Saizeriya Co., Ltd. · TSE:7581
Saizeriya — Q3 FY2026 Earnings Presentation
35 slides from Saizeriya's earnings presentation, Apr 8, 2026
Slide 1: Slide 1
Slide 2: 1/33
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Slide 3: 2026 2/33
2026 4 8 2/33
Slide 4: 1.2 1.6 0.4 3/33
1.2 1.6 0.4 3/33
Slide 5: 2026 4/33
2026 4 8 4/33
Slide 6: 1.4 3.2 1.7 5/33
1.4 3.2 1.7 5/33
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Slide 10: 1,738 1,272 +8356 1,800 +74 1,700 +22 1,738 1,682 1,600 2025/4Q 2026/3Q 9/33
1,738 1,272 +8356 1,800 28 +74 1,700 12 +22 1,738 1,682 1,600 2025/4Q 2026/3Q 9/33
Slide 11: 1,541 10/33
1,541 6 10/33
Slide 12: 117.5 +330.0 2,400.0 29.2 2,200.0 +112.2 21.4 12.3 +23.1 +215.8 2,000.0 2,213.3 41.7 1,800.0
117.5 +330.0 2,400.0 29.2 2,200.0 +112.2 21.4 12.3 +23.1 +215.8 2,000.0 2,213.3 41.7 1,800.0 1,883.3 1,600.0 2025/3Q 2026/3Q 11/33
Slide 13: 117.5 +330.0 12/33
117.5 +330.0 12/33
Slide 14: 113.4 +84.8 800.0 700.0 61.6 23.1 715.3 600.0 630.5 500.0 0.0 2025/3Q 2026/3Q 13/33
113.4 +84.8 800.0 700.0 61.6 23.1 715.3 600.0 630.5 500.0 400.0 2025/3Q 2026/3Q 13/33
Slide 15: 130% 120% 110% 100% 90% 80% 70% 14/33
130% 120% 110% 100% 90% 80% 70% 14/33
Slide 16: 130% 120% 110% 100% 90% 80% 70% 15/33
130% 120% 110% 100% 90% 80% 70% 15/33
Slide 17: 99.4 104.5 93.5 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/3Q 2024/4Q 2025/1Q 2025/2Q
99.4 104.5 93.5 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 2026/3Q 2026/4Q 98.2% 93.4% 89.5% 93.7% 85.2% 80.3% 83.8% 89.0% 90.9% 99.4% 99.1% 92.9% 87.9% 90.4% 84.1% 81.8% 88.8% 104.0% 98.2% 104.5% 108.2% 97.1% 92.8% 100.4% 88.5% 81.3
Slide 18: 96.3 106.3 SG103.9 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 0.0% 2024/3Q 2024/4Q 2025/1Q 2025/2Q
96.3 106.3 SG103.9 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 2026/3Q 2026/4Q 104.7% 104.6% 102.2% 104.6% 103.7% 101.6% 99.7% 101.9% 98.0% 96.3% 104.7% 104.8% 105.6% 104.6% 102.8% 102.0% 103.6% 107.3% 103.7% 106.3% SG 113.5% 107.5% 1
Slide 19: 114.9 +32.7 300.0 2.6 2.6 250.0 +12.7 1.5 +21.8 +4.9 252.5 00.0 219.8 150.0
114.9 +32.7 300.0 2.6 2.6 250.0 +12.7 1.5 +21.8 +4.9 252.5 200.0 219.8 150.0 2025/3Q 2026/3Q % % 18/33
Slide 20: 310,000 260,000 210,000 160,000 110,000 650 60,000 600 2022/3Q 2023/3Q 2024/3Q 2025/3Q 2026/3Q 19/33
310,000 900 850 260,000 800 210,000 750 160,000 700 110,000 650 60,000 600 2022/3Q 2023/3Q 2024/3Q 2025/3Q 2026/3Q 19/33
Slide 21: 200,000 180,000 160,000 140,000 120,000 100,000 80,000 60,000 750 40,000 20,000 0 700 2022/3Q
200,000 900 180,000 160,000 850 140,000 120,000 100,000 800 80,000 60,000 750 40,000 20,000 0 700 2022/3Q 2023/3Q 2024/3Q 2025/3Q 2026/3Q 20/33
Slide 22: 90,000 1,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 600 10,000 0 500 2022/3Q
90,000 1,000 80,000 70,000 900 60,000 800 50,000 40,000 700 30,000 20,000 600 10,000 0 500 2022/3Q 2023/3Q 2024/3Q 2025/3Q 2026/3Q 21/33
Slide 23: +19.1 125.6 +27.2 160.0 140.0 +0.4 4.5 0.1 0.9 120.0 +49.8 00.0 19.2 80.0
+19.1 125.6 +27.2 160.0 140.0 +0.4 4.5 0.1 0.9 120.0 +49.8 100.0 19.2 80.0 133.3 60.0 106.1 40.0 20.0 2025/3Q 2026/3Q 22/33
Slide 24: 23/33
23/33
Slide 25: 94.6 4.2 100.0 80.0 +2.5 6.7 60.0 77.4 73.2 40.0 2025/3Q 6/3Q 24/33
94.6 4.2 100.0 80.0 +2.5 6.7 60.0 77.4 73.2 40.0 2025/3Q 2026/3Q 24/33
Slide 26: 25/33
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Slide 28: DUE, 0.8%
DUE, 0.8% “pL, 2.4% Uae, 16.8% <p EB, 15.1% mb Abe BAR app mite a>e 58 eau 27/33
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Slide 33: AUD110.59 EUR183.82 USD155.81 CNY20.19 HKD18.44 TWD4.97 SGD114.53 VND0.0056
2,040 930 20 77 116.0 118.2% 114.0% 96.3 94.4% 98.3% 81 96 5 52.6 64.6% 56.6 AUD110.59 EUR183.82 USD155.81 105 51 5 44 CNY20.19 HKD18.44 TWD4.97 SGD114.53 VND0.0056 32/33
Slide 34: 33/33
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Slide 35: Slide 35