LEIFRAS Co., Ltd. · NASDAQ:LFS
LEIFRAS — FY2025 Earnings Presentation
35 slides from LEIFRAS's earnings presentation, Apr 8, 2026
Slide 1: Full Year 2025 Investor Presentation
Full Year 2025 Investor Presentation Leifras Co., Ltd. (Nasdaq: LFS) ｜ April 2026
Slide 2: Forward-looking statements disclaimer
1 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. This presentation contains forward - looking statements that reflect our current
Slide 3: Index
2 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. 2. Executive Summary 3. 2025 Full - Year Consolidated Financial Results 4. Growth
Slide 4: Corporate philosophy/history
3 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Corporate philosophy/history With the corporate philosophy of " To change and des
Slide 5: Business Model
4 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Business Model Sports School Business Social Business ● Service details We provid
Slide 6: Index: Executive Summary
5 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 3. 2025 Full - Year Consolidated Financial Results 4. Gr
Slide 7: Financial Highlights
6 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. 3,114 4,415 FY23 FY24 FY25 1,565 2,670 2,796 FY23 FY24 FY25 2,523 3,315 4,001 FY2
Slide 8: Financial Highlights | Supplementary Explanation Items
7 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Financial Highlights | Supplementary Explanation Items Main factors Foreign excha
Slide 9: Social Business (School club support) Highlights
8 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Social Business(School club support) Highlights The number of new club activity c
Slide 10: Index: 2025 Full-Year Consolidated Financial Results
9 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 4. Growth Strategy 5. Consolidated
Slide 11: Consolidated P/L Highlights
10 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Consolidated P/L Highlights Net revenue, Adjusted income from operations * 2 , I
Slide 12: Adjusted Income from Operations
11 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Adjusted Income from O perations Adjusted Income from O perations *1 was 4,565 t
Slide 13: Segment Summary
12 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Segment Summary Sports School Business Social Business Stable growth due to incr
Slide 14: Index: Growth Strategy
13 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3. 2025 Full - Year Consolidated F
Slide 15: Expansion of sports school business
14 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. ● ● ● Increase in graduates (withdrawals) due to current members reaching higher
Slide 16: Expanding the share of club activities | Market size and national policy roadmap I
15 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Expanding the share of club activities | Market size and national policy roadmap
Slide 17: Expanding the share of club activities | Market size and national policy roadmap II
16 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Expanding the share of club activities | Market size and national policy roadmap
Slide 18: Competitive advantage I (barriers to entry)
17 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. ● ● ● ● ● Number of school clubs managed : ● Repeat rate (continuation rate) fro
Slide 19: Competitive advantage II (Network with the national government)
18 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Japan Private Education Council Expanding the share of club activities | Competi
Slide 20: Human Resources Strategy
19 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Expanding Market Share in Club Activities | Human Resources Strategy Enhance hum
Slide 21: Human Capital Strategy II
20 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. ● By offering direct employment and clear career paths, we can continuously attr
Slide 22: Strategies by phase
21 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Expanding market share in club activity programs | Strategies by phase Phase 2 w
Slide 23: Improving operating profit margin
22 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Improving operating profit margin | Factors, measures, and future outlook From t
Slide 24: Index: Consolidated Financial Position
23 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3. 2025 Full - Year Consolidated F
Slide 25: Consolidated BS Highlights
24 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Consolidated BS Highlights Maintaining a sound financial base. Net assets are st
Slide 26: Consolidated CF highlights
25 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Consolidated CF highlights FY 2025 FY 2024 (in thousand of USD) 2,987 1,321 Cash
Slide 27: Index: Capital Allocation
26 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3. 2025 Full - Year Consolidated F
Slide 28: Capital Allocation
27 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. ● Improving corporate value to achieve our mission and social mission of "Changi
Slide 29: Index: 2026 Full-Year Forecast
28 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3. 2025 Full - Year Consolidated F
Slide 30: Consolidated earnings forecast for fiscal year ending December 2026
29 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. ● With steady business expansion in our school and social businesses, we predict
Slide 31: Index: Appendix
30 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3. 2025 Full - Year Consolidated F
Slide 32: Adjusted Income from Operations
31 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Adjusted Income from Operations FY ２５ FY ２４ ( in thousands of USD ) 4,001 3,315
Slide 33: Supplementary materials on national policy ①
32 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Supplementary materials on national policy ① <Source> Japan Sports Agency - Club
Slide 34: Supplementary materials on national policy ②
33 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Supplementary materials on national policy ② <Source> Japan Sports Agency - Club
Slide 35: Contact Us
34 © 2026 LEIFRAS CO., LTD. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Contact Us LEIFRAS Co., Ltd. Investor Relations Department Email: IR@leifras.co.