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BANDAI NAMCO Holdings (7832) investor relations material
BANDAI NAMCO Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
First-half net sales for FY2026.3 reached ¥643.8 billion, up 5.3% year-over-year, exceeding forecasts, driven by strong Gundam series sales and synergistic effects across products and services.
Operating profit for the period was ¥105.4 billion, down ¥8.2 billion year-over-year but above forecast.
Profit attributable to owners of parent was ¥78.9 billion, a slight decrease year-over-year but above forecast.
Record-high performance in the Toys and Hobby segment, with robust demand for model kits, card games, and Tamagotchi.
Digital segment benefited from new network content titles and home console games, notably SD Gundam G Generation ETERNAL and ELDEN RING NIGHTREIGN.
Financial highlights
Net sales for the first half reached ¥643.8 billion, up 5.3% year-over-year and ¥38.8 billion above forecast.
Operating profit was ¥105.4 billion, down ¥8.2 billion year-over-year but ¥15.4 billion above forecast.
Ordinary profit for the six months was ¥110.2 billion, down 4.6% year-over-year.
Comprehensive income totaled ¥86.5 billion, nearly flat year-over-year.
Total assets as of September 30, 2025, were ¥1,160.4 billion, with net assets of ¥841.6 billion.
Outlook and guidance
Full-year net sales forecast revised upward to ¥1,250.0 billion, up ¥50.0 billion from previous guidance.
Full-year operating profit forecast increased to ¥165.0 billion, up ¥20.0 billion from prior forecast but down 8.5% year-over-year.
Profit attributable to owners of parent expected at ¥120.0 billion, down 7.2% year-over-year.
Basic earnings per share forecast at ¥185.38 for the full year.
Forecasts reflect strong first-half results, current business trends, and marketing plans for the remainder of the year.
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