Restaurant Brands Asia Limited · NSE:RBA
Restaurant Brands Asia — Q3 FY26 Earnings Presentation
28 slides from Restaurant Brands Asia's earnings presentation, Feb 3, 2026
Slide 1: Cover letter to BSE and NSE on investor presentation
February 3, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relations Department Listing Department Phiroze Jeejeeboy Towers Exchange Plaza, 5th Floor, Plot no. C/1, Dalal Street, Fort, G Block, Bandra Kurla Complex, Bandra (E) Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 543248
Slide 2: Restaurant Brands Asia Limited Investor Presentation
Restaurant Brands Asia Limited Investor Presentation February 3, 2026
Slide 3: Disclaimer
Disclaimer Certain statements made in this presentation relating to the Company’s objectives, projections, outlook, expectations, estimates, among others may constitute ‘forward-looking statements’ within the meaning of applicable laws and regulations. Actual results may differ from such expectation
Slide 4: Business Strategy & Performance Update
Business Strategy & Performance Update
Slide 5: India – Key Priorities
India – Key Priorities Grow Dine In Traffic Digital First Brand Profitability Focus Value Leadership Scale up Dine-in King’s Journey Delivery Profitability 11 consecutive quarters of positive 92% of all orders through digital Over 2% YoY driven by pricing and dine in traffic growth (SSTG(1)) channel
Slide 6: Key measures to improve overall performance in Indonesia
Key measures to improve overall performance in Indonesia Focus on increasing sales through value & menu innovation Sustaining higher ADS over previous year since Nov’24 Improve Restaurant Profitability Burger King Store EBITDA improved by IDR 10 Billion; whereas losses in Popeyes widened by IDR 9 Bi
Slide 7: Taste, Differentiation and Value: Twin engine of Burgers and Chicken
Taste, Differentiation and Value: Twin engine of Burgers and Chicken Establish Leadership in Burgers Build Relevance & Credibility of Chicken Menu Strengthen Value Proposition Strengthen Delivery and Digital CRM Grow Unique Optimize Profitability Customer Base Restaurant Brands Asia Limited | 3 Febr
Slide 8: Q3 FY26 Financial Performance
Q3 FY26 Financial Performance
Slide 9: India Q3 FY26 – Operational and Business Highlights
India Q3 FY26 – Operational and Business Highlights 577 INR 5,773 Mn INR 117K Stores Revenue from Operations Average Daily Sales +67 YoY*| +44 QoQ* +16.5% YoY +4.5% SSSG as on Led by store additions & same Consistent growth across 31st December, 2025 store sales growth Dine-in & Delivery Channels 69
Slide 10: India Business Summary: Q3 FY26
India Business Summary : Q3 FY26 Revenue (INR Million) Restaurant Count Kings Journey BK Café ADS (INR '000) 577 Delivery 533 SSSG% -0.5% 3.1% 5.1% -3.0% 2.6% -0.5% 2.8% 5.1% 4.5% 2.6% 42% 43% 42% 44% 44% 510 513 519 554 Mix % 433 464 482 507 555 5,687 5,773 5,523 509 114 120 119 117 4,954 4,898 466
Slide 11: Indonesia Financial Summary by Brand
Indonesia Financial Summary by Brand Burger King Popeyes Indonesia Consolidated IDR Bn Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Store Count 147 143 139 136 138 25 25 25 25 25 172 168 164 161 163 ADS (IDR Mn) 17.6 18.5 19.7 18.1 18.5 14.0 14.1 13.2 11.
Slide 12: Sustainable improvement in sales through value & menu innovation
Sustainable improvement in sales through value & menu innovation Total ADS (ADS in IDR Mn) 21.0 Sept’25 impacted by 19.8 civil unrest 20.0 19.1 18.7 18.4 18.7 18.4 20.1 19.8 17.5 18.1 17.1 17.0 17.2 18.4 Ramadan-Lebaran 18.4 17.3 seasonality 17.6 17.3 16.8 16.8 16.1 17.1 15.1 16.5 Nov-24 Dec-24 Jan-
Slide 13: Marketing Initiatives - India
Marketing Initiatives - India
Slide 14: Innovations on the Core and Premium Menu layers
Innovations on the Core and Premium Menu layers Innovation on Burgers to drive Taste Equity Strengthen Core Menu Improve Dessert Offerings • Launched Korean Spicy Fest to ride the “Hallyu Wave” New Patties: • Launched Co- Branded Shakes and • Relaunched King’s Collection with Premium Brioche Buns Pa
Slide 15: Continue to Strengthen Value Leadership
Continue to Strengthen Value Leadership 2for79 to be market Crazy App Deals to increase Thematic Saver “Meals for competitive frequency of BK App 2” for higher group sizes Restaurant Brands Asia Limited | 3 February 2026 | Q3 FY26 14
Slide 16: Integrating deeper with Regional Festivals to build an emotional connect
Integrating deeper with Regional Festivals to build an emotional connect • Meal led offerings along with thematic freebies • Festive Restaurant Décor • Ethnic Crew Attire Restaurant Brands Asia Limited | 3 February 2026 | Q3 FY26 15
Slide 17: Driving Engagement with innovative UGCs
Driving Engagement with innovative UGCs Christmas: Naughty or Nice Diwali: Shagun Lifafa Impressions: 16 Mn Impressions: 14 Mn Restaurant Brands Asia Limited | 3 February 2026 | Q3 FY26 16
Slide 18: Building Brand Love with Gen Z and Millennials
Building Brand Love with Gen Z and Millennials Menu Introduction VFM Focus Indian Festivals UGCs Restaurant Brands Asia Limited | 3 February 2026 | Q3 FY26 17
Slide 19: CRM in Action: Building the Acquisition Engine
CRM in Action: Building the Acquisition Engine Acquisition Engagement Retention Loyalty Advocacy In-app Drive higher Programs to drive Focus on driving communication on frequency and repeat usage on the new Installs new offers and repeat transactions app product launches Restaurant Brands Asia Limit
Slide 20: Q3 FY26 Financial Summary
il lh rha Q3 FY26 Financial Summary i
Slide 21: India Operating Performance
India Operating Performance Particulars (INR Million) Q3 FY26 % Q3 FY25 % Q2 FY26 % 9M FY26 % 9M FY25 % Revenue from operations 5,773 100.0% 4,954 100.0% 5,687 100.0% 16,983 100.0% 14,780 100.0% YoY Growth% 16.5% 11.2% 15.6% 14.9% 11.9% Cost of materials consumed 1,740 30.1% 1,593 32.2% 1,802 31.7%
Slide 22: Indonesia Operating Performance
Indonesia Operating Performance Particulars (INR Million) Q3 FY26 % Q3 FY25 % Q2 FY26 % 9M FY26 % 9M FY25 % Revenue from operations 1,373 100.0% 1,437 100.0% 1,348 100.0% 4,175 100.0% 4,402 100.0% YoY Growth% -4.4% -9.5% -3.9% -5.1% -15.2% Cost of materials consumed 606 44.2% 607 42.2% 581 43.1% 1,8
Slide 23: Consolidated Operating Performance (India+Indonesia)
Consolidated Operating Performance (India+Indonesia) Particulars (INR Million) Q3 FY26 % Q3 FY25 % Q2 FY26 % 9M FY26 % 9M FY25 % Revenue from operations 7,147 100.0% 6,391 100.0% 7,034 100.0% 21,158 100.0% 19,182 100.0% YoY Growth% 11.8% 5.8% 11.2% 10.3% 4.3% Cost of materials consumed 2,346 32.8% 2
Slide 24: Outlook
rha restaurant brands asia Outlook
Slide 25: The Way Forward – India Operations
The Way Forward – India Operations FY25 Q3FY26 Detail Outlook Actual Actual Restaurant Count 513 577 • 60 to 80 new restaurants every year Gross Profit 67.7% 69.9% • ~70% by FY29 - Achieved Restaurant Brands Asia Limited | 3 February 2026 | Q3 FY26 24
Slide 26: Update
rha restaurant brands asia Update
Slide 27: RBA to be acquired by Inspira Global
RBA to be acquired by Inspira Global • QSR Asia Pte. Ltd. (QSR) entered into definitive agreements pursuant to which Inspira Global will purchase the entire shareholding of 11.26% from QSR in RBA for approx. Rs. 460 crores • In addition to the share purchase, Inspira Global proposes to infuse approx
Slide 28: Thank You
Thank You Restaurant Brands Asia Limited CIN: L55204MH2013FLC249986 For further information, please contact: Mr. Gaurav S. Ajjan, CFA Head – Corporate Development and Investor Relations gaurav.ajjan@rbrandsasia.com
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