Bandai Namco Holdings Consolidated Financial Report: Third Quarter Fiscal Year Ending March 31, 2025

Key insights

6 takeaways

01
Bandai Namco reported a 23.8% increase in net sales to 955.6 billion yen and a 129.0% surge in operating profit to 179.2 billion yen for the first nine months of the fiscal year ending March 31, 2025.See it on page 2
02
The company upwardly revised its full-year financial projections and increased its annual dividend forecast to 71 yen per share.See it on page 7
03
The board authorized a share buyback program of up to 8 million shares, valued at 35 billion yen, to improve capital efficiency ahead of a new Mid-term Plan starting in April 2025.See it on page 16
04
Growth was primarily driven by the Digital Business segment, specifically through the performance of the Elden Ring and Dragon Ball franchises, alongside consistent results in the Toys and Hobby segment.See it on page 6
05
Effective April 1, 2025, the Amusement Unit will be reorganized, including the creation of a new subsidiary called Bandai Namco Experience Inc. to centralize management and streamline global IP strategy.See it on page 17
06
The financial results were supported by a clean audit of the interim consolidated financial statements, indicating stable internal fiscal health and governance.See it on page 21

Summary

Bandai Namco Holdings achieved substantial financial growth during the first nine months of the fiscal year ending March 31, 2025, characterized by a 23.8 percent increase in net sales to 955.6 billion yen and a 129.0 percent surge in operating profit to 179.2 billion yen. This performance underscores the efficacy of the company’s IP-axis strategy, which leverages high-value intellectual properties across multiple entertainment segments. The Digital Business, bolstered by the commercial success of titles such as Elden Ring and the Dragon Ball franchise, served as a primary catalyst for these gains, alongside consistent strength in the Toys and Hobby segment.

Reflecting this robust momentum, the company has upwardly revised its full-year consolidated projections and increased its annual dividend forecast to 71 yen per share. To further enhance capital efficiency in anticipation of a new Mid-term Plan launching in April 2025, the board has authorized a share buyback program of up to 8 million shares, valued at 35 billion yen. These financial maneuvers are supported by a clean audit of the interim consolidated financial statements, signaling strong internal fiscal health and governance.

Strategic organizational shifts are also underway to position the company for long-term global expansion. Effective April 1, 2025, the Amusement Unit will undergo a reorganization, including the formation of a new subsidiary, Bandai Namco Experience Inc., designed to centralize management and streamline planning operations. By consolidating these functions, the organization aims to refine its global IP strategy and maintain its competitive trajectory across the international gaming and entertainment landscape throughout the remainder of the fiscal year and beyond.