Bandai Namco Group Information Meeting: Fiscal Year Ended March 2015

Key insights

6 takeaways

01
Bandai Namco reported strong fiscal 2015 results with 565.4 billion yen in net sales and 56.3 billion yen in operating income, both exceeding initial forecasts.See it on page 4
02
Growth was primarily driven by the Toys and Hobby segment, fueled by the popularity of Yokai Watch, and the Content segment’s performance in network content and overseas home video games.See it on page 3
03
The company’s mid-term plan (April 2015–March 2018) targets 600 billion yen in net sales and 60 billion yen in operating income by the end of the period.See it on page 6
04
Strategic expansion efforts focus on accelerating growth in Asian markets and unifying regional business structures to better leverage the company's IP portfolio.See it on page 11
05
Operational priorities include expanding the Gundam plastic model fan base to new demographics, specifically adult women, to maintain market leadership in Japan.See it on page 8
06
The company is prioritizing aggressive investment in network entertainment and visual production to transition into a global entertainment innovator.See it on page 10

Summary

The Bandai Namco Group’s fiscal year 2015 financial results meeting outlines a period of strong performance characterized by significant growth in net sales and operating income. For the fiscal year ended March 2015, the company reported consolidated net sales of 565.4 billion yen and operating income of 56.3 billion yen, both exceeding initial forecasts. This growth was primarily driven by the Toys and Hobby segment, which benefited from the popularity of established intellectual properties like Yokai Watch, and the Content segment, which saw favorable results in network content and overseas home video game software.

The company’s strategic outlook for the 2016 fiscal year and beyond focuses on an IP-axis strategy designed to leverage its portfolio across global markets. The mid-term plan, spanning from April 2015 to March 2018, sets ambitious targets of 600 billion yen in net sales and 60 billion yen in operating income by the end of the period. To achieve these goals, the group intends to accelerate its expansion into Asian markets, unify its regional business structures, and continue investing in new IP development.

Operational priorities for the upcoming period include maintaining market leadership in Japan through diversified product offerings, such as expanding the Gundam plastic model fan base and targeting new demographics like adult women. Simultaneously, the company is prioritizing aggressive investment in network entertainment and visual production to foster global growth. By deepening its business model and enhancing collaboration across its various strategic business units, the group aims to transition into a leading global entertainment innovator while maintaining a stable dividend policy for its shareholders.