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Earnings Call

Restaurant Brands Asia Earnings Call: Key Takeaways

Restaurant Brands Asia reported FY26 India revenue of ₹22,717 Mn (+15.4% YoY) with pre-IND AS 116 EBITDA margin at 5.8%. Strategy focuses on 'Digital First' and menu innovation.

Why this was an Alfa AlertNot a filter event. Performance is consistent with long-term targets without a material guidance beat.
Highlights
Revenue growth15.4% YoY for India FY26.
MarginsIndia gross margin improved 130bps to 69.0%.
Demand visibilityStrong dine-in and delivery growth in India.
Management confidenceHigh for India; focus on Indonesia profitability.

Growth

India FY26 revenue grew 15.4% YoY; Restaurant EBITDA grew 27.4% to ₹2,636 Mn. SSSG stood at 4.0%.

Outlook

Guidance of 60-80 new stores annually. Aiming for 70% Gross Profit Margin by FY29 (India).

Risks

Indonesia operations remain loss-making at the EBITDA level (₹ -100 Mn) despite narrowing losses in Burger King.

Source

Earnings Call filed with NSE, NSE: RBA. Summary written with AI assistance from the document.

Read the document ↗

Restaurant Brands Asia Ltd: key numbers

Share price
₹92.51
Market cap
₹6,587 Cr
Revenue (annual)
₹2,823 Cr
Net profit (annual)
₹-187.1 Cr
P/E (TTM)
-38.0×Sector 43.7×
Promoter holding
9.22%-2.04% QoQ
FII holding
9.25%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Restaurant Brands Asia Ltd

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15:30 IST BSE
Acquisition

Restaurant Brands Asia Acquisition Worth ₹54.21 Cr

Restaurant Brands Asia will acquire preference shares of PT Sari Burger Indonesia for ₹54.21 Cr. The related-party transaction completes in tranches by December 2026.

Value
₹54.21 Cr
Execution
In one or more tranches; indicative completion by 31-12-2026
13:46 IST BSE
Acquisition

Restaurant Brands Asia Acquisition Worth ₹1.1 Cr

Restaurant Brands Asia approved a 26% stake acquisition in a solar SPV for ₹1.10 Crore and preference share subscription in its Indonesian subsidiary.

Value
₹1.10 Cr
15:38 IST BSE
Acquisition

Restaurant Brands Asia Acquisition

Restaurant Brands Asia subscribed to 1,00,000 preference shares of subsidiary PT Sari Burger Indonesia. The aggregate investment was IDR 100,000,000,000 (100 Billion Indonesian Rupiah).

12:59 IST BSE
Business Update

Restaurant Brands Asia Business Update

Restaurant Brands Asia marked Burger King India's 600th restaurant in GTB Nagar, Delhi. The brand now spans 140+ cities with 100+ Delhi NCR outlets.

total restaurant count
600 restaurants
13:20 IST NSE
Legal & Regulatory

Restaurant Brands Asia Legal & Regulatory

Restaurant Brands Asia Limited was fined Rs. 0.16 Crore by the Additional District Magistrate, Agra. The penalty relates to violations of the Food Safety and Standards Act.

Value
₹0.16 Cr
From
Additional District Magistrate, Agra
13:04 IST NSE
Legal & Regulatory

Restaurant Brands Asia Legal & Regulatory

Restaurant Brands Asia Limited received a fine of Rs. 1,60,000 from the ADM Court, Agra. The penalty follows violations under the Food Safety and Standards Act, 2006.

Value
₹0.02 Cr
From
Additional District Magistrate (‘ADM’), Agra