Saizeriya Co., Ltd. · TSE:7581
Saizeriya — FY2026 Q4 Earnings Presentation
35 slides from Saizeriya's earnings presentation, Oct 14, 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: 1.8 1.1 0.6 3/33
1.8 1.1 0.6 3/33
Slide 5: 2026 4/33
2026 4 8 4/33
Slide 6: 2.4 2.4 0.1 5/33
2.4 2.4 0.1 5/33
Slide 7: 6/33
6/33
Slide 8: 7/33
7/33
Slide 9: 8/33
8/33
Slide 10: 1,765 1,272 +8383 1,800 +97 1,700 +30 1,765 1,682 1,600 2025/4Q 2026/4Q 9/33
1,765 1,272 +8383 1,800 31 +97 1,700 13 +30 1,765 1,682 1,600 2025/4Q 2026/4Q 9/33
Slide 11: 1,541 10/33
1,541 6 10/33
Slide 12: 117.4 +447.7 3,200.0 28.7 21.2 3,000.0 +109.4 +84.0 0.0 19.0 2,800.0 +267.8 2,600.0 55.4
117.4 +447.7 3,200.0 28.7 21.2 3,000.0 +109.4 +84.0 0.0 19.0 2,800.0 +267.8 2,600.0 55.4 3,014.8 2,400.0 2,567.1 2,200.0 2,000.0 2025/4Q 2026/4Q 11/33
Slide 13: 117.4 +447.7 12/33
117.4 +447.7 12/33
Slide 14: 117.1 +143.4 1,100.0 1,000.0 +87.4 900.0 +56.0 981.4 800.0 00.0 600.0 838.0 500.0 400.0
117.1 +143.4 1,100.0 1,000.0 +87.4 900.0 +56.0 981.4 800.0 700.0 600.0 838.0 500.0 400.0 2025/4Q 2026/4Q 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: 98.9 103.0 99.2 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/4Q 2025/1Q 2025/2Q 2025/3Q
98.9 103.0 99.2 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 2026/3Q 2026/4Q 2027/1Q 93.4% 89.5% 93.7% 85.2% 80.3% 83.8% 89.0% 90.9% 99.4% 98.9% 92.9% 87.9% 90.4% 84.1% 81.8% 88.8% 104.0% 98.2% 104.5% 103.0% 97.1% 92.8% 100.4% 88.5% 81.3% 84.6
Slide 18: 95.9 106.2 SG111.3 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 0.0% 2024/4Q 2025/1Q 2025/2Q 2025/3Q
95.9 106.2 SG111.3 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 2026/3Q 2026/4Q 2027/1Q 104.6% 102.2% 104.6% 103.7% 101.6% 99.7% 101.9% 98.0% 96.3% 95.9% 104.8% 105.6% 104.6% 102.8% 102.0% 103.6% 107.3% 103.7% 106.3% 106.2% SG 107.5% 108.5% 10
Slide 19: 114.1 +42.2 400.0 350.0 2.1 +16.4 3.5 2.2 +27.0 300.0 +6.6 41.7 250.0 299.5
114.1 +42.2 400.0 350.0 2.1 +16.4 3.5 2.2 +27.0 300.0 +6.6 341.7 250.0 299.5 200.0 150.0 2025/4Q 2026/4Q % % 18/33
Slide 20: 310,000 260,000 210,000 160,000 110,000 650 60,000 600 2022/4Q 2023/4Q 2024/4Q 2025/4Q 2026/4Q 19/33
310,000 900 850 260,000 800 210,000 750 160,000 700 110,000 650 60,000 600 2022/4Q 2023/4Q 2024/4Q 2025/4Q 2026/4Q 19/33
Slide 21: 2022/4Q 2023/4Q 2024/4Q 2025/4Q 2026/4Q
250,000 900 200,000 850 150,000 800 100,000 750 50,000 0 700 2022/4Q 2023/4Q 2024/4Q 2025/4Q 2026/4Q 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 2022/4Q
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 2022/4Q 2023/4Q 2024/4Q 2025/4Q 2026/4Q 21/33
Slide 23: +19.1 105.9 +9.2 180.0 +1.1 3.7 0.1 +2.2 160.0 140.0 +54.4 4.7 120.0 100.0
+19.1 105.9 +9.2 180.0 +1.1 3.7 0.1 +2.2 160.0 140.0 +54.4 44.7 120.0 100.0 164.2 155.0 80.0 60.0 40.0 20.0 2025/4Q 2026/4Q 22/33
Slide 24: 23/33
23/33
Slide 25: 97.3 2.7 120.0 +5.7 8.3 100.0 80.0 100.6 97.9 60.0 40.0 2025/4Q 2026/4Q 24/33
97.3 2.7 120.0 +5.7 8.3 100.0 80.0 100.6 97.9 60.0 40.0 2025/4Q 2026/4Q 24/33
Slide 26: 25/33
25/33
Slide 27: 26/33
26/33
Slide 28: HEB, 15.1%
HEB, 15.1% SUE -Ab ms, 7.3% esub bee RABE apap mites = he soe a 7M 27/33
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Slide 33: AUD114.65 EUR185.50 USD160.02 CNY23.87 HKD20.71 TWD5.10 SGD125.59 VND0.0062
2,180 1,157 35 86 106.0 107.0% 105.0% 100.1 100.7% 99.5% 100 107 5 52.1 63.9% 56.5 AUD114.65 EUR185.50 USD160.02 108 37 5 16 CNY23.87 HKD20.71 TWD5.10 SGD125.59 VND0.0062 32/33
Slide 34: 33/33
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Slide 35: Slide 35