ALFA Finder| 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
- ₹90.28
- Market cap
- ₹6,430 Cr
- Revenue (annual)
- ₹2,823 Cr
- Net profit (annual)
- ₹-187.1 Cr
- P/E (TTM)
- -47.8×Sector 47.2×
- Promoter holding
- 41.73%+32.51% QoQ
- FII holding
- 8.40%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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- Value
- ₹1.10 Cr
Restaurant Brands Asia Product Launch
Burger King India launches a limited-edition Avengers: Doomsday Collection across nationwide restaurants. The menu features themed burgers, sides, and merchandise starting at ₹199.
Restaurant Brands Asia Earnings Call Transcript: Key Takeaways
Consolidated revenue grew 20% YoY on 14% SSSG, with company EBITDA rising sharply on restaurant margin gains. Indonesia is near restaurant-level break-even, but management gave no quantified forward guidance.
Restaurant Brands Asia Capital Structure Change
Restaurant Brands Asia will subscribe up to ₹131.23 Crore in preference shares of its Indonesian subsidiary. The cash infusion funds PT Sari Burger's business needs.
- Value
- ₹131.2 Cr
- Execution
- Tranches; indicative completion by 30-06-2027
Restaurant Brands Asia Management Change
Restaurant Brands Asia appointed nine persons on October 29, 2026, including two directors, a CEO and senior management heads. Shivkumar Dega joins as a non-executive independent director.
Restaurant Brands Asia Results Update
Restaurant Brands Asia released a press release on Q2 FY27 results showing consolidated revenue up 20.1% to Rs 8,448 million. Standalone profit after tax turned positive at Rs 155.85 million.