Dp Poland Plc · LSE:DPP

Dp Poland — FY2025 Earnings Presentation

28 slides from Dp Poland's earnings presentation, April 2026

  1. Slide 1: DP Poland Plc FY2025 Audited Results

    DP POLAND PLC FY2025 Audited Results

  2. Slide 2: Management: Today's Presenters

    Management Today’s Presenters Nils Gornall Edward Kacyrz Chief Executive Officer Chief Financial Officer Appointed August 2022 Appointed December 2022 • ”Dominoid” • Chartered Accountant with 20 years of • 30 years of operational experience at Domino’s experience Pizza • Has held a number of financi

  3. Slide 3: Established Global brand with potential to scale

    Established Global brand with potential to scale ü Exclusive Domino’s master franchise operator in Poland and Croatia ü Exposure to one of Europe’s fastest-growing and underpenetrated QSR markets ü Growing portfolio with 212 stores, as at April 2026: ü 142 Domino’s stores across both Central Europea

  4. Slide 4: Delivering on our strategies

    DELIVERING ON OUR STRATEGIES Transitioning from corporate store, value-led model to capital-light franchise model Value-led Strong runway for Franchise-led proposition growth structure Positioned for continued momentum The Group continues to transition to a Scalable store rollout opportunity through

  5. Slide 5: 2025 Results

    2025 Results Performance Improvements Across Key Metrics Group total system sales1 Group EBITDA pre-ifrs16 £61.4 million £2.6 million (+11.3% on a reported or 8.3% on a constant FX (+ £1.5m vs 2024) basis) Domino’s Store Franchisee Group LFL system Group EBITDA network expansion EBITDA pre-IFRS sale

  6. Slide 6: Group Current Trading

    Group Current Trading Q1 2026 • The Group delivered a strong first quarter, achieving double-digit system sales and order growth across both Poland and Croatia, with momentum continuing into Q2 2026 • Despite continued pressure on consumer confidence from elevated world fuel prices, Q1 trading perfo

  7. Slide 7: Strategy: Positioned for Growth

    Strategy: Positioned for Growth

  8. Slide 8: Polish Economic Landscape and its QSR market

    Polish Economic Landscape and its QSR market One of Europe’s fastest-growing and underpenetrated QSR markets Poland is one of Europe’s fastest- Structural growth in the Polish QSR Proven global brand scaling in an growing large economies market under-penetrated European QSR market Real GDP Growth si

  9. Slide 9: Store Network and Polish pizza market

    Store Network and Polish pizza market Growing portfolio with 212 stores with scalable store roll-out opportunity As at April 2026: Domino’s Domino’s 2027 Group Pizzeria 105 Poland Croatia target >200 Domino’s 135 outlets 7 outlets 70 outlets locations 35% franchised 14% franchised 100% franchised >5

  10. Slide 10: Higher volumes driving improved profitability

    Higher volumes driving improved profitability Operational excellence and a strong value proposition continue to drive sales growth System Sales in PLN 30 28 Multiple drivers of System Sales growth: 26 24 ü Compelling customer value 22 proposition 20 ü Operational excellence 18 16 ü Marketing Flywhee

  11. Slide 11: Building a stronger brand

    Building a stronger brand Delivering high-quality pizza, delivered quickly, at an attractive price New customers* Customer Satisfaction Digital Ordering 2025 delivered another year of strong Net Promoter Score (NPS) continues to Digital ordering penetration continues to new customer growth, driven b

  12. Slide 12: Store economics

    Store economics Increasing average ticket while maintaining order frequency Ticket Value in PLN Order frequency* Delivery times Ticket value continues to increase, supported Order frequency remained at strong Fast, reliable and consistent delivery industry-leading levels, supported by: remains a key

  13. Slide 13: Built to scale

    Built to scale Scale benefits everyone simultaneously — customers, franchisees, and shareholders 1 Expanding store network • Franchise model accelerates expansion 6 • Existing franchisees reinvesting into additional stores, with a system that 2 Group Profitability allows ownership of multiple outlet

  14. Slide 14: Commissary

    Commissary Consolidation of our commissaries into a single facility completed in February 2026 Total investment: GBP 0.9m Expected payback period: ca. 4.5 years Scope of works: • Automated tray washing machine • Flour silo and automated dosing system • New mixer, new divider • New freezer (200sqm) a

  15. Slide 15: Transition to a franchise-led structure

    Transition to a franchise-led structure

  16. Slide 16: Pizzeria 105 conversion update

    Pizzeria 105 Conversion update • 17 Pizzeria 105 stores converted to Domino’s o 4 pilot stores in Q3 2025 o 9 additional stores in Q4 2025 o 4 further conversions completed in Q1 2026 • While converted stores continue to demonstrate strong sales growth and operating performance, franchisee conversio

  17. Slide 17: Franchise Partners

    Franchise Partners 35% of Group stores now franchised A shift from corporate to franchisee owned stores : Capital light, franchisee-led model, a strategic move expected to bolster growth, enhance profitability and deliver multiple advantages Frees up capital to reinvest in new store openings More st

  18. Slide 18: FY2025 Financials

    FY2025 Financials

  19. Slide 19: Group Income Statement

    Group Income Statement Adjusted EBITDA positively impacted by revenue growth Group Income Statement 1. Strong revenue growth (+15.0%) Currency: GBPm 2025 2024 % change • System Sales increase by 11.3% driven by continued network expansion and Restated improvements in LFL performance System Sales 61.

  20. Slide 20: Healthy Balance Sheet

    Healthy Balance Sheet Net Assets of the Group of £30.3 million 1. Goodwill and intangible assets increased by 57.0% compared to 2024 mainly due to the acquisition of Pizzeria 105 completed in March 2025 2. Trade and other receivables (non-current) increase is mainly attributable to sale of stores to

  21. Slide 21: Cash position

    Cash position Investment in ”Pizzeria 105” the main driver of cash position change Cash movement for 2025 (in mGBP) ,12.0 ,10.7 ,10.0 ,8.0 ,6.0 ,4.0 -,6.0 -,0.4 -,0.6 ,2.0 ,1.4 -,2.3 ,0.0 Cash 01 Jan 2025* Pizzeria 105 acqusition** 105 conversions Commissary upgrade Store rollout and Cash 31 Dec 202

  22. Slide 22: Outlook for FY2026

    Outlook for FY2026 1 2 3 Profitable Growth Franchise Transformation & Operational Efficiency & Network Expansion Margin Improvement • EBITDA growth to meet market • Transition to a franchise-led • Reducing G&A costs as we shift to expectations operating model a franchisee led model • System sales gr

  23. Slide 23: Appendices

    a APPENDICES

  24. Slide 24: Management Team & Board

    Management Team & Board Experienced Board with strong Domino’s heritage EXECUTIVE DIRECTORS NON-EXECUTIVE DIRECTORS Nils Gornall - CEO David Wild - Chairman Przemyslaw Glebocki - NED Appointed August 2022 Appointed January 2023 Appointed January 2021 • 30 years of operational experience at • Domino'

  25. Slide 25: Store Network

    Store Network Domino's Pizza stores per million population 33.8 21.9 19.5 16.6 Europe Average 7.1 7.8 4.9 5.3 3.5 1.8 UK Australia France Germany Spain Benelu x Polan d Warsaw Cro atia Polan d (today) (today) (today) (200 stor es) Source: Public information available for Domino’s operators 25

  26. Slide 26: Our core market – Poland

    Our core market – Poland Established Brand with potential to scale POLAND POPULATION: 38.1 million • Store footprint as at April 2026: 135 Domino’s locations - CURRENT STORE COUNT: 135 stores 35% are franchise-operated. POTENTIAL STORE COUNT: 500+ • Domino’s is the third-largest pizzeria chain in Po

  27. Slide 27: Croatia

    Croatia Strengthening Brand Presence in an Emerging QSR Pizza Market CROATIA • Store footprint as at April 2026: 7 locations, including 1 POPULATION: 4 million franchised store CURRENT STORE COUNT: 7 stores • Total System Sales for 2025 up 8.5% compared to 2024, POTENTIAL STORE COUNT: 50+ with order

  28. Slide 28: Thank You

    THANK YOU

DP Poland — FY2025 Earnings Presentation on 6ix