Logotype for Tamron Co Ltd

Tamron (7740) investor relations material

Tamron Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Tamron Co Ltd
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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Tamron earnings date

Logotype for Tamron Co Ltd
Q3 20255 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Tamron earnings date

Logotype for Tamron Co Ltd
Q3 20255 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage