AGC Inc.

TSE:5201 Stock Report

Market Cap: JP¥1.2t

AGC Future Growth

Future criteria checks 2/6

AGC is forecast to grow earnings and revenue by 13.4% and 3% per annum respectively. EPS is expected to grow by 13.4% per annum. Return on equity is forecast to be 6.8% in 3 years.

Key information

13.4%

Earnings growth rate

13.35%

EPS growth rate

Building earnings growth10.6%
Revenue growth rate3.0%
Future return on equity6.83%
Analyst coverage

Good

Last updated12 Mar 2026

Recent future growth updates

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Nov 07
Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Recent updates

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Nov 07
Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Is AGC (TSE:5201) A Risky Investment?

Oct 22
Is AGC (TSE:5201) A Risky Investment?

AGC's (TSE:5201) Returns On Capital Are Heading Higher

Sep 02
AGC's (TSE:5201) Returns On Capital Are Heading Higher

AGC's (TSE:5201) Earnings Offer More Than Meets The Eye

Aug 11
AGC's (TSE:5201) Earnings Offer More Than Meets The Eye
User avatar

Architectural Glass And Chemical Capacity Will Redefine Markets

Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.

Is AGC (TSE:5201) Using Too Much Debt?

Jul 18
Is AGC (TSE:5201) Using Too Much Debt?

AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00

Jun 25
AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00

AGC (TSE:5201) Will Pay A Dividend Of ¥105.00

Jun 10
AGC (TSE:5201) Will Pay A Dividend Of ¥105.00

AGC Inc. (TSE:5201) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

May 14
AGC Inc. (TSE:5201) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

AGC (TSE:5201) Has More To Do To Multiply In Value Going Forward

May 02
AGC (TSE:5201) Has More To Do To Multiply In Value Going Forward

AGC (TSE:5201) Is Due To Pay A Dividend Of ¥105.00

Apr 11
AGC (TSE:5201) Is Due To Pay A Dividend Of ¥105.00

Does AGC (TSE:5201) Have A Healthy Balance Sheet?

Mar 31
Does AGC (TSE:5201) Have A Healthy Balance Sheet?

Earnings and Revenue Growth Forecasts

TSE:5201 - Analysts future estimates and past financials data (JPY Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20282,275,550109,975102,150291,0004
12/31/20272,227,00098,80199,900306,2048
12/31/20262,165,70685,47561,225294,7058
12/31/20252,058,83269,16264,931274,476N/A
9/30/20252,045,52051,85641,833255,137N/A
6/30/20252,047,88234,36341,156259,727N/A
3/31/20252,068,447-66,44220,311262,245N/A
12/31/20242,067,603-94,04242,456284,815N/A
9/30/20242,069,661-98,15233,718260,791N/A
6/30/20242,049,132-89,28039,700265,395N/A
3/31/20242,028,78622,77133,390250,004N/A
12/31/20232,019,25465,798-985212,546N/A
9/30/20232,020,841-44,366-21,468205,284N/A
6/30/20232,042,851-33,776-42,505183,546N/A
3/31/20232,052,415-11,625-47,345186,939N/A
12/31/20222,035,874-3,152-6,775217,146N/A
9/30/20221,962,72893,14949,549249,325N/A
6/30/20221,864,391131,19967,104280,712N/A
3/31/20221,776,485125,58194,349295,744N/A
12/31/20211,697,383123,840116,141326,713N/A
9/30/20211,633,040148,65386,579305,595N/A
6/30/20211,569,09385,11878,308282,918N/A
3/31/20211,448,36747,98547,691252,307N/A
12/31/20201,412,30632,71533,923225,392N/A
9/30/20201,407,05729,0583,531192,988N/A
6/30/20201,435,09523,58810,461201,335N/A
3/31/20201,513,92842,3489,643200,427N/A
12/31/20191,518,03944,434-6,022191,906N/A
9/30/20191,520,50553,586N/A221,775N/A
6/30/20191,514,89473,752N/A210,872N/A
3/31/20191,512,05980,400N/A205,420N/A
12/31/20181,522,90489,593N/A189,287N/A
9/30/20181,525,72873,504N/A195,093N/A
6/30/20181,519,04279,812N/A194,279N/A
3/31/20181,500,65274,066N/A188,338N/A
12/31/20171,463,53269,225N/A203,504N/A
9/30/20171,406,62475,138N/A198,513N/A
6/30/20171,347,61057,948N/A193,573N/A
3/31/20171,309,91358,571N/A206,938N/A
12/31/20161,282,57047,438N/A203,637N/A
9/30/20161,276,59733,072N/A195,523N/A
6/30/20161,292,65935,955N/A195,236N/A
3/31/20161,308,69447,122N/A183,735N/A
12/31/20151,326,29342,906N/A187,170N/A
9/30/20151,343,71250,240N/A164,162N/A
6/30/20151,347,73246,205N/A151,506N/A
3/31/20151,344,78813,337N/A150,273N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 5201's forecast earnings growth (13.4% per year) is above the savings rate (0.7%).

Earnings vs Market: 5201's earnings (13.4% per year) are forecast to grow faster than the JP market (10% per year).

High Growth Earnings: 5201's earnings are forecast to grow, but not significantly.

Revenue vs Market: 5201's revenue (3% per year) is forecast to grow slower than the JP market (5.4% per year).

High Growth Revenue: 5201's revenue (3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 5201's Return on Equity is forecast to be low in 3 years time (6.8%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/21 14:08
End of Day Share Price 2026/03/19 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AGC Inc. is covered by 23 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Timothy LukeBarclays
Eric LeeBarclays
Alberto MoelBernstein