Tamron Co.,Ltd.

7740 株式会社タムロン

Precision Instruments · Prime · TSE: Disclosed

PRICE: ¥1,019 · MKT CAP: ¥166.1B · P/E: 14.0x · P/B: 1.91x · DIV YIELD: 6.5%

PRICE — 5Y

Characteristics & Business Summary

Tamron Co.,Ltd., together with its subsidiaries, manufactures and sells optical equipment in Japan, North America, Europe, and Asia. It operates through three segments: Photography Products; Monitoring & FA Related Business; and Mobility and Healthcare...

Income Statement Highlights (¥ Million, except EPS/DPS in ¥)

Fiscal Period	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Net Sales	48,375	57,539	63,445	71,426	88,475	85,071
Operating Profit	3,575	7,408	11,038	13,607	19,201	16,638
Ordinary Profit	3,750	7,531	11,496	13,972	19,304	16,699
Net Profit	1,958	5,173	8,350	10,812	14,526	11,761
EPS	¥93	¥245	¥395	¥511	¥348	¥72
DPS	¥50	¥82	¥120	¥170	¥175	¥66

Balance Sheet & Valuation Highlights

Total Assets ¥106B

Net Assets (Equity) ¥86B

Equity Ratio 81.0%

ROE (Return on Equity) 16.2%

Cash & Equivalents ¥35B

Interest-Bearing Debt ¥1B

Capital Expenditure (CapEx) ¥4B

Depreciation & Amort. ¥4B

Major Shareholders

1. SONY GROUP CORPORATION 15.3%
2. Suntera (Cayman) Limited as trustee of ECM Master Fund 10.8%
3. Japan Master Trust Bank 10.3%
4. Japan Custody Bank 7.0%
5. Saitama Resona Bank 4.9%
6. Goldman Sachs 3.7%
7. Nippon Life Insurance 3.3%
8. ARGO GRAPHICS Inc. 2.6%
9. MUFG Bank, Ltd. 1.3%
10. タムロン協力会社持株会 1.2%

Activist Activity

Effissimo Capital Management Pte. Ltd. 17.38%

2026-04-07 · change

Effissimo Capital Management Pte. Ltd. 16.34%

2026-03-11 · change

Effissimo Capital Management Pte. Ltd. 15.3%

2026-02-17 · change

Effissimo Capital Management Pte. Ltd. 14.12%

2025-12-10 · change

Effissimo Capital Management Pte. Ltd. 13.06%

2025-10-23 · change

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues per share	¥2,301	¥2,722	¥3,001	¥3,378	¥2,119	¥522
FCF/Share	¥220	¥316	¥291	¥254	¥306	¥66
EPS	¥93	¥245	¥395	¥511	¥348	¥72
DPS	¥50	¥82	¥120	¥170	¥175	¥66
Capital Spending per share	¥139	¥94	¥146	¥220	¥116	¥27
Book Value per share	¥2,078	¥2,261	¥2,570	¥2,958	¥1,695	¥446
Common Shares Outstanding	21M	21M	21M	21M	42M	163M

Financial Aggregates & Margins

Financial Aggregate	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues (Net Sales)	¥48B	¥58B	¥63B	¥71B	¥88B	¥85B
Operating Margin (%)	7.4%	12.9%	17.4%	19.1%	21.7%	19.6%
Net Profit (owners)	¥2B	¥5B	¥8B	¥11B	¥15B	¥12B
Net Profit Margin (%)	4.0%	9.0%	13.2%	15.1%	16.4%	13.8%
Working Capital	¥29B	¥34B	¥40B	¥47B	¥52B	¥51B
Total Debt (Interest-bearing)	¥2B	¥2B	¥2B	¥2B	¥2B	¥1B
Net Worth (Common Equity)	¥44B	¥48B	¥54B	¥63B	¥71B	¥73B
Return on Total Assets (ROA)	3.4%	7.7%	11.1%	12.4%	14.2%	11.1%
Return on Common Equity (ROE)	4.5%	10.8%	15.4%	17.3%	20.5%	16.2%

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.