Domino's Pizza Enterprises Limited · ASX:DMP
Domino's Pizza Enterprises — FY2026 Earnings Presentation
32 slides from Domino's Pizza Enterprises's earnings presentation, Aug 26, 2026
Slide 1: Market presentation cover letter to ASX
Domino’s Pizza Enterprises Limited ACN: 010 489 326 5/485 Kingsford Smith Drive Hamilton QLD Australia 4007 www.dominos.com.au 26 August 2026 The Manager Market Announcements Office Australian Securities Exchange 39 Martin Place SYDNEY NSW 2000 Dear Sir or Madam, Market presentation for the year end
Slide 2: Domino's Pizza Enterprises Ltd FY Results
Domino’s Pizza Enterprises Ltd FY Results Period Ending June 2026 26 August, 2026
Slide 3: Executive Summary
Executive Summary FY26 has delivered improved franchisee economics and a strong balance sheet, with strong cash flows. The FY27 focus is on rebuilding profitable sales growth Improved Franchisee Strengthened 1 Reset Delivered 2 3 4 Outlook and Growth Profitability Financial Position ✓ Leadership tea
Slide 4: From Reset to Profitable Sales Growth
From Reset to Profitable Sales Growth HORIZON 1 ACHIEVED HORIZON 2 NEXT 1 2 Strengthen Foundations Grow Profitable Same Stores Sales • Reset delivered and core reinforced • Drive long term sustainable customer • Cost-out delivering material benefits order growth • Strengthened Franchise profitabilit
Slide 5: FY26 Results
FY26 Results
Slide 6: FY26 Results Summary
FY26 Results Summary SSS% EBIT(1) -4.1% $200.1m, +1.0% Network Sales $3.87b, -6.8% NPAT(1) Franchise Profitability(2) $121.6m, +4.0% Q3 $105.7k, +11.3% Free Cash Flow(4) Dividend (3) $164.1m, +246.2% 32.5 cps,+51.2% Net Debt Reduction $227.8m vs FY25 1. Underlying performance excluding Non-recurring
Slide 7: Financial Results Overview
Financial Results Overview NETWORK SALES -6.8% vs. LAST YEAR Current Period Last Year Change vs Change % vs • Network sales declined 6.8%, reflecting reduction in store numbers and the FY26 FY25 Last Year Last Year deliberate promotional reset, particularly in ANZ Network Sales $3,868.5m $4,152.7m (
Slide 8: Geographic Summary
Geographic Summary UNDERLYING GROUP EBIT +1.0% vs. LAST YEAR Current Period Last Year Change vs Change % vs • Group EBIT increased despite cycling $10.0m lower profit from store sales compared to FY25 FY26 FY25 Last Year Last Year • Stronger Europe, Asia and Global results offset softer ANZ trading,
Slide 9: Free Cash Flow
Free Cash Flow Change vs Last FREE CASH FLOW INCREASED BY $116.6M TO $164.1M, EXCLUDING Group Cash Flow FY26 FY25 DIVESTMENTS Year • Strong free cash flow reflects disciplined capital management, benefiting Underlying EBITDA 325.4m 346.7m (21.3m) from lower capital expenditure, favourable tax paymen
Slide 10: Investing Activities
Investing Activities FY26 Gross CAPEX of $38.7m (FY25: $86.8m) DIGITAL INVESTMENTS OF $21.5M (FY25 $44.8M) Gross Capex Bridge: FY25 to FY26 ($M) • More disciplined digital investment, transitioning to an enterprise IT model with greater focus on cost control, prioritisation and commercial returns •
Slide 11: Debt & Capital Management
Debt & Capital Management Improved balance sheet and leverage position FINANCIAL RATIOS(1) Current Period Comparative 1.86x $227.8m 32.5cps Net Leverage Ratio (1) Dividend Net Debt Reduction Reduction of 0.71x Increase of 51.2% FY26 FY25 EBITDA 12 Month Rolling $267.3m $281.7m LEVERAGE AND DEBT Tota
Slide 12: Operational Update
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Slide 13: WA Is Outperforming Australia In Financial Performance
WA Is Outperforming Australia In Financial Performance We stopped broad discounting in September, then rebuilt orders with targeted carry-out value and a lower delivery fee. SEP 25 OCT 25–JAN 26 FEB–JUN 26 FY27 RESET LEARN REBALANCE APPLY IN FY27 Broad, high %-off withdrawn No broad offers Targeted
Slide 14: Strengthening Franchise Partner Economics
Strengthening Franchise Partner Economics1 Q3 AVERAGE ROLLING 12 MONTH EBITDA PER STORE (GLOBAL)(2) FRANCHISEE PROFITABILITY IMPROVING • Benefits from DMP’s cost-out program are being passed through to franchise partners, including through lower food and packaging costs • Delivering on strategy to i
Slide 15: Our Franchisee Roadmap to Sustainable Growth
Our Franchisee Roadmap to Sustainable Growth1 Sustainable Growth Model • Superior Value and Transparency for Customers – Clearer pricing and smarter offers drive trust and frequency • Stronger Economics and Profitability for Franchisees – PRODUCTIVITY & Lower costs and stronger margins support the A
Slide 16: Update on Cost Savings Initiatives
Update on Cost Savings Initiatives $67.0m $35.3m $15 – 25m (1) of the $67.0m actioned cost savings, Additional cost savings identified Annualised cost savings actioned realised in FY26 through future opportunities PROGRESS TO DATE FUTURE OPPORTUNITIES ✓ $67m of annualised savings actioned across tec
Slide 17: Outlook
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Slide 18: Trading Update
Trading Update Promotional reset supporting improved store economics Trading remains below expectations but is consistent with the H2 run-rate. Group SSSg: Each market has plans underway to improve sales in H1 and build sales momentum. Higher-margin H1: -2.5% orders are improving unit economics; acr
Slide 19: The Foundations are Stronger
ANDREW GREGORY | GROUP CEO The Foundations are Stronger Now we must restore profitable order growth • The FY26 reset has created a leaner operating base and A Stronger Platform stronger platform for improvement 1 Build on Strengths to Build From • The business is now set up so that growth converts i
Slide 20: Key Priorities
Key Priorities 1 2 3 GROW AVERAGE WEEKLY UNIT IMPROVE FRANCHISEE LEAD WITH URGENCY AND ORDERS PROFITABILITY SUSTAINABLY ACCOUNTABILITY • Scale Proven Learnings from WA – • Continue Cost Reduction Plan – • Leverage Market Teams – Clear Deploy profitable pricing and Redirect savings to revenue initiat
Slide 21: APPENDIX
APPENDIX 20
Slide 22: Our Recipe for Growth
Our Recipe for Growth Simplifying the System 1• Stronger Customer Proposition: Increasing brand relevance and NPS, driven by improvements in food, value, and customer experience Driving Stronger Customer Portfolio 5 1 Proposition Profitability (PQ, NPS) 2• Drive Same Store Sales Growth: Comparable s
Slide 23: Network Store Count
Network Store Count REGIONAL STORE COUNT AS A % OF NETWORK STORE GROUP NETWORK STORE COUNT COUNT Metric H122 FY22 H123 FY23 H124 FY24 H125 FY25 H126 FY26 Corporate Store Count 650 613 913 883 912 863 850 726 727 719 Franchise Store Count 2,577 2,774 2,823 2,899 2,925 2,932 2,886 2,803 2,791 2,731 Ne
Slide 24: Balance Sheet
Balance Sheet Group Balance Sheet FY26 FY25 Variance Balance sheet reflects significant FY26 asset write-downs alongside continued debt reduction and favourable FX movements Cash & cash equivalents $131.0m $153.5m ($22.5m) Trade and other receivables $120.2m $155.9m ($35.7m) • Total assets decreased
Slide 25: Statutory to Underlying Reconciliation
Statutory to Underlying Reconciliation RECONCILIATION – STATUTORY PROFIT TO UNDERLYING – FY26 Statutory Non-Recurring Items Underlying Network Sales $3,868.5m - $3,868.5m Revenue $2,046.1m - $2,046.1m EBITDA $53.6m $271.8m $325.4m Dep & Amortisation ($169.5m) $44.2m ($125.3m) EBIT ($116.0m) $316.1m
Slide 26: Non-Recurring Items
Non-Recurring Items Non-recurring Items FY26 Comments Balance Sheet Impairments France and Taiwan (Goodwill & Intangible Write-down of goodwill and indefinite life intangible assets, reflecting revised performance expectations and timing of $135.6m Assets) recovery of the France business and partial
Slide 27: Financial Ratios
Financial Ratios1 RETURN ON EQUITY RETURN ON CAPITAL EMPLOYED CASH CONVERSION 25% 15% 100% 96.1% 21.7% 87.1% 12.2% 81.0% 20% 18.4% 18.1% 10.8% 11.0% 80% 10% 15% 60% 10% 40% 5% 5% 20% 0% 0% 0% FY25 1H26 FY26 FY25 1H26 FY26 FY25 1H26 FY26 INTEREST COVERAGE NET DEBT NET LEVERAGE 750 724.8 3.0x 25.0x 2.
Slide 28: Financial Ratios
Financial Ratios Return on Equity Interest Coverage $m FY25 FY26 $m FY25 FY26 12-month Rolling Underlying NPAT 116.9 121.6 12-month Rolling EBITDA(1) 281.7 267.3 Average Shareholder Equity 636.3 560.2 12-month Rolling Interest(2) (16.5) (12.9) ROE 18.4% 21.7% Interest Coverage (multiple) 17.1x 20.6x
Slide 29: Financial Data summary
Financial Data summary FY25 FY26 Regional Metrics ANZ Europe Asia Global Total ANZ Europe Asia Global Total Network Sales $1,449.8m $1,732.7m $970.2m $4,152.7m $1,361.8m $1,706.0m $800.6m $3,868.5m SSS % (0.4%) 1.6% (3.2%) (0.2%) (4.7%) (2.2%) (6.7%) (4.1%) Network AWUS 31.1k 24.4k 13.0k 21.6k 29.6k
Slide 30: Financial Data summary in Constant Currency
Financial Data summary in Constant Currency FY25 FY26 Regional Metrics ANZ Europe Asia Global Total ANZ Europe Asia Global Total Network Sales $1,439.4m $1,776.2m $920.4m $4,136.0m $1,361.8m $1,706.0m $800.6m $3,868.5m SSS % (0.4%) 1.6% (3.2%) -0.2% (4.7%) (2.2%) (6.7%) (4.1%) Network AWUS 30.9k 25.
Slide 31: Historical AUD FX Conversion Rates
Historical AUD FX Conversion Rates FY25 FY26 Currency Rate Type Spot YTD Spot YTD EUR 0.5692 0.5618 0.6059 0.5814 JPY 104.7400 98.6377 111.3800 104.7433 MYR 2.7088 2.7471 2.8274 2.7709 NZD 1.1499 1.1229 1.2208 1.1592 PLN 2.4003 2.3865 2.5958 2.4681 SGD 0.8615 0.8451 0.8933 0.8708 TWD 21.0900 19.9601
Slide 32: Disclaimer & Important Information
Disclaimer & Important Information • Domino’s Pizza Enterprises Limited (Domino’s) advises that the information in this presentation contains forward looking statements which may be subject to significant uncertainties outside of Domino’s control • DMP does not undertake any obligation to provide re
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