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Tamron (7740) investor relations material
Tamron Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
1H FY2025 net sales were ¥41,714 million, down 7.0% year-over-year; operating income fell 15.1% to ¥9,203 million; profit attributable to owners decreased 14.4% to ¥6,881 million.
Declines were mainly due to lower photographic product sales and yen appreciation, but cost controls led to outperformance versus internal forecasts.
Surveillance & FA Lenses and Mobility & Healthcare segments maintained or slightly increased sales, with strong growth in automotive lenses and healthcare components.
Comprehensive income dropped 60.8% year-over-year to ¥4,680 million, mainly due to negative foreign currency translation adjustments.
Key events included the Vietnam 2nd factory launch, treasury share repurchase, stock split, and new product launches.
Financial highlights
Gross profit margin improved by 0.7pt (excluding FX effects); operating income margin exceeded 22%.
Achieved sales and profit targets, outperforming profit forecast by about 10%.
FX impact: yen appreciation reduced net sales by ¥650 million and operating income by ¥350 million.
Net income per share (basic) was ¥42.48, reflecting a 4-for-1 stock split.
Cash and deposits at quarter-end were ¥33,155 million, down from ¥38,384 million at FY2024 year-end.
Outlook and guidance
FY2025 full-year forecast revised slightly downward due to tariff and macro uncertainties; net sales expected at ¥90,000 million (+1.7% YoY), operating income at ¥19,500 million (+1.6% YoY), net income at ¥14,540 million (+0.1% YoY).
2H FY2025 expected to see double-digit YoY growth in sales and profits, with photographic products rebounding and continued strength in Surveillance & FA Lenses.
U.S. tariffs expected to have a direct impact of ¥400 million, to be offset by cost reductions.
Net income per share forecast at ¥89.99 after the stock split; dividend forecast for FY2025 is ¥145 per share, adjusted for stock splits.
What drives the strong H2 forecast after 2Q decline?
Photographic Products segment outlook and strategy?
Explain the sharp drop in cash and comprehensive income.
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Frequently asked questions
Tamron Co., Ltd. is a Japanese company specializing in the design, manufacturing, and distribution of optical products, including lenses for cameras, video equipment, and industrial applications. Tamron produces a wide range of interchangeable lenses for DSLR and mirrorless cameras, catering to both amateur and professional photographers. The company also manufactures precision optical equipment for fields such as surveillance, automotive, and medical imaging. The company is headquartered in Saitama, Japan, and its shares are listed on the Tokyo Stock Exchange.
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