Tab Gida Sanayi Ve Ticaret A.s. · BIST:TABGD
Tab Gida Sanayi Ve Ticaret A.s — TAB Gıda Sanayi ve Ticaret A.Ş. — Q3 2026 Earnings Presentation
15 slides from Tab Gida Sanayi Ve Ticaret A.s's earnings presentation, Oct 27, 2026
Slide 1: 3Q 2026 Results Presentation
3Q 202 6 Results Presentation 27 October 2026
Slide 2: Disclaimer 1
Disclaimer –1 This presentation includes forward-looking statements, including but not limited to, statements regarding TAB Gıda Sanayi ve Ticaret A.Ş. (“TAB Gıda”)’s plans, objectives, expectations, and intentions, as well as other statements that are not historical facts. Forward-looking statement
Slide 3: Disclaimer 2
Disclaimer –2 Revision of Financial Statements in Accordance with International Accounting Standard 29 (IAS 29) for Hyperinflationary Economies: Entities operating with a functional currency from a hyperinflationary economy are required to adjust their financial reports to reflect changes in general
Slide 4: Business Overview
3Q 202 6 Results Presentation 27 October 2026 Business Overview
Slide 5: 3Q 2026: Strong Performance Across Key Metrics
3 Q 2026: Strong Performance Across Key Metrics System - wide Sales Revenues EBITDA (unadjusted for IAS29) Margin ₺ 23,457 M ₺ 16,733 M ₺ 3,772 M 22.5 % + 34 % YoY + 4.9 % YoY + 6.1% YoY 26 bps YoY Number of Tickets Delivery Number of Self - order Restaurants Screens 71.1 M 17.4 M tickets 2,164 3,60
Slide 6: Strategic Priorities Underpinning 3Q 2026 Performance
Strategic Priorities Underpinning 3Q 2026 Performance Restaurant Expansion Gained Pace ▪ Opened 73 restaurants in 3Q 2026 and 151 YTD , reaching 2,164 restaurants at quarter - end ▪ Expanded Usta Dönerci into China with 3 franchise restaurant openings ▪ Completed 22 renovations in 3Q 2026 and 81 YTD
Slide 7: Continued Restaurant Expansion with Accelerated Openings
Continued Restaurant Expansion with Accelerated Openings Number of Restaurants Operated by TAB Franchise Total Stores Opened 73 restaurants in 3Q 455 403 858 2026 (151 restaurants in 9M 2,164 2,030 1,975 2026) 1,830 428 103 531 New openings were well 1,615 diversified across brands, supporting a bal
Slide 8: Enhancing Sales Through Strategic Product & Engagement Initiatives
Enhancing Sales Through Strategic Product & Engagement Initiatives Product Highlights Brand Engagement Initiatives Value Products Seasonal Products Kids’ Specials Participated in 21 events Hosted cinema nights in 3Q and 41 YTD in Popeyes restaurants EkonomiKings Menu, King Mix Oreo & Strawberry Paw
Slide 9: Scaling Digital Sales Across Key Channels
Scaling Digital Sales Across Key Channels Delivery Digital Sales* Share Reached 30% of total sales in 3Q 2026, up from 28% in 3Q 2025 in Total Sales Improved customer value through targeted promotions, supporting delivery sales growth Improved customer scores through operational enhancements Smartbo
Slide 10: Financial Overview
3Q 202 6 Results Presentation 27 October 2026 Financial Overview
Slide 11: Financial Performance: Delivering Solid Results Through Disciplined Execution
Financial Performance ¹: Delivering Solid Results Through Disciplined Execution ¹Figures are based on IAS 29 inflation accounting 3 Q 2026 3 Q 2025 Change (YoY) 9M 2026 9M 2025 Change (YoY) Revenue ₺ 16,733 M ₺ 15 ,957 M 4.9% ₺ 48 ,736 M ₺ 44 ,338 M 9.9% Gross Profit ₺ 2 ,810 M ₺ 2 ,741 M 2.5% ₺ 7,6
Slide 12: Financial Performance: Delivering Solid Results Through Disciplined Execution
Financial Performance: Delivering Solid Results Through Disciplined Execution ¹Figures are based on IAS 29 unadjusted basis 3 Q 202 6 3 Q 202 5 Change (YoY) 9M 202 6 9M 202 5 Change (YoY) Number of Tickets 71.1 M 66.6 M 6.7% 203.2 M 184.8 M 10.0% System -wide Sales ₺ 23,457 M ₺ 17,441 M 34.5% ₺ 64,0
Slide 13: Disciplined Capital Expenditures and Strong Balance Sheet Position
Disciplined Capital Expenditures and Strong Balance Sheet Position Strong Cash Position Capital Expenditures as of 3 Q 2026 (Million TL) 9.2% 9, 544 7.5% 4,080 3,641 1,003 ( 8 ,542 ) 9M 2025 9M 2026 Cash and cash IFRS - 16 related Net cash equivalents leasing liabilities Capex Capex / Revenues 3Q 20
Slide 14: On Track to Deliver 2026 Guidance
On Track to Deliver 2026 Guidance 2026 Guidance YTD Results 151 openings New Store Openings Around 10 % 50+ pipeline Revenue Growth 8 -10% Real Growth 9.9% Margin EBITDA Margin Maintaining Margin Maintained 3Q 202 6 RESULTS PRESENTATION 14
Slide 15: Thank you
Thank you
TAB Gıda Sanayi ve Ticaret A.Ş. — Q3 2026 Earnings Presentation on 6ix