Tsuburaya Fields Holdings (2767) Q2 2026 earnings summary

Executive summary

• Net sales for H1 FY2025 reached ¥95,953 million, up 109.7% year-over-year, with operating profit at ¥13,595 million, up 233.9% year-over-year, and profit attributable to owners of parent at ¥9,552 million, up 238.3% year-over-year, driven by strong amusement equipment sales and major IP launches.

• Strong performance in the amusement equipment business offset declines in the content and digital business, particularly in licensing revenue from China.

Financial highlights

• Gross profit for H1 FY2025 was ¥24,383 million, up 95.2% year-over-year.

• Operating profit margin improved to 14.2% from 8.9% in the prior year.

• Profit attributable to owners of parent was ¥9,552 million, up 238.3% year-over-year.

• Cash and cash equivalents at end of period increased to ¥36,332 million from ¥21,250 million a year earlier.

• Net assets grew to ¥62,860 million, up from ¥56,247 million at the previous fiscal year end.

Outlook and guidance

• Full-year FY2025 net sales forecast revised upward to ¥170,000 million, a 20.9% increase over the previous year.

• Operating profit guidance raised to ¥18,000 million, up 20.9% year-over-year.

• Profit attributable to owners of parent projected at ¥12,800 million, up 14.7% year-over-year.

• Basic earnings per share for the full year forecast at ¥205.69.

• Group IP business strategy to be announced in May 2026, focusing on maximizing IP value and global expansion.