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Bandai Namco Holdings

Bandai Namco Holdings reported record first-half results for the fiscal year ending March 2027, with profit growth driven by Toy and Hobby rather than Digital. The company and its subsidiaries are also handling a disclosed unauthorized access incident at logistics subsidiary Bandai Logipal affecting Ichiban Kuji ONLINE delivery data.

Synthesized from 2 Yomimono stories · updated 3h ago

Bandai Namco Holdings reported record first-half results for the fiscal year ending March 2027 on November 10, 2026. Net sales rose 13.1% year-on-year to 728.4 billion yen and operating profit rose 27.3% to 134.3 billion yen. The Toy and Hobby segment carried the result: net sales of 412.0 billion yen, up 29.6%, and segment profit of 101.1 billion yen, up 55.4%. Digital net sales fell 6.1% to 217.4 billion yen, and segment profit was 27.8 billion yen. The earnings engine behind the forecast raise is Gunpla, cards, and capsule toys, not games.

Two weeks earlier, on October 26, the company disclosed a security incident. Bandai Namco Holdings, BANDAI SPIRITS, and Bandai Logipal said unauthorized access to a Bandai Logipal logistics server was found on October 21. Traces of suspicious access turned up the next day on a server storing delivery information for Ichiban Kuji ONLINE, which BANDAI SPIRITS outsources to the subsidiary. Names, addresses, and phone numbers may have leaked.

The two stories sit at different layers of the same group. The record profit comes from physical goods and the retail pipeline around them. The breach sits in the logistics layer that Ichiban Kuji ONLINE depends on. The company can confirm access traces but has not counted who is affected, and it shut the shipping system rather than let deliveries continue.

Key facts

Reporting period
First half of the fiscal year ending March 2027 ↗
Net sales
728.4 billion yen, up 13.1% year-on-year ↗
Operating profit
134.3 billion yen, up 27.3% year-on-year ↗
Toy and Hobby segment
Net sales 412.0 billion yen, up 29.6%; segment profit 101.1 billion yen, up 55.4% ↗
Digital segment
Net sales 217.4 billion yen, down 6.1%; segment profit 27.8 billion yen ↗
Profit drivers
Gunpla, cards, and capsule toys ↗
Breach discovery
Unauthorized access to a Bandai Logipal logistics server found on October 21 ↗
Affected data
Delivery information for Ichiban Kuji ONLINE, outsourced by BANDAI SPIRITS to Bandai Logipal; names, addresses, and phone numbers may have leaked ↗
Disclosure
Bandai Namco Holdings, BANDAI SPIRITS, and Bandai Logipal disclosed the incident on October 26 ↗

Timeline

Written with AI from the cited Yomimono stories below, each itself sourced. See our editorial policy. Every fact links the story it came from.

All coverage

3h ago

Bandai Namco Posts Record First-Half Profit On Gundam And ONE PIECE Toys

Bandai Namco Holdings reported record first-half results for the fiscal year ending March 2027 on November 10, 2026. Net sales rose 13.1% year-on-year to 728.4 billion yen and operating profit rose 27.3% to 134.3 billion yen. Toy and Hobby net sales reached 412.0 billion yen, up 29.6%, with segment profit up 55.4%. Digital net sales fell 6.1% to 217.4 billion yen.

Oct 27

Bandai Logipal Reports Unauthorized Access To Ichiban Kuji ONLINE Delivery Data

Bandai Namco Holdings, BANDAI SPIRITS, and Bandai Logipal disclosed on October 26 that unauthorized access to a Bandai Logipal logistics server was found on October 21. Traces of suspicious access turned up the next day on a server storing delivery information for Ichiban Kuji ONLINE, which BANDAI SPIRITS outsources to the subsidiary. Names, addresses, and phone numbers may have leaked.