Announced Mon, 19 May · 17:22 IST

Restaurant Brands Asia Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RBA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Restaurant Brands Asia (RBA, formerly Burger King India) reported FY25 revenue of INR 19,678 Mn from India (+11.8% YoY) and consolidated revenue of INR 25,507 Mn (+4.7% YoY). India's Restaurant EBITDA grew 21.2% YoY to INR 2,068 Mn with margins expanding to 10.5%, and Company EBITDA (Pre-IND AS 116) jumped 32% to INR 994 Mn. India added 58 stores to reach 513 total, with BK Café present in 90% of outlets and dine-in traffic up 9%. Indonesia continues to drag with FY25 revenue declining 11.9% and EBITDA loss of IDR 118.4 Bn; the company closed 8 non-performing stores and plans further G&A cuts of INR 4.5 Crs in FY26. Management outlined multi-year targets: 60-80 new India stores annually targeting ~800 restaurants by FY29 and gross margin expansion of 0.5-0.7% annually over the next 4 years.

Likely market impact

Strong India profitability momentum and clear multi-year growth and margin guidance are positive for the stock. However, persistent Indonesia losses remain a concern and cap overall consolidated earnings recovery.