Bandai Namco Holdings Inc. · TSE:7832
Bandai Namco — Q1 FY2026.3 Earnings Presentation
14 slides from Bandai Namco's earnings presentation, Aug 5, 2025
Slide 1: Bandai Namco Group Information Meeting First Quarter Result Presentation
Bandai Namco Group Information Meeting Fiscal Year Ending March 2026 First Quarter Result Presentation August 5, 2025
Slide 2: Results in First Quarter of FY2026.3
Results in First Quarter of FY2026. 3 FY2025. 3 FY2026. 3 Vs. Previous Year’s (billion yen) First Quarter Results First Quarter Results Results Net sales 280.6 300.4 +19.8 Operating Profit 44.0 51.9 +7.9 Ordinary Profit 49.0 54.6 +5.6 Profit Attributable to Owners of Parent 34.0 38.3 +4.3 Capital In
Slide 3: Results in First Quarter of FY2026.3 by Segment
Results in First Quarter of FY2026. 3 by Segment FY2025. 3 FY2026. 3 (billion yen) Vs. Previous First Quarter First Quarter Year’s Results Results Results Segment sales 132.8 146.8 +14.0 Toys and Hobby Segment profit 26.9 28.5 +1.6 Segment sales 106.3 107.7 +1.4 Digital Segment profit 14.7 21.7 +7.0
Slide 4: Forecast for First Half of FY2026.3
Forecast for First Half of FY2026. 3 (billion yen) FY2026. 3 FY2026. 3 FY2025. 3 Vs. Previous Vs. Previous First Half Plan First Half New First Half Results Year’s Results Forecast (as of May 2025) Forecast Net sales 611.3 595.0 605.0 -6.3 +10.0 Operating Profit 113.6 78.5 90.0 -23.6 +11.5 Ordinary
Slide 5: Forecast for First Half of FY2026.3 by Segment
Forecast for First Half of FY2026. 3 by Segment (billion yen) FY2026. 3 FY2026. 3 FY2025. 3 Vs. Previous Year’s Vs. Previous First Half Plan First Half New First Half Results Results Forecast (as of May 2025) Forecast Toys and Hobby Segment sales 291.6 290.0 300.0 +8.4 +10.0 Segment profit 59.7 58.0
Slide 6: Forecast for Full-Year of FY2026.3
Forecast for Full-Year of FY2026.3 (billion yen) FY 2026.3 Full-year Plan (as of May 2025) Net sales 1,200.0 Operating Profit 145.0 Ordinary Profit 149.0 Profit Attributable to Owners of Parent 100.0 No change in full-year earnings forecasts Plan to make a careful assessment in light of: ・Rapidly ch
Slide 7: Trends in the Toys and Hobby Business
Toys and Hobby Unit Trends in the Toys and Hobby Business ■First Quarter: Record-High Performance Achieved - Strong performance across a broad range of categories around the world - Established IP products continued to maintain strong presence - Tamagotchi and PRETTY CURE! remained consistently popu
Slide 8: Trends in the Digital Business
Digital Unit Trends in the Digital Business ■First Quarter - SD Gundam G Generation Eternal off to a solid launch - Console title ELDEN RING NIGHTREIGN performed well New title sales: 4.62 million units / Repeat title sales: 6.13 million units ■Second Quarter - Network content: Strengthening earning
Slide 9: Trends in the Visual and Music Business
Visual and Music Unit Trends in the Visual and Music Business ■First Quarter The box office performance, global streaming, and licensing revenue of Mobile Suit Gundam GQuuuuuuX all contributed to its performance. ■Second Quarter - Prior-year results included multiple theatrical hits contributing to
Slide 10: Trends in the Amusement Business
Amusement Unit Trends in the Amusement Business ■First Quarter - Group IP-themed and product-branded entertainment facilities and activity facilities performed well - Major new amusement machine releases in the same period last year ■Second Quarter - Ongoing strong performance expected in facilities
Slide 11: IP axis strategy
IP axis strategy Advance a group-wide project over the medium to long term toward the 50th anniversary
Slide 12: CW360 (Connect with 360): Strategic partnership between Sony Group and Bandai Namco
CW360 (Connect with 360) A strategic partnership between Sony Group and Bandai Namco Holdings Carrying out various collaborations by leveraging the strengths of both companies ・The expansion of works as well as products and services based on IP developed by Bandai Namco, leveraging Sony's strengths
Slide 13: Bandai Namco exists to share dreams, fun and inspiration with people around the world
Bandai Namco exists to share dreams, fun and inspiration with people around the world. Connecting people and societies in the enjoyment of uniquely entertaining products and services, we're working to create a brighter future for everyone.
Slide 14: Note on Projections
Note on Projections This document contains forward looking statements and information related to the Bandai Namco Group that are based on our knowledge as well as various assumptions made on the basis of information currently available. The words "forecast," "plan," "target," "estimation," "projecti
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