RBABSERestaurant Brands Asia LtdMediumNeutral
Announced Thu, 14 May · 18:48 IST

Restaurant Brands Asia Limited has informed the exchange about Investor presentation.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

RBA · price

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Price reaction · full curve 14 horizons · vs prior close
+0.9%1-day move
₹67.00
prior close
₹68.09
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AI summary

Restaurant Brands Asia reported strong FY26 results with India revenue of INR 22,717 Mn (up 15.4% YoY) and Restaurant EBITDA of INR 2,636 Mn (up 27.4% YoY). Q4 FY26 showed even stronger momentum with 6.3% same-store sales growth (highest in 12 quarters) and 47.1% growth in Restaurant EBITDA. Gross margins improved to 69.0% for FY26 and 70.2% for Q4, driven by menu mix and supply chain efficiencies. Store count reached 581 in India with 68 net additions during the year. Indonesia operations remain a concern with revenue declining 5.5% YoY and Company EBITDA still in loss at -IDR 575 Bn. Consolidated FY26 revenue was INR 28,226 Mn with Company EBITDA of INR 750 Mn, more than doubling from prior year.

Likely market impact

India business showing consistent margin improvement and strong profitability growth; positive signal for shareholders. Indonesia turnaround remains work in progress with continued losses.