BANDAI NAMCO (7832) Q3 2026 earnings summary

Executive summary

• Net sales for the first nine months reached ¥1,002.2 billion, up 4.9% year-over-year, driven by strong Toys and Hobby business performance.

• Operating profit declined 12.2% to ¥157.3 billion due to differences in home console game title lineup compared to the previous year.

• Ordinary profit fell 10.2% to ¥166.4 billion; profit attributable to owners of parent decreased 10.6% to ¥115.0 billion.

• Effective portfolio management and groupwide synergies, especially from the Gundam series, contributed to sales growth.

• First time net sales exceeded ¥1 trillion in the third quarter.

Financial highlights

• Net sales reached ¥1,002.2 billion, up ¥46.6 billion year-over-year.

• Total assets as of December 31, 2025, were ¥1,169,415 million, up from ¥1,102,636 million as of March 31, 2025.

• Net assets increased to ¥855,136 million, with an equity ratio of 73.1%.

• Comprehensive income for the period was ¥115,549 million, down 30.1% year-over-year.

• Basic earnings per share for the nine months was ¥177.73, compared to ¥196.72 in the prior year.

Outlook and guidance

• Full-year net sales forecast raised to ¥1,300.0 billion, with all profit metrics expected to reach record highs.

• Operating profit guidance increased to ¥181.0 billion, ordinary profit to ¥190.0 billion, and profit attributable to owners of parent to ¥130.0 billion.

• Basic earnings per share for the full year projected at ¥200.83.

• Dividend projections revised to ¥73.00 per share for the fiscal year ending March 31, 2026.