Bandai Namco Holdings Financial Highlights for the Third Quarter: Fiscal Year Ending March 31, 2025

Key insights

7 takeaways

01
Bandai Namco reported net sales of 955.6 billion yen for the nine-month period ending December 31, 2024, a 123.8% increase year-over-year, with operating profit rising 229% to 179.2 billion yen.See it on page 1
02
The Toys and Hobby segment led revenue generation with 464.1 billion yen, driven by the global popularity of major intellectual properties including Dragon Ball, One Piece, and Mobile Suit Gundam.See it on page 2
03
The Digital Entertainment segment recorded 357 billion yen in sales, supported by the release of 61 new titles and the sale of 32.7 million home video game units.See it on page 2
04
Dragon Ball remains a critical financial pillar for the company, contributing 143.3 billion yen in group-wide sales during the first nine months of the fiscal year.See it on page 2
05
Japan remains the primary market, accounting for 646.5 billion yen in sales and 148.4 billion yen in operating profit, though international markets in the Americas and Europe showed consistent growth.See it on page 1
06
The Amusement segment contributed 104.7 billion yen in sales, bolstered by stable performance in existing-store locations across Japan.See it on page 1
07
Management has updated its full-year forecast for the fiscal year ending March 31, 2025, projecting total net sales of 1.23 trillion yen and an operating profit of 180 billion yen.See it on page 2

Summary

Bandai Namco Holdings’ financial results for the nine-month period ending December 31, 2024, demonstrate significant growth across its core business segments. The company reported net sales of 955.6 billion yen, representing a 123.8% increase compared to the same period in the previous fiscal year. Operating profit saw a substantial rise to 179.2 billion yen, a 229% increase year-over-year, reflecting strong performance in both digital entertainment and physical toy markets.

The Digital Entertainment segment served as a primary growth driver, with sales reaching 357 billion yen. This segment benefited from robust home video game performance, which recorded 32.7 million units sold across 61 new titles. Simultaneously, the Toys and Hobby segment generated 464.1 billion yen in sales, bolstered by the continued global popularity of major intellectual properties such as Dragon Ball, One Piece, and Mobile Suit Gundam. These IPs remain central to the company’s strategy, with Dragon Ball alone contributing 143.3 billion yen in group-wide sales during the nine-month period.

Geographically, Japan remains the company’s largest market, accounting for 646.5 billion yen in sales and 148.4 billion yen in operating profit. However, international expansion remains a key focus, with the Americas and Europe showing strong year-over-year growth in both revenue and profitability. The Amusement segment also contributed positively, with facility sales reaching 104.7 billion yen, supported by a consistent performance in existing-store sales across Japan.

The company’s financial position is supported by strategic investments in game content development and personnel, with capital investments totaling 37.1 billion yen for the nine-month period. Based on these results, management has updated its full-year forecast, projecting net sales of 1.23 trillion yen and an operating profit of 180 billion yen for the fiscal year ending March 31, 2025.