Restaurant Brands Asia Limited — PPTs, 29-01-2025: Investor Presentation

Restaurant Brands Asia Limited has released its investor presentation covering its financial results for the quarter and nine months ended December 31, 2024. The company achieved a milestone of 500 restaurants in India, highlighting a focus on growing dine-in traffic and enhancing value leadership. India saw a gross margin of 67.8% and an impressive Restaurant EBITDA (pre-IND AS 116) of INR 596 Mn, reflecting growth due to profitability initiatives.

In terms of operational performance, revenue from operations in India reached INR 4,954 Mn, up 11.2% YoY, while average daily sales showed a minor decrease of 0.5% year-on-year. In Indonesia, the company continues to rationalize its portfolio, with revenues declining 9.5% YoY, impacted by challenging market dynamics. Overall, the consolidated revenue reached INR 6,391 Mn, marking a 5.8% increase YoY, driven by strategic initiatives and store growth. The outlook remains positive with continued focus on digital transformation and menu innovation, which could enhance customer engagement and improve sales metrics. Investors should monitor these developments closely for potential growth opportunities.