Tamron President Sakuraba Shogo (桜庭省吾) said at an earnings briefing on the 7th that the two companies were conducting careful discussions over time following Sony's acquisition proposal. Tamron had only recently disclosed Sony's acquisition proposal and did not comment on the stake or future developments.
Tamron President Sakuraba Shogo (桜庭省吾) said at an earnings briefing held on the 7th that the two companies were conducting careful discussions over time following an acquisition proposal from Sony Group. Tamron disclosed the acquisition proposal in July and did not disclose specific terms or its policy going forward.
The consolidated earnings forecast for the fiscal year ending December 2026, announced the same day, projects net sales at ¥93 billion, up 9% from the previous fiscal year, and revises the previous forecast upward by ¥2 billion. The forecast reflects strong lens sales for automotive applications and the medical field, while operating profit and net profit were left unchanged because procurement and logistics costs are expected to rise amid heightened tensions in the Middle East.
Consolidated net profit for the January-June 2026 period fell 10% year on year to ¥6.1 billion, while net sales rose 4% to ¥43.2 billion. Weak orders for camera-related OEM products weighed on results, and demand in the automotive and medical fields, together with trends in OEM products, affected overall profitability.
Tamron's major shareholders include Singapore-based activist investor Effissimo Capital Management, which held a 17.38% stake as of April.