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BANDAI NAMCO, Ordinary Profit Forecast for First Half Revised Upward by 16%

Tue Aug 5, 2025 11:30 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 (11:30) on August 5th. The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) increased 11.4% from the same period last year, reaching 54.6 billion yen.

In addition, the April to September period (first half) consolidated ordinary profit has been revised upward 16.0%, from the previous forecast of 81.0 billion yen to 94.0 billion yen (compared to 115 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 29.9% to 18.7%.

Furthermore, the full-year ordinary profit forecast remains unchanged from the estimate of 149 billion yen(compared to 186 billion yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin rose from 15.7% in the same period last year to 17.3%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 224,812 27,989 32,733 21,786 33.0 44.3 Aug 8, 2023 J-GAAP
Apr - Jun, 2024 280,627 44,023 49,072 34,050 52.1 42.5 Aug 8, 2024 J-GAAP
Apr - Jun, 2025 300,430 51,921 54,658 38,329 59.2 58.1 Aug 5, 2025 J-GAAP
YoY +7.1% +17.9% +11.4% +12.6% +13.8%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 595,000 78,500 81,000 54,000 83.4 23 May 8, 2025 J-GAAP
Apr - Sep, 2025 New 605,000 90,000 94,000 65,000 100.4 23 Aug 5, 2025 J-GAAP
Revision Rate +1.7% +14.6% +16.0% +20.4% +20.4%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 611,391 113,670 115,553 80,727 123.4 11 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 Guidance 605,000 90,000 94,000 65,000 100.4 23 Aug 5, 2025 J-GAAP
YoY -1.0% -20.8% -18.7% -19.5% -18.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,050,210 90,682 104,164 101,493 153.9 60 May 9, 2024 J-GAAP
Mar, 2025 1,241,513 180,229 186,470 129,301 197.9 71 May 8, 2025 J-GAAP
Mar, 2026 Guidance 1,200,000 145,000 149,000 100,000 154.5 － May 8, 2025 J-GAAP
YoY -3.3% -19.5% -20.1% -22.7% -21.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jan - Mar, 2025 285,850 996 1,057 602 0.9 0.3 May 8, 2025 J-GAAP
Apr - Jun, 2025 300,430 51,921 54,658 38,329 59.2 17.3 Aug 5, 2025 J-GAAP
YoY +7.1% +17.9% +11.4% +12.6% +13.8%

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