Bandai Namco Holdings has raised its full-year sales forecast following strong growth across its toy and hobby businesses, particularly from franchises such as One Piece and Dragon Ball. The company reported net sales of ¥728.5 billion for the six months ending September 30, 2026, an increase of 13.1% compared with the same period last year.
Operating profit climbed 27.3% to ¥134.3 billion, prompting Bandai Namco to increase its annual net sales forecast from ¥1.35 trillion to ¥1.48 trillion. However, the company’s video game business recorded declines in both revenue and profitability.
The Toys and Hobby segment was the biggest contributor to growth, with sales increasing 29.6% to ¥412.0 billion. Operating profit from the division rose 55.4% to ¥101.1 billion.
In Japan, One Piece toy and hobby sales reached ¥58.3 billion, up from ¥48.2 billion a year earlier. Mobile Suit Gundam generated ¥58.9 billion, compared with ¥49.3 billion, while Dragon Ball increased from ¥13.6 billion to ¥17.0 billion. Pokémon also grew, reaching ¥8.3 billion against ¥6.6 billion previously.
Across Bandai Namco’s entire business, One Piece generated ¥78.8 billion during the first half, compared with ¥69.5 billion last year. The company now expects the franchise to reach ¥160.0 billion in sales for the full fiscal year.
Dragon Ball recorded ¥70.0 billion in group-wide sales, with an annual forecast of ¥150.0 billion. Meanwhile, Gundam remained Bandai Namco’s largest franchise, generating ¥122.3 billion, although that was lower than the ¥127.2 billion recorded during the same period last year.
Bandai Namco expects Gundam to generate ¥240.0 billion for the full year, down from ¥254.3 billion in the previous fiscal year. Other franchises also recorded growth, with Kamen Rider reaching ¥15.7 billion from ¥13.4 billion and Naruto increasing to ¥13.8 billion from ¥13.1 billion.
The Digital segment, which includes video games, performed less strongly. Revenue declined 6.1% to ¥217.4 billion, while operating profit fell 25.5% to ¥27.8 billion.
Home console game sales dropped to ¥89.0 billion from ¥92.7 billion a year earlier. Network content revenue also declined, falling to ¥105.3 billion from ¥117.2 billion.
Bandai Namco sold 17.9 million home console game units during the six-month period, compared with 22.9 million in the previous year. The number of new titles released also fell considerably, from 126 to 49.
Europe accounted for the largest share of game unit sales at 10.5 million, followed by the Americas with 6.1 million and Japan with 1.3 million.
For the full fiscal year, Bandai Namco expects to sell 37.5 million home console game units. The company also reduced its Digital segment sales forecast from ¥460 billion to ¥440 billion.
