Bandai Namco Holdings Inc. · TSE:7832
Bandai Namco — H1 FY2026.3 Earnings Presentation
16 slides from Bandai Namco's earnings presentation, Nov 6, 2025
Slide 1: Bandai Namco Group Information Meeting Fiscal Year Ending March 2026
Bandai Namco Group Information Meeting Fiscal Year Ending March 2026 1st Half Result Presentation November 6, 2025
Slide 2: FY2026.3 First Half Results
FY2025.3 First Half Results (billion yen) Vs. Previous Year’s FY 2026.3 First FY2025. 3 First FY2026. 3 First Results Vs. Previous Half Previous （%） Half Results Half Results Forecast Forecast Change Net sales 611.3 605.0 643.8 +32.5 +5.3 +38.8 Operating Profit 113.6 90.0 105.4 -8.2 -7.2 +15.4 Ordin
Slide 3: FY2026.3 First Half Results by Segment
FY2026.3 First Half Results by Segment FY 2026.3 First (billion yen) FY2025. 3 First FY2026. 3 First Vs. Previous Vs. Previous Half Previous Half Results Half Results Year’s Results Forecast Forecast Segment sales 291.6 300.0 317.8 +26.2 +17.8 Toys and Hobby Segment profit 59.7 58.0 65.0 +5.3 +7.0 S
Slide 4: FY2026.3 First Half Results - Comparison with Previous Forecast
FY2026.3 First Half Results - Comparison with Previous Forecast - TH :Toys and Hobby VM ：Visual and Music ■ Net sales ■ Operating profit DIG : Digital AM : Amusement +0.3 (billion yen) +21.5 +3.0 643.8 -0.6 Other -3.4 VM AM Elimination +0.3 +1.0 +0.1 +1.6 and Corporate +5.3 105.4 +17.8 +38.8 +7.0 Ot
Slide 5: FY2026.3 First Half Results by Segment: Toys and Hobby, Digital
FY2026.3 First Half Results by Segment Toys and Hobby Unit Record-High Results Thanks to Ongoing Strong Performance Across Each Categories • Robust performance of products for the mature fan base, such as model kits, as well as card games, capsule toys, confectioneries, and other products • Strong w
Slide 6: FY2026.3 First Half Results by Segment: Visual and Music, Amusement
FY2026.3 First Half Results by Segment Visual and Music Unit Widespread Impact on Groupwide Performance From the Popularity of New Gundam Series Title • Solid contributions from Mobile Suit Gundam GQuuuuuuX box-office revenue, licensing revenue, etc. • Overall, performance fell short of the same per
Slide 7: Forecast for Full-Year of FY2026.3
Forecast for Full-Year of FY2026.3 (billion yen) FY2025. 3 FY2026.3 Vs. Previous FY2026.3 Full-Year Forecast Vs. Previous Full-Year Full-Year （%） New Forecast Year’s Results Results Plan Change Net sales 1,241.5 1,200.0 1,250.0 +50.0 +4.2 +8.5 Operating Profit 180.2 145.0 165.0 +20.0 +13.8 -15.2 Ord
Slide 8: Forecast for Full-Year of FY2026.3 by Segment
Forecast for Full-Year of FY2026.3 by Segment (billion yen) FY2025. 3 FY2026.3 FY2026.3 Full-Year Vs. Previous Vs. Previous Full-Year Full-Year New Forecast Year’s Results Forecast Results Plan Segment sales 596.9 600.0 640.0 +43.1 +40.0 Toys and Hobby Segment profit 102.2 105.0 115.0 +12.8 +10.0 Se
Slide 9: Trends in the Toys and Hobby Business
Toys and Hobby Unit Trends in the Toys and Hobby Business ■ Toys and Hobby Business in the Second Half • Focus on maintaining strong performance across each categories • Response to U.S. Tariff policy: Implement response measures according to the characteristics and price ranges of products • Streng
Slide 10: Trends in the Digital Business
Digital Unit Trends in the Digital Business ■ Digital Business in the Second Half • Network content: Focus on maintaining stable performance of mainstay titles and developing new titles • Home console game: Projected decline in new title and repeat sales volumes compared with the second half of the
Slide 11: Trends in the Visual and Music Business
Visual and Music Unit Trends in the Visual and Music Business ■ Visual and Music Business in the Second Half • Projected recording of licensing revenue for the Gundam series, given the strong performance of its products and services • Increase in live event revenue Release a variety of titles and ne
Slide 12: Trends in the Amusement Business
Amusement Unit Trends in the Amusement Business ■ Amusement Business in the Second Half • Amusement facilities: Second-half sales from existing stores in Japan is forecasted to increase by 5.0% year-on-year Recording of expenses related to the opening of large-scale facilities • Amusement machines:
Slide 13: Report regarding Expo 2025 Osaka, Kansai, Japan GUNDAM NEXT FUTURE PAVILION
Report regarding Expo 2025 Osaka, Kansai, Japan GUNDAM NEXT FUTURE PAVILION Cumulative Attendance: Over 1 million (April 13 – October 13, 2025) The pavilion achieved the highest satisfaction rating, ranking No. 1 ■ Data Source: Video Research Ltd. ■ Survey Period: July 2025 ■ Survey Area: Kanto (wit
Slide 14: Bandai Namco exists to share dreams, fun, and inspiration
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 15: 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
Slide 16: Bandai Namco Group Information Meeting Fiscal Year Ending March 2026
Bandai Namco Group Information Meeting Fiscal Year Ending March 2026 1st Half Result Presentation November 6, 2025
Bandai Namco Holdings — H1 FY2026.3 Earnings Presentation on 6ix