| Revenue growth | Consolidated revenue up 20% YoY (24% also cited); traffic-led growth. |
|---|---|
| Margins | Restaurant EBITDA ~13%, company EBITDA 7.8%; gross margin down ~0.4ppt. |
| Demand visibility | October trading positive per management; no quantified Q3 outlook. |
| Management confidence | Balanced; declined forward SSSG view but 'very happy' with October start. |
Growth
SSSG of 14%, second straight strong quarter, all traffic-led; check broadly flat. Revenue growth cited as 20% and 24% on the call.
Outlook
No quantified forward guidance. Indonesia capital released in tranches tied to milestones. Potential of 80-100 restaurants, with no timeframe.
Risks
Gross margin dipped about 0.4ppt on chicken costs. Popeyes restaurant-level EBITDA drag is unresolved. Management declined to give a forward growth view.
Earnings Call Transcript filed with NSE, NSE: RBA. Summary written with AI assistance from the document.
Restaurant Brands Asia Ltd: key numbers
- Share price
- ₹87.74
- Market cap
- ₹6,249 Cr
- Revenue (annual)
- ₹2,823 Cr
- Net profit (annual)
- ₹-187.1 Cr
- P/E (TTM)
- -46.5×Sector 43.7×
- 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
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