Sony Lifts FY Profit Forecast 8% on Strong Chips and Anime Growth

Swaraj

Published on November 13, 2025

Sony lifted its annual profit forecast by 8% to ¥1.43 trillion, fueled by booming chip and anime sales and reduced U.S. tariff costs, signaling strong growth in entertainment and tech segments.

Sony Group Corporation has shown a strong momentum in its favour in the various core industries by increasing its operating profit forecast by around 8% for the fiscal year, which is ending March 2026. This increase results in around US$9.5 billion or ¥1.43 trillion

The change of forecast is supported by positive factors like a US tariff reduction and the strong performance of its entertainment and semiconductor businesses. The company has revised its annual tariff burden from the previous estimate of ¥70 billion to around ¥50 billion now. Sony Group Corporation’s operating income for the quarter ending September was ¥429 billion, marking a year-on-year increase of about 10%. The increase was mainly because of the great demand for image sensor/chip units and the strong performance of the music business of the company, which includes anime content as well.

‘Demon Slayer: Kimetsu no Yaiba Infinity Castle’ has significantly played a major role in the entertainment income of the company and represented its shift from traditional electronics. The image sensors’ requirement growth, which is found in smartphones and other devices, was a factor in the semiconductor area’s top-line growth, too, according to Sony. The gaming division, however, did not benefit from this trend. The profit of Sony’s games division declined in the quarterly period due to impairment losses.

Nevertheless, the total sales of the PlayStation 5 console reached 3.9 million units after Sony hiked PS5 prices in the U.S. Amid Trade Tensions. Besides the profit adjustment, Sony announced a share buyback program of up to ¥100 billion, reaffirming its commitment to returning value to its shareholders. Analysts perceive the uptrend in profit as evidence of the successful transformation of the company into a content-and-technology conglomerate rather than just a consumer electronics manufacturer. However, they also point out that risks remain, particularly in terms of gaming and the broader trade situation.