Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

A week ago, Saizeriya Co.,Ltd. (TSE:7581) came out with a strong set of interim numbers that could potentially lead to a re-rate of the stock. It was overall a positive result, with revenues beating expectations by 4.6% to hit JP¥122b. SaizeriyaLtd reported statutory earnings per share (EPS) JP¥41.01, which was a notable 15% above what the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Taking into account the latest results, the most recent consensus for SaizeriyaLtd from ten analysts is for revenues of JP¥252.9b in 2025. If met, it would imply a satisfactory 4.7% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 5.6% to JP¥221. In the lead-up to this report, the analysts had been modelling revenues of JP¥250.3b and earnings per share (EPS) of JP¥225 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for SaizeriyaLtd

The analysts reconfirmed their price target of JP¥6,190, showing that the business is executing well and in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on SaizeriyaLtd, with the most bullish analyst valuing it at JP¥7,300 and the most bearish at JP¥5,000 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that SaizeriyaLtd's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 9.7% growth on an annualised basis. This is compared to a historical growth rate of 14% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.6% annually. Even after the forecast slowdown in growth, it seems obvious that SaizeriyaLtd is also expected to grow faster than the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at JP¥6,190, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for SaizeriyaLtd going out to 2027, and you can see them free on our platform here. .

We also provide an overview of the SaizeriyaLtd Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.