Restaurant Brands Asia Limited — PPTs, 31-07-2025: Investor Presentation

**1. Financial Highlights:**

India's Q1 FY26 revenue grew 12.6% YoY to INR 552.3 Cr, with Restaurant EBITDA jumping 23% to INR 53.6 Cr and Company EBITDA rising 28.6% to INR 22.5 Cr. Gross margin held at 67.7%. Indonesia revenue declined 6.9% to INR 145.4 Cr, though its Company EBITDA loss narrowed to INR 10.6 Cr. Consolidated revenue increased 7.9% to INR 697.7 Cr, achieving Company EBITDA of INR 11.9 Cr.

**2. Strategic Initiatives & Growth Drivers:**

India prioritizes dine-in traffic (+2.6% SSSG) and digital adoption, targeting rapid expansion (60-80 new restaurants annually, ~800 by FY29) and 70% Gross Profit. Indonesia optimizes its store portfolio and reduces corporate overheads, with Popeyes piloting a fast-casual model.

**3. Business Developments:**

India launched Korean Spicy Fest and revamped King's Collection, expanding dessert and coffee offerings. Indonesia is implementing sales revitalization and store rationalization.

**4. Market Position & Competitive Advantage:**

India strengthens value leadership with menu innovation and a digital-first approach. Indonesia focuses on portfolio management and operational streamlining to enhance market standing.

**5. Investor Implications:**

India's operations demonstrate positive growth potential through expansion and digital success. Indonesia's turnaround efforts show early improvement, warranting continued monitoring for sustained profitability.