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Overview

Retail Trade

SKYLARK HOLDINGS CO.,LTD.

Skylark Holdings is Japan's largest family restaurant group, operating over a dozen restaurant brands including Gusto, Bamiyan, Shabu-yo, Jonathan, and Yume-an across casual dining, shabu-shabu, Japanese cuisine, and café formats. The group targets a broad demographic from families and seniors to young adults, with a value-for-money positioning as a core competitive strength. Beyond domestic operations, the group has international presence in Taiwan (78 stores), Malaysia (5 stores), and the USA (2 stores), primarily under the Shabu-yo brand.

Market Cap

¥807B

US$5.15B

¥1,037B

US$6.61B

Stock¥3,549▲+0.82%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

11.9

LTM EV/EBIT

31.5

LTM PER

42.4

LTM PBR

4.1

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+2.3%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Nov 13, 25Rise on strong quarterly earnings

2Nov 19, 25Rise on interim dividend increase announcement

MC → EV Bridge

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

43%

57%

EquityD/E 1.34xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 20.2%

as of 2026-06-30 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

11.00%

Custody Bank of Japan, Ltd. (Trust Account)

1.61%

Asahi Breweries, Ltd.

1.50%

Kirin Brewery Company, Limited

1.47%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

0.97%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

0.85%

BNYMSANV RE ARBEJDSMARKEDETS TILLAEGSPENSION (Standing Proxy: MUFG Bank, Ltd.)

0.74%

STATE STREET BANK AND TRUST COMPANY 505301 (Standing Proxy: Mizuho Bank, Ltd.)

0.71%

Suntory Holdings Limited

0.70%

Custody Bank of Japan, Ltd. (Trust Account 4)

0.62%

Management

13 officers

Makoto TANI

Representative Director, Chairman and CEO

Apr 1977 Joined the Company (then Skylark Co., Ltd.) Dec 1987 Director, Head of Sales Division, Nilax Co., Ltd. Jan 2000 Representative Director, President, Nilax Co., Ltd. Jan 2007 Representative Director, President, Nilax Co., Ltd.; Executive Officer, in charge of HD Business Strategy Group I, the Company Oct 2007 Managing Executive Officer, Head of Second Sales Division, the Company Aug 2008 Representative Director, President, the Company Sep 2008 Representative Director, President, the Company; Head of Corporate Planning Division Feb 2011 Representative Director, President, the Company; Head of Products Division Jun 2012 Representative Director, President, the Company Jul 2014 Representative Director, President, the Company Mar 2018 Representative Director, Chairman and President, the Company Mar 2023 Representative Director, Chairman and CEO, the Company (current)

1951-12-25

Takuo SATO

Representative Director, President and COO

Apr 1993 Joined the Company (then Skylark Co., Ltd.) Apr 2005 Full-time union official, Skylark Labor Union Oct 2017 Leader, Sales Policy Group, Skylark Restaurants Co., Ltd. Jun 2018 Leader, Gusto Kanagawa and Shizuoka Field Operations Team, Skylark Restaurants Co., Ltd. Jun 2019 General Manager, Sales Division, Gusto Keihin, Skylark Restaurants Co., Ltd. Dec 2020 General Manager, Gusto Central Japan Sales Division, Skylark Restaurants Co., Ltd. May 2022 Chairman of the Board, Yunque International Co., Ltd. Feb 2026 Director, Yunque International Co., Ltd. (current) Mar 2026 Representative Director, President and COO, the Company (scheduled)

1971-03-10

Yoshiaki KITA

Senior Managing Director, CFO; Managing Director, Finance Division

Apr 1986 Joined The Sanwa Bank, Ltd. (now MUFG Bank, Ltd.) Apr 2001 Assistant Manager, Corporate Planning Department, UFJ Holdings, Inc. Jul 2003 Managing Director, Investment Banking Division, UBS Securities Japan Ltd. Jun 2007 Representative Director, Shagaku Partners Co., Ltd. (current) Jun 2020 Outside Director, Traders Holdings Co., Ltd. Apr 2022 Director and Senior Managing Executive Officer, Nissho Electronics Corporation (now Sojitz Tech Innovation Corporation) Apr 2025 Senior Managing Director, CFO; Managing Director, Finance Division, the Company (current)

1962-08-19

Akira HIRANO

Director; Managing Director, IT Division

Apr 1994 Joined Chuo Audit Corporation Jul 1997 Joined Andersen Consulting Co., Ltd. (now Accenture Japan Ltd.) Jan 2005 Manager, BPM Business Division, SAS Institute Japan Ltd. Sep 2009 Manager, Global Sourcing, Quintiles Transnational Japan K.K. (now IQVIA Services Japan GK) Apr 2015 Director, Finance Division, the Company May 2016 Director, Business Transformation Group, Finance Division, the Company Jan 2019 Deputy Managing Director, IT Division; Executive Officer, the Company Jul 2020 Managing Director, IT Division; Executive Officer, the Company Dec 2021 Director, Yunque International Co., Ltd. Sep 2022 Managing Director, Marketing Division; Executive Officer, the Company Sep 2022 Director, Skylark Restaurants Co., Ltd. (current) Sep 2022 Director, Nilax Co., Ltd. Mar 2024 Director, Yunque International Co., Ltd. (current) Oct 2024 Director, Sukesan Co., Ltd. Mar 2025 Director; Managing Director, Marketing Division, the Company Jan 2026 Director; Managing Director, IT Division, the Company (current)

1970-05-11

Hisashi NAKAJIMA

Director; Representative Director and President, Skylark Restaurants Co., Ltd.

Apr 1995 Joined Bamiyan Co., Ltd. Dec 2016 Director, Managing Director, Family Restaurant Division, Bamiyan Field Operations, Skylark Restaurants Co., Ltd. Jan 2018 Executive Officer, Group Director, Bamiyan Field Operations, Skylark Restaurants Co., Ltd. Apr 2018 Executive Officer, Head of Bamiyan Business Division, Skylark Restaurants Co., Ltd. Dec 2018 Executive Officer, Head of Bamiyan Sales Division, Skylark Restaurants Co., Ltd. May 2022 Executive Officer, Group Director, Sales Policy and QSC Improvement, Skylark Restaurants Co., Ltd. Sep 2022 Executive Officer, the Company; Representative Director and President, Skylark Restaurants Co., Ltd. Mar 2025 Director, the Company; Representative Director and President, Skylark Restaurants Co., Ltd. (current)

1971-09-17

Makoto SUZUKI

Director, Full-time Audit and Supervisory Committee Member (Chair)

Apr 1979 Joined the Company (then Skylark Co., Ltd.) May 1994 General Manager, North Kanto No. 2 Business Division, Skylark Co., Ltd. Jan 1999 Manager, President's Office, Skylark Co., Ltd. Apr 2009 Manager, President's Office and Head of Internal Audit Office, the Company (then Skylark Co., Ltd.) Jul 2010 Manager, President's Office, the Company Mar 2011 Full-time Audit and Supervisory Board Member, the Company; Audit and Supervisory Board Member, Nilax Co., Ltd. (current) Jun 2012 Full-time Audit and Supervisory Board Member, the Company Jul 2014 Full-time Audit and Supervisory Board Member, the Company Nov 2014 Supervisor, Yunque International Co., Ltd. (current) Dec 2015 Audit and Supervisory Board Member, Skylark Bunkatsu Junbi Co., Ltd. (renamed Skylark Restaurants Co., Ltd. on Jan 2016) (current) Mar 2023 Director, Full-time Audit and Supervisory Committee Member (Chair), the Company (current) Oct 2024 Audit and Supervisory Board Member, Sukesan Co., Ltd. (current)

1957-02-11

Takako OKADA

Director, Audit and Supervisory Committee Member

Oct 1992 Joined Tohmatsu Audit Corporation (now Deloitte Touche Tohmatsu LLC) Sep 2004 Transferred to Tohmatsu Tax Corporation (now Deloitte Tohmatsu Tax Co.) Oct 2012 Partner, Deloitte Tohmatsu Tax Co. Jan 2019 Representative, Takako Okada Certified Public Accountant and Tax Accountant Office (current) Jun 2019 Outside Audit and Supervisory Board Member, Ichikawa Co., Ltd. (current) Mar 2020 Outside Audit and Supervisory Board Member, Kenedix, Inc. Mar 2020 Outside Audit and Supervisory Board Member, Kenedix Real Estate Investment Management Co., Ltd. Jun 2021 Outside Director, Audit and Supervisory Committee Member, Nihon Kanzai Co., Ltd. Jan 2023 Outside Audit and Supervisory Board Member, RUN.EDGE Co., Ltd. (current) Apr 2023 Outside Director, Audit and Supervisory Committee Member, Nihon Kanzai Holdings Co., Ltd. (current) Mar 2025 Outside Director, Audit and Supervisory Committee Member, the Company (current)

1965-09-11

Kimihiko IMURA

Director

Apr 1981 Joined Sumitomo Corporation Apr 2005 General Manager, SCOA Risk Management Group, and Executive Officer, Sumitomo Corporation of America Apr 2012 Executive Officer, General Manager, Corporate Risk Management Division, Sumitomo Corporation Dec 2014 Outside Audit and Supervisory Board Member, Kato Sangyo Co., Ltd. Apr 2015 Managing Executive Officer, General Manager, Media and Lifestyle Business Division, Sumitomo Corporation Jun 2015 Representative Director, Managing Executive Officer, Sumitomo Corporation Apr 2017 Representative Director, Senior Managing Executive Officer, Sumitomo Corporation; Director and President, Jupiter Telecommunications Co., Ltd. (now J:COM Co., Ltd.) Jul 2017 President, J:COM Co., Ltd. Jul 2020 Chairman, J:COM Co., Ltd. Jun 2022 Outside Audit and Supervisory Board Member, DeNA Co., Ltd. (current) Jun 2023 Outside Audit and Supervisory Board Member, TV Tokyo Holdings Corporation (current) Mar 2024 Outside Director, the Company (current)

1958-02-14

Ayako SANO

Director

Apr 2001 Economic Research Department, Goldman Sachs Securities Co., Ltd. Jan 2009 Joined Tokyo Nishi Law Office (now TNLAW) Oct 2018 Mediation Officer, Tokyo District Court Dec 2018 Representative, Aya Sogo Law Office (current) Mar 2019 Outside Director, the Company (current) Mar 2021 Outside Director, Audit and Supervisory Committee Member, Metaps Inc. (now Metaps Holdings Inc.) Mar 2024 Outside Director, Sodick Co., Ltd. (current) May 2024 Outside Audit and Supervisory Board Member, Klass Co., Ltd. (current) Jun 2024 Auditor, Research Institute of Economy, Trade and Industry (current) Jul 2024 Outside Audit and Supervisory Board Member, Ain Holdings Inc. (current)

1977-12-09

Hideki SOEDA

Director

Apr 1984 Joined Toppan Moore Co., Ltd. (now TOPPAN Edge Inc.) Apr 2008 General Manager, Eighth Sales Division, Sales Coordination Headquarters, Toppan Moore Co., Ltd. Apr 2014 Executive Officer, Toppan Moore Co., Ltd. Jun 2017 Director, Toppan Moore Co., Ltd. Jun 2019 Managing Director, Toppan Moore Co., Ltd. Apr 2022 Representative Director and President, Toppan Moore Co., Ltd. Jun 2023 Director, Toppan Inc. Oct 2023 Director, TOPPAN Holdings Inc.; Director, Toppan Inc.; Director, TOPPAN Digital Inc. Apr 2025 Director and Senior Advisor, TOPPAN Edge Inc. Jun 2025 Senior Advisor, TOPPAN Edge Inc. (current) Mar 2026 Outside Director, the Company (scheduled)

1960-11-22

Tatsuno AOYAGI

Director, Audit and Supervisory Committee Member

Oct 1993 Joined Tohmatsu Audit Corporation (now Deloitte Touche Tohmatsu LLC) Feb 2007 Joined Masters Trust Accounting Co., Ltd. (now Masters Trust Co., Ltd.) Jul 2007 Representative Director, Heartworth Partners Co., Ltd. (current) Aug 2007 Director, Share Generate Co., Ltd. Feb 2010 Outside Audit and Supervisory Board Member, Amlead Co., Ltd. May 2010 Outside Audit and Supervisory Board Member, BT Holdings Co., Ltd. (now Primagest Co., Ltd.) Jun 2010 Outside Audit and Supervisory Board Member, mixi, Inc. (now MIXI, Inc.) Jun 2012 Outside Director, mixi, Inc. Mar 2017 Outside Audit and Supervisory Board Member, the Company Jul 2021 Outside Director, Sanwa Seiko Co., Ltd. (current) Mar 2023 Outside Director, Audit and Supervisory Committee Member, the Company (current)

1971-08-08

Reiko OKUHARA

Director, Audit and Supervisory Committee Member

Apr 1985 Joined Ministry of Finance Apr 2000 Joined Kowa Sogo Law Office Apr 2004 Partner Attorney, Kowa Sogo Law Office (current) Apr 2012 Mediation Commissioner, Tokyo Summary Court (current) Apr 2018 Vice President, First Tokyo Bar Association Apr 2018 Managing Director, Japan Federation of Bar Associations Apr 2019 Member, Bid Monitoring Committee, Kanto Regional Development Bureau, Ministry of Land, Infrastructure, Transport and Tourism Jun 2021 Director, Japan Federation of Bar Associations Legal Affairs Research Foundation Mar 2022 Outside Audit and Supervisory Board Member, the Company Mar 2023 Outside Director, Axis Co., Ltd. (current) Mar 2023 Outside Director, Audit and Supervisory Committee Member, the Company (current)

1962-05-17

Iwao HIRANO

Director, Audit and Supervisory Committee Member

Apr 1987 Joined Shinnihon Securities Co., Ltd. (now Mizuho Securities Co., Ltd.) Oct 1989 Joined Asahi Shinwa Accounting Corporation (now Azusa Audit LLC) Jun 2001 Associate Partner, Asahi Shinwa Accounting Corporation Jun 2007 Partner, Asahi Shinwa Accounting Corporation Jul 2013 Executive Director, Head of 6th Business Division, Tokyo Office, Asahi Shinwa Accounting Corporation Nov 2015 Managing Executive Director, Asahi Shinwa Accounting Corporation (term ended Jun 2017) Jun 2024 Retired from Asahi Shinwa Accounting Corporation Jul 2024 Principal, Hirano Certified Public Accountant Office (current) May 2025 Advisor, Nexus Holdings Co., Ltd. (current) Dec 2025 Outside Audit and Supervisory Board Member, Kanamic Network Co., Ltd. (current) Mar 2026 Outside Director, Audit and Supervisory Committee Member, the Company (scheduled)

1962-12-23

Large Shareholding Reports

Mitsubishi UFJ Trust and Banking Corporation

2026-01-19

2.46%→2.36%

Mitsubishi UFJ Trust and Banking Corporation

2025-12-01

2.46%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-13

Q2 Earnings Flash

FY ending Dec 2026

SKYLARK HOLDINGS CO.,LTD.

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SKYLARK HOLDINGS CO.,LTD.

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