Saizeriya Co., Ltd. · TSE:7581
Saizeriya — Q3 2025 Earnings Presentation
34 slides from Saizeriya's earnings presentation, July 2025
Slide 1: Slide 1
Slide 2: 1/32
1/32
Slide 3: 2025 2/32
2025 4 9 2/32
Slide 4: 0.8 0.3 0.6 3/32
0.8 0.3 0.6 3/32
Slide 5: 2025 4/32
2025 4 9 4/32
Slide 6: 0.8 1.6 0.7 5/32
0.8 1.6 0.7 5/32
Slide 7: 6/32
978 59 35 6/32
Slide 8: 7/32
7/32
Slide 9: 1,666 1,272 +8397 1,800 +103 1,600 +25 1,666 1,569 1,400 2024/4Q 2025/3Q 8/32
1,666 1,272 +8397 1,800 19 +103 1,600 +25 12 1,666 1,569 1,400 2024/4Q 2025/3Q 8/32
Slide 10: 1,541 9/32
1,541 6 9/32
Slide 11: 115.4 +250.6 2,200.0 2,000.0 +104.6 30.6 0.1 23.8 +17.8 ,800.0 +186.3 +28.4 1,600.0 1,883.3
115.4 +250.6 2,200.0 2,000.0 32 +104.6 30.6 0.1 23.8 +17.8 1,800.0 +186.3 +28.4 1,600.0 1,883.3 1,632.7 1,400.0 2024/3Q 2025/3Q 10/32
Slide 12: 115.4 +250.6 11/32
115.4 +250.6 11/32
Slide 13: 110.5 +59.8 800.0 600.0 42.0 17.8 630.5 570.6 400.0 2024/3Q 2025/3Q 12/32
110.5 +59.8 800.0 600.0 42.0 17.8 630.5 570.6 400.0 2024/3Q 2025/3Q 12/32
Slide 14: 140% 130% 120% 110% 100% 90% 80% 70% 60% 13/32
140% 130% 120% 110% 100% 90% 80% 70% 60% 13/32
Slide 15: 140% 120% 100% 80% 60% 14/32
140% 120% 100% 80% 60% 14/32
Slide 16: 80.3 81.8 81.3 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/3Q 2023/4Q
80.3 81.8 81.3 140.0% 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 2025/3Q 2025/4Q 124.8% 327.8% 127.5% 128.8% 98.2% 93.4% 89.5% 93.7% 85.2% 80.3% 140.0% 124.8% 115.4% 133.4% 99.1% 92.9% 87.9% 90.4% 84.1% 81.8% 165.1% 269.8% 147.
Slide 17: 101.6 102.0 SG105.8 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/3Q 2023/4Q
101.6 102.0 SG105.8 140.0% 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 2025/3Q 2025/4Q 204.1% 121.8% 110.0% 106.1% 104.7% 104.6% 102.2% 104.6% 103.7% 101.6% 123.5% 160.4% 110.5% 106.8% 104.7% 104.8% 105.6% 104.6% 102.8% 102.0% S
Slide 18: 112.6 +24.5 240.0 4.8 220.0 12.8 3.7 2.8 19.5 219.0 200.0 3.4 180.0 194.5
112.6 +24.5 240.0 4.8 220.0 12.8 3.7 2.8 19.5 219.0 200.0 3.4 180.0 194.5 160.0 2024/3Q 2025/3Q % % 17/32
Slide 19: 240,000 1,000 200,000 160,000 120,000 80,000 40,000 500 2021/3Q 2022/3Q 2023/3Q 2024/3Q 2025/3Q 18/32
240,000 1,000 200,000 900 160,000 800 120,000 700 80,000 600 40,000 500 2021/3Q 2022/3Q 2023/3Q 2024/3Q 2025/3Q 18/32
Slide 20: 2021/3Q 2022/3Q 2023/3Q 2024/3Q 2025/3Q
160,000 1,000 900 120,000 800 700 80,000 600 40,000 500 2021/3Q 2022/3Q 2023/3Q 2024/3Q 2025/3Q 19/32
Slide 21: 80,000 1,000 70,000 60,000 50,000 40,000 30,000 20,000 600 10,000 0 500 2021/3Q 2022/3Q
80,000 1,000 70,000 900 60,000 50,000 800 40,000 30,000 700 20,000 600 10,000 0 500 2021/3Q 2022/3Q 2023/3Q 2024/3Q 2025/3Q 20/32
Slide 22: +19.1 105.4 +5.4 140.0 130.0 120.0 4.8 9.5 110.0 1.5 0.3 21.3 100.0 9.4
+19.1 105.4 +5.4 140.0 130.0 120.0 4.8 9.5 110.0 1.5 0.3 21.3 100.0 9.4 106.1 90.0 100.7 80.0 2024/3Q 2025/3Q 21/32
Slide 23: 22/32
22/32
Slide 24: 94.2 4.7 100.0 90.0 +2.2 80.0 6.9 82.1 70.0 77.4 60.0 2024/3Q 2025/3Q 23/32
94.2 4.7 100.0 90.0 +2.2 80.0 6.9 82.1 70.0 77.4 60.0 2024/3Q 2025/3Q 23/32
Slide 25: 24/32
24/32
Slide 26: 25/32
25/32
Slide 27: Fb Abas,
Fb Abas, 7.2% eb bse RE ape mre PRB, 15.1% 4 i ade =o8 aan Viak, 16.9% 42 26/32
Slide 28: 27/32
27/32
Slide 29: 28/32
28/32
Slide 30: 29/32
29/32
Slide 31: 30/32
30/32
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
Slide 33: 32/32
32/32
Slide 34: Slide 34