Ichibanya (7630) Investor presentation summary

Business profile and FY2026 scale

• FY2026 consolidated sales were ¥65.518bn and operating profit was ¥4.715bn; the network totaled 1,503 stores at Feb. 2026, including 218 overseas stores.

• Domestic CoCo Ichibanya sales are predominantly franchise-based: 90.2% of domestic stores were franchised at Feb. 2026.

• Menu customization offers more than 1.2bn combinations across curry base, spice level, rice portion and toppings.

Franchise model and operations

• The Bloom System trains employees in store operations and management for 2–5 years before independence; 527 franchise owners were recorded at Feb. 2026.

• Franchisees pay no royalty after independence; revenue is generated through sales of ingredients, supplies and store equipment.

• In-house production supports curry sauce, cutlet toppings and fresh salad vegetables across domestic and overseas operations.

Overseas and multi-brand growth

• Overseas operations reached 218 stores across international markets at Feb. 2026, following the first overseas opening in Hawaii in 1994 and China expansion from 2004.

• Domestic diversification includes yakiniku, ramen, motsunabe and parfait brands; GAKU, operator of Parfaiteria Pal, became a consolidated subsidiary in Dec. 2025, adding nine stores.

• In Mar. 2026, me, operator of five Old Yamtei spice-curry stores, was acquired and made a consolidated subsidiary for FY2027.