Dp Poland Plc · LSE:DPP
Dp Poland — Merger or Acquisition (March 2025)
17 slides from Dp Poland's merger presentation, March 2025
Slide 1: DP Poland PLC
& Dominos Pizza DP POLAND PLC
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER This presentation (the “Presentation”) has been prepared by DP Poland PLC (the “Company”) in respect of its group (the “Group”) and contains inside information as stipulated under the UK version of the Market Abuse Regulation (EU No. 596/2014) as it forms part of UK law by virtue of
Slide 3: Becoming the Dominant Pizza QSR in Poland
BECOMING THE DOMINANT PIZZA QSR IN POLAND • Acquisition of “Pizzeria 105” – the fourth largest pizza brand in Poland – 90 stores (100% franchised) – 76 franchisees • Total Consideration of £8.5m / PLN 42.3m ACQUISITION • Simultaneously the seller is re-investing one third of the Consideration, PLN 1
Slide 4: About Pizzeria 105
ABOUT PIZZERIA 105 PROFITABLE BUSINESS WITH SIGNIFICANT GROWTH OPPORTUNITIES FY24 FY23 • Established in 1998 with HQ in Busko Zdroj (Southern Poland) SYSTEM PLN 153.8m PLN 118.6m with 10 full time employees SALES £30.8m £23.7m • The founder will become a DPP shareholder on completion and remain in h
Slide 5: Domino's Poland
A COMPLEMENTARY COMBINATION A DELIVERY FOCUSED PIZZA BUSINESS ENHANCING GEOGRAPHIC COVERAGE • Strong presence in areas where Domino’s has a limited footprint, enhancing the integration of the two brands • Similar look / feel aesthetics to Domino’s and consistent customer behaviours across delivery,
Slide 6: Acquisition Rationale
ACQUISITION RATIONALE • Enhance Domino’s market share, strengthening brand awareness and maximising scale advantages • Capitalize on pricing power, marketing opportunities, and supply chain efficiencies • Increase brand visibility with over 50% Polish store network expansion POSITIONING DOMINO’S AS
Slide 7: Integration and Store Growth
INTEGRATION AND STORE GROWTH DPP Plc and Pizzeria 105 FY24 Overview 2024 YE • Focus on increasing AWOC – driving sales through UN DPP Plc 105 increased marketing investment, new marketing Own Stores # 105 - strategies, and utility of e-commerce platforms. This Franchise stores # 13 90 not only benef
Slide 8: Post-Acquisition Synergies
POST-ACQUISITION SYNERGIES • Market consolidation – Giving Domino’s greater control over market dynamics and pricing • Expected double-digit YoY growth in the ’Pizzeria 105’ converted stores – Increasing AWOC has the potential to double the sales in the ’Pizzeria 105’ converted stores – Fueled by Do
Slide 9: Exciting Opportunity for Pizzeria 105 Franchisees to Grow
EXCITING OPPORTUNITY FOR PIZZERIA 105 FRANCHISEES TO GROW STRENGTH OF THE DOMINO’S BRAND AND ENHANCED MARKETING IS COMPELLING • Move from a local brand (Pizzeria 105) to the No.1 global Domino’s brand with over 20 thousand stores worldwide REVENUE DRIVERS • Significant potential to apply a high-volu
Slide 10: Executing Our Strategy for Growth
EXECUTING OUR STRATEGY FOR GROWTH ACQUISITION ACCELERATES STRATEGIC PLAN CUSTOMER RETENTION IMPROVED PROFITABILITY ORGANIC GROWTH A strong customer value Increased AWOC and lower unit Converting corporate stores to proposition improves customer costs support enhanced store franchises will provide me
Slide 11: Evolving Strategy in the Wake of M&A
EVOLVING STRATEGY IN THE WAKE OF M&A FUNDRAISE STRATEGY (MARCH 2024) POST-ACQUISITION STRATEGY % CAGR 7% CAGR 7 AWOC 900 ~850 731 695 2023 YE 2024 2025 2026 2024 2025 2026 2027 Domi no's Stores 105 Unconverted St ores ~245 +30 – 40 ~210 ~230 NO. OF STORES +20 – 30 +26 – 33 +30 – 40 +15 – 20 +30 – 40
Slide 12: £20.5M Q2 2024 Fundraise – £16.7M Invested
£20.5M Q2 2024 FUNDRAISE – £16.7M INVESTED AS A RESULT OF THE FUNDRAISE AND THE WORK COMPLETED SO FAR WE WERE WELL POSITIONED TO MAKE THE ACQUISITION OF PIZZERIA 105 Q2 2024 FUNDRAISE COMMITMENTS £m REALISED SO FAR £m Store rollout 45-50 stores 7.0-8.0 Store rollout (16 net in Poland and Croatia 202
Slide 13: Summary
SUMMARY BECOMING THE DOMINANT PIZZA QSR IN POLAND • The acquisition of Pizzeria 105 drives a transformative shift for our business on completion – The acquisition greatly benefits the franchisee partners from Pizzeria 105 as they convert to Domino’s • Pizzeria 105 is profitable, cash generating, and
Slide 14: Appendices
APPENDICES 14
Slide 15: Executive Team
EXECUTIVE TEAM TODAY’S PRESENTERS NILS GORNALL EDWARD KACYRZ CHIEF EXECUTIVE OFFICER CHIEF FINANCIAL OFFICER APPOINTED AUGUST 2022 APPOINTED DECEMBER 2022 • „Dominoid” • Chartered Accountant with 18 years of experience. • 28 years of operational experience at Domino’s • Has held a number of financia
Slide 16: Management Team & Board
MANAGEMENT TEAM & BOARD STRENGTHENED BOARD WITH PRIOR DOMINO’S EXPERIENCE EXECUTIVE DIRECTORS NON-EXECUTIVE DIRECTORS Nils Gornall - CEO David Wild - Chairman Przemyslaw Glebocki - NED Appointed August 2022 Appointed January 2023 Appointed January 2021 • 28 years of operational experience at Domino’
Slide 17: Store Number Potential
STORE NUMBER POTENTIAL 18 Source: Public information available for Domino’s operators