Restaurant Brands Asia Limited · NSE:RBA
Restaurant Brands Asia — Q4 FY26 Earnings Presentation
27 slides from Restaurant Brands Asia's earnings presentation, May 14, 2026
Slide 1: Exchange filing cover letter
May 14, 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 SYM
Slide 2: Restaurant Brands Asia Limited Investor Presentation
Restaurant Brands Asia Limited Investor Presentation May 14, 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 Strategy & Performance Update
Business Strategy & Performance Update
Slide 5: India – Key Priorities
India – Key Priorities Grow Dine In Traffic Digital First Brand Profitability Focus Value Leadership Scale up Dine-in King’s Journey Delivery Profitability Quarterly SSSG(1) of 6.3%; 91% of all orders through digital Over 2% in FY26 vs FY25 driven by highest over last 12 quarters channels(2), Table
Slide 6: Key Business Highlights
Key Business Highlights Focus on increasing sales through value & menu innovation Sustaining higher Dine in ADS over previous year since Nov’24 Improve Restaurant Profitability Improved delivery profitability, now focused on driving delivery sales; Burger King Store EBITDA improved by IDR 19.6 Billi
Slide 7: Q4 & FY26 Financial Performance
Q4 & FY26 Financial Performance
Slide 8: India FY26 – Operational and Business Highlights
India FY26 – Operational and Business Highlights 581 INR 22,717 Mn INR 116K Stores Revenue from Operations Average Daily Sales +68 YoY* +15.4% YoY +4.0% SSSG as on Led by store additions & same Consistent growth across 31st March, 2026 store sales growth Dine-in & Delivery Channels 69.0% INR 2,636 M
Slide 9: India Q4 FY26 – Operational and Business Highlights
India Q4 FY26 – Operational and Business Highlights 581 INR 5,735 Mn INR 111K Stores Revenue from Operations Average Daily Sales +4 QoQ* +17.1% YoY +6.3% SSSG as on Led by store additions & Consistent growth across 31st March, 2026 robust SSSG Dine-in & Delivery Channels 70.2% INR 759 Mn INR 409 Mn
Slide 10: Indonesia FY26 – Operational and Business Highlights
Indonesia FY26 – Operational and Business Highlights Burger King Popeyes Indonesia Store Count 137 25 162 ADS IDR 18.6 Mn IDR 12.8 Mn IDR 17.7 Mn Rest. EBITDA IDR 8.2 Bn IDR (24.9 Bn) IDR (16.7 Bn) Restaurant Brands Asia Limited | FY26 9
Slide 11: India Business Summary: FY26
India Business Summary : FY26 ADS (INR '000) Revenue (INR Million) Restaurant Count BK Café Kings Journey 581 Delivery SSSG% 46.5% 23.1% 2.9% 1.1% 4.0% 53% 42% 43% 43% 43% 513 559 Mix% 455 464 563 22,717 391 118 117 114 116 19,678 351 466 315 100 17,601 275 14,397 9,437 35 79 FY22 FY23 FY24 FY25 FY2
Slide 12: India Business Summary: Q4 FY26
India Business Summary : Q4 FY26 Restaurant Count Kings Journey BK Café ADS (INR '000) Revenue (INR Million) 577 581 Delivery 533 SSSG% 5.1% 3.1% 2.6% -3.0% 2.8% -0.5% 4.5% 5.1% 6.3% 2.6% 43% 42% 44% 44% 44% 513 519 563 Mix % 555 466 484 509 554 559 5,773 5,523 5,687 5,735 507 120 119 117 464 482 10
Slide 13: Sustainable improvement in sales through value & menu innovation
Sustainable improvement in sales through value & menu innovation (ADS in IDR Mn) Dine-in ADS Delivery ADS Transition towards Profitable Delivery Model 13.2 13.4 7.8 8.0 12.7 7.2 12.4 12.0 6.9 7.1 11.7 6.9 6.8 6.8 11.5 11.6 11.4 7.6 6.6 6.4 6.3 6.3 12.5 10.8 12.6 10.7 6.8 5.8 11.6 11.9 6.7 6.5 11.2 6
Slide 14: Indonesia Financial Summary by Brand
Indonesia Financial Summary by Brand Burger King Popeyes Indonesia Consolidated IDR Bn Q1'26 Q2'26 Q3'26 Q4'26 FY26 FY25 Q1'26 Q2'26 Q3'26 Q4'26 FY26 FY25 Q1'26 Q2'26 Q3'26 Q4'26 FY26 FY25 Store Count 139 136 138 137 137 143 25 25 25 25 25 25 164 161 163 162 162 168 ADS (IDR Mn) 19.7 18.1 18.5 17.9
Slide 15: Marketing Initiatives - India
Marketing Initiatives - India
Slide 16: Innovations on the Core and Premium Menu layers
Innovations on the Core and Premium Menu layers Innovation on Burgers to drive Taste Equity Strengthen Core Menu Improve Dessert Offerings • Launched Korean Spicy Fest to ride the “Hallyu Wave” New Patties: • Launched Co- Branded Shakes and • Relaunched King’s Collection with Premium Brioche Buns Pa
Slide 17: 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 | FY26 16
Slide 18: 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 • Festive Restaurant Décor • Ethnic Crew Attire Restaurant Brands Asia Limited | FY26 17
Slide 19: Strengthening Brand BK with Gen Z and Millennials
Strengthening Brand BK with Gen Z and Millennials Menu Introduction Trust In Taste VFM Focus Indian Festivals Restaurant Brands Asia Limited | FY26 18
Slide 20: Continue to build Brand Love with engaging content
Continue to build Brand Love with engaging content Restaurant Brands Asia Limited | FY26 19
Slide 21: FY26 Financial Summary
restaurant brands asia FY26 Financial Summary fc
Slide 22: India Operating Performance
India Operating Performance Particulars (INR Million) Q4 FY26 % Q4 FY25 % Q3 FY26 % FY26 % FY25 % Revenue from operations 5,735 100.0% 4,898 100.0% 5,773 100.0% 22,717 100.0% 19,678 100.0% YoY Growth% 17.1% 11.5% 16.5% 15.4% 11.8% Cost of materials consumed 1,708 29.8% 1,576 32.2% 1,740 30.1% 7,034
Slide 23: Indonesia Operating Performance
Indonesia Operating Performance Particulars (INR Million) Q4 FY26 % Q4 FY25 % Q3 FY26 % FY26 % FY25 % Revenue from operations 1,334 100.0% 1,428 100.0% 1,373 100.0% 5,509 100.0% 5,830 100.0% YoY Growth% -6.6% -9.7% -4.4% -5.5% -13.9% Cost of materials consumed 549 41.1% 621 43.5% 606 44.2% 2,365 42.
Slide 24: Consolidated Operating Performance (India+Indonesia)
Consolidated Operating Performance (India+Indonesia) Particulars (INR Million) Q4 FY26 % Q4 FY25 % Q3 FY26 % FY26 % FY25 % Revenue from operations 7,068 100.0% 6,325 100.0% 7,147 100.0% 28,226 100.0% 25,507 100.0% YoY Growth% 11.7% 5.9% 11.8% 10.7% 4.7% Cost of materials consumed 2,257 31.9% 2,196 3
Slide 25: Outlook
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Slide 26: India Operations – 5 Year Journey
India Operations – 5 Year Journey Particulars FY22 FY26 Growth Outlook for FY26 Restaurant Count 315 581 1.8X 60 - 80 new Restaurants every Revenue (INR Mn) 9,437 22,717 2.4X year Gross Profit % 65.8% 69.0% +3.2% +68 Stores in FY26 Rest. EBITDA* % 5.2% 11.6% +6.4% 70% Gross Profit Rest. EBITDA* (INR
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
Restaurant Brands Asia — Q4 FY26 Earnings Presentation on 6ix