Restaurant Brands Asia Limited · NSE:RBA
Restaurant Brands Asia — Q1 FY27 Earnings Presentation
27 slides from Restaurant Brands Asia's earnings presentation, Aug 3, 2026
Slide 1: Exchange filing cover letter for investor presentation
August 03, 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 August 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 Key Priorities
restaurant brands asia Business Key Priorities fc
Slide 5: India – Key Priorities
India – Key Priorities Same Store Sales Growth of 12.6%; highest in last 15 quarters Value Leadership Menu Strengthening Digital 1st Brand Profitability focus Successful value campaigns • BK Café launch in 2022 • SOK’s & BK App across all • Menu strategy • Stunner menu • Co-branded desserts and rest
Slide 6: Indonesia – Key Priorities
Indonesia – Key Priorities Strategic pillars for improvement in performance Value Focus Menu Strengthening Digital 1st Brand Profitability focus • Build long term burger led • Bone-in chicken portfolio • SOKs across all restaurants • Corporate overheads value strategy expansion • Unlock incremental
Slide 7: Marketing Initiatives
restaurant brands asia Marketing Initiatives fc
Slide 8: Menu Innovation
Menu Innovation Restaurant Brands Asia Limited | Q1 FY27 7
Slide 9: 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 | Q1 FY27 8
Slide 10: 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 • Gifts with meals & merchandise Restaurant Brands Asia Limited | Q1 FY27 9
Slide 11: Continue to build Brand Love with engaging content
Continue to build Brand Love with engaging content LTO Trust in Taste BAU & Topicals College activation Restaurant Brands Asia Limited | Q1 FY27 10
Slide 12: Strengthening Brand Loyalty and Building deeper Brand Love
Strengthening Brand Loyalty and Building deeper Brand Love Restaurant Brands Asia Limited | Q1 FY27 11
Slide 13: Q1 FY27 Key Highlights
Q1 FY27 Key Highlights fc
Slide 14: Revenue Mix and Store Count
Revenue Mix and Store Count Revenue Mix (Q1 FY27) Store Count (As at 30 June, 2026) 2% 15% Burger King 590 - India Burger King 137 - Indonesia 83% Popeyes - Burger King - India 25 Indonesia Burger King - Indonesia Popeyes - Indonesia 83% Revenues from India, 9 Stores added in Burger King India in Q1
Slide 15: India Q1 FY27 – Operational and Business Highlights
India Q1 FY27 – Operational and Business Highlights 590 Stores# 12.6% SSSG INR 6,829 Mn Revenue from Operations INR 131K +71 YoY | +9 QoQ Average Daily Sales +23.6% YoY 70.8% INR 900 Mn INR 527 Mn Gross Margin Restaurant EBITDA* Co EBITDA* +3.1% YoY | 0.6% QoQ +68.1% YoY +133.6% YoY Restaurant Brand
Slide 16: Indonesia Q1 FY27 – Operational and Business Highlights
Indonesia Q1 FY27 – Operational and Business Highlights Burger King Popeyes Indonesia Store Count# 137 25 162 ADS (INR) 102K 69K 97K Revenue INR 1,240 Mn INR 157 Mn INR 1,397 Mn Rest. EBITDA* INR 64 Mn (INR 31 Mn) INR 33 Mn Restaurant Brands Asia Limited | Q1 FY27 #Store Count as at Jun 30 ,2026; *E
Slide 17: Consolidated Q1 FY27 – Operational and Business Highlights
Consolidated Q1 FY27 – Operational and Business Highlights India Indonesia Consolidated Store Count# 590 162 752 Revenue INR 6,829 Mn INR 1,397 Mn INR 8,226 Mn Rest. EBITDA* INR 900 Mn INR 33 Mn INR 933 Mn Co. EBITDA * INR 527 Mn (INR 91 Mn) INR 435 Mn Restaurant Brands Asia Limited | Q1 FY27 #Store
Slide 18: Consolidated Q1 FY26 vs Q1 FY27
Consolidated Q1 FY26 vs Q1 FY27 Q1 FY26 Q1 FY27 Change Store Count# 683 752 +69 Revenue INR 6,977 Mn INR 8,226 Mn +17.9% Rest. EBITDA* INR 538 Mn INR 933 Mn +73.5% Co. EBITDA * INR 119 Mn INR 435 Mn +265.7% Restaurant Brands Asia Limited | Q1 FY27 #Store Count as at Jun 30 ,2026; *EBITDA is Pre IND
Slide 19: India Business Summary – Q1 FY27
India Business Summary – Q1 FY27 Restaurant Count ADS (INR '000) Revenue (INR Million) 577 581 590 Delivery SSSG% 2.6% 3.1% 2.8% -3.0% 4.5% -0.5% 6.3% 5.1% 12.6% 2.6% 42% 44% 44% 44% 44% 519 533 Mix % 131 6,829 120 119 117 111 5,687 5,773 5,735 5,523 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q
Slide 20: India Business Summary – Last 5 Years
India Business Summary – Last 5 Years Restaurant Count ADS (INR '000) Revenue (INR Million) Delivery 581 590 Mix% SSSG% 46.5% 23.1% 2.9% 1.1% 4.0% 12.6% 53% 42% 43% 43% 43% 44% 513 455 131 22,717 391 118 117 114 116 19,678 100 17,601 315 14,397 9,437 6,829 FY22 FY23 FY24 FY25 FY26 Q1 FY27 FY22 FY23
Slide 21: Indonesia Business Summary – Q1 FY27
Indonesia Business Summary – Q1 FY27 Burger King ADS (INR '000) Revenue (INR Million) Rest. EBITDA* (INR Million) 1,352 Margin 106 1,223 1,240 % 2.5% -1.5% -1.9% 4.4% 5.2% 100 102 1,212 1,165 98 97 64 51 34 -18 -24 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY
Slide 22: Indonesia Business Summary – Last 3 Years
Indonesia Business Summary – Last 3 Years Burger King ADS (INR '000) Revenue (INR Million) Rest. EBITDA* (INR Million) 5,991 5,209 Margin 4,953 % -0.5% -1.0% 0.9% 5.2% 100 98 100 102 64 44 1,240 -32 -54 FY24 FY25 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY27 Revenue (INR Million) Rest.
Slide 23: Q1 FY27 Financial Summary
Q1 FY27 Financial Summary fc
Slide 24: India Operating Performance
India Operating Performance Particulars (INR Million) Q1 FY26 % Q1 FY27 % % Change Revenue from operations 5,523 100.0% 6,829 100.0% 23.6% Cost of materials consumed 1,784 32.3% 1,992 29.2% 11.7% Gross Profit 3,739 67.7% 4,837 70.8% 29.4% Employee Related Expenses 613 11.1% 723 10.6% 17.9% Occupancy
Slide 25: Indonesia Operating Performance
Indonesia Operating Performance Particulars (INR Million) Q1 FY26 % Q1 FY27 % % Change Revenue from operations 1,454 100.0% 1,397 100.0% -3.9% Cost of materials consumed 629 43.3% 584 41.8% -7.2% Gross Profit 825 56.7% 813 58.2% -1.4% Employee Related Expenses 246 16.9% 236 16.9% -4.1% Occupancy and
Slide 26: Consolidated Operating Performance (India+Indonesia)
Consolidated Operating Performance (India+Indonesia) Particulars (INR Million) Q1 FY26 % Q1 FY27 % % Change Revenue from operations 6,977 100.0% 8,226 100.0% 17.9% Cost of materials consumed 2,413 34.6% 2,576 31.3% 6.7% Gross Profit 4,564 65.4% 5,650 68.7% 23.8% Employee Related Expenses 859 12.3% 9
Slide 27: 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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