Restaurant Brands Asia Limited · NSE:RBA
Restaurant Brands Asia — Q2 FY26 Earnings Presentation
30 slides from Restaurant Brands Asia's earnings presentation, Oct 30, 2025
Slide 1: Exchange filing cover letter
October 30, 2025 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 S
Slide 2: Restaurant Brands Asia Limited Investor Presentation
Restaurant Brands Asia Limited Investor Presentation Oct 30, 2025
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 Gain in Delivery Business 10 consecutive quarters of positive 91% of all orders through digital 17.4% revenue growth with dine in traffic growth (SSTG(1)) channels(2),
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 Higher ADS in 12 out of last 13 months over previous year Improve Restaurant Profitability Gross Margin Improvements through Chicken-led portfolio, Menu Pricing and focus on Cost Effici
Slide 7: Visible improvement in sales through value & menu innovation
Visible improvement in sales through value & menu innovation Total ADS (ADS in IDR Mn) 21.0 19.8 Sept’25 impacted by 19.1 18.7 civil unrest 18.4 18.7 20.1 17.5 18.1 17.1 17.0 17.9 Ramadan-Lebaran 18.4 seasonality 18.4 17.3 17.6 17.3 15.1 16.8 16.8 16.5 15.8 Nov-24 Dec-24 Jan-25 Feb-25 Mar & Apr- May
Slide 8: Q2 FY26 Financial Performance
Q2 FY26 Financial Performance
Slide 9: India Q2 FY26 – Operational and Business Highlights
India Q2 FY26 – Operational and Business Highlights 533 INR 5,687 Mn INR 119K Stores Revenue from Operations Average Daily Sales +69 YoY*| +14 QoQ* +15.6% YoY +2.8% SSSG as on Led by store additions & same Consistent growth across 30 September, 2025 store sales growth Dine-in & Delivery Channels 68.
Slide 10: India Business Summary: Q2 FY26
India Business Summary : Q2 FY26 Revenue (INR Million) Restaurant Count Kings Journey BK Café ADS (INR '000) 513 519 533 Delivery 510 SSSG% -3.0% 3.1% -0.5% -3.0% 5.1% -0.5% 2.6% 5.1% 2.8% 2.6% 43% 42% 43% 42% 44% 464 482 507 Mix % 433 464 5,523 5,687 365 466 484 118 120 119 437 509 114 4,921 4,954
Slide 11: Indonesia Financial Summary by Brand
Indonesia Financial Summary by Brand Burger King Popeyes Indonesia Consolidated IDR Bn Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Store Count 149 147 143 139 136 25 25 25 25 25 174 172 168 164 161 ADS (IDR Mn) 16.9 17.6 18.5 19.7 18.1 14.6 14.0 14.1 13.
Slide 12: Marketing Initiatives - India
Marketing Initiatives - India
Slide 13: Focus on Strengthening Burger Taste Equity, fuel “Taste is King” positioning
Focus on Strengthening Burger Taste Equity, fuel “Taste is King” positioning Innovation on Burgers to drive Taste Equity Strengthen Core Burger Menu • Launched Korean Spicy Fest to ride the “Hallyu Wave” New Launch on July 4th • Relaunched King’s Collection with Premium Brioche Buns Restaurant Brand
Slide 14: Brand Equity
We decided to the extend the Whopper portfolio in Core layer Differentiated Product Value for Money (Competitive Advantage) (7 layers, Great Taste, Quality) Whopper Deluxe Brand Equity Range (Cool Personifications) (Choice of Protein) Restaurant Brands Asia Limited | 30 October 2025 | Q2 FY26 13
Slide 15: Impact visibility to build Brand Salience
Impact visibility to build Brand Salience Cheese Whopper Deluxe Chicken Whopper Deluxe Paneer Whopper Deluxe Restaurant Brands Asia Limited | 30 October 2025 | Q2 FY26 14
Slide 16: We continue to Strengthen our Value Leadership
We continue to Strengthen our Value Leadership Continue 2for79 to drive Crazy App Deals to increase Thematic Saver “Meals for incremental traffic frequency of BK App 2” for higher group sizes Restaurant Brands Asia Limited | 30 October 2025 | Q2 FY26 15
Slide 17: We continue Building Brand Love with Gen Z and Millennials
We continue Building Brand Love with Gen Z and Millennials Menu Introduction VFM Focus Indian Festivals UGCs Restaurant Brands Asia Limited | 30 October 2025 | Q2 FY26 16
Slide 18: Integrating deeper with Regional Festivals to build an emotional connect
Integrating deeper with Regional Festivals to build an emotional connect Restaurant Brands Asia Limited | 30 October 2025 | Q2 FY26 17
Slide 19: Digital Transformation: Building CRM base by Increasing Known Diner Sales
Digital Transformation: Building CRM base by Increasing Known Diner Sales Self Ordering Kiosk (SOK) Table Ordering Table Service 509 restaurants of 533 All stores excluding Food court All stores excluding Food court 91% orders for Dine-in is Digital ordering through SOK & BK APP Restaurant Brands As
Slide 20: Business Update - Indonesia
iy | rha Business Update - Indonesia i
Slide 21: 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 | 30 Oct
Slide 22: Sales improving on the back of Dine-in
Sales improving on the back of Dine-in Total ADS* 21.0 19.8 Sept’25 impacted by 19.1 civil unrest 18.4 18.7 18.7 20.1 17.5 18.1 17.1 17.0 17.9 18.4 18.4 Ramadan-Lebaran 17.6 17.3 17.3 15.1 16.8 seasonality 16.8 16.5 15.8 Nov-24 Dec-24 Jan-25 Feb-25 Mar & Apr- May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-2
Slide 23: Brand Challenges: Awareness, Scale and Chicken category competition for Popeyes
Brand Challenges: Awareness, Scale and Chicken category competition for Popeyes Shareable Menu QSR Top Sellers Table Service Fast Casual Test Results: Incremental Dine In Sales via Shareable Menu and Kiosk-led Ordering Restaurant Brands Asia Limited | 30 October 2025 | Q2 FY26 22
Slide 24: Q2 FY26 Financial Summary
iy | rha Q2 FY26 Financial Summary i
Slide 25: India Operating Performance
India Operating Performance Particulars (INR Million) Q2 FY26 % Q2 FY25 % Q1 FY26 % H1 FY26 % H1 FY25 % Revenue from operations 5,687 100.0% 4,921 100.0% 5,523 100.0% 11,209 100.0% 9,826 100.0% YoY Growth% 15.6% 8.5% 12.6% 14.1% 12.2% Cost of materials consumed 1,802 31.7% 1,599 32.5% 1,784 32.3% 3,
Slide 26: Indonesia Operating Performance
Indonesia Operating Performance Particulars (INR Million) Q2 FY26 % Q2 FY25 % Q1 FY26 % H1 FY26 % H1 FY25 % Revenue from operations 1,348 100.0% 1,403 100.0% 1,454 100.0% 2,802 100.0% 2,965 100.0% YoY Growth% -3.9% -18.1% -6.9% -5.5% -17.7% Cost of materials consumed 581 43.1% 620 44.2% 629 43.3% 1,
Slide 27: Consolidated Operating Performance (India+Indonesia)
Consolidated Operating Performance (India+Indonesia) Particulars (INR Million) Q2 FY26 % Q2 FY25 % Q1 FY26 % H1 FY26 % H1 FY25 % Revenue from operations 7,034 100.0% 6,324 100.0% 6,977 100.0% 14,011 100.0% 12,791 100.0% YoY Growth% 11.2% 1.2% 7.9% 9.5% 3.5% Cost of materials consumed 2,384 33.9% 2,2
Slide 28: Outlook
rha restaurant brands asia Outlook
Slide 29: The Way Forward – India Operations
The Way Forward – India Operations Q2FY26 Detail Outlook Actual • 60 to 80 new restaurants every year Restaurant Count 533 • ~800 restaurants by FY29 Gross Profit 68.3% • ~70% by FY29 Restaurant Brands Asia Limited | 30 October 2025 | Q2 FY26 28
Slide 30: 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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