Bandai Namco Group achieved record-high net sales of ¥1,002.2 billion for the first nine months of FY2026, representing a 4.9% increase year-over-year.
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Full-year forecasts were revised upward, with net sales now projected at ¥1,300.0 billion and operating profit at ¥181.0 billion, reflecting growth of 4.0% and 9.7% respectively over previous estimates.
03
Despite record sales, operating profit for the first nine months fell 12.2% to ¥157.3 billion, primarily due to a less favorable home-console game lineup compared to the prior year.
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The Toys and Hobby segment was the primary growth driver, generating ¥503.6 billion in sales (up 9.5%) and ¥103.5 billion in profit (up 6.0%).
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The company is maintaining a shareholder-return policy with a total return ratio of at least 50%, including ¥73 billion in dividends and a share buyback program of up to ¥30 billion.
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Performance was bolstered by strong North American sales and global licensing of flagship intellectual properties, specifically Gundam, Dragon Ball, and One Piece.
07
Strategic planning for FY2027 focuses on diversifying the digital title portfolio and expanding experiential amusement facilities to stabilize segment performance.
Insights
01
Bandai Namco Group achieved record-high net sales of ¥1,002.2 billion for the first nine months of FY2026, representing a 4.9% increase year-over-year.
02
Full-year forecasts were revised upward, with net sales now projected at ¥1,300.0 billion and operating profit at ¥181.0 billion, reflecting growth of 4.0% and 9.7% respectively over previous estimates.
03
Despite record sales, operating profit for the first nine months fell 12.2% to ¥157.3 billion, primarily due to a less favorable home-console game lineup compared to the prior year.
04
The Toys and Hobby segment was the primary growth driver, generating ¥503.6 billion in sales (up 9.5%) and ¥103.5 billion in profit (up 6.0%).
05
The company is maintaining a shareholder-return policy with a total return ratio of at least 50%, including ¥73 billion in dividends and a share buyback program of up to ¥30 billion.
06
Performance was bolstered by strong North American sales and global licensing of flagship intellectual properties, specifically Gundam, Dragon Ball, and One Piece.
07
Strategic planning for FY2027 focuses on diversifying the digital title portfolio and expanding experiential amusement facilities to stabilize segment performance.