Bandai Namco Holdings Inc. · TSE:7832
Bandai Namco — Q2 FY2025 Earnings Presentation
23 slides from Bandai Namco's earnings presentation, Nov 6, 2024
Slide 1: Q2 FY2025 Financial Results Presentation
NYATFLADFIN-TF 202457 (20254 3 AHA) 2 +H RA MS 20241168 (BANDAINAMCO] Fun for All into the Future WMNVRTFLIR-IT 4 VAFAONOATST. ENCE. CHASE TURE SET.
Slide 2: Q2 results summary
2024552 LEAs (fF) 2023455 EHR Se) 20245 ERA BSE PIAA LE Ee aie (2024.8.8) aie ali (%) wits ALB 5,020 5,550 een +1,093 1218 +563 oe se 3 654 820 Mei +482 173.6 +316 ER Pas 739 880 MME +416 1563 +275 ecareiiead 521 600 Wa +286 154.7 +207 BIRR. HI RIACAS< FEO FA AR me RiAlC 1 20245 EO HHO RIS. stb 6113
Slide 3: Consolidated results
202457 LRA -Bz5l- 20245 20234E era ARATE LHRH (2024.8.8) EB RALR 202455 ERAS 2,285 447 2,916 597 412 67 716 72 173 12 A391 60 6,113 1,136 BANDAINAMCO Fun for Allinto the Future BISFRIRALE BUTE] FAALL (fF) CBE SDEROBSRAONRTS» ECOBRD. FRCL CidiARe RICE O ELT
Slide 4: Operating profit change analysis
20248 ERAS4s -Ay EE AALt- =— FP IPFOFa— ALA Mm SMAZE FRc am esac dace (fF) +32 — 417 +9 +8 1,136 + +285 TH TH +316 5,550 820 DIG DIG 1 rl A] “i 202476 HHA 20247FR EAA 20242F EBA 202445 LHR PIII Ea AVELRGA Ea (2024.8.8) (2024.8.8) 3 T)IV- PEIRCE. BE MIA ML T. ERRISRHC TY SDB A TAR C—BDAS <ARLE LI CnN
Slide 5: Digital Business segment results
202457 /E LRA ts -BSFI- FIBNB REAT—L * TELDENRING]) 29YO-RIYFYY, AiR E— bARSEaTaA © THAYALIL(A—41 WAA-b PYE-bKAT FILS AIRGAR 2 1,507HA, JILIN 7—-Y 124M SDLIE 2 61% AYbKD-IJAYIFYY EDP TUAT bLEAY Chaat AEP FU VSR? RILDVAR—1 MRI Pr VOR LEBAGAR—b kKfFE-BR SFIETWBEENTAS—TFYb (KA) Belt waste shL-F4YVIN-FF
Slide 6: Digital Business: Q2 topics
202457 /E LRA ts -BSFI- Ca IPFOFa—Al=ybk > TST YA LSEED FREEDOM) '7)L—Oy7-EPISODEMH-1 BTA E “EDI PEmMOVTO—-NILBR, PREIS, DT RY AREY AA SUPILYS-FIYVAVEREIMIL. FI ITNY FR EREA FEa—-ZAYbFALYk “HA ABSCAMR. BBM. NYA Lo Cross Store, PIFAEF 7 Het -HARBGEs LS BITELLLO8.8% BA NYAS4t+LICross Store, H-KEF—-—Lh
Slide 7: Full-year forecast
s = 202478 iBHAS tay 48 (fF) 202355 iA |= 202455 ESHA ssi) ORBLE . emi =HHo SERIA Hee ey elles Lis 10,502 10,800 chm +998 109.5 +700 meeps 906 1,150 +694 176.4 +450 eee Flat 1,041 1,190 Mx +589 156.5 +440 MAMET S UHASLRES 1,014 810 Huy §=6+86 1084 +290 > LRA OPR. EO RPS RHA. FROMTHE Ce PSK A CHEIE -
Slide 8: Full-year forecast by segment
202457 EB BHAA te - SFR G- (fF) aa 3H Seri an 20245 zi) AUSELL yet CHSDIR RAD SB RAOARTS TU SIBR. bTRE-BR VI a-AXVbhBRO 3 FRORAS % RIBLEKLI.
Slide 9: Digital Business: full-year outlook
202457 FHA LYS-FtTyYAYbA=yk FUSNBR. bKE-BRCOMFRASLUAARASTLASRAS FISINAE + BARES 1 hILRLUHEDS. TROD YR—-IL Sparking ! ZERO) sha “HAST hIL TRAD YR—-)LDAIMA) CODFARASC POEL 3a “YUE— FRIST OSLAOKERCAAC kKrreeE—-BE WAT I —AbICMItEKFOE-Y ay. TNY b Sat + PRE CORRIC allt ci E SOWA AWC * BROMBT-—ZA—-FSAEAORA
Slide 10: Digital Business: titles and topics
Evnaerss 7 VSP BXOe PRA CORRICT HR ee » BRCILKDWWOY-7 7 4 VASES 3 BIC S ‘mh -hIAUARRICMAT, MOMCBARUE ROSH-bhIZVUAS OHS. BRIBE. 21 NMR /MHIZ L/S CC eHRICBE e IE * PT EINARZ-FIY FORO Lise tee a semnenil i A APT, REBF—-LTIVVI=SX (KFA YAR—ILDAIMAY COB RE EH 9 FVYANWBEORKEYICLELUA ABSYLESRBLLELED Clk FR
Slide 11: Digital Business strategy
FUA)I BSC MBBS bILR-KhIOAUABREIEDTUNEKS, BROAN. ROMONRNERT bILOBEIBILE ROSKR-bIAUA ROBESEAZR—bLELE PAIBRICHUTS., £1 bILOmMEB, MBIA bh, WEAR COREE S LR BRE CHE CHLECRABICITO TWEET. PEORKMILDECH, MA CHHICBFLEST HLOEY RAR DAR—bhKG SEO REAP HST BORFECSSCBATWET. SRT VAIBROBBEL-—AVIKT YE CT. DURBISD DO &
Slide 12: Toys and Hobby Business
202452 FRA Fun for Al into the Future DLya-FtyYAYbA=yk FIUSANBR. FIKE-BSCOMFRBSKLUMARATLAS RAS FIBZNBFZ + EAR RS 7 hI LUWES., TROD YAR—IL Sparking ! ZERO) #5 “GAS HILL TRSDYR—-ILDAIMA] CONDRBBSCPTOE—Y 2 VE “YC— bh RBIS I OF MAOKERCAAD KfFE—-BX RAAT IU —MbICaIEPOE-Y ay (NY bh Saat PRI CORRICMIT KR S
Slide 13: Toys and Hobby: product topics
Kf tE—-SZORM PRACESHESOMRE BES ° SHGIPeA26—-7 7 -KMLWAT I) —tRH ° RANT IAV—-OFO—-NBwWeEX @NE PIECE CARD GAME NYA KE-vY SMD 202511 Z = oe = ea aN : A “ Z \ = KL—F 4 YVIA-EFHL. FIBMWA-EF-L B—-LTYwMTIcSIEDL. MY U—-ABRA&I PVA ART —Y ay ORE BRCMWKI rp Vea 11 RAD BK KTR RAIS. S| SRE SBSRAI Pe. RE-F 7 lc.
Slide 14: Toys and Hobby: outlook
WMCBW Cd. BRCECURUIP., AFAU—-HbSBMHO,. SEBO REOF VY VAIKERERK BOR, AG MhEBI<EDEEB ORME HBHEOAR CRP SHK<K BOE Ao RARANGINAIRAS BHT OCE<. ERBCLUPBICERStS TED, LT POUPRR ORR. IEP TNY b COMVUAOT 1 -FYIR Y. BSRBRKFHODDSY—TF41 VIS T BIC Dt CHO A CUSET. KS < PREG MSABe MAES. N\A RT y BT aE CES. ROA COS FRI
Slide 15: IP Produce Business
2024572 FHA DYya-FtyAYRA=yk FIUSANBR. KI KE-BRCOSMFRMRSFVUAMARATLASRAS FIUANEE + BNA FILLES. TRY A—JL Sparking ! ZERO) #3758 “AAT RIL TRAY R—-ILDAIMA] CODDRERSCTOE—Y 3 aRL “YC— KRIS OFA OKBERCAAD KrfFE-BE AT IU ae bIcMite~PFOE-—Y ary TnyY Sai RA CORRICMAIT cE Se SORR eB ICRH + SHOMDT—-—AHN—-KAAEKOBN
Slide 16: IP Produce: Gundam topics
IPFOFsa—-ABSE- FV 2a-AXY hb S#ZOHM aes) IPFOAFa—AI=ybk eaeeOn- 77 PRI SYRCEM | Fy X+ 77 SV—LAlt GUNDAM meat BeenHIC FOF Aa-AL VRERR Se ke Ke r I Pale naee SiFiH rory yam «| ARIE co-t RL@RB—TOURS! RH 13 IPFOFA-ABRCIA. I PHN BOLKRCSST Pane sei SRE L ET. Barz LA CORP FIL—- PR FOV ID. IN- RF CORR, ATCRI
Slide 17: IP Produce: topics
CO FERS CBD KS GRAB eIKOWLET. HYALYU—-RAClA Unreal Engine 5 ePALCMET ULF IL VIX EBERT HU AL ESBOL ITIL) ONetlixCOSHRAED AZ bh LEH CT. ELILA-YVROMRERERPAK-U-A ORD S<. HMRI Vet CAS. BAND pre PF MICDRLA CURE SEM CT. AU AL) (COUTIA, PERALTA Y SL KEORZ DEDIC, KEBSOOMTFODOOMESYIOPT FO-F CHR TP VERT SC CPO
Slide 18: Amusement Business
202478 FRR DYya-FtyAYRA=yk FIUSANBR. KI KE-BRCOSMFRMRSFVUAMARATLASRAS FIANBE + BNA FILLES. TRY A—JL Sparking ! ZERO) #3758 “AAT RIL TRSDYR—-ILDAIMA] CODDRERSCPTOE—Y 3 VaRL “YC—hRAISIOFLMOKERCAHAC Kr rE—-BE AT IU ae bIcMite~PFOE-—Y ary TnyY Sai RA CORRICMAI KER Se SORR eB ICRH * BRORLT-AZH-ERAEAOBHNB
Slide 19: Amusement: topics
IPFOFa—-ABSe- V2Ta—-AXY bf SzZzOHM (Gaxpananico) IPFAFa—AIALyk FEa-ZAAYRALYVkh = ae : ae J IP. Bimn7 YF cea FyA> IPs V—pBlt WeaRSRIL eo man REQUIEM FOR VENGEANCE mie I eA é 7754 EF 1 ROE PIP IS — RE HANA reeIE : CP KILZRS—TOURS) RISER 15 FIa-AXV EBA HOBHCIEML CTHEBMASWUCEMS, ABBD5. WEN CARO CACUSBRZ
Slide 20: 1,600 1,254 1,164
1,600 846 906 750 787 632 1,254 1,164 496 840 16 20
Slide 21: Bandai Namco's Purpose
BANDAINAMCO, Fun for Al into the Future Bandai Namco’s Purpose Fun for All into the Future BOCMK<. BOCR<. TH + HU > BH Z SNL. TOLL. WITS. BMEH55. HDICIRATEK ESo HOMCBWE<K BS. LYB-FIVAYVEMEAHTOOSDE TT ACK, ACHE. ACHRDVENS. EABHRE. NVATFLAISHRPOTNTOAL CE BHICMO ES. 17 SRbBEE PREACH Id. BRB MORASS TSIV
Slide 22: Cautionary notes on forward-looking statements
見通しに関する注意事項 当資料に記載されている内容は、種々の前提に基づいたものであり、記載された 将来の計画数値、戦略、施策の実現を確約したり、保証するものではありません。 22
Slide 23: Q2 FY2025 Financial Results Presentation
NYATFLAPFIN-TF 202457 (2025 3 AHA) 2 OHARA AS 202411F 6 A (BANDAINAMCO] Fun for All into the Future 23
Bandai Namco Holdings — Q2 FY2025 Earnings Presentation on 6ix