Americana Restaurants International Plc · ADX:AMR
Americana Restaurants International — H1 2026 Earnings Presentation
24 slides from Americana Restaurants International's earnings presentation, Jul 28, 2026
Slide 1: H1 26 Results Earnings Presentation
EARNINGS PRESENTATION H1 26 RESULTS July 2026 BUILDING COMMUNITIES AROUND THE JOY OF FOOD 1
Slide 2: Agenda & Presenters
AGENDA & PRESENTERS AMARPAL SANDHU CHIEF EXECUTIVE OFFICER 01 Business Updates HARSH BANSAL CHIEF OPERATING OFFICER – KFC 02 Financial Review & PIZZAHUT RAHUL 03 The Way Forward MATHUR CHIEF FINANCIAL OFFICER 04 Concluding Remarks and Q&A PUJEET PAREKH HEAD OF INVESTOR RELATIONS 05 Appendix 2
Slide 3: Disclaimer
Disclaimer Cautionary Statement Regarding Forward Looking Information This presentation includes statements that are, or may be deemed to be, The forward-looking statements contained in this document speak only "forward looking statements". These forward-looking statements can as at the date of this
Slide 4: Business Updates
BUSINESS UPDATES 4
Slide 5: H1 brands initiatives – power brands
H1 26 brands initiatives – power brands Occasion-Led Innovation, Rooted in Local Consumer Preferences 5
Slide 6: New Growth | New Acquisition | New Brand
New Growth | New Acquisition | New Brand ADNOC Partnership MAT Integration & Expansion Carpo Opening (Qatar) • A long-term strategic partnership • Integration of UAE & KSA stores underway • Preferential access to 200 Tier-1 locations over 5 Years • Store expansion in UAE, KSA and launch in Kuwait ad
Slide 7: H1 26 Performance dashboard
H1 26 Performance dashboard REVENUES LFL RESTAURANT PORTFOLIO $1,364.5m 6.3% 12.1% increase (vs. H1 25) increase (vs.H1 25) 2,746 stores EBITDA NET PROFIT $348.2m $147.2m 26.7% increase (vs. H1 25) 59.2% increase (vs. H1 25) +167 1 CAPEX2 INTERIM DIVIDEND +108 $67.2m $100.8m 1 4.9% of revenue $0.012
Slide 8: Building scale with new stores added and continued development visibility
Building scale with 167 new stores added in the last twelve months and continued development visibility Restaurant portfolio evolution Restaurant pipeline for 2026E (1st July 25 – 30th June 26) No. of restaurants 48 111 (3) Net New Stores 167 7 59 (9) 2,746 120 -130 26 47 net Additions (50) 2,638 13
Slide 9: Financial Review
FINANCIAL REVIEW
Slide 10: Double digit revenue growth of +12.1%, driven by LFL growth and new stores
Double digit revenue growth of +12.1%, driven by strong LFL growth of +6.3% and new store openings Revenue bridge Revenue mix4 % of stable pegged currency (H1 25 to H1 26), $m 83% 83% <1% <1% 6% Other Brands 6% Growth/Niche Brands 76 4 1,365 -7 94% 75 94% Power Brands 1,217 +6.3% H1 25 H1 26 LFL Sal
Slide 11: Broad based revenue growth in H1 2026 underpinned by innovations
Broad based revenue growth in H1 2026 underpinned by meaningful innovations executed with excellence Revenue by Power Brands YoY Growth1 LfL Growth2 (H1 25 to H1 26), $m Total 12.6% 7.0% 13.9% 7.6% 4.4% 1.6% 10.2% 5.8% 12.1% 6.3% 818 241 49 1,365 167 212 1,217 45 726 160 H1 25 H1 26 H1 25 H1 26 H1 2
Slide 12: Strong margin expansion underpinned by operating cost leverage
Strong margin expansion underpinned by operating cost leverage and disciplined cost management 4 Wall EBITDA EBITDA Net Profit (H1 25 to H1 26), $m (H1 25 to H1 26), $m (H1 25 to H1 26), $m +24.0% +26.7% +59.2% 500 400 25.0% 147 450 433 348 350 20.0% 400 300 275 349 350 250 92 15.0% 300 200 250 10.8
Slide 13: Improvement in inventory cost as % of sales
180 bps improvement in inventory cost as % of sales driven by supply chain projects and measured pricing initiatives Cost of inventory1 evolution Q1 26 vs. Q1 25 Q2 26 vs. Q2 25 Change2 % (1.8%) (1.8%) 29.2% 29.2% 29.2% 29.2% 28.5% 27.5% 27.4% 27.3% 27.1% H1 24 H1 25 H1 26 Q1 25 Q2 25 Q3 25 Q4 25 Q1
Slide 14: Disciplined capital allocation enabling a healthy 3-year payback
Disciplined capital allocation and Store expansion enabling a healthy 3-year payback Key metrics by restaurants1 New restaurant openings1 by brands New Restaurants Avg. Capex / Payback Brand openings restaurant (years) ($k) 17% 142 523 2.4 57 442 2.5 40% 12% 54 345 > 5 years 44 107 > 5 years Others2
Slide 15: Improved net working capital, continued capital deployment
Improved net working capital, continued capital deployment to enable sustainable growth Net Working Capital (NWC) Gross Capex $m $m (9.2%) (9.9%) (10.0%) 4.1% 4.9% (218) (248) (266) 36 +46 26 +7 127 128 143 141 155 129 19 11 (487) (531) (537) 48 39 30-Jun-25 31-Dec-25 30-Jun-26 Inventory Receivables
Slide 16: The Way Forward
THE WAY FORWARD «
Slide 17: 2026 Guidance
2026 Guidance Revenue Growth NSO Guidance Digital Leadership ✓ Continue delivering mid-single-digit LfL ✓ Evolving to a loyalty-led ecosystem and making ✓ 120 – 130 net new stores in 2026; including loyalty a core pillar of customer engagement growth, consistent with H1 2026 new brands performance ✓
Slide 18: Concluding Remarks and Q&A
1 / \ REMARKS TP Await AND Q&A. mee!
Slide 19: Thank You
THANK YOU Investor.Relations@americanarestaurants.com Americana Restaurants IR App
Slide 20: Appendix
APPENDIX
Slide 21: Portfolio evolution – H1 26
Portfolio evolution – H1 26 No. of restaurants – Openings & closures – LTM H1 261 by country and brands No. of restaurants – by brand/category 64 Openings Closures Kazakhstan 149 32 33 Kuwait 24 17 Iraq 274 13 14 8 12 9 Lebanon 44 17 KFC Pizza Hut Hardee's Krispy Kreme Growth/Niche Bahrain Qatar 73
Slide 22: Free cash flows and movement in cash & cash equivalents
Free cash flows and movement in cash & cash equivalents Movement in Cash & Cash Equivalents Free Cash Flow (FCF) $m $m H1 25 H1 26 (11) (34) EBITDA 275 348 Hyper Inflation Effect 1 (<1) Net Capex (49) (67) 361 274 Change in Non-current Portion of Trade Payables (9) 3 (44) (72) Tax (16) (24) (241) Ch
Slide 23: EBITDA to net profit reconciliation
EBITDA to net profit reconciliation Post IFRS-16 basis $k H1 25 H1 26 Net profit attributable to shareholders of the company 92,482 147,221 Minority (Non-Controlling Interest) (940) (238) Income tax (including Pillar II), and Zakat 16,323 24,101 Finance cost (net) excluding finance costs on lease li
Slide 24: Key Definitions
Key Definitions EBITDA: Gross capex: Net profit: EBITDA is defined as Net profit for the year plus finance cost Gross capex defined as purchase of property and equipment Refers to Net Profit attributable to the shareholders (net), plus income tax and zakat, plus depreciation and plus purchase of int
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