Dp Poland Plc · LSE:DPP
Dp Poland — H1 2026 Earnings Presentation
19 slides from Dp Poland's earnings presentation, 2026
Slide 1: DP Poland PLC Half Year Results 2026
DP POLAND PLC HALF YEAR RESULTS 2026
Slide 2: Today's Presenters
Today’s Presenters Łukasz Ostrowski Edward Kacyrz Chief Executive Officer Chief Financial Officer Appointed August 2026 Appointed December 2022 • Over 25 years of commercial experience scaling multi- • Chartered Accountant with 20 years of experience site consumer businesses in Poland and internatio
Slide 3: World #1 Pizza brand, amazing business model with tech, big opportunity
World #1 Pizza Amazing business Big opportunity brand model with tech
Slide 4: Transition momentum sustained
Transition momentum sustained Sales and earnings grew System sales +20.6%; pre-IFRS 16 EBITDA £1.3m. H1 2026 The franchise network expanded PROGRESS 139 stores; 53 franchised — 38% of the network. Grow profitable order density Strengthen the customer offer and store-level economics. PRIORITIES FOR C
Slide 5: Market potential: c.500 profitable, franchise-led stores
Market potential: c.500 profitable, franchise-led stores THE DESTINATION A national network with attractive store economics c.500 and partner returns. stores in Poland DPP’S ROLE A predominantly Build the brand, demand, technology and supply chain franchise-led network behind a proven Domino’s conce
Slide 6: Focus on order density & margin improvement
Focus on order density & margin improvement Strong trade KPIs build space for further topline and margin growth New customers* Order Frequency Ticket Value in PLN Continuous development of new Order frequency remains at strong Ticket value continues to increase, proposition to consumers (i.e., indus
Slide 7: Four levers to build profitable order density
Four levers to build profitable order density Improve the offer, make value clear and make ordering easier. App and website Carry-out proposition Make ordering simpler and improve Build a clear, compelling offer for conversion across the digital journey. stores and customers with convenience stores’
Slide 8: Strong store economics allow for franchise model expansion
Strong store economics allow for franchise model expansion Franchise Model Transformation as a Strategic Value Creation Lever Domino’s Franchise Store network development Better local accountability Franchisees own the customer relationship and day-to-day operating performance. A more focused DPP He
Slide 9: Pizzeria 105 project
Pizzeria 105 project Refining franchise model to make it work at scale. Conversion progress 18 stores converted; two closed and one transferred to corporate operation. Slower than expected. Order uplift 20%+ AWOC 2026 YoY growth for stores being converted from Pizzeria 105 to Domino’s First franchis
Slide 10: New franchise openings are the engine to unlock profitable growth
New franchise openings are the engine to unlock profitable growth Recent franchise growth has come from existing stores or P105.
Slide 11: Lower entry costs are central to new openings
Lower entry costs are central to new openings Coordinated approach to make franchise investment more attractive. Stronger store economics Lower entry costs Grow profitable orders and improve store margins. Reduce the investment required Scalable franchise model to open a viable store. Simplify onboa
Slide 12: My priorities for DPP: Order density, P105, store sales and new openings
My priorities for DPP: Order density, P105, store sales and new openings 1. Accelerate P105 conversions • Convert stores and complete staged integration. 2. Accelerate corporate-store sales & unlock new franchise openings • Sell maximum viable stores to capable operators and focus DPP on its platfor
Slide 13: H1'2026 Results
H1’2026 RESULTS
Slide 14: H1 2026 Results
H1 2026 Results Performance Improvements Across Key Metrics Group total system sales1 Group EBITDA post-IFRS16 £34.8 million £3.2 million (+20.6% on a reported or 17.5% on a constant (+24.3% vs H1 2025) FX basis) Domino’s Store Franchisee Group LFL Group EBITDA network expansion EBITDA margin system
Slide 15: EBITDA Bridge
EBITDA Bridge Strong underlying EBITDA growth Currency: £m H1 2026 H1 2025 % change • Trading EBITDA increased by 62.1% to £2.8m, driven by higher system sales, Trading EBITDA 2.8 1.7 62.1% operational efficiencies and an increasing Result on sale of corporate stores 0.4 0.8 -54.9% franchise mix. Gr
Slide 16: Group Income Statement
Group INCOME STATEMENT Strong growth and improved profitability Currency: £m unaudited unaudited H1 2026 H1 2025 %change 1. Strong system sales growth supports revenue increase • Group system sales increased by 20.6% to £34.8m, while revenue grew System sales1 34.8 28.8 20.6% by 7.1% to £30.7m Reven
Slide 17: Group Balance Sheet
Group Balance Sheet Net assets remained broadly stable at £30.0m, with available bank facilities supporting strategic investment 1. Non-current assets decreased slightly by 1.8% to £43.0m, primarily due to depreciation and amortization, partially offset by continued Currency: £m unaudited audited %
Slide 18: Cash position
Cash position Cash generation mitigates investment and financing outflows Cash movement for H1 2026 (in £m) 3.0 1.1 0.9 2.5 2.0 0.8 1.5 1.4 1.0 0.7 (1.8) (1.8) 0.5 - Dec25 Cash from operations CAPEX Repayments by FR* Net bank borrowings Rent repayments Jun26 * Repayments by FR include principal and
Slide 19: Thank You
THANK YOU