Restaurant Brands Asia Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

RBA reports a strong Q4 FY26, with India's SSSG hitting 6.3% (highest in 12 quarters) and full-year revenue at INR 2,271 crores. Gross margins reached 70% in Q4, beating FY29 targets early. Digital orders now account for 91%. Management aims for India to become free cash flow positive by FY28. In Indonesia, Burger King shows turnaround signs with positive EBITDA, but Popeyes faces struggles, leading to a recent INR 120 crore impairment. The team is focused on disciplined growth, P&L efficiency (like new electric broilers), and addressing Indonesia's challenges with incoming new promoters. #RBA #Earnings