BANDAI NAMCO Holdings Inc.

2026/02/17 Updated
Market Cap: $17.2B (¥2.6T)
Stock Price: $26.55 (¥4,059)
Exchange Rate: 1 USD = ¥152.91

Notice Regarding Revision of Full-Year Consolidated Earnings Forecast and Dividend Forecast for the Fiscal Year Ending March 2026

Revised full-year forecasts for the fiscal year ending March 2026: net sales of JPY 1.3 trillion (up 4.0% from previous forecast), operating income of JPY 181 billion (up 9.7%), and net income attributable to owners of parent of JPY 130 billion (up 8.3%). Dividend forecast increased to JPY 73 per share annually.

Importance:
Page Updated: February 5, 2026
IR Disclosure Date: February 5, 2026

Key Figures

  • Net Sales: 1,300,000 million yen (up 4.0% from previous forecast)
  • Operating Income: 181,000 million yen (up 9.7% from previous forecast)
  • Annual Dividend: 73 yen (increased from previously undecided)

AI要約

Regarding Revision of Earnings Forecast

The full-year consolidated earnings forecast for the fiscal year ending March 2026 has been revised upward: net sales to JPY 1.3 trillion (previous forecast JPY 1.25 trillion), operating income to JPY 181 billion (previously JPY 165 billion), ordinary income to JPY 190 billion (previously JPY 172 billion), and net income attributable to owners of parent to JPY 130 billion (previously JPY 120 billion). The corresponding growth rates are 4.0% for net sales, 9.7% for operating income, 10.5% for ordinary income, and 8.3% for net income. This revision reflects favorable performance in the toy and hobby business, popularity of network content in the digital segment, and strengthened IP deployment, contributing to group-wide business expansion.

Revision of Dividend Forecast and Treasury Stock Acquisition

The annual dividend forecast for the fiscal year ending March 2026 has been revised to JPY 73 per share (previously undecided), with a year-end dividend of JPY 50 (comprising a base dividend of JPY 23 and a performance-linked dividend of JPY 27). An interim dividend of JPY 23 has already been paid. Emphasizing shareholder returns as a key measure, the company has set a basic policy of a total payout ratio of 50% or more and aims to maintain stable dividends over the long term with a DOE floor of 3.6%. Moreover, treasury stock acquisition is scheduled between February 6 and April 30, 2026, up to 6,000,000 shares with an acquisition price ceiling of JPY 30 billion. This is expected to raise the total payout ratio to approximately 59.4%.

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