Business description: BANDAI NAMCO Holdings Inc.

Bandai Namco Holdings Inc. is a Japan-based holding company engaged in entertainment business. The Company operates in five business segments. The Toys and Hobby segment is engaged in the manufacture and sale of toys, candy and food, products for vending machines, cards, models, apparels, daily necessities and stationeries. The Network Entertainment segment is engaged in the planning, development and distribution of network contents. The Real Entertainment segment is engaged in the planning, manufacture and sale of arcade games, as well as the planning and management of amusement facilities. The Visual and Music Production segment is engaged in planning, production and sale of video and music content and packaged software. The IP Creation segment is engaged in the production of animations and the management of copyrights. The Company is also engaged in the transportation and storage of goods, real estate management, as well as the management and guidance of group companies.

Number of employees: 11,345

Sales by Activity: BANDAI NAMCO Holdings Inc.

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Toys and Hobby Business

296B 374B 447B 510B 597B

Amusement Business

63.92B 82.34B 105B 120B 141B

Digital Business

344B 378B 386B 373B 456B

Visual and Music Business

- - 81.75B 82.47B 90.74B

Creation Business

28.21B 37.56B - - -

Others

34.09B 27.67B 31.31B 32.36B 36.22B

Unallocated Adjustment

-53.58B -64.04B -60.75B -66.83B -79.5B

Video Music Production Business

28.09B 53.94B - - -

Geographical breakdown of sales: BANDAI NAMCO Holdings Inc.

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Japan

490B 515B 578B 625B 697B

USA

103B 159B 173B 166B 233B

Europe

72.6B 103B 118B 129B 158B

Asia, Excluding Japan

75.32B 113B 122B 131B 153B

Executive Committee: BANDAI NAMCO Holdings Inc.

Manager TitleAgeSince
Chief Executive Officer 60 2025-03-31
Director of Finance/CFO 57 2025-03-31
Chief Administrative Officer 52 2025-03-31
Corporate Officer/Principal 52 2023-03-31
Corporate Officer/Principal 62 2021-03-31

Composition of the Board of Directors: BANDAI NAMCO Holdings Inc.

Director TitleAgeSince
Director/Board Member 60 2010-05-31
Chairman 65 2025-03-31
Director/Board Member 61 2016-06-19
Director/Board Member 62 2019-05-31
Director/Board Member 67 2019-05-31
Director/Board Member 57 2022-06-19
Director/Board Member 62 2022-06-19
Director/Board Member 62 2021-05-31
Director/Board Member 68 2021-05-31
Director/Board Member 62 2022-06-19

Shareholders: BANDAI NAMCO Holdings Inc.

NameEquities%Valuation
Ayar First Investment Co.
5.052 %
32,837,100 5.052 % 854 M ¥
Amova Asset Management Co., Ltd.
3.518 %
22,864,200 3.518 % 594 M ¥
BlackRock Fund Advisors
3.058 %
19,874,372 3.058 % 517 M ¥
Jil YK
2.769 %
18,000,000 2.769 % 468 M ¥
2.462 %
16,000,000 2.462 % 416 M ¥
NameEquities%Valuation
RhumbLine Advisers LP
0.001646 %
21,399 0.001646 % 278 144 ¥
GAMMA Investing LLC
0.000179 %
2,327 0.000179 % 30 246 ¥
Salomon & Ludwin LLC
0.000011 %
147 0.000011 % 1 911 ¥

Holdings: BANDAI NAMCO Holdings Inc.

NameEquities%Valuation
11,100,000 4.35% 342 M $
11,766,000 24.46% 211 M $
5,177,000 7.01% 189 M $
5,697,000 2.71% 95 M $
3,060,000 2.05% 65 M $
2,438,700 0.38% 63 M $
656,140 0.37% 34 M $
5,532,000 18.79% 16 M $
520,000 0.06% 14 M $
1,200,000 0.04% 14 M $

Company details: BANDAI NAMCO Holdings Inc.

Bandai Namco Holdings, Inc.

Bandai Namco Mirai Kenkyusho

108-0014, Tokyo

+

https://www.bandainamco.co.jp/
address BANDAI NAMCO Holdings Inc.(7832)

Other Toys & Juvenile Products

Change 5d. change 1-year change 3-years change Capi.($)
+1.10%-2.78%-16.63%+44.10% 16.89B
-0.92%-5.12%+46.84%+81.75% 13.29B
-0.64%-4.08%+18.59%+88.36% 7.59B
-0.81%-6.19%-24.29%-8.41% 4.8B
+0.12%-6.75%-9.89%+59.70% 1.84B
+1.12%-6.08%+89.82%+108.88% 1.43B
-0.75%-4.05%-30.59%-50.11% 1.36B
+6.75%-2.94% - - 1.34B
+2.56%-3.82%+48.74%+218.41% 763M
+2.46%-8.40%-48.91%-50.70% 251M
Average +1.10%-4.63%+8.19%+54.66% 4.96B
Weighted average by Cap. +0.20%-4.08%+9.54%+58.34%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
4,126.00JPY
Average target price
5,249.38JPY
Spread / Average Target
+27.23%

Quarterly revenue - Rate of surprise

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