Saizeriya Co., Ltd. · TSE:7581

Saizeriya — Q1 FY2026 Earnings Presentation

34 slides from Saizeriya's earnings presentation, Oct 15, 2025

Slide 1: Slide 1
Slide 2: 1/32
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Slide 3: 2025 2/32
2025 10 15 2/32
Slide 4: 0.6 0.8 0.2 3/32
0.6 0.8 0.2 3/32
Slide 5: 2025 4/32
2025 10 15 4/32
Slide 6: 0.3 2.1 1.8 5/32
0.3 2.1 1.8 5/32
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415 356 41 23 46 6/32
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7/32
Slide 9: 1,717 1,272 +8335 1,800 1,700 +33 +10 1,717 1,682 1,600 2025/4Q 2026/1Q 8/32
1,717 1,272 +8335 1,800 5 1,700 +33 +10 3 1,717 1,682 1,600 2025/4Q 2026/1Q 8/32
Slide 10: 1,541 9/32
1,541 6 9/32
Slide 11: 114.7 +90.1 800.0 18.1 +41.9 7.5 0.0 4.5 0.7 +65.9 +13.3 .0 702.8 612.7
114.7 +90.1 800.0 18.1 +41.9 7.5 0.0 4.5 0.7 +65.9 +13.3 600.0 702.8 612.7 400.0 2025/1Q 2026/1Q 10/32
Slide 12: 114.7. +90.1 11/32
114.7. +90.1 11/32
Slide 13: 107.0 +15.3 300.0 16.0 0.7 232.8 200.0 217.5 100.0 2025/1Q 026/1Q 12/32
107.0 +15.3 300.0 16.0 0.7 232.8 200.0 217.5 100.0 2025/1Q 2026/1Q 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% 130% 120% 110% 100% 90% 80% 70% 60% 14/32
140% 130% 120% 110% 100% 90% 80% 70% 60% 14/32
Slide 16: 89.0 104.0 88.7 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2024/1Q 2024/2Q
89.0 104.0 88.7 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2024/1Q 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 127.5% 128.8% 98.2% 93.4% 89.5% 93.7% 85.2% 80.3% 83.8% 89.0% 115.4% 133.4% 99.1% 92.9% 87.9% 90.4% 84.1% 81.8% 88.8% 104.0% 147.9% 206.9% 108.2%
Slide 17: 101.9 107.3 SG101.7 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2024/1Q 2024/2Q
101.9 107.3 SG101.7 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2024/1Q 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 110.0% 106.1% 104.7% 104.6% 102.2% 104.6% 103.7% 101.6% 99.7% 101.9% 110.5% 106.8% 104.7% 104.8% 105.6% 104.6% 102.8% 102.0% 103.6% 107.3% SG
Slide 18: 113.6 +9.8 100.0 2.0 +4.9 0.9 80.0 0.5 +6.7 82.0 +1.5 72.2 0.0 2025/1Q
113.6 +9.8 100.0 2.0 +4.9 0.9 80.0 0.5 +6.7 82.0 +1.5 72.2 60.0 2025/1Q 2026/1Q % % 17/32
Slide 19: 90,000 1,000 80,000 70,000 60,000 50,000 40,000 600 30,000 20,000 500 2022/1Q 2023/1Q 2024/1Q
90,000 1,000 80,000 900 70,000 60,000 800 50,000 700 40,000 600 30,000 20,000 500 2022/1Q 2023/1Q 2024/1Q 2025/1Q 2026/1Q 18/32
Slide 20: 60,000 1,000 55,000 50,000 45,000 40,000 35,000 30,000 600 25,000 20,000 500 2022/1Q 2023/1Q
60,000 1,000 55,000 900 50,000 45,000 800 40,000 35,000 700 30,000 600 25,000 20,000 500 2022/1Q 2023/1Q 2024/1Q 2025/1Q 2026/1Q 19/32
Slide 21: 35,000 1,000 30,000 25,000 20,000 15,000 10,000 5,000 500 2022/1Q 2023/1Q 2024/1Q 2025/1Q 2026/1Q
35,000 1,000 30,000 900 25,000 800 20,000 700 15,000 600 10,000 5,000 500 2022/1Q 2023/1Q 2024/1Q 2025/1Q 2026/1Q 20/32
Slide 22: +19.1 118.9 +7.4 60.0 +0.4 2.1 3.3 +3.0 +10.6 40.0 1.1 46.6 39.2 20.0
+19.1 118.9 +7.4 60.0 +0.4 2.1 3.3 +3.0 +10.6 40.0 1.1 46.6 39.2 20.0 2025/1Q 2026/1Q 21/32
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Slide 24: 94.8 1.7 40.0 0.3 1.4 30.0 32.6 30.9 20.0 2025/1Q 2026/1Q /32
94.8 1.7 40.0 0.3 1.4 30.0 32.6 30.9 20.0 2025/1Q 2026/1Q 23/32
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Slide 27: PIB, 0.7%.
PIB, 0.7%. (PEA, 2.2%. eR At Abie abd =a Pep mike (PRB, 15.2% ate Py] 3) ahd LEE, 16.9% 26/32
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Slide 32: AUD95.98 EUR171.47 USD146.92 CNY20.19 HKD18.44 TWD4.97 SGD114.53 VND0.0056
1,860 903 20 77 106.5 109.0% 104.0% 96.3 94.1% 98.3% 93 92 5 54.9 64.6% 58.3 AUD95.98 EUR171.47 USD146.92 86 52 5 19 CNY20.19 HKD18.44 TWD4.97 SGD114.53 VND0.0056 31/32
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Slide 34: Slide 34

Saizeriya — Q1 FY2026 Earnings Presentation on 6ix

Saizeriya — Q1 FY2026 Earnings Presentation

Slide 1: Slide 1

Slide 2: 1/32

Slide 3: 2025 2/32

Slide 4: 0.6 0.8 0.2 3/32

Slide 5: 2025 4/32

Slide 6: 0.3 2.1 1.8 5/32

Slide 7: 6/32

Slide 8: 7/32

Slide 9: 1,717 1,272 +8335 1,800 1,700 +33 +10 1,717 1,682 1,600 2025/4Q 2026/1Q 8/32

Slide 10: 1,541 9/32

Slide 11: 114.7 +90.1 800.0 18.1 +41.9 7.5 0.0 4.5 0.7 +65.9 +13.3 .0 702.8 612.7

Slide 12: 114.7. +90.1 11/32

Slide 13: 107.0 +15.3 300.0 16.0 0.7 232.8 200.0 217.5 100.0 2025/1Q 026/1Q 12/32

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

Slide 15: 140% 130% 120% 110% 100% 90% 80% 70% 60% 14/32

Slide 16: 89.0 104.0 88.7 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2024/1Q 2024/2Q

Slide 17: 101.9 107.3 SG101.7 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2024/1Q 2024/2Q

Slide 18: 113.6 +9.8 100.0 2.0 +4.9 0.9 80.0 0.5 +6.7 82.0 +1.5 72.2 0.0 2025/1Q

Slide 19: 90,000 1,000 80,000 70,000 60,000 50,000 40,000 600 30,000 20,000 500 2022/1Q 2023/1Q 2024/1Q

Slide 20: 60,000 1,000 55,000 50,000 45,000 40,000 35,000 30,000 600 25,000 20,000 500 2022/1Q 2023/1Q

Slide 21: 35,000 1,000 30,000 25,000 20,000 15,000 10,000 5,000 500 2022/1Q 2023/1Q 2024/1Q 2025/1Q 2026/1Q

Slide 22: +19.1 118.9 +7.4 60.0 +0.4 2.1 3.3 +3.0 +10.6 40.0 1.1 46.6 39.2 20.0

Slide 23: 22/32

Slide 24: 94.8 1.7 40.0 0.3 1.4 30.0 32.6 30.9 20.0 2025/1Q 2026/1Q /32

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Slide 27: PIB, 0.7%.

Slide 28: 27/32

Slide 29: 28/32

Slide 30: 29/32

Slide 31: 30/32

Slide 32: AUD95.98 EUR171.47 USD146.92 CNY20.19 HKD18.44 TWD4.97 SGD114.53 VND0.0056

Slide 33: 32/32

Slide 34: Slide 34