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Tamron (7740) investor relations material
Tamron Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2025 net sales declined 3.8% to ¥85,071 million, operating income fell 13.4% to ¥16,638 million, and net profit dropped 19% to ¥11,761 million, mainly due to a sharp drop in photographic OEM shipments and inflation, but Q4 showed a rebound with growth across all segments.
Comprehensive income declined 25.5% year-over-year to ¥13,339 million.
Key events included opening a new factory in Vietnam, increased treasury share repurchases, a 4-for-1 stock split, and six new product launches.
Annual dividend increased to ¥36.25 per share, with a payout ratio of 49.8% and total shareholder return ratio near 80%.
Financial highlights
FY2025 net sales were ¥85,071 million (down 3.8% YoY); operating income was ¥16,638 million (down 13.4% YoY); net income was ¥11,761 million (down 19% YoY).
Gross profit fell 5% to ¥37,417 million due to lower sales and higher costs.
Q4 net sales rose 10% and operating income jumped 32% year-over-year.
Net income per share (basic) was ¥72.79, compared to ¥87.90 in the prior year.
Cash and cash equivalents at year-end were ¥35,371 million, down from ¥38,384 million.
Outlook and guidance
FY2026 targets: net sales of ¥91,000 million (+7%), operating income of ¥18,500 million (+11.2%), and net income of ¥13,690 million (+16.4%).
Operating margin expected to improve to 20.3%.
Net income per share forecast for FY2026 is ¥84.91.
Plans to launch 10 new own-brand photographic models and maintain growth in surveillance and automotive segments.
- TimeTickerHeadlineOpen
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Record revenues and assets, higher dividend, and acquisitions despite lower net income.
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