Saizeriya Co., Ltd. · TSE:7581
Saizeriya — Q2 FY2026 Earnings Presentation
35 slides from Saizeriya's earnings presentation, Oct 15, 2025
Slide 1: Slide 1
Slide 2: 1/33
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Slide 3: 2025 2/33
2025 10 15 2/33
Slide 4: 0.9 1.8 1.0 3/33
0.9 1.8 1.0 3/33
Slide 5: 2025 4/33
2025 10 15 4/33
Slide 6: 0.8 3.5 2.7 5/33
0.8 3.5 2.7 5/33
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Slide 10: 1,732 1,272 +8350 1,800 +62 1,700 +17 1,732 1,682 1,600 2025/4Q 2026/2Q 9/33
1,732 1,272 +8350 1,800 21 +62 1,700 8 +17 1,732 1,682 1,600 2025/4Q 2026/2Q 9/33
Slide 11: 1,541 10/33
1,541 6 10/33
Slide 12: 117.5 +212.8 1,600.0 21.8 +79.4 14.1 1,400.0 8.6 +6.2 +143.6 1,428.5 28.0 1,200.0 1,215.7
117.5 +212.8 1,600.0 21.8 +79.4 14.1 1,400.0 8.6 +6.2 +143.6 1,428.5 28.0 1,200.0 1,215.7 1,000.0 2025/2Q 2026/2Q 11/33
Slide 13: 117.5 +212.8 12/33
117.5 +212.8 12/33
Slide 14: 111.9 +49.8 600.0 500.0 43.5 6.2 467.3 400.0 300.0 417.5 .0 2025/2Q 2026/2Q 13/33
111.9 +49.8 600.0 500.0 43.5 6.2 467.3 400.0 300.0 417.5 200.0 2025/2Q 2026/2Q 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: 90.9 98.2 85.5 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/2Q 2024/3Q 2024/4Q 2025/1Q
90.9 98.2 85.5 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 2026/3Q 128.8% 98.2% 93.4% 89.5% 93.7% 85.2% 80.3% 83.8% 89.0% 90.9% 133.4% 99.1% 92.9% 87.9% 90.4% 84.1% 81.8% 88.8% 104.0% 98.2% 206.9% 108.2% 97.1% 92.8% 100.4% 88.
Slide 18: 98.0 103.7 SG104.1 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 0.0% 2024/2Q 2024/3Q 2024/4Q 2025/1Q
98.0 103.7 SG104.1 130.0% 120.0% 110.0% 100.0% 90.0% 80.0% 70.0% 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/2Q 2025/3Q 2025/4Q 2026/1Q 2026/2Q 2026/3Q 106.1% 104.7% 104.6% 102.2% 104.6% 103.7% 101.6% 99.7% 101.9% 98.0% 106.8% 104.7% 104.8% 105.6% 104.6% 102.8% 102.0% 103.6% 107.3% 103.7% SG 108.7% 113.5%
Slide 19: 115.5 +22.0 200.0 180.0 2.0 1.7 +9.1 160.0 1.0 +14.3 +3.3 4.2 140.0 142.2
115.5 +22.0 200.0 180.0 2.0 1.7 +9.1 160.0 1.0 +14.3 +3.3 164.2 140.0 142.2 120.0 100.0 2025/2Q 2026/2Q % % 18/33
Slide 20: 180,000 160,000 140,000 120,000 100,000 80,000 650 60,000 600 2022/2Q 2023/2Q 2024/2Q 2025/2Q 2026/2Q
180,000 900 160,000 850 140,000 800 120,000 750 100,000 700 80,000 650 60,000 600 2022/2Q 2023/2Q 2024/2Q 2025/2Q 2026/2Q 19/33
Slide 21: 120,000 100,000 80,000 60,000 40,000 20,000 0 700 2022/2Q 2023/2Q 2024/2Q 2025/2Q 2026/2Q 20/33
120,000 900 100,000 850 80,000 60,000 800 40,000 750 20,000 0 700 2022/2Q 2023/2Q 2024/2Q 2025/2Q 2026/2Q 20/33
Slide 22: 60,000 1,000 50,000 40,000 30,000 20,000 10,000 0 500 2022/2Q 2023/2Q 2024/2Q 2025/2Q 2026/2Q
60,000 1,000 50,000 900 40,000 800 30,000 700 20,000 600 10,000 0 500 2022/2Q 2023/2Q 2024/2Q 2025/2Q 2026/2Q 21/33
Slide 23: +19.1 139.9 +24.7 100.0 +0.3 2.6 0.1 0.2 80.0 +34.2 60.0 7.0 86.5 40.0
+19.1 139.9 +24.7 100.0 +0.3 2.6 0.1 0.2 80.0 +34.2 60.0 7.0 86.5 40.0 61.9 20.0 2025/2Q 2026/2Q 22/33
Slide 24: 23/33
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Slide 25: 95.9 2.2 80.0 60.0 +0.7 3.0 40.0 53.1 50.9 20.0 2025/2Q 2026/2Q 24/33
95.9 2.2 80.0 60.0 +0.7 3.0 40.0 53.1 50.9 20.0 2025/2Q 2026/2Q 24/33
Slide 26: 25/33
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Slide 28: m8 db: ALB
m8 db: ALB PAR apap mie a? plas} atl 27/33
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Slide 33: AUD110.59 EUR183.82 USD155.81 CNY20.19 HKD18.44 TWD4.97 SGD114.53 VND0.0056
2,040 930 20 77 116.0 118.2% 114.0% 96.3 94.4% 98.3% 81 96 5 52.6 64.6% 56.6 AUD110.59 EUR183.82 USD155.81 105 51 5 44 CNY20.19 HKD18.44 TWD4.97 SGD114.53 VND0.0056 32/33
Slide 34: 33/33
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Slide 35: Slide 35