BANDAI NAMCO (7832) Q2 2027 earnings summary

Executive summary

• Record first-half sales and profit, supported by Gundam, DRAGON BALL, ONE PIECE and a broad portfolio of IPs, products and regions.

• H1 net sales reached ¥728,471 million and operating profit ¥134,317 million, both above forecast; full-year guidance was raised.

Financial highlights

• H1 net sales rose 13.1% YoY; operating profit rose 27.3% to ¥134,317 million.

• H1 ordinary profit was ¥142,682 million, up 29.5% YoY; profit attributable to owners of parent was ¥99,511 million, up 26.1%.

• H1 basic EPS was ¥155.14 versus ¥121.91; comprehensive income was ¥106,435 million, up 23.0% YoY.

Outlook and guidance

• Revised FY2027 forecast: net sales ¥1,480,000 million, operating profit ¥226,000 million, ordinary profit ¥237,000 million and parent-attributable profit ¥162,000 million.

• Versus the May 2026 plan, forecast net sales increased ¥130 billion, operating profit ¥41 billion and parent-attributable profit ¥32 billion.

• Forecast basic EPS is ¥252.54.