FinancialBandai Namco
Mid-term Plan and Information Meeting: Fiscal Year Ending March 2025 Third Quarter Results Presentation
1 Feb 202540 pages~15 min full read
Bandai Namco achieved record-high net sales of ¥955.6 billion in the first nine months of fiscal 2025, representing a 23.8% year-on-year increase.
Operating profit surged by 229% to ¥179.2 billion, primarily driven by a ¥94 billion revenue increase in the Digital segment.
The company has set mid-term targets for fiscal 2028 of ¥1.45 trillion in consolidated net sales and ¥200 billion in operating profit.
Bandai Namco updated its shareholder-return framework to guarantee a total-return ratio of at least 50%.
The minimum dividend-on-equity (DOE) has been increased from 2% to 3.6% as part of a new strategic emphasis on cash returns.
Full-year net sales for fiscal 2025 are currently projected to reach approximately ¥1.23 trillion.
Bandai Namco’s recent financial briefing underscores a period of accelerated growth and a reinforced commitment to shareholder value. In the first nine months of fiscal 2025, the company posted record‑high net sales of ¥955.6 billion, a 23.8 % increase year‑on‑year, while operating profit surged 229 % to ¥179.2 billion. The bulk of this expansion stemmed from a ¥94 billion rise in Digital‑segment revenue, which lifted overall profit by ¥68 billion, and the firm now projects full‑year net sales of roughly ¥1.23 trillion.
Concurrently, Bandai Namco has tightened its shareholder‑return framework, pledging a total‑return ratio of at least 50 % and raising the minimum dividend‑on‑equity to 3.6 % from the prior 2 %. This policy shift reflects a strategic emphasis on delivering consistent cash returns alongside earnings growth.
Looking ahead, the company’s mid‑term plan for fiscal 2028‑3 sets ambitious targets of ¥1.45 trillion in consolidated net sales and ¥200 billion in operating profit. These goals signal confidence that the momentum generated by digital offerings and broader entertainment assets can sustain double‑digit expansion over the next several years.
Overall, the briefing presents a clear thesis: robust digital‑driven performance in FY2025 provides a foundation for heightened profitability and an enhanced return‑to‑shareholder agenda, while the outlined mid‑term objectives chart a trajectory toward sustained scale in the global gaming and entertainment market.
