BANDAI NAMCO (7832) Q1 2027 earnings summary

Executive summary

• Achieved record-high first quarter results with net sales rising 9.3% year-over-year to ¥328,494 million, operating profit up 33.3% to ¥69,204 million, and ordinary profit up 36.3% to ¥74,493 million, driven by robust performance from established IPs such as Gundam, DRAGON BALL, and ONE PIECE.

• Profit attributable to owners of parent increased 33.4% year-over-year to ¥51,135 million, with basic EPS at ¥79.73, up from ¥59.22 in the prior year.

• Effectively leveraged a diverse IP portfolio and broad product categories to drive growth.

Financial highlights

• Net sales rose to ¥328.4 billion, up ¥28.0 billion year-over-year.

• Operating profit increased to ¥69.2 billion, up ¥17.3 billion year-over-year.

• Ordinary profit reached ¥74.4 billion, up ¥19.8 billion year-over-year.

• Profit attributable to owners of parent was ¥51.1 billion, up ¥12.8 billion year-over-year.

• Comprehensive income for the quarter was ¥57,525 million, a 36.6% increase year-over-year.

Outlook and guidance

• Revised first-half forecast upward: net sales now expected at ¥690.0 billion, operating profit at ¥124.0 billion, and profit attributable to owners of parent at ¥90.0 billion.

• Full-year plan remains unchanged, with net sales targeted at ¥1,350.0 billion and operating profit at ¥185.0 billion.

• Profit attributable to owners of parent is forecast to decrease 7.6% to ¥130,000 million, with basic EPS projected at ¥202.69.

• Will reassess full-year guidance based on market environment and performance of major titles in later quarters.