Results Briefing through the second quarter of 44th Period

Consolidated Financial Results

for 1H FY2025

(Six months ended September 30, 2025)

0

ZENSHO HOLDINGS CO., LTD.

Table of Contents

2

ZENSHO HOLDINGS CO., LTD.

1. Financial Results for 1H FY2025

3

Financial Results for 1H FY2025

(Unit: Billions of yen)

4

ZENSHO HOLDINGS CO., LTD.

Financial Results for 2Q FY2025

(Unit: Billions of yen)

5

ZENSHO HOLDINGS CO., LTD.

(%)

180

(%)

6.9

180

1.6

Global Hamasushi

Restaurants

160 4 160

140

120

100

80

2.4 Global Sukiya

7.8 Global Fast Food

140

120

.3

100

Retail

80

60

40

Jan Apr

July

Oct Jan

Apr

July

Oct

Jan Apr

July

Oct Jan Apr

60

40

July Oct Jan Apr July Oct Jan Apr July Oct

① ②

21/3

③ ➃

22/3

23/3

24/3 25/3

* ① -➃ indicate periods under the

state of emergency 6

26/3

ZENSHO HOLDINGS CO., LTD.

• Up ¥55.1 bn YoY

  Others
  
  YoY Changes in Segment Sales

  Financial Results for 1H FY2025

  
  
  

  (0.7) (-4.0%)

  (Unit: Billions of yen)

  557.7

  FY2024 1H

  612.9

  FY2025 1H

  Corporate and Support

  +2.3 (+97.1%)

  Retail

  +0.3 (+0.8%)

  Restaurants

  +7.7 (+10.1%)

  Global Fast Food

  +5.0 (+9.8%)

  Global Prepared Food

  +4.8 (+4.6%)

  Global Hamasushi

  +32.5 (+27.8%)

  Global Sukiya

  +3.1 (+2.2%)

  *Figures in parentheses indicate percentages of net sales. *Figures in parentheses indicate percentages of change. 7

  ZENSHO HOLDINGS CO., LTD.

  
  
  YoY Changes in Segment Profit

  Financial Results for 1H FY2025

• Down ¥0.6 bn YoY

  41.1 40.4

  Others

  +1.0 (-)

  (Unit: Billions of yen)

  Corporate and Support

  Retail Others

  FY2024 1H

  Retail Others

  FY2025 1H

  *Figures in parentheses indicate percentages of operating profit.

  Corporate and Support

  +1.1 (13.5 times)

  Retail

  (0.1) (-)

  Restaurants

  +1.2 (+22.3%)

  Global Fast Food

  +0.7 (+48.9%)

  Global Prepared Food

  +2.3 (+18.3%)

  Global Hamasushi

  +2.1 (+22.6%)

  Global Sukiya

  (9.6) (-71.9%)

  *Figures in parentheses indicate percentages of change. 8

  ZENSHO HOLDINGS CO., LTD.

  
  
  
  
  
  YoY Changes in Segment Profit

  Financial Results for 2Q FY2025

• Up ¥0.8 bn YoY

Others

+0.4 (-)

(Unit: Billions of yen)

Retail

Corporate and Support

Others

Retail

Others

Corporate and Support

+1.9 (-)

Retail

+0.0 (-)

Restaurants

+0.5 (+17.8%)

Global Fast Food

+0.1 (+10.7%)

Global Prepared Food

+0.3 (+5.5%)

Global Hamasushi

+0.8 (+14.2%)

Global Sukiya

FY2024 2Q FY2025 2Q

*Figures in parentheses indicate percentages of operating profit.

(3.4) (-43.1%)

*Figures in parentheses indicate percentages of change. 9

ZENSHO HOLDINGS CO., LTD.