Update shared on 13 Dec 2025
Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.
What's in the News
- The Board approved a transition from a Company with Audit and Supervisory Board to a Company with Audit and Supervisory Committee, pending shareholder approval at the 101st Annual General Meeting in March 2026 (Key Developments).
- CFO Shinji Miyaji will resign effective March 27, 2026, following a December 9, 2025 Board decision based on the Nominating Committee's recommendation (Key Developments).
- A Board meeting on December 9, 2025 focused on changes in the Board of Directors, Audit and Supervisory Board, and Executive Officers (Key Developments).
- AGC Biologics formed a strategic alliance with ATUM to integrate the Leap In Transposase expression platform, aiming to shorten timelines and boost yields in cell line development across its global network (Key Developments).
- AGC Biologics partnered with Repair Biotechnologies to develop and manufacture a novel mRNA therapy targeting atherosclerotic plaque, extending mRNA applications beyond infectious disease to chronic cardiovascular conditions (Key Developments).
Valuation Changes
- Fair Value: Unchanged at ¥5,302.50, indicating no revision to the overall intrinsic value estimate for AGC.
- Discount Rate: Risen slightly from 7.93 percent to 8.06 percent, reflecting a modest increase in the perceived risk or required return.
- Revenue Growth: Essentially unchanged at approximately 2.30 percent, indicating stable expectations for top line expansion.
- Net Profit Margin: Essentially unchanged at approximately 4.84 percent, suggesting no material shift in long term profitability assumptions.
- Future P/E: Risen slightly from 13.40x to 13.44x, signaling a marginally higher valuation multiple applied to future earnings.
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