BANDAI NAMCO (7832) Q4 2025 earnings summary

Executive summary

• Achieved record-high consolidated net sales of 1,241.5 billion yen for FY2025.3, up 18.2% year-over-year, with all business segments posting revenue and profit growth.

• Operating profit reached 180.2 billion yen, nearly doubling year-over-year, and profit attributable to owners of parent was 129.3 billion yen.

• Strong performance was driven by hit digital content (notably ELDEN RING and DRAGON BALL titles), robust global demand for toys and hobby products, and successful IP production and amusement businesses.

• Strengthened stable earnings foundation over the previous three-year mid-term plan.

Financial highlights

• Net sales: 1,241.5 billion yen (+18.2% YoY); Operating profit: 180.2 billion yen (+98.7% YoY); Ordinary profit: 186.5 billion yen (+79.0% YoY).

• Profit attributable to owners of parent: 129.3 billion yen (+27.4% YoY); Basic EPS: 197.88 yen.

• Comprehensive income: 168.1 billion yen (+52.2% YoY).

• Cash and cash equivalents at year-end: 360.96 billion yen, up 49.7 billion yen from prior year.

Outlook and guidance

• FY2026.3 full-year plan projects net sales of 1,200.0 billion yen, a decrease of 41.5 billion yen from FY2025.3, with operating profit forecasted at 145.0 billion yen and profit attributable to owners of parent expected to decline to 100.0 billion yen.

• New mid-term plan focuses on expanding business scale, acquiring new business pillars, and establishing long-term profit structures.

• Digital segment sales and profit expected to decrease significantly, while Toys and Hobby and Amusement segments are projected to grow.

• Annual dividend forecast for FY2026 is 23 yen per share (interim), with year-end dividend to be determined.