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Results Briefing Materials: Third Quarter Fiscal Year Ending March 31, 2026

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Key insights

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Net sales jumped 140.5% to ¥29,121 million in Q3 FY2026.

The surge was driven by the release of three core titles and strong amusement-machine performance.

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01
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 7
02
Operating profit grew by 6.1% to ¥1,776 million, as significant development costs partially offset the substantial revenue gains.See it on page 4
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The 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 18
04
Full-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 13
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The Audio & Visual Business experienced a sharp decline of 88.7% during the quarter.See it on page 6
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Strategic 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 8
07
The 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 19

Summary

The 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.

Results Briefing Materials: Third Quarter Fiscal Year Ending March 31, 2026

Key insights

Net sales jumped 140.5% to ¥29,121 million in Q3 FY2026.

Operating profit grew 6.1% to ¥1,776 million despite revenue gains.

Digital Contents sales rose 169.2% to ¥9,985 million.

Audio & Visual Business sales declined 88.7% during the quarter.

Full-year net sales projected at ¥35,000 million, unchanged.

Total assets rose to ¥35,669 million, strengthening the balance sheet.

Rune Factory launches on PlayStation 5 and Xbox Series X|S in February 2026.

Ordinary profit and owners' attributable profit grew faster than operating profit.

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