SAIZERIYA CO.,LTD.
7581・Prime Market・Retail Trade
Business
Saizeriya Co., Ltd. operates under the aspiration of "making delicious and healthy Italian home cooking convenient and enjoyable for people around the world to eat in-store," running a restaurant chain with 1,053 domestic stores and over 647 stores in Asia (Mainland China, Taiwan, Hong Kong, Singapore, Vietnam). Founded in 1973, the company established a manufacturing subsidiary in Australia in 2000, building a vertically integrated supply chain that includes in-house food manufacturing and logistics. The company consists of three segments—Japan, Asia, and Australia—and consolidated net sales reached ¥256,714 million in FY2025 (ending August 2025). Its main customer base spans a wide range of age groups among general consumers, and it is characterized by a positioning that emphasizes low prices and high quality.
Business Model
Saizeriya's primary revenue source is food and beverage sales at directly operated stores in Japan and overseas, adopting a vertically integrated model that combines in-house food manufacturing and logistics across Australia and five domestic plants. By internalizing food material production, the company strengthens cost management while streamlining store operations through DX investments such as the QR Code Ordering System and self-checkout registers. The Asia segment boasts high profitability with net sales of ¥83,802 million against operating income of ¥10,132 million (an operating margin of approximately 12.1%), forming the structure that drives profits for the group as a whole.
Company Strengths
In FY2025 (ended August 2025), the Asia segment achieved net sales of ¥83,802 million and operating income of ¥10,132 million (operating margin of approximately 12.1%). With multi-location development across 4 cities in Mainland China (207 stores in Shanghai, 225 stores in Guangzhou, 81 stores in Beijing, Wuhan in preparation), 24 stores in Taiwan, 71 stores in Hong Kong, 38 stores in Singapore, and 1 store in Vietnam, Asia accounts for approximately 65% of the Group's operating income, realizing a highly profitable structure.
The company has established a system that manages everything from raw material procurement to manufacturing, logistics, and stores in an integrated manner, with 5 domestic plants, an Australian manufacturing subsidiary, and a Guangzhou food manufacturing subsidiary. Production results for FY2025 (ended August 2025) totaled ¥31,715 million (up 21.0% year on year). Under the global supply chain restructuring policy, the company continues to promote stable procurement of food materials and improvement of gross profit margin.
In FY2025 (ended August 2025), operating cash flow was ¥26,280 million (up ¥2,155 million year on year), and the balance of cash and cash equivalents at fiscal year-end stood at ¥67,152 million. Through stable cash generation including depreciation and amortization of ¥16,038 million, the company maintains a financial foundation capable of funding capital expenditures (¥18,490 million in expenditures for acquisition of property, plant and equipment) with its own funds.
ENVALITH's Perspective
Performance Trend
Revenue grew for five consecutive fiscal years, rising from ¥126,513 million in FY2021 to ¥256,714 million in FY2025. Operating profit turned positive from a loss of ¥2,264 million in FY2021, recovering to ¥15,499 million in FY2025. For the cumulative first nine months of FY2026 (ending August 2026), the company achieved revenue of ¥221,332 million (up 17.5% year on year), operating profit of ¥13,327 million (up 25.6%), ordinary profit of ¥13,610 million (up 24.9%), and quarterly net profit attributable to owners of the parent of ¥8,703 million (up 11.8%). As an external factor, rising food and energy costs due to the continued weak yen are constraining the upper limit of profit margins, while improvements in customer traffic and average spend per customer at existing domestic stores, along with the expansion of store numbers in Asia, are driving revenue growth. Total assets stood at ¥207,747 million (up ¥28,301 million from the end of the previous fiscal year), and the company continues to pursue active investment while maintaining financial soundness with an equity ratio of 62.9%.
Growth Strategy
Accelerating multi-store expansion through the dual pillars of domestic DX/quality improvement and new market development in Asia
Completed rollout of the QR Code Ordering System, which utilizes customers' mobile devices, across all stores. Achieved simultaneous improvement in store operational efficiency and customer convenience, contributing to increases in the number of customers and average spending per customer at existing stores. The company plans to continue promoting DX initiatives to further boost profitability.
Implemented a Grand Menu revision in June 2026 aimed at improving the quality of existing products. Also began offering the Breakfast-Only Menu, with the number of stores offering it being expanded progressively. The company aims to boost domestic sales both by increasing visit frequency and by acquiring new customers.
Continuing expansion into new cities and new markets, including the opening of the first store in Wuhan, China, and the third store in Vietnam. Against the backdrop of enhanced food supply capacity from the new Guangzhou plant completed in January 2026, the company is accelerating store openings in China and Southeast Asia. Sales in the Asia segment are expanding, up 13.4% year on year.
Reorganized product-related departments into an organization capable of integrated management of product development, procurement, processing, storage, and logistics from a global perspective. The company aims to strengthen its ability to respond to rising food material prices caused by yen depreciation, while improving cost management precision across the group and building a stable procurement system.
Last updated: July 17, 2026