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Tamron, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 2%

Thu Aug 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 August 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) decreased 15.4% from the same period last year to 9.27 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 1.5%, from the previous forecast of 20.0 billion yen to 19.7 billion yen (compared to 19.3 billion yen in the previous period), leading to a reduction in the profit growth rate from 3.6% to 2.1%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to grow 24.9% from the same period last year, reaching 10.4 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit decreased to 5.03 billion yen, a 20.8% decrease compared to the same period last year. The operating profit margin decreased from 25.1% in the same period last year to 22.3%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Jun, 2023 32,752 6,477 6,891 5,329 31.9 49.3 Aug 8, 2023 J-GAAP
Jan - Jun, 2024 44,853 10,839 10,954 8,038 48.5 56.7 Aug 8, 2024 J-GAAP
Jan - Jun, 2025 41,714 9,203 9,270 6,881 42.5 47.1 Aug 7, 2025 J-GAAP
YoY -7.0% -15.1% -15.4% -14.4% -12.5%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance 41,200 8,400 8,400 6,220 38.7 10 Feb 7, 2025 J-GAAP
Jan - Jun, 2025 Results 41,714 9,203 9,270 6,881 42.5 10 Aug 7, 2025 J-GAAP
Revision Rate +1.2% +9.6% +10.4% +10.6% +9.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 92,000 20,000 20,000 14,800 91.8 36.25 Feb 7, 2025 J-GAAP
Dec, 2025 New 90,000 19,500 19,700 14,540 90.2 36.25 Aug 7, 2025 J-GAAP
Revision Rate -2.2% -2.5% -1.5% -1.8% -1.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 43,622 8,362 8,350 6,488 39.3 26.25 Feb 7, 2025 J-GAAP
Jul - Dec, 2025 Guidance 48,286 10,297 10,430 7,659 47.5 26.25 Aug 7, 2025 J-GAAP
YoY +10.7% +23.1% +24.9% +18.0% +21.0%

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 64.6 21.25 Feb 8, 2024 J-GAAP
Dec, 2024 88,475 19,201 19,304 14,526 87.9 35 Feb 7, 2025 J-GAAP
Dec, 2025 Guidance 90,000 19,500 19,700 14,540 90.2 36.25 Aug 7, 2025 J-GAAP
YoY +1.7% +1.6% +2.1% +0.1% +2.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 25,034 6,292 6,356 4,694 28.3 25.1 Aug 8, 2024 J-GAAP
Jul - Sep, 2024 23,603 5,893 5,719 4,190 25.3 25.0 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 20,019 2,469 2,631 2,298 13.9 12.3 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 19,451 4,235 4,238 2,841 17.4 21.8 May 2, 2025 J-GAAP
Apr - Jun, 2025 22,263 4,968 5,032 4,040 24.9 22.3 Aug 7, 2025 J-GAAP
YoY -11.1% -21.0% -20.8% -13.9% -12.0%

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