Saizeriya Co., Ltd. · TSE:7581
Saizeriya — Q2 2022 Earnings Presentation
38 slides from Saizeriya's earnings presentation, Apr 13, 2022
Slide 1: 7581 Saizeriya earnings presentation
7581 2022 4 13
Slide 2: P P P P P P P P P P 1/36
P 2 P 8 P 25 P 26 P 29 P 30 P 31 P 34 P 35 P 36 1/36
Slide 3: 2021 2/36
2 2021 10 13 2/36
Slide 4: 0.2 1.0 3/36
2 0.2 1.0 3/36
Slide 5: 7,522 4/36
2 7,522 428 199 4/36
Slide 6: 2021 5/36
2 2021 10 13 5/36
Slide 7: 0.2 1.3 6/36
2 0.2 1.3 6/36
Slide 8: 7,468 7/36
2 7,468 422 199 7/36
Slide 9: - 1,556 1,600 1,550 1,500 1,553 1,556 1,450 2021/4Q 2022/2Q 8/36
- 6 1,556 3 1,600 18 30 17 1,550 28 1,500 1,553 1,556 1,450 2021/4Q 2022/2Q 8/36
Slide 10: - 1,556 1,600 1,550 1,500 1,548 1,556 1,450 2021/2Q 2022/2Q 9/36
- 12 1,556 8 1,600 38 34 54 58 1,550 1,500 1,548 1,556 1,450 2021/2Q 2022/2Q 9/36
Slide 11: - 1,556 10/36
- 1,556 8 10/36
Slide 12: 110.1 +63.4 750.0 700.0 3.9 14.8 30.6 0.5 18.1 12.8 21.2 .0 17.8 600.0
110.1 +63.4 750.0 700.0 3.9 14.8 30.6 0.5 18.1 12.8 21.2 650.0 17.8 600.0 692.1 628.6 550.0 2021/2Q 2022/2Q 11/36
Slide 13: 110.1 +63.4 12/36
110.1 +63.4 12/36
Slide 14: 250.0 19.7 200.0 21.2 150.0 231.5 190.6 100.0 2021/2Q 2022/2Q 13/36
250.0 19.7 200.0 21.2 150.0 231.5 190.6 100.0 2021/2Q 2022/2Q 13/36
Slide 15: 140% 120% 100% 80% 60% 14/36
140% 120% 100% 80% 60% 14/36
Slide 16: BISRIPOLIOL ILI IL LHS
140% 120% 100% 80% 60% BISRIPOLIOL ILI IL LHS OS y sy s s s —— —- Cd 15/36
Slide 17: Q Q Q Q Q Q
140.0% 120.0% 100.0% 80.0% 60.0% Q Q Q Q Q Q 49 50 2021/1Q 2Q 3Q 4Q 2022/1Q 2Q 16/36
Slide 18: Q Q Q Q Q Q
140.0% 120.0% 100.0% 80.0% 60.0% Q Q Q Q Q Q 49 50 2021/1Q 2Q 3Q 4Q 2022/1Q 2Q 17/36
Slide 19: 93.1 3.1 100.0 1.0 95.0 4.8 2.6 2.4 1.2 1.8 90.0 90.0 93.1 5.0
93.1 3.1 100.0 1.0 95.0 4.8 2.6 2.4 1.2 1.8 90.0 90.0 93.1 85.0 80.0 2021/2Q 2022/2Q % % 18/36
Slide 20: / / 120,000 100,000 80,000 60,000 40,000 2018/2Q 2019/2Q 0/2Q 2021/2Q 2022/2Q 19/36
/ / 120,000 100,000 80,000 60,000 40,000 2018/2Q 2019/2Q 2020/2Q 2021/2Q 2022/2Q 19/36
Slide 21: / / 80,000 70,000 60,000 50,000 40,000 018/2Q 2019/2Q 2020/2Q 2021/2Q 2022/2Q 20/36
/ / 80,000 770 70,000 760 60,000 750 50,000 740 40,000 730 2018/2Q 2019/2Q 2020/2Q 2021/2Q 2022/2Q 20/36
Slide 22: / / 40,000 30,000 20,000 10,000 2018/2Q 2019/2Q 2020/2Q 2021/2Q 2022/2Q 21/36
/ / 40,000 800 30,000 600 20,000 400 10,000 200 2018/2Q 2019/2Q 2020/2Q 2021/2Q 2022/2Q 21/36
Slide 23: – +7.4 2.0 1.0 0.4 0.0 2.7 4.1 2.3 -2.0 -4.0 7.8 5.0 -6.0
2 – +7.4 2.0 1.0 0.4 0.0 2.7 4.1 2.3 -2.0 -4.0 7.8 5.0 -6.0 0.4 -8.0 -10.0 22/36
Slide 24: 23/36
23/36
Slide 25: 30.0 25.0 1.2 2.5 20.0 22.2 25.9 15.0 10.0 2021/2Q 2022/2Q 4/36
30.0 25.0 1.2 2.5 20.0 22.2 25.9 15.0 10.0 2021/2Q 2022/2Q 24/36
Slide 26: 25/36
25/36
Slide 27: 26/36
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Slide 28: 27/36
27/36
Slide 29: 28/36
28/36
Slide 30: , 3.1% , , 1.9% 5.7% , 17.8% , 14.5% , 57.0% 29/36
, 3.1% , , 1.9% 5.7% , 17.8% , 14.5% , 57.0% 35 12 29/36
Slide 31: 30/36
30/36
Slide 32: 31/36
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Slide 33: 32/36
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Slide 34: 33/36
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Slide 35: 2022/8 34/36
2022/8 34/36
Slide 36: AUD80.18 EUR129.69 USD109.90 CNY18.06 TWD4.16 HKD14.75 SGD85.31
1,030 450 2 27 119.2 97.3 0 34 2 62.1 AUD80.18 EUR129.69 USD109.90 60 15 1.5 CNY18.06 TWD4.16 HKD14.75 SGD85.31 35/36
Slide 37: SDGs
SDGs 36/36
Slide 38: 7581
7581 2022 4 13