Playmates Toys Limited · HKEX:869
Playmates Toys — FY2025 Earnings Presentation
16 slides from Playmates Toys's earnings presentation, Mar 13, 2026
Slide 1: Playmates Toys Limited 2025 Full Year Results Briefing
Playmates Toys Limited 2025 Full Year Results Briefing 13 March 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation and subsequent discussion may contain forward-looking statements with respect to the financial condition, results of operation and business of Playmates Toys Limited. Such forward-looking statements represent expectations or beliefs concerning future even
Slide 3: Content
Content About Playmates Toys Our Mission Our Latest Performance Operating Environment Our 2025 Results Reflected Financial Performance Looking Forward 3
Slide 4: About Playmates Toys
About Playmates Toys Founded: 1966 First Group listing: 1984 HKSE#0869 – Playmates Toys Limited We create, design, market & distribute branded promotional toys worldwide More information – www.playmatestoys.com 4
Slide 5: Our Mission
Our Mission We strive to create superior shareholder value by selectively investing in proprietary and licensed brands and delivering quality, safe, and innovative toys to the consumers while managing costs prudently to maximize operational leverage. 5
Slide 6: 2025 Operating Environment
2025 Operating Environment 2025 proved to be an exceptionally challenging year in many respects While we planned 2025 to be a transition year, based on a relatively quiet entertainment calendar for the Teenage Mutant Ninja Turtles (“TMNT”) and Godzilla x Kong brands, our operating environment was mu
Slide 7: Our 2025 Results Reflected
Our 2025 Results Reflected Lower turnover compared to 2025 driven by: the anticipated decline in Godzilla x Kong product shipments as we lapped the Godzilla x Kong: The New Empire movie release in 2024, moderating demand for our TMNT products in the absence of any tentpole entertainment events for t
Slide 8: Financial Performance
Financial Performance Income Statement Highlights HK$ Million 2024 2025 +/-% Revenue 931.3 512.2 -45% Gross Profit 500.5 247.8 -51% Marketing and licensing (191.5) (122.5) -36% Selling & Distribution (83.3) (46.9) -44% Administration (131.4) (127.7) -3% Operating profit/(loss) 94.3 (49.3) -152% Prof
Slide 9: Margin Analysis
Margin Analysis 100% Cost of Sales Marketing & licensing 90% Selling & Distribution 46.3% 80% 51.6% Administration 70% Income Tax Net Profit 60% 20.6% 50% 23.9% 40% 8.9% 9.1% 30% 14.1% 20% 5.0% 24.9% 10% 4.6% Net profit 14.1% Net loss 3.0% 0% 2024 2025 Revenue: HK$931.3M HK$512.2M 9
Slide 10: Revenue Breakdown by Regions
Revenue Breakdown by Regions 2024 2025 0.9% 1.3% 2.2% 2.3% 14.6% 20.4% 5.8% 5.8% 70.2% 76.5% HK$931.3M HK$512.2M U.S.A. Other Americas Europe Australasia Asia Others 10
Slide 11: Financial Performance
Financial Performance Balance Sheet Highlights HK$ Million 31/12/2024 31/12/2025 Inventories 27.7 27.4 Trade Receivables 136.7 108.4 Investments 87.5 94.9 Cash & Bank Balances 1,043.3 969.4 Net Current Assets 1,161.0 1,072.5 Net Assets 1,201.1 1,103.0 Net Asset per Share (HK$) 1.02 0.93 Gearing Rati
Slide 12: Looking Forward
Looking Forward 12
Slide 13: Looking Forward
Looking Forward 2026 will be another transition year for us, without any major entertainment events to support our product lines, although comparison against 2025 will be easier The continued expansion in distribution of our Power Rangers product line, as well as ongoing shipments of our TMNT and Mo
Slide 14: Mighty Morphin Power Rangers: Re-Ignition toy line
We launched our kid-targeted Mighty Morphin Power Rangers: Re-Ignition toy line last Fall, supported by new and enhanced content on YouTube, Netflix and other entertainment channels Distribution will continue to expand in 2026, and we will be introducing refreshed action figures, collectibles, c
Slide 15: Godzilla x Kong MonsterVerse franchise
The Godzilla x Kong Monsterverse franchise continues to sustain consumer engagement in a non-movie year. As the global master toy licensee, we continue to develop extensions to our product line to include characters from across the MonsterVerse movies and TV shows 2027 is set to be a landmark ye
Slide 16: Thank You!
Playmates Toys Limited Thank You!