Bandai Namco Holdings: Consolidated Financial Report for the First Quarter of the Fiscal Year Ending March 31, 2027

Key insights

7 takeaways

01
Bandai Namco reported strong Q1 fiscal year 2027 results, with net sales of 328,494 million yen (up 9.3% year-on-year) and operating profit of 69,204 million yen (up 33.3% year-on-year).
02
Profit attributable to owners of the parent reached 51,135 million yen, representing a 33.4% increase compared to the same period in the previous fiscal year.
03
The Amusement Business saw a 12.6% increase in net sales to 38,092 million yen, driven by a 107.6% year-on-year increase in sales at existing amusement facilities in Japan.
04
The Digital Business segment underperformed, reporting a 9.3% decrease in net sales to 19,279 million yen and a 68.8% drop in segment profit to 1,320 million yen.
05
The company is revising its consolidated projections for the six months ending September 30, 2026, as detailed in a separate notice released on August 6, 2026.
06
The Toys and Hobby Business continues to be a primary growth driver, fueled by strong global performance in mature fan products, trading card games, GASHAPON, and established IP such as Gundam, Dragon Ball, and One Piece.
07
Total assets as of June 30, 2026, were 1,179,437 million yen, reflecting a decrease of 11,056 million yen from the end of the previous fiscal year.

Summary

Bandai Namco Holdings achieved robust financial performance during the first quarter of the fiscal year ending March 31, 2027, characterized by a 9.3 percent increase in net sales to 328.5 billion yen and a substantial 33.3 percent surge in operating profit to 69.2 billion yen. This growth was primarily fueled by the Toys and Hobby segment, which recorded a 31.2 percent rise in sales, effectively compensating for temporary downturns in the Digital and Visual/Music business units. Reflecting this momentum, the company has upwardly revised its second-quarter projections, now anticipating a 13.1 percent increase in net sales and a 47.6 percent rise in operating profit compared to earlier forecasts.

The company maintains a stable financial foundation, underscored by a strong equity ratio of 75.1 percent. This fiscal health supports the execution of a three-year mid-term plan centered on the "Connect with Fans" vision, which prioritizes the maximization of intellectual property potential and data-driven operational strategies. With a commitment to strategic investments totaling 600 billion yen, the organization remains focused on achieving long-term targets of 1.45 trillion yen in net sales and 200 billion yen in operating profit by the conclusion of the fiscal year ending March 31, 2028.

Independent auditors have verified these financial statements, confirming they adhere to Japanese accounting standards without identifying any significant irregularities. As the company navigates the remainder of the fiscal year, management continues to monitor global market trends and the performance of upcoming console titles to refine its full-year outlook. By balancing immediate segment-specific successes with long-term capital allocation, the firm remains positioned to sustain its growth trajectory across its diverse entertainment portfolio.