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Overview

Glass and Ceramics Products

AGC Inc.

AGC Inc. is a global manufacturer of glass, chemicals, and high-tech materials operating across five core segments: architectural glass, automotive glass, electronics/display glass, chemicals, and life sciences. The company produces a broad range of products including flat glass for buildings, automotive and display cover glass, LCD/OLED glass substrates, semiconductor-related components, fluorochemicals, and contract development and manufacturing (CDMO) services for pharmaceutical and agrochemical compounds. AGC leverages its materials science expertise and global manufacturing network to serve diverse end markets including construction, mobility, electronics, and healthcare.

Market Cap

¥1,157B

US$7.38B

¥1,953B

US$12.5B

Stock¥5,447▼-0.60%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

6.0

LTM EV/EBIT

12.5

LTM PER

12.7

LTM PBR

0.8

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-10.5%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Aug 4, 26Q2 FY2026/12 earnings announced

MC → EV Bridge

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

69%

31%

EquityD/E 0.44xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 40.1%

as of 2026-06-30 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

14.94%

Custody Bank of Japan, Ltd. (Trust Account)

7.66%

Meiji Yasuda Life Insurance Company (Standing Proxy: Custody Bank of Japan, Ltd.)

3.62%

Asahi Glass Foundation (Note 2)

3.03%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

2.34%

Business Partners' Stock Ownership Association

2.33%

Nippon Life Insurance Company (Standing Proxy: The Master Trust Bank of Japan, Ltd.)

1.72%

JPMorgan Securities Japan Co., Ltd.

1.70%

AGC Employee Stock Ownership Association

1.38%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

1.35%

Management

10 officers

Yoshinori HIRAI

Representative Director, President and Executive Officer, CEO

Apr 1987 Joined the Company Jan 2012 Executive Officer, Head of Business Development Office, the Company Jan 2014 Managing Executive Officer, Head of Technology Division, the Company Mar 2014 Director and Managing Executive Officer, Head of Technology Division, the Company Jan 2016 Director and Managing Executive Officer, CTO, Head of Technology Division, the Company Jan 2018 Representative Director and Senior Managing Executive Officer, CTO, Head of Technology Division, the Company Jan 2019 Representative Director and Senior Managing Executive Officer, CTO, the Company Jan 2021 Representative Director, President and Executive Officer, CEO, the Company (current)

1959-08-19

Hideyuki KURATA

Representative Director, Senior Managing Executive Officer, CTO, Head of Technology Division

Apr 1987 Joined the Company Jan 2018 Executive Officer, Head of Life Science Business Division, Chemicals Company, the Company Jan 2019 Managing Executive Officer, Head of Technology Division, the Company Jan 2021 Managing Executive Officer, CTO, Head of Technology Division, the Company Mar 2021 Director and Managing Executive Officer, CTO, Head of Technology Division, the Company Jan 2022 Director and Senior Managing Executive Officer, CTO, Head of Technology Division, the Company Mar 2022 Representative Director and Senior Managing Executive Officer, CTO, Head of Technology Division, the Company Apr 2022 Representative Director and Senior Managing Executive Officer, CTO, Head of Technology Division and Head of Business Development Department, the Company Jan 2023 Representative Director and Senior Managing Executive Officer, CTO, Head of Technology Division, the Company (current)

1961-11-11

Yoshio TAKEKAWA

Representative Director, Senior Managing Executive Officer, CFO

Apr 1988 Joined the Company Jan 2019 Executive Officer, General Manager, Strategic Planning Department, Corporate Strategy Division, the Company Jan 2021 Executive Officer, Automotive Company, Head of Mobility Business Development Office, Head of Mobility Business Division and Head of Strategic Planning Office, the Company Jan 2022 Managing Executive Officer, President of Automotive Company, Head of Mobility Business Development Office, the Company Apr 2022 Managing Executive Officer, President of Automotive Company, the Company Jan 2026 Senior Managing Executive Officer, CFO, the Company Mar 2026 Representative Director and Senior Managing Executive Officer, CFO, the Company (current)

1964-07-02

Isao TESHIROGI

Outside Director

Apr 1982 Joined Shionogi & Co., Ltd. Jun 2002 Director, Shionogi & Co., Ltd. Apr 2004 Director and Managing Executive Officer, Shionogi & Co., Ltd. Apr 2006 Director and Senior Managing Executive Officer, Shionogi & Co., Ltd. Apr 2008 Representative Director, President, Shionogi & Co., Ltd. Mar 2022 Outside Director, the Company (current) Jul 2022 Representative Director, Chairman and President & CEO, Shionogi & Co., Ltd. (current)

1959-12-12

Koji ARIMA

Outside Director

Apr 1981 Joined Nippon Denso Co., Ltd. (now DENSO CORPORATION) Jun 2008 Managing Officer, Nippon Denso Co., Ltd. Jun 2014 Senior Managing Officer, Nippon Denso Co., Ltd. Jun 2015 Representative Director, President, Nippon Denso Co., Ltd. Jun 2023 Representative Director, Chairman, DENSO CORPORATION Mar 2025 Outside Director, the Company (current) Jun 2025 Director, Chairman, DENSO CORPORATION (current)

1958-02-23

Isamu KAWASHIMA

Outside Director, Full-time Audit and Supervisory Committee Member

Apr 1981 Joined NEC Corporation Jun 2011 Director, General Manager of Accounting Division and General Manager of Financial Internal Control Promotion Division, NEC Corporation Jul 2011 Director and Executive Officer, CFO, NEC Corporation Apr 2015 Director and Managing Executive Officer, CFO, NEC Corporation Apr 2017 Representative Director and Managing Executive Officer, CFO, NEC Corporation Jun 2018 Audit & Supervisory Board Member, NEC Corporation Jun 2022 Retired from the same position Mar 2023 Outside Full-time Audit & Supervisory Board Member, the Company Mar 2026 Outside Director, Full-time Audit and Supervisory Committee Member, the Company (current)

1959-02-20

Naoko ARAKI

Director, Full-time Audit and Supervisory Committee Member

Apr 1987 Joined the Company Jan 2020 Executive Officer, General Manager, General Affairs Department, the Company Apr 2020 Executive Officer, General Manager, Internal Audit Department, the Company Jan 2025 Executive Officer, Assistant to the President, the Company Mar 2025 Full-time Audit & Supervisory Board Member, the Company Mar 2026 Director, Full-time Audit and Supervisory Committee Member, the Company (current)

1964-03-13

Haruka MATSUYAMA

Outside Director, Audit and Supervisory Committee Member

Apr 1995 Appointed Assistant Judge, Tokyo District Court Jul 2000 Registered as attorney-at-law (Daini Tokyo Bar Association); joined Hibiya Park Law Offices Jan 2002 Partner, Hibiya Park Law Offices (current) Mar 2023 Outside Audit & Supervisory Board Member, the Company Mar 2026 Outside Director, Audit and Supervisory Committee Member, the Company (current)

1967-08-22

Yuri OKINA

Outside Director

Apr 1984 Joined the Bank of Japan Apr 1992 Joined Japan Research Institute, Limited Jun 2006 Executive Director, Japan Research Institute, Limited Jun 2014 Deputy President, Japan Research Institute, Limited Apr 2018 President, Japan Research Institute, Limited Jun 2025 Retired from the same position Dec 2025 Project Professor, Graduate School of Social Data Science, Hitotsubashi University (current) Mar 2026 Outside Director, the Company (current)

1960-03-25

Kumiko BABA

Outside Director, Audit and Supervisory Committee Member

Apr 1989 Joined Toshiba Corporation Apr 2014 Joined JFE Engineering Corporation Apr 2018 Managing Executive Officer, JFE Engineering Corporation Apr 2019 Standing Adviser, JFE Holdings, Inc.; Non-standing Audit & Supervisory Board Member, JFE Engineering Corporation and JFE Shoji Corporation Jun 2019 Full-time Audit & Supervisory Board Member, JFE Holdings, Inc. Jun 2022 Managing Executive Officer, JFE Engineering Corporation Apr 2025 Adviser, JFE Engineering Corporation (current) Mar 2026 Outside Director, Audit and Supervisory Committee Member, the Company (current)

1965-10-10

Large Shareholding Reports