Saizeriya Co., Ltd. · TSE:7581

Saizeriya — Q2 FY2025 Earnings Presentation

34 slides from Saizeriya's earnings presentation, April 2025

  1. Slide 1: Slide 1

  2. Slide 2: 1/32

    1/32

  3. Slide 3: 2024 2/32

    2024 10 9 2/32

  4. Slide 4: 0.6 0.6 3/32

    0.6 0.6 3/32

  5. Slide 5: 2024 4/32 as

    2024 10 9 4/32 as

  6. Slide 6: 0.7 1.5 0.7 5/32

    0.7 1.5 0.7 5/32

  7. Slide 7: 6/32

    637 26 6/32

  8. Slide 8: 7/32

    7/32

  9. Slide 9: 1,636 1,272 +8367 1,700 1,650 +76 1,600 +14 1,636 1,550 1,569 1,500 2024/4Q 2025/2Q

    1,636 1,272 +8367 1,700 1,650 14 +76 1,600 +14 9 1,636 1,550 1,569 1,500 2024/4Q 2025/2Q 8/32

  10. Slide 10: 1,541 9/32

    1,541 6 9/32

  11. Slide 11: 116.2 +169.4 1,400.0 15.1 +67.1 22.3 0.1 1,200.0 16.0 +15.0 +125.2 +15.6 1,000.0 1,046.3

    116.2 +169.4 1,400.0 15.1 +67.1 22.3 0.1 1,200.0 16.0 +15.0 +125.2 +15.6 1,000.0 1,046.3 1,215.7 800.0 2024/2Q 2025/2Q 10/32

  12. Slide 12: 116.2 +169.3 11/32

    116.2 +169.3 11/32

  13. Slide 13: 112.0 +44.6 400.0 29.6 417.5 15.0 372.9 300.0 2024/2Q 2025/2Q 12/32

    112.0 +44.6 400.0 29.6 417.5 15.0 372.9 300.0 2024/2Q 2025/2Q 12/32

  14. Slide 14: 140% 130% 120% 110% 100% 90% 80% 70% 60% 13/32

    140% 130% 120% 110% 100% 90% 80% 70% 60% 13/32

  15. Slide 15: 140% 120% 100% 80% 60% 14/32

    140% 120% 100% 80% 60% 14/32

  16. Slide 16: 93.7 90.4 100.4 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/3Q 2023/4Q

    93.7 90.4 100.4 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/3Q 2023/4Q 2024/1Q 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 124.8% 327.8% 127.5% 128.8% 98.2% 93.4% 89.5% 93.7% 140.0% 124.8% 115.4% 133.4% 99.1% 92.9% 87.9% 90.4% 165.1% 269.8% 147.9% 206.9% 108.2% 97.1% 92.8% 100.4% 15/

  17. Slide 17: 104.6 104.6 SG105.4 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/3Q 2023/4Q

    104.6 104.6 SG105.4 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/3Q 2023/4Q 2024/1Q 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 204.1% 121.8% 110.0% 106.1% 104.7% 104.6% 102.2% 104.6% 123.5% 160.4% 110.5% 106.8% 104.7% 104.8% 105.6% 104.6% SG 117.5% 113.5% 110.1% 108.7% 113.5% 107.5%

  18. Slide 18: 111.9 +15.0 160.0 2.7 8.3 3.5 140.0 1.9 12.9 141.6 1.9 120.0 126.6 100.0

    111.9 +15.0 160.0 2.7 8.3 3.5 140.0 1.9 12.9 141.6 1.9 120.0 126.6 100.0 2024/2Q 2025/2Q % % 17/32

  19. Slide 19: 2021/2Q 2022/2Q 2023/2Q 2024/2Q 2025/2Q

    160,000 1,000 900 120,000 800 700 80,000 600 40,000 500 2021/2Q 2022/2Q 2023/2Q 2024/2Q 2025/2Q 18/32

  20. Slide 20: 2021/2Q 2022/2Q 2023/2Q 2024/2Q 2025/2Q

    120,000 1,000 900 800 80,000 700 600 40,000 500 2021/2Q 2022/2Q 2023/2Q 2024/2Q 2025/2Q 19/32

  21. Slide 21: 2021/2Q 2022/2Q 2023/2Q 2024/2Q 2025/2Q

    50,000 1,000 40,000 900 30,000 800 20,000 700 10,000 600 0 500 2021/2Q 2022/2Q 2023/2Q 2024/2Q 2025/2Q 20/32

  22. Slide 22: +19.1 104.2 +2.5 80.0 70.0 3.5 6.0 1.3 0.2 60.0 11.9 5.8 50.0 61.8

    +19.1 104.2 +2.5 80.0 70.0 3.5 6.0 1.3 0.2 60.0 11.9 5.8 50.0 61.8 59.3 40.0 2024/2Q 2025/2Q 21/32

  23. Slide 23: 22/32

    22/32

  24. Slide 24: 95.6 2.5 70.0 60.0 +1.9 4.4 50.0 55.6 53.1 40.0 2024/2Q 2025/2Q 23/32

    95.6 2.5 70.0 60.0 +1.9 4.4 50.0 55.6 53.1 40.0 2024/2Q 2025/2Q 23/32

  25. Slide 25: 24/32

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  26. Slide 26: 25/32

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  27. Slide 27: , 0.6% , 3.3% , , 2.0% 6.9% , 16.8% , 15.1% , 55.3%

    , 0.6% , 3.3% , , 2.0% 6.9% , 16.8% , 15.1% , 55.3% 42 :5 26/32

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  32. Slide 32: AUD93.23 EUR155.60 USD149.67 CNY22.04 TWD4.95 HKD20.63 SGD111.15

    1,685 902 9 104 115.6 119.1% 112.0% 98.0 96.1% 99.8% 36 115 4 54.2 65.0% 58.2 AUD93.23 EUR155.60 USD149.67 52 71 9 29 CNY22.04 TWD4.95 HKD20.63 SGD111.15 31/32

  33. Slide 33: 32/32

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  34. Slide 34: Slide 34

Saizeriya — Q2 FY2025 Earnings Presentation on 6ix