KONAMI, Net Income Forecast for the Fiscal Year Revised Upward by 15%, Raises Record High Profit Forecast, Dividend Revised Upward by 24.5 Yen

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Thu Jan 29, 2026 3:30 pm JST Earnings

9766 KONAMI GROUP CORPORATION 【IFRS】

Earnings Report

KONAMI GROUP CORPORATION <9766> [TSE Prime] announced its financial results (based on IFRS) after the market closed on January 29th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 17.8% from the same period last year, reaching 74.3 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 14.7%, from the previous forecast of 75.0 billion yen to 86.0 billion yen (compared to 74.6 billion yen in the previous period), increasing the growth rate from 0.4% to 15.1%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 38.6%, from the previous forecast of 28.5 billion yen to 39.5 billion yen (compared to 38.2 billion yen in the same period of the previous year), turning to a 3.2% increase in the consolidated net income outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 166 yen to 190.5 yen (compared to 165.5 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income grew 4.3% from the same period last year, reaching 27.8 billion yen. The operating profit margin rose from 29.1% in the same period last year to 29.3%.

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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, 2023	253,096	59,608	61,501	44,495	328.2	74.4	Feb 1, 2024	IFRS
Apr - Dec, 2024	310,829	86,700	88,790	63,110	465.6	85.4	Jan 31, 2025	IFRS
Apr - Dec, 2025	353,020	101,788	105,042	74,347	548.5	85.4	Jan 29, 2026	IFRS
YoY	+13.6%	+17.4%	+18.3%	+17.8%	+17.8%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	205,161	41,732	40,762	28,514	210.4	83	Oct 30, 2025	IFRS
Oct - Mar, 2025 New	243,161	58,732	57,762	39,514	291.5	107.50	Jan 29, 2026	IFRS
Revision Rate	+18.5%	+40.7%	+41.7%	+38.6%	+38.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	430,000	106,000	106,000	75,000	553.3	166	May 8, 2025	IFRS
Mar, 2026 New	468,000	123,000	123,000	86,000	634.4	190.50	Jan 29, 2026	IFRS
Revision Rate	+8.8%	+16.0%	+16.0%	+14.7%	+14.7%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	237,518	52,100	53,145	38,291	282.5	99.50	May 8, 2025	IFRS
Oct - Mar, 2025 Guidance	243,161	58,732	57,762	39,514	291.5	107.50	Jan 29, 2026	IFRS
YoY	+2.4%	+12.7%	+8.7%	+3.2%	+3.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	360,314	80,262	82,685	59,171	436.5	131	May 9, 2024	IFRS
Mar, 2025	421,602	101,944	104,008	74,692	551.0	165.50	May 8, 2025	IFRS
Mar, 2026 Guidance	468,000	123,000	123,000	86,000	634.4	190.50	Jan 29, 2026	IFRS
YoY	+11.0%	+20.7%	+18.3%	+15.1%	+15.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	126,745	36,856	37,927	26,709	197.0	29.1	Jan 31, 2025	IFRS
Jan - Mar, 2025	110,773	15,244	15,218	11,582	85.4	13.8	May 8, 2025	IFRS
Apr - Jun, 2025	96,964	27,732	27,890	19,834	146.3	28.6	Jul 31, 2025	IFRS
Jul - Sep, 2025	127,875	36,536	37,348	26,652	196.6	28.6	Oct 30, 2025	IFRS
Oct - Dec, 2025	128,181	37,520	39,804	27,861	205.5	29.3	Jan 29, 2026	IFRS
YoY	+1.1%	+1.8%	+4.9%	+4.3%	+4.3%