Overview
Retail Trade

SAIZERIYA CO.,LTD.

Saizeriya operates an Italian family restaurant chain under the 'Saizeriya' brand, offering affordable and healthy Italian home-style cuisine including pasta, pizza, gratin, salads, and Italian wines. The company targets a broad consumer base—from families and students to working adults—positioning itself on exceptional value, with signature items priced as low as ¥100–¥500. Saizeriya supports its restaurant operations through vertically integrated food manufacturing and logistics across five domestic factories and overseas production facilities.

Market Cap
¥375B
US$2.39B
EV
¥337B
US$2.15B
Stock¥7,620▼-0.26%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
9.4
x
LTM EV/EBIT
20.5
x
LTM PER
34.0
x
LTM PBR
2.8
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+21.7%pt
100123
Oct 24, 25 – Oct 23, 26StockTOPIX
1Jan 13, 26Profit-taking at high levels
2Jul 16, 26Q3 FY2026/08 earnings announced
3Oct 15, 26Full-year FY2026/08 earnings announced
MC → EV Bridge
375BUS$2.39BMarket Cap29.5BUS$188M+ Debt67.7BUS$431M− Cash0.00BUS$0.00M− Inv. Sec.337BUS$2.15BEV
AI Briefing
Generating insights…
Performance & Balance
Revenue 5Y (¥B)
144US$920M'22/8183US$1.17B'23/8225US$1.43B'24/8257US$1.64B'25/8301US$1.92B'26/8
EBITDA 5Y (¥B)
12.1US$77.4M'22/819.7US$126M'23/828.3US$181M'24/831.5US$201M'25/835.7US$228M'26/8
Net Income 5Y (¥B)
5.66US$36.1M'22/85.15US$32.9M'23/88.15US$52.0M'24/811.2US$71.2M'25/811.0US$70.4M'26/8
Capital Structure
82%
EquityD/E 0.22xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
60.6US$386M27.5US$176M'22/868.1US$435M26.5US$169M'23/871.9US$459M22.7US$145M'24/867.2US$428M25.2US$161M'25/867.7US$431M29.5US$188M'26/8
Shareholders
Top 10 hold 62.7%
1
Yasuhiko SHOGAKI
27.58%
2
The Master Trust Bank of Japan, Ltd. (Trust Account)
11.93%
3
Babet Co., Ltd.
8.65%
4
Custody Bank of Japan, Ltd. (Trust Account)
6.98%
5
SAIZERIYA CO.,LTD. Employee Stock Ownership Association
2.65%
6
GOVERNMENT OF NORWAY (Standing Proxy: Citibank, N.A., Tokyo Branch)
1.19%
7
Custody Bank of Japan, Ltd. (Trust Account E)
1.15%
8
JP JPMSE LUX RE SOCIETE GENERALE EQ CO (Standing Proxy: MUFG Bank, Ltd.)
0.91%
9
JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)
0.83%
10
STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)
0.80%
Management
7 officers
Yasuhiko SHOGAKI
Representative Director, Chairman
Apr 1968 Founded restaurant Saizeriya May 1973 Established Mariane Shokai Co., Ltd. (currently Saizeriya Co., Ltd.); assumed position of Representative Director, President Apr 2009 Assumed position of Representative Director, Chairman (current)
1946-01-06
Hideji MATSUTANI
Representative Director, President
Jun 1984 Joined the Company Mar 1995 General Manager, Procurement Department Nov 1996 Assumed position of Director Nov 2008 General Manager, Store Operations Division Nov 2010 Assumed position of Director and Executive Officer Sep 2012 General Manager, Merchandising Division Dec 2018 General Manager, Strategic Infrastructure Division Nov 2019 Assumed position of Executive Officer Apr 2020 General Manager, General Affairs Division Sep 2022 Assumed position of President and Executive Officer (current) Nov 2022 Assumed position of Representative Director, President (current)
1958-03-23
Shin NAGAOKA
Director, General Manager, Overseas Business Division
Jul 1986 Joined the Company Mar 1995 General Manager, Merchandise Department Nov 1996 Assumed position of Director Mar 2007 General Manager, Second Business Division May 2010 General Manager, Organizational Development Division Nov 2010 Assumed position of Director and Executive Officer (current) Dec 2018 General Manager, Overseas Business Division (current) Dec 2018 Chairman, Guangdong Saizeriya Catering Management Co., Ltd. (current)
1962-08-04
Nobuyuki MASUOKA
Director (Full-time Audit and Supervisory Committee Member)
Apr 1983 Joined the Company Oct 1991 Assumed position of Director Nov 1995 Assumed position of Managing Director Mar 2007 Assumed position of Director Apr 2009 General Manager, Overseas Business Division Nov 2019 Assumed position of Executive Officer Nov 2020 Assumed position of Managing Officer Sep 2023 Assumed position of Managing Officer and General Manager, Business Audit Office Nov 2024 Assumed position of Director (Full-time Audit and Supervisory Committee Member) (current)
1958-07-13
Michiharu MATSUDA
Director (Audit and Supervisory Committee Member)
Jan 1998 Joined Tohmatsu & Co. (currently Deloitte Touche Tohmatsu LLC) Jun 2006 Assumed position of Partner, Tohmatsu & Co. Sep 2017 Opened Matsuda Certified Public Accountant Office (current) Nov 2017 Assumed position of Outside Director, Mani Co., Ltd. Nov 2018 Assumed position of Outside Director (Audit and Supervisory Committee Member) of the Company (current) Jun 2019 Assumed position of Outside Corporate Auditor, Open Door Inc. (current)
1961-02-14
Takashi ARAKAWA
Director (Audit and Supervisory Committee Member)
Apr 1982 Joined the Ministry of Agriculture, Forestry and Fisheries Aug 2015 Director-General, Minister's Secretariat, Ministry of Agriculture, Forestry and Fisheries Jul 2017 Director-General, Rural Development Bureau, Ministry of Agriculture, Forestry and Fisheries Jan 2019 Advisor, Sompo Japan Nipponkoa Insurance Inc. Jun 2021 Chairman, Food Industry Center (current) Nov 2021 Assumed position of Outside Director of the Company Nov 2022 Assumed position of Outside Director (Audit and Supervisory Committee Member) (current)
1959-05-05
Marie EGUCHI
Director (Audit and Supervisory Committee Member)
Dec 2011 Registered as attorney-at-law Jan 2012 Joined Atsumi & Sakai Foreign Law Joint Enterprise Jul 2014 Joined Iwata Godo (current) Mar 2021 Assumed position of Outside Director (Audit and Supervisory Committee Member), Wireless Gate Inc. (current) Nov 2022 Assumed position of Outside Director (Audit and Supervisory Committee Member) of the Company (current) May 2024 Assumed position of Outside Director (Audit and Supervisory Committee Member), Igarashi Electric Works Co., Ltd. (current)
1985-09-28
Large Shareholding Reports
Yasuhiko SHOGAKI
2026-04-22
27.17%→26.17%
Annual report (as of 2026-02-28): 27.58%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-10-14
Full-Year Earnings Flash
FY ending Aug 2026
TDnet
2026-07-15
Q3 Earnings Flash
FY ending Aug 2026
EDINET
2026-04-22
Large Shareholding Report
EDINET
2026-04-14
Semi-Annual Securities Report
Period: Sep 2025 – Feb 2026
TDnet
2026-01-14
Q1 Earnings Flash
FY ending Aug 2026
EDINET
2025-11-25
Annual Securities Report
Period: Sep 2024 – Aug 2025
EDINETAmended
2025-08-08
Amended Annual Securities Report
Period: Sep 2023 – Aug 2024
EDINETAmended
2025-08-08
Amended Quarterly Securities Report
Period: Mar 2024 – May 2024
TDnetAmended
2025-08-08
Q1 Earnings Flash
FY ending Aug 2025
TDnet
2025-07-09
Q3 Earnings Flash
FY ending Aug 2025
EDINET
2025-04-14
Semi-Annual Securities Report
Period: Sep 2024 – Aug 2025
EDINETAmended
2025-01-17
Amended Annual Securities Report
Period: Sep 2023 – Aug 2024
TDnet
2025-01-08
Q1 Earnings Flash
FY ending Aug 2025
EDINET
2024-11-28
Annual Securities Report
Period: Sep 2023 – Aug 2024
EDINET
2024-07-12
Quarterly Securities Report
Period: Mar 2024 – May 2024
EDINET
2024-04-12
Quarterly Securities Report
Period: Dec 2023 – Feb 2024
EDINET
2024-01-12
Quarterly Securities Report
Period: Sep 2023 – Nov 2023
EDINET
2023-11-28
Annual Securities Report
Period: Sep 2022 – Aug 2023
EDINET
2023-07-14
Quarterly Securities Report
Period: Mar 2023 – May 2023
EDINET
2023-04-14
Quarterly Securities Report
Period: Dec 2022 – Feb 2023
EDINET
2023-01-13
Quarterly Securities Report
Period: Sep 2022 – Nov 2022
EDINET
2022-11-29
Annual Securities Report
EDINET
2022-07-15
Quarterly Securities Report
EDINET
2022-04-14
Quarterly Securities Report
EDINET
2022-01-14
Quarterly Securities Report
EDINET
2021-11-25
Annual Securities Report
EDINET
2021-07-15
Quarterly Securities Report
EDINET
2021-04-14
Quarterly Securities Report
EDINET
2021-01-14
Quarterly Securities Report
Ask AI
I have this company's financials, ownership, and management on hand. Ask me anything from an M&A perspective.
End of Preview

Try the full product

Free demo (no time limit, up to 10 companies). Explore Comps, DCF, LBO, WACC on every screen. Excel export is on the paid plan.

Free Demo (No Time Limit, 10 Companies) →