RESTAURANT BRAND ASIA LTD

Management provided an overview of Restaurant Brands Asia Limited's performance for Q1 FY27 during the earnings conference call held on August 3, 2026. The company operates two brands across two countries, with Burger King India contributing 83% of revenue. As of June 30, 2026, Burger King India had 590 restaurants, achieving a same-store sales growth (SSSG) of 12.6%, the highest in 15 quarters. Revenue for India reached INR 682 crores, a 23.6% year-over-year increase, with a gross margin of 70.8%. In Indonesia, Burger King had 137 restaurants, generating an average daily sales (ADS) of INR 102,000. Management emphasized a focus on value leadership and digital initiatives, while also discussing profitability strategies and ongoing efforts to improve operations in Indonesia. The company reported a consolidated revenue growth of 18% to INR 823 crores and a significant increase in EBITDA.

Management highlighted strong performance metrics and growth strategies during the earnings call.