Zensho : Results Briefing through the second quarter of 44th Period

About this update from Zensho Holdings Co., Ltd.

November 11, 2025 Consolidated Financial Results for 1H FY2025 (Six months ended September 30, 2025) 0 ZENSHO HOLDINGS CO., LTD. 1. Financial Results for 1H FY2025 P.3 2. Capital Investment and Financial Indexes P.12 Table of Contents 2 ZENSHO HOLDINGS CO., LTD. 1. Financial Results for 1H FY2025 3 Income Statement Summary Financial Results for 1H FY2025 (Unit: Billions of yen) 4 ZENSHO HOLDINGS CO., LTD. Income Statement Summary Financial Results for 2Q FY2025 (Unit: Billions of yen) 5 ZENSHO HOLDINGS CO., LTD. Same Store Sales (compared to 2019) by Segment (%) 180 (%) 6.9 21/3 22/3 23/3 1st 2nd 3rd 4th 5th 6th 7th 8th wave wave wave wave wave wave wave wave 24/3 9th wave 25/3 26/3 17 17 150.2 158. 15 14 149.7 149.4 96 97.3 180 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 23.8 24.6 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. Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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