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AGC, Jan-Sep (Cumulative 3Q) Net Income Turns to Profit, Jul-Sep Net Income Increases by 3.2 times

Wed Nov 5, 2025 1:00 pm JST Earnings

5201 AGC Inc. 【IFRS】

Earnings Report

AGC Inc. <5201> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on November 5th (13:00). The consolidated net income/loss for the cumulative third quarter of the fiscal year ending December 2025 (January to September) turned into a profit of 39.4 billion yen (compared to a loss of 106 billion yen in the same period last year). However, Progress toward the full-year plan of 57.0 billion yen was 69.3%, also falling below the five-year average of 77.8%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to December period (4Q) is expected to expand 41.6% from the same period last year, reaching 17.5 billion yen.

In the most recent three-month period, from July to September (3Q), the consolidated net income surged 3.2 times that of the same period last year, reaching 25.5 billion yen. The operating profit margin improved from 7.2% in the same period last year to 7.9%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 1,483,817 95,534 99,212 57,540 265.0 80.8 Nov 2, 2023 IFRS
Jan - Sep, 2024 1,534,224 94,012 -74,394 -106,410 -502.1 ー Nov 1, 2024 IFRS
Jan - Sep, 2025 1,512,141 94,838 73,190 39,488 186.3 75.5 Nov 5, 2025 IFRS
YoY -1.4% +0.9% － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 1,052,408 69,145 42,338 20,458 96.5 105 Feb 7, 2025 IFRS
Jul - Dec, 2025 Guidance 1,054,526 65,978 63,249 43,095 202.9 105 Aug 1, 2025 IFRS
YoY +0.2% -4.6% +49.4% +110.7% +110.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 2,019,254 128,779 122,775 65,798 304.7 210 Feb 7, 2024 IFRS
Dec, 2024 2,067,603 125,835 -50,050 -94,042 -443.7 210 Feb 7, 2025 IFRS
Dec, 2025 Guidance 2,050,000 120,000 97,000 57,000 268.4 210 Aug 1, 2025 IFRS
YoY -0.9% -4.6% － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 519,029 37,322 17,994 8,090 38.2 7.2 Nov 1, 2024 IFRS
Oct - Dec, 2024 533,379 31,823 24,344 12,368 58.4 6.0 Feb 7, 2025 IFRS
Jan - Mar, 2025 499,584 25,840 16,957 6,645 31.4 5.2 May 12, 2025 IFRS
Apr - Jun, 2025 495,890 28,182 16,794 7,260 34.3 5.7 Aug 1, 2025 IFRS
Jul - Sep, 2025 516,667 40,816 39,439 25,583 120.7 7.9 Nov 5, 2025 IFRS
YoY -0.5% +9.4% +119.2% +216.2% +216.1%

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