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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.
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Q2 2026 earnings summary6 Nov, 2025

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.

What caused Q2 operating profit margin drop?
What drove the full-year profit projection revision?
Reason for significant treasury share reduction?
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Frequently asked questions

BANDAI NAMCO Holdings Inc. is a leading Japanese entertainment conglomerate formed by the merger of Bandai and Namco, known for its diverse operations in the entertainment and leisure sectors. The company specializes in the development and distribution of entertainment-related products and services across a wide array of segments, including Digital Business, Toys and Hobby Business, IP Production Business, and Amusement Business. It produces toys, video games, arcade games, anime, and operates amusement parks among other entertainment services. The company's extensive product range includes capsule and candy toys, plastic models, figures, confectionery products, food, apparel, sundries, as well as digital and network content like home video games and online games. Furthermore, it is involved in the production and distribution of visual and music content, operates entertainment facilities, and provides a variety of related services such as logistics, distribution, and restaurant management. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

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