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BANDAI NAMCO, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 2% Increase, Raises Record High Profit, The Undecided Dividend Raised by 2 Yen

Thu Feb 5, 2026 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 2026 (April to December) decreased 10.2% from the same period last year to 166 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 10.5%, from the previous forecast of 172 billion yen to 190 billion yen (compared to 186 billion yen in the previous period), record profits reach two consecutive terms, turning to a 1.9% increase in the consolidated ordinary profit outlook.

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 (second half) is expected to increase 29.1%, from the previous forecast of 61.8 billion yen to 79.8 billion yen (compared to 70.9 billion yen in the same period of the previous year), turning to a 12.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has decided to implement a annual dividend of 73 yen for the current fiscal year, which was previously undecided (compared to 71 yen in the prior term).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 56.2 billion yen, a 19.4% decrease compared to the same period last year. The operating profit margin decreased from 19.0% in the same period last year to 14.5%.

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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 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 99.4 Feb 5, 2025 J-GAAP
Apr - Dec, 2025 1,002,243 157,395 166,484 115,044 177.7 87.6 Feb 5, 2026 J-GAAP
YoY +4.9% -12.2% -10.2% -10.6% -9.7%

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 606,184 59,519 61,804 41,091 63.5 － Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 656,184 75,519 79,804 51,091 78.9 50 Feb 5, 2026 J-GAAP
Revision Rate +8.2% +26.9% +29.1% +24.3% +24.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,250,000 165,000 172,000 120,000 185.4 － Nov 6, 2025 J-GAAP
Mar, 2026 New 1,300,000 181,000 190,000 130,000 200.8 73 Feb 5, 2026 J-GAAP
Revision Rate +4.0% +9.7% +10.5% +8.3% +8.3%

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 630,122 66,559 70,917 48,574 74.3 60 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 656,184 75,519 79,804 51,091 78.9 50 Feb 5, 2026 J-GAAP
YoY +4.1% +13.5% +12.5% +5.2% +6.2%

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 1,300,000 181,000 190,000 130,000 200.8 73 Feb 5, 2026 J-GAAP
YoY +4.7% +0.4% +1.9% +0.5% +1.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jul - Sep, 2025 343,386 53,560 55,538 40,580 62.7 15.6 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 358,427 51,914 56,288 36,135 55.8 14.5 Feb 5, 2026 J-GAAP
YoY +4.1% -20.8% -19.4% -24.7% -23.9%

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