What this is
How much of Nintendo's ordinary profit comes from its share of affiliate profit, mainly Pokémon: 20.2% in the six months to September 2026, up from 18.7% a year earlier and 15.3% for the year to March 2026.
How it’s built
- ¥60.8bn ÷ ¥300.7bn; ¥44.2bn ÷ ¥236.0bn; ¥82.8bn ÷ ¥542.2bn.
- Nintendo's unchanged forecast of ¥430bn for the year implies ¥129.3bn in the second half; last year's second-half share of ¥38.6bn would be 29.9% of that.
What we assumed
Nothing. The figure is used as published.
Sanity check
The forecast was set in May 2026 and not changed, so the implied second half is Nintendo's figure, not a new estimate of Pokémon.
Where it comes from
Our calculation from other figures in the trainer’s notes:
Show the working
- H1 year to March 2027: 20.2%
- H1 year to March 2026: 18.7%
- Year to March 2026: 15.3%
- Ordinary forecast, year to March 2027: 430,000
- Implied H2 ordinary: 129,324
- H2 year to March 2026 pickup as % of implied H2 ordinary: 29.9
- 60,822/300,676
- 44,173/236,040
- 82,792/542,196
- 430,000 − 300,676 = 129,324
- 38,619/129,324
- Forecast unchanged from 2026-05-08 (..29)