| Revenue growth | Consolidated 17.9% YoY; India 23.6% YoY; Indonesia -3.9% YoY. |
|---|---|
| Margins | India Gross Margin improved to 70.8%; Consolidated EBITDA margin 5.3%. |
| Demand visibility | Strong momentum in India; highest SSSG in 15 quarters. |
| Management confidence | High on India SSSG and value leadership strategy. |
Growth
India revenue up 23.6% YoY to INR 6,829 Mn; India Co. EBITDA grew 2.3x to INR 527 Mn.
Outlook
Focus on profitability via store rationalization in Indonesia (42 stores) and solar/utility efficiencies in India.
Risks
Indonesia operations remain drag with Popeyes reporting EBITDA loss; consolidated PAT remains negative at INR -330 Mn.
Last quarter's promises, checked
Delivered
- Guided 60-80 store openings → delivered 68 stores (= BEAT)
- Guided 70% FY29 Gross Margin → delivered 70.2% in Q4 FY26 (= BEAT)
- Guided 11.6% Restaurant EBITDA → delivered 11.6% (= BEAT)
Partly delivered
- Guided free cash flow neutral in 4-6 quarters → delivered INR 40Cr cash generation in Q4 (= PARTIAL)
Missed
- Guided Indonesia consolidated EBITDA positive → delivered IDR -17Bn store EBITDA (= MISS)
Investor Presentation filed with BSE, NSE: RBA. Summary written with AI assistance from 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
All →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
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
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).
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
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
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