Restaurant Brands Asia Limited has informed the Exchange about Investor/Analyst Call Transcript

Restaurant Brands Asia (Burger King India) reported Q1 FY26 India revenue of INR 552 crores, up 12.6% year-over-year, driven by 2.6% same-store sales growth and net addition of 63 restaurants over the year. Restaurant EBITDA rose 23% YoY to INR 53.6 crores, with restaurant-level EBITDA margins improving 80 basis points to 9.7%, helped by utility and IT cost savings. Gross profit was steady around 67.6%, with management reaffirming a long-term target of 70% by FY29. Digital transformation is nearly complete, with 93% of stores on self-ordering kiosks, 100% with table ordering, and BK app orders up 60% quarter-on-quarter. The company is on track to add 60-80 stores annually, targeting about 800 restaurants by FY29. In Indonesia, Burger King ADS rose 5% YoY to INR 19.7 million and the business turned store-level EBITDA positive, while Popeyes ADS softened. Corporate overheads in Indonesia have already been cut by 25% (INR 15 cr), with another 10% reduction planned.