Collins Foods Limited · ASX:CKF
Collins Foods — Investor Day (October 2025)
23 slides from Collins Foods's investor day presentation, Oct 21, 2025
Slide 1: Collins Foods Investor Day 2025 ASX Release
ASX RELEASE COLLINS FOODS INVESTOR DAY 2025 Tuesday 21 October 2025: Collins Foods Limited (ASX: CKF) (Collins Foods) wishes to advise that an Investor Day is being held today and a copy of the presentation is attached. ENDS Authorised for release by the Board. For further information, please contac
Slide 2: Investor Day 2025
INVESTOR DAY 2025 21 October 2025 COLLINS FOODS LIMITED COLLINS FOODS LIMITED ACN 151 420 781
Slide 3: Acknowledgement of traditional custodians
We’d like to acknowledge the traditional custodians of the land upon which we stand, the Yuggera people and the Turrbal people, and wish to pay our respects to Elders past and present.
Slide 4: Presenters
PRESENTERS XAVIER SIMONET ANDREW LEYDEN KRYSTAL ZUGNO CHRIS JOHNSON Managing Director & Group Chief Financial Officer General Manager Australia General Manager Europe Chief Executive Officer COLLINS FOODS LIMITED | INVESTOR DAY 2025 3
Slide 5: Growth Priorities
GROWTH PRIORITIES CORE MARKET GROWTH ACCELERATING SCALE OPERATIONAL Australia Germany EXCELLENCE Laser focus on SSS, margin, service • SSS(1) growth in KFC through • Accelerated growth in • Sales performance, product and service Germany productivity and efficiency innovation • Profitable new restaur
Slide 6: Australia - Core Market Growth
Australia - CORE MARKET GROWTH 290 (1) KFC Restaurants Operated 6 7 by Collins Foods 184 184 57 68 9 35% KFC Restaurants Operated by 54 13 Collins Foods 264 10 4 7-10 New Restaurants annually 215 17 (1) on 21 October 2025 17 COLLINS FOODS LIMITED | INVESTOR DAY 2025 5
Slide 7: Germany Offers Significant Growth Potential
GERMANY OFFERS SIGNIFICANT GROWTH POTENTIAL LARGE ADDRESSABLE MARKET • 80 million+ consumers (1) • QSR outpacing GDP growth in Germany (2) • KFC brand, and chicken category, under-penetrated in QSR (3) SECOND STRATEGIC GROWTH PILLAR • Targeting 40 - 70 new KFC restaurants over next 5 years… fast tra
Slide 8: Capital Allocation Priorities
CAPITAL ALLOCATION PRIORITIES 01 02 03 INVEST IN MAINTAIN A CONSISTENT PROFITABLE STRONG FULLY FRANKED GROWTH BALANCE SHEET DIVIDENDS & OPPORTUNITIES DISCIPLINED CAPITAL MANAGEMENT FY26 OUTLOOK REAFFIRMED Targeting year-on-year FY26 Group underlying NPAT (post AASB 16) growth in the low to mid-teens
Slide 9: Australia
Australia COLLINS FOODS LIMITED | INVESTOR DAY 2025 8
Slide 10: Operational Excellence Elevating Customer Experience, Sales & Margins
OPERATIONAL EXCELLENCE ELEVATING CUSTOMER EXPERIENCE, SALES & MARGINS CUSTOMER EXPERIENCE PRODUCTIVITY KFC FLG TASTE • Digital investment improving brand accessibility • Efficient restaurant design and equipment • KFC menu innovation pipeline and delivering results. Digital mix now 42%, up − strong
Slide 11: KWENCH by KFC
KWENCH BY KFC COLLINS FOODS LIMITED | INVESTOR DAY 2025 10
Slide 12: Investing in Modernising the Brand
INVESTING IN MODERNISING THE BRAND New Restaurants, Modernising the Spotlight on Remodels, supercharge customer experience Indooroopilly supercharge • 7-10 new restaurants annually • Kiosk rollout to remaining 93 restaurants to be • Transactions up 31%* completed within 12mths • 50+ stores in develo
Slide 13: COLLINS FOODS LIMITED | INVESTOR DAY 2025
COLLINS FOODS LIMITED | INVESTOR DAY 2025 12
Slide 14: KFC Most Loved QSR Brand
KFC MOST LOVED QSR BRAND Brand Index Score - YouGov 30 25 20 15 10 5 KFC McDonald's Guzman y Gomez Data Source: YouGov Q3 2025, August 2025 Brand Index: YouGov Brand Index is a derived average measure of Quality, Value, Reputation, Satisfaction, Recommend & Impression. COLLINS FOODS LIMITED | INVEST
Slide 15: QSR Chicken Share
Qsr chicken share QSR Chicken Share 42% 39% Total population 18 - 25 year olds 20% 19% 4% 4% KFC Maccas HJs Data Source: CIRCANA Servings Share COLLINS FOODS LIMITED | INVESTOR DAY 2025 14
Slide 16: Europe
EUROPE COLLINS FOODS LIMITED | INVESTOR DAY 2025 15
Slide 17: Europe - Operational Performance & In-Store Execution Improving
EUROPE - OPERATIONAL PERFORMANCE & IN-STORE EXECUTION IMPROVING CUSTOMER EXPERIENCE CUSTOMER EXPERIENCE SALES MARGINS • Investment in training & capability improving • Step-up in marketing and menu innovation • Focus on sales forecasting, unlocking efficiency customer experience in the Netherlands s
Slide 18: Germany - Access to Large, Underpenetrated States
Germany - ACCESS TO LARGE, UNDERPENETRATED STATES TARGET STATES • North Rhine Westphalia: – Germany’s most populous state - c. 18 million residents (1) – 46 KFCs; 8 operated by Collins Foods > Yum! and Collins Foods RSCs in Düsseldorf > 1 KFC to 391k people – 295 McDonalds, 98 Burger Kings (2) • Bad
Slide 19: First New German Store: Karlsruhe, Baden-Württemberg
FIRST NEW GERMAN STORE: KARLSRUHE, BADEN-WÜRTTEMBERG COLLINS FOODS LIMITED | INVESTOR DAY 2025 18
Slide 20: Germany - Store Economics Comparable with Australia
Germany - STORE ECONOMICS COMPARABLE WITH AUSTRALIA • Strong average annual restaurant revenues of $4.4m, slightly ahead of KFC Australia and the Netherlands • FY25 restaurant margins broadly comparable with KFC Australia despite market being sub-scale Exchange rate 1$: 0.6€ – Germany EBITDA margin
Slide 21: Summary
SUMMARY • Effective execution of strategy - operational excellence to drive growth and margins • Strong brand metrics, demonstrating resilience in challenging environment • Positioned to take advantage of improving conditions, with momentum building • Strong cash generation and healthy balance sheet
Slide 22: Questions
COLLINS FOODS LIMITED | INVESTOR DAY 2025 QUESTIONS Questions 21
Slide 23: For Further Information
ACN 151 420 781 Level 3, KSD1, 485 Kingsford Smith Drive Hamilton QLD 4007 FOR FURTHER INFORMATION AUSTRALIA www.collinsfoods.com CONTACT INVESTORS Adrian Mulcahy Automic Group P: +61-438 630 422 E: adrian.mulcahy@automicgroup.com.au MEDIA Jasmine Walters Automic Group P: +61-498 209 019 E: jasmine.