ReportMarvelous
Results Briefing Materials: Third Quarter Fiscal Year Ending March 31, 2026
20 pages~9 min full read
Daemon Machina reported a 140.5% surge in net sales to ¥29,121 million for Q3 FY2026, driven by the release of three core titles and strong amusement-machine performance.
See it on page 7Operating profit grew by 6.1% to ¥1,776 million, as significant development costs partially offset the substantial revenue gains.
See it on page 4The Digital Contents segment saw a 169.2% increase in sales to ¥9,985 million, while the Amusement segment grew 125.1% to ¥7,435 million, bolstered by overseas Pokémon-branded machine sales.
See it on page 18Full-year forecasts remain unchanged with projected net sales of ¥35,000 million and operating profit of ¥2,000 million, while dividend guidance was increased to ¥12 per share.
See it on page 13The Audio & Visual Business experienced a sharp decline of 88.7% during the quarter.
See it on page 6Strategic product adjustments include the February 2026 launch of Rune Factory on PlayStation 5 and Xbox Series X|S, alongside the postponement of The Thousand Musketeers: Rhodoknight to June 2026.
See it on page 8The company’s financial position strengthened during the period, with total assets rising to ¥35,669 million and net assets increasing by ¥1,104 million.
See it on page 19The briefing outlines Daemon Machina’s third‑quarter performance for the fiscal year ending March 2026, highlighting a 140.5 % jump in net sales to ¥29,121 million driven by the launch of three core titles—Rune Factory: Guardians of Azuma, Story of Seasons: Grand Bazaar, and Browser Sangokushi Ten—and robust amusement‑machine sales. Operating profit rose modestly to ¥1,776 million (6.1 % YoY) as high development costs offset gains; ordinary profit and owners’ attributable profit grew faster, largely due to foreign‑exchange gains. Segment analysis shows Digital Contents Business sales at ¥9,985 million (169.2 % YoY) and Amusement Business at ¥7,435 million (125.1 % YoY), while Audio & Visual Business declined by 88.7 %. The company’s balance sheet strengthened, with total assets increasing to ¥35,669 million and net assets rising by ¥1,104 million.
Strategic initiatives include scheduled releases of Rune Factory on PlayStation 5 and Xbox Series X|S in February 2026, a postponed launch of The Thousand Musketeers: Rhodoknight to June 2026, and ongoing promotion of new online titles. The amusement segment continues to expand overseas, with Pokémon‑branded machines generating significant revenue growth.
Full‑year forecasts remain unchanged: net sales projected at ¥35,000 million (125.2 % YoY), operating profit at ¥2,000 million (110 % YoY), and owners’ attributable profit at ¥1,400 million (171 % YoY). Dividend guidance is raised to ¥12 per share. The company acknowledges potential uncertainties that could affect future performance.
