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BANDAI NAMCO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 15%

Thu Nov 6, 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 November 6th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 4.6% from the same period last year to 110 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 15.4%, from the previous forecast of 149 billion yen to 172 billion yen (compared to 186 billion yen in the previous period), and the declining rate is expected to decrease from 20.1% to 7.8%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 12.9% from the same period last year to 61.8 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 55.5 billion yen, a 16.5% decrease compared to the same period last year. The operating profit margin decreased from 21.1% in the same period last year to 15.6%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 502,002 65,479 73,931 52,167 79.0 71.0 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 611,391 113,670 115,553 80,727 123.4 62.0 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 643,816 105,481 110,196 78,909 121.9 64.1 Nov 6, 2025 J-GAAP
YoY +5.3% -7.2% -4.6% -2.3% -1.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 605,000 90,000 94,000 65,000 100.4 23 Aug 5, 2025 J-GAAP
Apr - Sep, 2025 Results 643,816 105,481 110,196 78,909 121.9 23 Nov 6, 2025 J-GAAP
Revision Rate +6.4% +17.2% +17.2% +21.4% +21.4%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,200,000 145,000 149,000 100,000 154.5 － May 8, 2025 J-GAAP
Mar, 2026 New 1,250,000 165,000 172,000 120,000 185.4 － Nov 6, 2025 J-GAAP
Revision Rate +4.2% +13.8% +15.4% +20.0% +20.0%

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 606,184 59,519 61,804 41,091 63.5 － Nov 6, 2025 J-GAAP
YoY -3.8% -10.6% -12.9% -15.4% -14.6%

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 1,250,000 165,000 172,000 120,000 185.4 － Nov 6, 2025 J-GAAP
YoY +0.7% -8.4% -7.8% -7.2% -6.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jul - Sep, 2025 343,386 53,560 55,538 40,580 62.7 15.6 Nov 6, 2025 J-GAAP
YoY +3.8% -23.1% -16.5% -13.1% -12.1%

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