BANDAI NAMCO Holdings Inc. Revises Earnings Forecast — Net Profit Up 50%
BANDAI NAMCO Holdings Inc. (TSE:7832) raised its earnings guidance for the six-month period ending September 30, 2026, citing strong first-quarter performance and robust toy-hobby business momentum.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 610.0bn | JPY 690.0bn | +13.1% |
| Operating Profit | JPY 84.0bn | JPY 124.0bn | +47.6% |
| Ordinary Income | JPY 87.0bn | JPY 130.0bn | +49.4% |
| 親会社株主に帰属する中間純利益 | JPY 60.0bn | JPY 90.0bn | +50.0% |
| １株当たり中間純利益 | JPY 93.55/share | JPY 140.33/share | +JPY 46.78/share |
The entertainment conglomerate attributed the upward revision to better-than-expected first-quarter consolidated results combined with favorable market conditions across its business divisions. The toy-hobby segment delivered particularly strong performance domestically and internationally across multiple product categories. The company’s IP-centric strategy is driving robust demand for flagship franchises including the Gundam series, which demonstrated sustained market presence through merchandise and services.
The revision reflects management’s confidence in second-quarter marketing initiatives and product launches, though the company maintained its full-year guidance unchanged. This cautious stance suggests management is carefully monitoring uncertainties surrounding major game title releases in the second half and year-end holiday season demand. The 50% upward revision to net profit and ordinary income (keijo rieki, a Japan-specific metric encompassing operating profit plus non-operating income and expenses) signals operational momentum, though investors should note the company is not revising full-year expectations, indicating potential headwinds anticipated in subsequent quarters.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.