BANDAI NAMCO, The Current Fiscal Year Ordinary Profit Revised Upward by 15%, Exceeded Record Profit Forecast, Dividend Revised Upward by 49 yen

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Wed Feb 5, 2025 11:35 am JST Earnings

7832 BANDAI NAMCO Holdings Inc. 【J-GAAP】

Earnings Report

BANDAI NAMCO Holdings Inc. <7832> [TSE Prime] announced its financial results at noon (11:35) on February 5th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) surged 2.1 times that of the same period last year, reaching 185 billion yen.

In addition, the full-year consolidated ordinary profit has been revised upward 14.7%, from the previous forecast of 163 billion yen to 187 billion yen (compared to 104 billion yen in the previous period), increasing the growth rate from 56.5% to 79.5%. The company has further increased its previous forecast of record profits for the first time in three years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (2H) is expected to increase 50.6%, from the previous forecast of 47.4 billion yen to 71.4 billion yen (compared to 30.2 billion yen in the same period of the previous year), increasing the growth rate from 56.9% to 2.4 times.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 22 yen to 71 yen (compared to 60 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 4.4 times that of the same period last year, reaching 69.8 billion yen. The operating profit margin drastically improved from 4.7% in the same period last year to 19.0%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2022	743,187	106,203	116,961	84,444	128.0	91.4	Feb 7, 2023	J-GAAP
Apr - Dec, 2023	772,035	78,282	89,630	60,398	91.5	86.0	Feb 14, 2024	J-GAAP
Apr - Dec, 2024	955,663	179,233	185,413	128,699	196.7	99.2	Feb 5, 2025	J-GAAP
YoY	+23.8%	+129.0%	+106.9%	+113.1%	+115.0%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	538,609	46,330	47,447	29,273	45.2	11	Nov 6, 2024	J-GAAP
Oct - Mar, 2024 New	618,609	66,330	71,447	47,273	73.0	60	Feb 5, 2025	J-GAAP
Revision Rate	+14.9%	+43.2%	+50.6%	+61.5%	+61.5%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	1,150,000	160,000	163,000	110,000	170.0	22	Oct 23, 2024	J-GAAP
Mar, 2025 New	1,230,000	180,000	187,000	128,000	197.8	71	Feb 5, 2025	J-GAAP
Revision Rate	+7.0%	+12.5%	+14.7%	+16.4%	+16.4%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	548,208	25,203	30,233	49,326	74.8	50	May 9, 2024	J-GAAP
Oct - Mar, 2024 Guidance	618,609	66,330	71,447	47,273	73.0	60	Feb 5, 2025	J-GAAP
YoY	+12.8%	+163.2%	+136.3%	-4.2%	-2.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	990,089	116,472	128,006	90,345	136.9	68.67	May 10, 2023	J-GAAP
Mar, 2024	1,050,210	90,682	104,164	101,493	153.9	60	May 9, 2024	J-GAAP
Mar, 2025 Guidance	1,230,000	180,000	187,000	128,000	197.8	71	Feb 5, 2025	J-GAAP
YoY	+17.1%	+98.5%	+79.5%	+26.1%	+28.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	270,033	12,803	15,699	8,231	12.5	4.7	Feb 14, 2024	J-GAAP
Jan - Mar, 2024	278,175	12,400	14,534	41,095	62.3	4.5	May 9, 2024	J-GAAP
Apr - Jun, 2024	280,627	44,023	49,072	34,050	52.1	15.7	Aug 8, 2024	J-GAAP
Jul - Sep, 2024	330,764	69,647	66,481	46,677	71.4	21.1	Nov 6, 2024	J-GAAP
Oct - Dec, 2024	344,272	65,563	69,860	47,972	73.3	19.0	Feb 5, 2025	J-GAAP
YoY	+27.5%	+412.1%	+345.0%	+482.8%	+488.1%