Bandai Namco Holdings Inc. TSE:7832

BANDAI NAMCO : Notice Regarding Revisions to Consolidated Projections and Projections of Cash Dividends for the Fiscal Year Ending March 31, 2026PDF81.4 KB

Published

Source: MarketScreener

February 5, 2026

Name of listed company: Bandai Namco Holdings Inc.

Name of representative: Yuji Asako,

President and Representative Director (Code Number: 7832 TSE Prime Market) Contact: Takashi Tsuji, Director, CFO

Notice Regarding Revisions to Consolidated Projections  and Projections of Cash Dividends for the Fiscal Year Ending March 31, 2026

Bandai Namco Holdings Inc. (the “Company”) hereby announces that the Board of Directors decided today to revise the consolidated projections for the fiscal year ending March 31, 2026, which were announced on November 6, 2025, and the projections of cash dividends per share for the fiscal year ending March 31, 2026, which were announced on May 8, 2025.

  1. Revisions to projections

    1. Revisions to consolidated projections for the fiscal year ending March 31, 2026 (April 1, 2025 to March 31, 2026)

      Net sales

      Operating profit

      Ordinary profit

      Profit attributable to owners of parent

      Basic earnings per share

      Previous projections (A)

      (¥ million)

      1,250,000

      (¥ million)

      165,000

      (¥ million)

      172,000

      (¥ million)

      120,000

      ¥185.38

      Revised projections (B)

      1,300,000

      181,000

      190,000

      130,000

      ¥200.83

      Change in amount (B-A)

      50,000

      16,000

      18,000

      10,000

      —

      Change (%)

      4.0

      9.7

      10.5

      8.3

      —

      (Reference)

      Results for the previous fiscal year (The fiscal year ended March 31, 2025)

      1,241,513

      180,229

      186,470

      129,301

      ¥197.88

    2. Reasons for revisions

      In the nine months ended December 31, 2025, on the business side, the Toys and Hobby Business achieved business growth due to the favorable performance in each category, and the Digital Business added depth to its earnings base primarily due to the popularity of new network contents. Additionally, in efforts to promote IP, the Company was able to further expand the earnings for the Gundam series by leveraging the buzz created from the new visual work Mobile Suit Gundam GQuuuuuuX and the GUNDAM NEXT FUTURE PAVILION exhibition

      at the Expo 2025 Osaka, Kansai, and cross-group initiatives that linked the series with products and services across the businesses. The Group as a whole demonstrated its effective utilization of its portfolio, encompassing a broad range of categories and a wide variety of IP.

      For the consolidated projections for the fiscal year ending March 31, 2026, the projections announced on November 6, 2025 have been revised in light of the actual results for the nine months ended December 31, 2025, the current market environment and trends of its businesses, and the marketing plans of the products and services in the fourth quarter, etc.

  2. Revisions to projections of cash dividends

    1. Revisions to projections of cash dividends for the fiscal year ending March 31, 2026

      Annual cash dividends

      End of

      second quarter

      Fiscal year-end

      Total

      Previous projections (announced on May 8, 2025)

      ¥23.00

      (Considered separately in accordance with the basic

      policy for shareholder returns)

      —

      Revised projections

      —

      ¥50.00

      Breakdown

      Base dividend: ¥23.00 Performance-based dividend:

      ¥27.00

      ¥73.00

      Breakdown

      Base dividend: ¥46.00 Performance-based dividend:

      ¥27.00

      Cash dividends paid for the fiscal year ending March 31, 2026

      ¥23.00

      —

      —

      Cash dividends paid for the previous fiscal year

      (The fiscal year ended March 31, 2025)

      ¥11.00

      ¥60.00

      Breakdown

      Base dividend: ¥11.00 Performance-based dividend:

      ¥49.00

      ¥71.00

      Breakdown

      Base dividend: ¥22.00 Performance-based dividend:

      ¥49.00

    2. Reasons for revisions

      The Company ranks the return of profits to shareholders as one of its highest priorities in its management. The Company aims to further strengthen the competitiveness of the Bandai Namco Group and, while maintaining a sound financial status, to achieve regular distributions of dividends and improvement in the Company’s corporate value. The Company has made certain changes to its basic policy for shareholder returns announced in the Mid-term Plan that started from April 2025, taking into consideration various perspectives based on the Mid-term Plan’s strategies and policies relating to management matters.

      The Company aims to further strengthen the competitiveness of the Bandai Namco Group and ranks the appropriate return of profits to shareholders as one of its highest priorities in the management, and the basic policy is to have a total return ratio of 50% or higher.

      • Implement long-term stable dividends with a minimum DOE (dividend on equity) of 3.60%

      • Acquire treasury shares as appropriate with an awareness of capital cost

      In accordance with the basic policy for shareholder returns, the projections of annual cash dividends per share for the fiscal year ending March 31, 2026 have been revised to ¥73 per share, which consists of a base dividend of ¥46 per share and a performance-based dividend of ¥27 per share. Since the Company paid an interim dividend of ¥23 per share on December 9, 2025, the projection of the fiscal year-end cash dividend is ¥50 per share.

      Additionally, as mentioned in the “Notice Regarding the Decision on Matters Relating to the Purchase of Treasury Shares” document disclosed today, the Company resolved to purchase treasury shares as follows. The total return ratio when taking into account dividend forecasts and the maximum treasury share acquisition value is expected to be 59.4%.

      (Reference) Details of the acquisition of treasury shares

      1. Class of shares to be acquired Common shares

      2. Total number of shares to be acquired Up to 6,000,000 shares (0.93% of total number of issued shares excluding treasury shares)

      3. Total value of shares to be acquired Up to ¥30.0 billion

      4. Acquisition period February 6, 2026 to April 30, 2026

      5. Acquisition method Market purchases on the Tokyo Stock Exchange

  • This document is a translation of the original Press Release in Japanese. Bandai Namco Holdings Inc. provides this translation for your reference and convenience only and without any warranty as to its accuracy or otherwise. In the event of any discrepancy, the original Press Release in Japanese shall prevail.

  • This document contains forward-looking statements that are based on management’s estimates, assumptions and projections at the time of publication. A number of factors could cause actual results to differ materially from expectations.