Tab Gida Sanayi Ve Ticaret A.s. · BIST:TABGD
Tab Gida Sanayi Ve Ticaret A.s — TAB Gıda Sanayi ve Ticaret A.Ş. — Q2 2026 Earnings Presentation
21 slides from Tab Gida Sanayi Ve Ticaret A.s's earnings presentation, 2026
Slide 1: Investor Presentation
=_ , Ah ir Rice 2 aby susway Sef Investor Presentation
Slide 2: Disclaimer 1
Disclaimer –1 This presentation includes forward-looking statements including, but not limited to, statements regarding TAB Gıda Sanayi ve Ticaret A.Ş.’s (“TAB Gıda”) plans, objectives, expectations and intentions and other statements that are not historical facts. Forward-looking statements can gen
Slide 3: Disclaimer 2
Disclaimer –2 Revision of Financial Statements in Accordance with International Accounting Standard 29 (IAS 29) for Hyperinflationary Economies: Entities operating with a functional currency from a hyperinflationary economy are required to adjust their financial reports to reflect changes in general
Slide 4: Business Overview
Investor Presentation Business Overview
Slide 5: Group Structure
Group Structure Ecosystem Companies 67.4 % 20.3% 79.7% Free Float 32.6% 100% Free Float Turkiye 100% T.R. of Northern Cyprus Northern Macedonia 100% Georgia China 100% INVESTOR PRESENTATION 5
Slide 6: TAB Gıda at a Glance
TAB Gıda at a Glance Bringing globally - recognized brands to consumers and making high - quality local flavors accessible to all! LTM data as of 2Q 202 6 5 92 M 445 M 261 M 63 M Countries Population Customers Tickets Delivery excl. China 2,100 19,879 ~30 % 75.0 B ₺ 3,218 Restaurants Employees Marke
Slide 7: Unveiling Türkiye's Landscape: TAB Gıda as a Powerhouse in the QSR Business
Unveiling Türkiye’s Landscape: TAB Gıda as a Powerhouse in the QSR Business Market & Consumers Strategic Strengths of TAB Gıda QSR accounts for 25% of the market & Leveraging a robust business model with growing faster than other market segments strengths of its ecosystem Steady population growth re
Slide 8: QSR Spending per Capita
QSR Penetration Scales: Strong Potential Indication for Turkiye GDP per Capita vs QSR Spending per Capita Median Age Japan 49.9 ($) Italy 48.4 300 Germany 46.8 Spain 46.8 250 South Korea 45.5 QSR Spending per Capita France 42.6 200 China 40.2 United States 38.9 150 Australia 38.1 Median 36.6 100 Bra
Slide 9: Our Strategic Approach: Execute with Clear Priorities for Sustainable Growth & Profitability
Our Strategic Approach: Execute with Clear Priorities for Sustainable Growth & Profitability 3 Pillars for Growth 1 2 3 Sustainable Growth Revitalization and Boosting Sales via through New Restaurant Modernization Through Strategic Marketing Ventures Initiatives Initiatives Increase capacity via str
Slide 10: Offering Great, Differentiated Food for all Consumers
Offering Great, Differentiated Food for all Consumers Burger and Sandwich Chicken Italian Local Tastes Side Dishes Dessert and Ice Cream and Toasts Drinks Double Penne Whooper® Popchicken Arabiata Künefe Cone Iskender Soup Souffle Onion Golden Rings Beef’n Stromboli Pide Legs Milk Shake Cheddar XL M
Slide 11: Sustained Restaurant Growth with a Growing Franchise Mix
Sustained Restaurant Growth with a Growing Franchise Mix Number of Restaurants Operated by TAB Franchise Total Stores Opened 40 restaurants in 2Q 2026 2,030 2,100 4 47 39 9 84 6 1,906 1,830 Half of 2Q26 openings were 4 16 99 5 15 franchised, reflecting strong 1,615 franchise demand and TAB 1,470 Gıd
Slide 12: Creating and Enhancing Diverse Franchise Models
Creating and Enhancing Diverse Franchise Models We continuously see high demand to all our brands from entrepreneurs Model Characteristics FR 1 Model FR 2 Model All brands witness significant franchise demand, demonstrating win-win nature of our franchise Who makes the models and the strength of our
Slide 13: Future Ready Restaurants and Digital Solutions for Delivery
Future Ready Restaurants and Digital Solutions for Delivery Improving Restaurant Execution Leveraging multi - brand Revolutionizing the Ordering Experience restaurants to optimize costs via Self Order Screen s Digital Sales & Delivery Advantages Realized through TıklaGelsin & Fiyuu Utilizing TıklaGe
Slide 14: Financial Overview
Investor Presentation Financial Overview
Slide 15: Financial Performance: Delivering Solid Results Through Disciplined Execution
Financial Performance ¹: Delivering Solid Results Through Disciplined Execution ¹Figures are based on IAS 29 inflation accounting 2Q 2026 2Q 2025 Change (YoY) 1H 2026 1H 2025 Change (YoY) Number of Tickets 72.8 M 65.9 M 10% 132.2 M 118.2 M 12% System wide Sales ₺ 22,708 M ₺ 21,219 M 7.0% ₺ 42,554 M
Slide 16: Financial Performance: Delivering Solid Results Through Disciplined Execution
Financial Performance ¹: Delivering Solid Results Through Disciplined Execution ¹Figures are based on IAS 29 unadjusted basis 2Q 2026 2Q 2025 Change (YoY) 1H 2026 1H 2025 Change (YoY) Number of Tickets 72.8 M 65.9 M 10% 132.2 M 118.2 M 12% System wide Sales ₺ 22,442 M ₺ 15,843 M 42% ₺ 40,574 M ₺ 28,
Slide 17: Working Capital Management and Capital Expenditures
Working Capital Management and Capital Expenditures All figures in million TL Working Capital Capital Expenditures 1H 202 6 FY 2025 7.5% 7.2% Trade Receivables & Other ST Receivables 4 ,364 3,586 Inventories 861 736 Trade Payables & 6 ,411 6,804 2,175 Other ST Payables 2,009 Net working capital - 1,
Slide 18: Strong Balance Sheet Position
Strong Balance Sheet Position TAB Gıda has a Strong Cash Surplus Position as of 2 Q 2026 (Million TL) 9, 35 8 1,802 ( 7,556 ) Cash and cash IFRS - 16 related Net cash equivalents leasing liabilities (Million TL) 1H 2026 YE 2025 Short - term & Long - term Financial Debt - - Cash and Cash Equivalents
Slide 19: 2026 Guidance Unchanged
2026 Guidance Unchanged 2026 Guidance New Store Openings Around 10 % Revenue Growth 8 -10% Real Growth EBITDA Margin Maintaining Margin INVESTOR PRESENTATION 19
Slide 20: Financial Performance: Delivering Solid Results Through Disciplined Execution
Financial Performance: Delivering Solid Results Through Disciplined Execution With IAS - 29 Without IAS - 29 FY 2025 FY 2024 Change (YoY) FY 2025 FY 2024 Change (YoY) Number of Tickets 247.2 M 207.6 M 19.0% 247.2 M 207.6 M 19.0% System wide Sales ₺ 69,524 M ₺ 61,969 M 12.2% ₺ 62,459 M ₺ 41,147 M 51.
Slide 21: Thank you
Thank you
TAB Gıda Sanayi ve Ticaret A.Ş. — Q2 2026 Earnings Presentation on 6ix