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Tamron (7740) · InitiativeReframed

Review and Strengthening of Medium- to Long-Term Strategy and Rebuilding of the Business Foundation

First written in FY2020-Q3. 2 of 4 entries say "Advanced", first in FY2021. Latest entry: FY2024.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q3AdvancedFY2021 – FY20222020: 12021: 020212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies

Tamron moved to the "Worse" side of this theme in 2025, 1 year after the typical company in this theme (2024).

The whole theme swung hardest in 2024: 3 of 9 companies on the "Worse" side.

4 other companies' latest entry also says "Reframed".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2024ReframedAnnual report

    「これらを実現するため、「Value Creation26 ver2.0」では、「事業戦略」「財務戦略」「ESG/サステナビリティ戦略」の3つを基本戦略とし、実行することにより「持続可能な事業基盤」を構築し、「質の高い飛躍、企業価値最大化」を実現していきます。」

    中長期的な戦略見直し・事業基盤再構築の枠組みが、Value Creation26 ver2.0の事業・財務・ESG/サステナビリティの3基本戦略として再構成された。
  2. FY2022AdvancedAnnual report

    「結果として、円安進行の影響もありますが、主力事業、成長/育成分野ともに売上高を拡大したことで、全ての面で中期経営計画を1年前倒しで達成すると共に、営業利益は中期経営計画の約1.6倍、営業利益率15%以上にまで達することができました。」

    戦略見直し・事業基盤再構築の流れが、主力事業と成長・育成分野の売上拡大、中期経営計画の全項目1年前倒し達成、営業利益率15%以上という実績に進展した。
  3. FY2021AdvancedAnnual report

    「2023年12月期を最終年度とする中期経営計画「Vision23」を掲げており、その目標とする経営指標は以下のとおりです。」

    中長期的な戦略見直し・事業基盤再構築の方針が、2023年12月期を最終年度とするVision23と具体的な経営指標に展開された。
  4. FY2020-Q3First statedAnnual report

    「In light of these environmental changes and the expected market environment, we recognize the need to begin reviewing and strengthening our strategy from a medium- to long-term perspective and to rebuild our business foundation at an early stage through rapid execution.」

    In response to market contraction and changes caused by COVID-19, the company first stated its policy of reviewing and strengthening its medium- to long-term strategy and rebuilding its business foundation.
Moved together

"Declining Revenue and Earnings and Lower Profitability" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Declining Revenue and Earnings and Lower Profitability2×
  3. 2Expanding the Lineup of High-Performance SP-Series Lenses2×
  4. 3Payment of Dividends2×
  5. 4Increase in Cash and Deposits and Net Assets2×
  6. 5Dependence on the Photography-Related Business2×
  7. 6Dependence on Sony and NIKON CORPORATION2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Tamron's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Review and Strengthening of Medium- to Long-Term Strategy and Rebuilding of the Business Foundation | Tamron Co.,Ltd. (7740) | Komori