Collins Foods Limited · ASX:CKF
Collins Foods — Investor Presentation (March 2026)
11 slides from Collins Foods's investor presentation, Mar 11, 2026
Slide 1: Europe Developments & Trading Update
EUROPE DEVELOPMENTS & TRADING UPDATE Collins Foods Limited 11 March 2026 | Authorised for release by the Board Presented on 12 March 2026
Slide 2: Presenters
PRESENTERS XAVIER SIMONET ANDREW LEYDEN CHRIS JOHNSON Managing Director & Group Chief Financial Officer General Manager Europe Chief Executive Officer COLLINS FOODS LIMITED | EUROPE UPDATE 1
Slide 3: Collins Foods growth strategy recap
Collins Foods growth strategy recap CORE MARKET GROWTH ACCELERATING SCALE Operational Excellence AUSTRALIA Germany Laser focused on SSS, margin, Service • SSS1 growth in KFC through product • Accelerated growth in Germany • Sales performance, productivity and service innovation and efficiency • Prof
Slide 4: Bavarian restaurant acquisition overview
Bavarian restaurant acquisition overview Portfolio Deal Economics Scale Benefits • Eight restaurants1 • Consideration c.€31.1m, plus • 50% immediate increase in working capital German portfolio size, creating • Store economics superior to presence and scale in three key current German portfolio • An
Slide 5: Germany KFC opportunity: underpenetrated market
Germany KFC opportunity: underpenetrated market QSR restaurants in Germany Düsseldorf 8 Cologne 47 Population per restaurant (Thousands) North Rhine- Westphalia # OF RESTAURANTS 217 c. 1,400 Stuttgart 8 c. 750 9 32 c. 390 27 Munich Baden- Bavaria Source: Federal Statistical Office of Germany (Destat
Slide 6: Strong presence in most attractive German states
Strong presence in most attractive German states 3 states with Collins Foods presence1 more than …and are the wealthiest parts representing 50% of German population… ~54% of GDP German states population (million people) GDP (Billion €) 1,000 20.0 18.2 872 800 16.0 792 600 13.4 650 12.0 11.3 8.0 400
Slide 7: Expanded development agreements in Germany & Updated CFA in the Netherlands
Expanded development agreements in Germany & Updated CFA in the Netherlands Expanded Development Agreements for Germany1 • Bavaria acquisition will facilitate expansion of the German Development Agreements • Targeting 45 to 90 new restaurants over 4 years2 • Conditional exclusivity and right of firs
Slide 8: Trading update, guidance reconfirmed
Trading update, GUIDANCE Reconfirmed • Total sales growth continued H2 FY26 through network development and operational performance • Australia total and same store sales growth accelerated H2 FY26 • Germany momentum continued • Netherlands total sales continued to grow whilst same store sales were
Slide 9: Summary
Summary Investment themes • Resilient core Australian business with strong cash generation • Significant strategic growth runway in Germany • Continued focus on Operational Excellence • Strengthening of Yum! Brands relationship Accelerating second strategic growth pillar • 50% immediate increase to
Slide 10: Questions
COLLINS FOODS LIMITED | EUROPE UPDATE QUESTIONS Questions 9
Slide 11: For further information please contact
FOR FURTHER INFORMATION PLEASE CONTACT ACN 151 420 781 Level 3, KSD1, 485 Kingsford Smith Drive HAMILTON QLD 4007 AUSTRALIA www.collinsfoods.com INVESTORS Andreas Lundberg Steve Loxton Fortitude IR Fortitude IR +61 457 650 482 +61 412 595 133 andreas.lundberg@fortitudeir.com.au steve.loxton@fortitud