Tamron, 4% Increase in Ordinary Profit, Update Record High for Fourth Consecutive Term, Dividend Effectively Increased

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Fri Feb 7, 2025 3:30 pm JST Earnings

7740 Tamron Co.,Ltd. 【J-GAAP】

Earnings Report

Tamron Co.,Ltd. <7740> [TSE Prime] announced its financial results after the market closed on February 7th (15:30). The consolidated ordinary profit for the fiscal year ending December 2024 expanded 38.2% from the previous period to 19.3 billion yen. In the fiscal year ending December 2025, the profit is expected to grow by 3.6% to 20 billion yen, marking the fourth consecutive term of record-high profits. This will be the fifth consecutive term of revenue and profit growth.

At the same time, the annual dividend for this fiscal year is 66.25 yen, taking into account the forward stock split scheduled to be allocated on June 30, this dividend represents an actual increase of 3.6%.

In the most recent three-month period, from October to December (4Q), the consolidated ordinary profit decreased to 2.63 billion yen, a 23.9% decrease compared to the same period last year. The operating profit margin decreased from 17.4% in the same period last year to 12.3%.

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Actual Results

Historical Performance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2022	63,445	11,038	11,496	8,350	200.0	60	Feb 8, 2023	J-GAAP
Dec, 2023	71,426	13,607	13,972	10,812	258.6	85	Feb 8, 2024	J-GAAP
Dec, 2024	88,475	19,201	19,304	14,526	351.6	140	Feb 7, 2025	J-GAAP
YoY	+23.9%	+41.1%	+38.2%	+34.4%	+36.0%

Full Year Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2024 Guidance	89,000	19,600	19,500	14,430	350.1	140	Dec 17, 2024	J-GAAP
Dec, 2024 Results	88,475	19,201	19,304	14,526	351.6	140	Feb 7, 2025	J-GAAP
Revision Rate	-0.6%	-2.0%	-1.0%	+0.7%	+0.4%

Current Period Guidance

H1 Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2024	44,853	10,839	10,954	8,038	194.1	35	Aug 8, 2024	J-GAAP
Jan - Jun, 2025 Guidance	41,200	8,400	8,400	6,220	154.6	40	Feb 7, 2025	J-GAAP
YoY	-8.1%	-22.5%	-23.3%	-22.6%	-20.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	71,426	13,607	13,972	10,812	258.6	85	Feb 8, 2024	J-GAAP
Dec, 2024	88,475	19,201	19,304	14,526	351.6	140	Feb 7, 2025	J-GAAP
Dec, 2025 Guidance	92,000	20,000	20,000	14,800	368.0	145	Feb 7, 2025	J-GAAP
YoY	+4.0%	+4.2%	+3.6%	+1.9%	+4.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	19,643	3,425	3,457	2,856	68.3	17.4	Feb 8, 2024	J-GAAP
Jan - Mar, 2024	19,819	4,547	4,598	3,344	80.4	22.9	Apr 26, 2024	J-GAAP
Apr - Jun, 2024	25,034	6,292	6,356	4,694	113.4	25.1	Aug 8, 2024	J-GAAP
Jul - Sep, 2024	23,603	5,893	5,719	4,190	101.4	25.0	Nov 6, 2024	J-GAAP
Oct - Dec, 2024	20,019	2,469	2,631	2,298	55.6	12.3	Feb 7, 2025	J-GAAP
YoY	+1.9%	-27.9%	-23.9%	-19.5%	-18.6%