.
Profit attributable to owners is projected at ¥77.0 billion, and EPS at ¥363.12.
Life Science segment expected to drive profit improvement; CapEx to decrease as major expansions conclude.
Dividend forecast for FY2026 is maintained at ¥210 per share.
Commitment to achieve operating profit target, with downside risks already factored in.
Life Science profit turnaround drivers
Essential Chemicals SEA strategy vs China price pressure
Electronics new growth pillars timing/scale
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Next AGC earnings date
Q1 202611 May, 2026
AGC
Next AGC earnings date
Q1 202611 May, 2026
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Frequently asked questions
AGC Inc., formerly known as Asahi Glass Co., Ltd., is a Japanese multinational company specializing in glass, chemicals, electronics, and ceramics. AGC operates across several segments, including architectural glass, automotive glass, display materials, and chemicals, supplying products for industries such as construction, automotive, electronics, and energy. The company also develops advanced materials for high-tech applications, including specialty chemicals and components used in displays and electronics. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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