From the company's own filing for FY2026 (Sep 2025–Aug 2026) · reported 2026-10-14 · the filing ↗
▲ +17.6%Japan salesSales of the Japan restaurant business, as reported
JapanJapan sales rose 17.6% to ¥203.3bn and operating profit 19.4% to ¥6.01bn. Against food and energy costs pushed up by the weak yen, the company points to in-store teams built to keep restaurants in good order, menu measures and digital tools.
JapanSaizeriya says it has held menu prices so far despite rising costs, but its policy is now to revise them as conditions require to keep quality steady, while it keeps working on sourcing and supply-chain savings.
StoresOrdering by QR code on customers' own phones reached every restaurant by end-December 2025; the breakfast-only menu spread to Tohoku (Fukushima) in January and Hokuriku (Niigata) in June, and the main menu was revised in June.
Other callouts in the filing
SegmentAsia grew sales 17.1% to ¥98.1bn on new restaurants, but operating profit fell 4.2% to ¥9.71bn, still above Japan's. A Guangzhou factory was completed in January, and it opened first restaurants in Wuhan and, in June, Malaysia.
OutlookFor the year to August 2027 it forecasts net sales of ¥333.7bn (+10.7%), operating profit of ¥21.2bn (+29.1%) and net income of ¥13.4bn (+21.3%). The dividend rose to ¥35 from ¥30 and is planned at ¥35 again.
floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.
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floortok holds 2 reported periods for this company.
Quarter-alone and year-to-date rows are floortok's arithmetic on the company's own filings — the quarter alone under a cumulative filing, the year to date under a quarter — shown only where the filings they need are on file. A period tagged Year-to-Date runs from the start of the company's fiscal year.
FY2026 (Sep 2025–Aug 2026)
Reported 2026-10-14
Net sales¥301.5bn▲ +17.4%
Operating profit¥16.4bn▲ +5.9%
Net income¥11.0bn▼ −1.1%
Q4 alone (Jun–Aug 2026)
Net sales¥80.2bn—
Operating profit¥3.1bn—
Net income¥2.3bn—
Japan▲ +17.6%Sales of the Japan restaurant business, as reported
Saizeriya runs the Saizeriya Italian family-restaurant chain in Japan and across Asia, mostly in mainland China. In the year to August 2026 net sales rose 17.4% to ¥301.5bn and operating profit 5.9% to ¥16.4bn, but net income slipped 1.1% to ¥11.0bn as taxes rose and the previous year's ¥581m gain on selling fixed assets was not repeated. For the year to August 2027 it forecasts sales of ¥333.7bn (+10.7%) and operating profit of ¥21.2bn (+29.1%).
9M FY2026 (Sep 2025–May 2026) · Year-to-Date
Reported 2026-07-15
Net sales¥221.3bn▲ +17.5%
Operating profit¥13.3bn▲ +25.6%
Net income¥8.7bn▲ +11.8%
Saizeriya runs the Saizeriya Italian family-restaurant chain, with 1,063 restaurants in Japan and 675 abroad at end-May, most of them in mainland China. In September 2025–May 2026 net sales rose 17.5% to ¥221.3bn, operating profit 25.6% to ¥13.3bn and net income 11.8% to ¥8.7bn, with Japan supplying most of the sales gain.
JapanJapan sales rose 19.6% to ¥149.8bn and operating profit 120.7% to ¥5.59bn. Customers in Japan rose to 173.8m from 148.4m and average spend to ¥862 from ¥844; the company credits in-store teams built to keep restaurants in good order, menu measures and digital tools.
JapanIts September monthly report shows existing-restaurant sales in Japan up 10.6%, on 8.6% more customers and 1.8% higher spend; the company says extra weekend and holiday days added about 2 points. For the full year to August 2026, existing sales rose 15.7% and customers 13.4%.
StoresIt had 1,063 restaurants in Japan at end-May (22 opened and 12 closed since September) and 675 abroad, 1,738 in all. Ordering by QR code on customers' own phones reached every restaurant by end-December 2025, and a breakfast-only menu is being rolled out to more restaurants.
SegmentAsia, mainly mainland China, grew sales 13.4% to ¥71.5bn on new restaurants, but operating profit fell 6.3% to ¥7.30bn; Shanghai's profit dropped to ¥1.80bn from ¥2.44bn. A new Guangzhou factory was completed in January 2026, and it opened its first restaurant in Wuhan.
OutlookFull-year guidance is unchanged: net sales of ¥297.0bn (+15.7%), operating profit of ¥18.2bn (+17.4%) and net income of ¥11.8bn (+5.7%), including ¥204.0bn of sales in Japan on 16.0% existing-store growth. It raised its dividend forecast to ¥35 from ¥30.