Saizeriya Co., Ltd. · TSE:7581
Saizeriya — Q4 FY2025 Earnings Presentation
34 slides from Saizeriya's earnings presentation, October 2025
Slide 1: Slide 1
Slide 2: 1/32
1/32
Slide 3: 2025 2/32
2025 4 9 2/32
Slide 4: 0.7 0.2 0.6 3/32
0.7 0.2 0.6 3/32
Slide 5: 2025 4/32
2025 4 9 4/32
Slide 6: 0.7 1.8 1.0 5/32
0.7 1.8 1.0 5/32
Slide 7: 1,324 1,323 6/32
1,324 1,323 76 44 6/32
Slide 8: 7/32
7/32
Slide 9: 1,682 1,272 +83 1,800 +123 1,600 +28 1,682 1,569 ,400 2024/4Q 2025/4Q 8/32
1,682 1,272 113 +83 1,800 25 +123 1,600 13 +28 1,682 1,569 1,400 2024/4Q 2025/4Q 8/32
Slide 10: 1,541 9/32
1,541 6 9/32
Slide 11: 114.3 +321.7 2,800.0 54.7 2,600.0 +146.4 38.8 0.2 28.6 +4.6 2,400.0 +250.9 +42.2 2,200.0
114.3 +321.7 2,800.0 54.7 2,600.0 +146.4 38.8 0.2 28.6 +4.6 2,400.0 +250.9 +42.2 2,200.0 2,567.1 2,245.4 2,000.0 1,800.0 2024/4Q 2025/4Q 10/32
Slide 12: 114.3 +321.7 11/32
114.3 +321.7 11/32
Slide 13: 107.4 +57.4 900.0 800.0 52.7 4.7 838.0 700.0 780.5 600.0 .0 2024/4Q 2025/4Q 12/32
107.4 +57.4 900.0 800.0 52.7 4.7 838.0 700.0 780.5 600.0 500.0 2024/4Q 2025/4Q 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: 83.8 88.8 84.6 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/4Q 2024/1Q
83.8 88.8 84.6 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/4Q 2024/1Q 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 327.8% 127.5% 128.8% 98.2% 93.4% 89.5% 93.7% 85.2% 80.3% 83.8% 124.8% 115.4% 133.4% 99.1% 92.9% 87.9% 90.4% 84.1% 81.8% 88.8% 269.8% 147.9% 206.9%
Slide 17: 99.7 103.6 SG101.8 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/4Q 2024/1Q
99.7 103.6 SG101.8 140.0% 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 60.0% 2023/4Q 2024/1Q 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 121.8% 110.0% 106.1% 104.7% 104.6% 102.2% 104.6% 103.7% 101.6% 99.7% 160.4% 110.5% 106.8% 104.7% 104.8% 105.6% 104.6% 102.8% 102.0% 103.6% SG
Slide 18: 112.6 +33.5 320.0 7.5 300.0 17.5 4.7 3.4 26.5 280.0 299.5 5.1 260.0 240.0
112.6 +33.5 320.0 7.5 300.0 17.5 4.7 3.4 26.5 280.0 299.5 5.1 260.0 240.0 266.0 220.0 200.0 2024/4Q 2025/4Q % % 17/32
Slide 19: 350,000 1,000 300,000 250,000 200,000 150,000 0,000 600 50,000 0 500 2021/4Q 2022/4Q 2023/4Q
350,000 1,000 300,000 900 250,000 200,000 800 150,000 700 100,000 600 50,000 0 500 2021/4Q 2022/4Q 2023/4Q 2024/4Q 2025/4Q 18/32
Slide 20: 250,000 1,000 200,000 150,000 100,000 50,000 0 500 2021/4Q 2022/4Q 2023/4Q 2024/4Q 2025/4Q 19/32
250,000 1,000 200,000 900 150,000 800 100,000 700 50,000 600 0 500 2021/4Q 2022/4Q 2023/4Q 2024/4Q 2025/4Q 19/32
Slide 21: 105,000 1,000 95,000 85,000 75,000 65,000 55,000 45,000 700 35,000 25,000 600 15,000 5,000
105,000 1,000 95,000 85,000 900 75,000 65,000 800 55,000 45,000 700 35,000 25,000 600 15,000 5,000 500 2021/4Q 2022/4Q 2023/4Q 2024/4Q 2025/4Q 20/32
Slide 22: +19.1 104.3 +6.4 200.0 180.0 4.3 19.5 160.0 32.8 0.8 0.6 .0 9.9 120.0
+19.1 104.3 +6.4 200.0 180.0 4.3 19.5 160.0 32.8 0.8 0.6 140.0 9.9 120.0 100.0 154.9 148.6 80.0 60.0 40.0 2024/4Q 2025/4Q 21/32
Slide 23: 22/32
22/32
Slide 24: 86.9 15.2 120.0 +0.1 110.0 15.3 100.0 90.0 115.8 80.0 100.6 70.0 60.0 2024/4Q
86.9 15.2 120.0 +0.1 110.0 15.3 100.0 90.0 115.8 80.0 100.6 70.0 60.0 2024/4Q 2025/4Q 23/32
Slide 25: allay
allay 24132
Slide 26: 25/32
25/32
Slide 27: eR Ab: dba
eR Ab: dba RR a hep moh PEP, 15.196 at pla] Ea) ard NEG, 16.9% 26/32
Slide 28: 27/32
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28/32
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Slide 31: 30/32
30/32
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
Slide 33: 32/32
32/32
Slide 34: Slide 34