Kura Sushi Asia Co., Ltd. · TPEX:2754
Kura Sushi Asia — Investor Presentation (September 2026)
27 slides from Kura Sushi Asia's investor presentation, Sep 14, 2026
Slide 1: Kura Sushi Asia Investor Conference
亞洲藏壽司股份有限公司 KURA SUSHI ASIA CO., LTD. 2026.09.14｜INVESTOR CONFERENCE Stock Code：2754
Slide 2: Disclaimer
Disclaimer This presentation describes Kura Sushi Asia Co., Ltd.'s operating overview, financial performance, and business direction based on information available at the time of preparation. • Although this presentation has been prepared in good faith, the Company makes no representation or warrant
Slide 3: Table of Contents
Table of Contents Company Overview P.2 – P.5 Business Introduction P.6 – P.12 Financial Performance P.13 – P.18 Future Prospect P.19 – P.23 KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE P. 1
Slide 4: Company Overview
Company Overview KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE P. 2
Slide 5: Company Profile
Company Profile KURA SUSHI ASIA CO., LTD. KURA SUSHI ASIA CO., LTD. Date of Establishment January 21, 2014 2754 Stock Code TPEx Listing Date September 17, 2020 Issued Shares NT$469 million Chairman and Shigeru Yabuuchi 46.9 million shares President Shares Outstanding 449 full-time employees Employee
Slide 6: Milestones
Milestones Market Foundation Brand Enhancement Growth Platform 2014–2018 2019–2022 2023–2026 Company established / First store opened in 2023 Global flagship store opened on Kaohsiung Times Boulevard 2014 2019 Listed on the Emerging Stock Market Songjiang Nanjing Customer Service Center established
Slide 7: Store Numbers
Store Numbers KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE P. 5
Slide 8: Business Introduction
Business Introduction KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE P. 6
Slide 9: Company Philosophy: 3 Key Commitments
Company Philosophy: 3Key Commitments Guided by our Food Revolution philosophy, we serve delicious food you can enjoy with confidence. 1. Commitment to Great Taste 2. Commitment to Food Safety 3. Comfortable, Fun Dining Respecting Natural Ingredients Food Safety First Continuous Service Innovation We
Slide 10: Company Philosophy: Food Safety
Company Philosophy: Food Safety An end-to-end food safety management system, from source control and on-site testing to traceability and emergency response 1. Ingredient and supplier 2. Food Safety Testing and 3 Traceability and management Hygiene Management Emergency Response Ingredient inspection
Slide 11: Competitive Advantage: Product Development
Competitive Advantage : Product Developmen KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE P. 9
Slide 12: Competitive Advantage: Innovative Service
Competitive Advantage : Innovative Service BIKKURA-PON Plate Collection System Technology enables a safer, more convenient, and more enjoyable dining experience Contactless service from reservation and ordering to meal delivery and payment reduces contact for greater peace of mind. Freshness and eff
Slide 13: Competitive Advantage: Talent Development
Competitive Advantage : Talent Development Talent Pipeline Capability Building Core Talent Diverse recruitment and industry- Structured training and development We develop store managers and core academia partnerships programs build operational and leadership talent to support store strengthen our t
Slide 14: ESG Initiatives
ESG Initiatives Renewable Energy Community Diversity and Sustainability Transition Engagement Inclusion and Social Care We promote energy efficiency and renewable Beginning with the Hualien Ziyou store, we invite We provide employment opportunities for people We promote resource circulation through
Slide 15: Financial Performance
Financial Performance KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE P. 13
Slide 16: Operating Scale
Operating Scale Store expansion continues to progress alongside revenue growth. In 1H 2026, the growth trend continued, strengthening our operating base and market coverage. Revenue and Store Count • Revenue grew from NT$2.53 billion in 2021 to NT$5.71 billion in 2025. (NT$ million) (No. of stores)
Slide 17: Same-Store Productivity
Same-Store Productivity Average monthly revenue per store recovered to NT$7.98 million in 1H 2026, up 5.0% year over year, while maintaining solid productivity during expansion. (NT$ million) Average Monthly Revenue per Store • Per-store productivity gradually stabilized after the pandemic, with ave
Slide 18: Profitability
Profitability Gross margin remained solid, while operating and net margins both improved. Profitability and earnings quality improved significantly in 1H 2026. 41.8% Gross Margin 41.1% • Gross margin remained around 40%, reaching 41.1% in 1H 2026. 40.5% 40.8% • Operating margin increased from 4.5% i
Slide 19: Financial Strength
Financial Strength In Q2 2026, cash and equity increased while liabilities declined. The equity ratio rose to 35.6%, further improving the financial structure. • Liabilities declined from their 2023 peak to NT$3.30 billion in Q2 2026. (NT$ million) Capital Structure and Equity Ratio • Equity increas
Slide 20: Dividend Policy
Dividend Policy Balancing growth investment and shareholder returns, the FY2025 cash dividend increased to NT$1.00 per share, with a payout ratio of 42.6%. EPS and Cash Dividend (NT$) Cash 現金股利 Dividend 配息率 Ratio Payout • The payout ratio rose from 28.8% in FY2022 to 42.6% in FY2025. The FY2025 2.00
Slide 21: Future Prospect
Future Prospect KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE P. 19
Slide 22: Growth Strategy
Growth Strategy Taiwan still offers room for growth. We will expand the store network, improve existing -store operations, and pursue long-term growth through high-quality expansion and greater efficiency. TAIWAN 01 | Continue Expanding the Taiwan Store Network 02 | Focus on Store Quality and Invest
Slide 23: Key Initiatives: Product Planning
Key Initiatives: Product Planning We continue to invest in R&D and innovation, combining product development, food safety management, and customer service to offer a broad and appealing selection. Monthly Featured Items – New Products Every Month Product Appreciation Festival – Thanking and Rewardin
Slide 24: Key Initiatives: IP Collaboration
Key Initiatives: IP Collaboration Diverse IP collaborations create differentiated customer experiences, drive store visits and brand engagement, deepen customer connections, and support operational growth. IP Collaborations – BIKKURA-PON Designs · Gift with Purchase · Add-on Purchases · Prize Draws
Slide 25: Overseas Expansion
Overseas Expansion Eyeing the Asia market while anchored in Taiwan. Thailand is our priority overseas market, where we will build cross-border expansion and local operating capabilities step by step. THAILAND 01 | Focus on Thailand as the Priority Market 02 | Build an Operating Base Through Direct M
Slide 26: Thank You
THANK YOU KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE
Slide 27: Q&A
Q&A KURA SUSHI ASIA CO., LTD. ｜2026 INVESTOR CONFERENCE
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