Restaurant Brands Asia Limited · NSE:RBA
Restaurant Brands Asia — Q2 FY27 Earnings Presentation
27 slides from Restaurant Brands Asia's earnings presentation, Oct 29, 2026
Slide 1: Exchange filing cover letter for investor presentation
October 29, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relations Department Listing Department Phiroze Jeejeeboy Towers Exchange Plaza, 5th Floor, Plot no. C/1, Dalal Street, Fort, G Block, Bandra Kurla Complex, Bandra (E) Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 543248
Slide 2: Q2 FY27 Investor Presentation
Restaurant Brands Asia Limited Q2 FY27 Investor Presentation October 29, 2026
Slide 3: Disclaimer
Disclaimer Certain statements made in this presentation relating to the Company’s objectives, projections, outlook, expectations, estimates, among others may constitute ‘forward-looking statements’ within the meaning of applicable laws and regulations. Actual results may differ from such expectation
Slide 4: Business Performance Update
BUSINESS PERFORMANCE UPDATE
Slide 5: Portfolio Mix - Revenue Split & Restaurant Count
Portfolio Mix - Revenue Split & Restaurant Count Revenue Mix (Q2 FY27) 2% 15% 83% Burger King (India) Burger King (Indonesia) Popeyes (Indonesia) India Indonesia 607 144 137 25 Restaurants Cities Restaurants Restaurants 4
Slide 6: Q2 FY27 Consolidated Highlights
Q2 FY27 Consolidated Highlights Q1 FY27 Store Count# Consolidated Revenue (INR Mn) +75 +20% 769 8,448 694 7,034 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Consolidated Restaurant EBITDA* (INR Mn) Consolidated Co. EBITDA* (INR Mn) +73% +281% 918 432 530 113 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 *EBITDA is Pre-IND AS
Slide 7: Strategic Pillars
STRATEGIC PILLARS
Slide 8: India
India Value Innovation Families Digital Profitability Value led offerings for Flavour Innovations to Adding a New Drive customer Supply chain efficiencies customer acquisition build Premium Menu Customer Segment engagement through & improve operating in-store digital assets margins 14 continuous qua
Slide 9: Indonesia
Indonesia Value Innovation Digital Profitability Asset Upgrade National Rollout of Expanded Boss LTO SOKs across all Margin improvement Investments in HVAC, Super Hemat (Value platform restaurants lighting, broilers & deals) in Q3 kitchen equipment Growth in Dine-in Lead with Taste, Improvements in
Slide 10: Financial Performance
FINANCIAL PERFORMANCE
Slide 11: Burger King India – Q2 FY27 Highlights
Burger King India – Q2 FY27 Highlights 607 14.0% INR 7,056 Mn Store Count# SSSG Revenue from Operations +74 YoY INR 131K ADS +24.1% YoY 70.4% INR 910 Mn INR 551 Mn Gross Margin Restaurant EBITDA* Co EBITDA* +2.1% YoY +53.7% YoY +94.1% YoY #Store Count as at period end; *EBITDA is Pre-IND AS 116 10
Slide 12: Burger King India – Q2 FY27
Burger King India – Q2 FY27 Store Count ADS (INR '000) Revenue (INR Mn) SSSG: Delivery Mix: 607 590 2.8% 4.5% 6.3% 12.6% 14.0% 44% 44% 44% 44% 46% 577 581 131 131 7,056 6,829 533 119 117 111 5,687 5,773 5,735 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3
Slide 13: Burger King India – 5 Years Journey
Burger King India – 5 Years Journey Store Count ADS (INR ‘000) Revenue (INR Mn) SSSG: Delivery Mix 607 581 46.5% 23.1% 2.9% 1.1% 4.0% 13.3% 53% 42% 43% 43% 43% 45% 513 131 22,717 19,678 455 118 17,601 117 114 116 14,397 391 13,885 9,437 315 100 FY22 FY23 FY24 FY25 FY26 H1 FY27 FY22 FY23 FY24 FY25 FY
Slide 14: Indonesia (Consolidated) - Q2 FY27 Highlights
Indonesia (Consolidated) - Q2 FY27 Highlights 162 96K INR 1,393 Mn Store Count# ADS Revenue from Operations +1 YoY +3.3% YoY 57.1% INR 8 Mn INR (119) Mn Gross Margin Restaurant EBITDA* Co EBITDA* + 0.2% YoY + INR 71 Mn YoY + INR 51 Mn YoY *EBITDA is Pre-IND AS 116 ; #Store Count as at period end 13
Slide 15: Burger King Indonesia
Burger King Indonesia Quarterly ADS (INR '000) # Revenue (INR Mn) Rest. EBITDA* (INR Mn) Margin % 1,240 1,245 1,212 1,223 102 101 -1.5% -1.9% 4.4% 5.2% 3.5% 99 97 96 1,165 64 51 44 -18 -24 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27
Slide 16: Popeyes Indonesia
Popeyes Indonesia Quarterly ADS (INR '000)# Revenue (INR Mn) Rest. EBITDA* (INR Mn) 71 162 Margin % 70 159 157 69 64 -30.9% -20.3% -14.9% -19.9% -24.3% 63 146 148 -24 -33 -31 -36 -45 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY
Slide 17: Marketing Initiatives - India
MARKETING INITIATIVES - INDIA
Slide 18: Sustained Focus on Strengthening Value Leadership
Sustained Focus on Strengthening Value Leadership 2 for 79/99 moved to App Crazy App Deals to increase to stay competitive frequency of BK App 14th continuous quarter of App Frequency is up by 7% positive Dine in Traffic Growth Q2 FY’27 vs. Q2 FY’26 17
Slide 19: Innovation with Limited Time Offerings
Innovation with Limited Time Offerings FY’26 Q1 FY’27 Q2 FY’27 Authentic flavor profile Extended Korean range to Whoppers Building platform with global favorites 18
Slide 20: Doomsday Meal
DOOMSDAY MEAL we [ A guaranteed — : seat at the table , | CTO *T&C Apply
Slide 21: Building Awareness with "Trust in Taste"
Building Awareness with “Trust in Taste” 20
Slide 22: Launch of 600th Burger King Store
Launch of 600th Burger King Store 21
Slide 23: Q2 FY27 Financial Summary
Q2 FY27 FINANCIAL SUMMARY
Slide 24: Consolidated - Operating Performance
Consolidated - Operating Performance Q1 FY27 Particulars (INR Million) Q2 FY26 % Q2 FY27 % % Change Revenue from operations 7,034 100.0% 8,448 100.0% 20.1% Cost of materials consumed 2,384 33.9% 2,689 31.8% Gross Profit 4,651 66.1% 5,760 68.2% 23.8% Employee Related Expenses 914 13.0% 1,017 12.0% Oc
Slide 25: India - Operating Performance
India - Operating Performance Q1 FY27 Particulars (INR Million) Q2 FY26 % Q2 FY27 % % Change Revenue from operations 5,687 100.0% 7,056 100.0% 24.1% Cost of materials consumed 1,802 31.7% 2,092 29.6% Gross Profit 3,884 68.3% 4,964 70.4% 27.8% Employee Related Expenses 670 11.8% 783 11.1% Occupancy a
Slide 26: Indonesia - Operating Performance
Indonesia - Operating Performance Q1 FY27 Particulars (INR Million) Q2 FY26 % Q2 FY27 % % Change Revenue from operations 1,348 100.0% 1,393 100.0% 3.3% Cost of materials consumed 581 43.1% 597 42.9% Gross Profit 767 56.9% 796 57.1% 3.8% Employee Related Expenses 244 18.1% 234 16.8% Occupancy and Oth
Slide 27: Thank You
Thank You Restaurant Brands Asia Limited CIN: L55204MH2013FLC249986 For further information, please contact: Mr. Gaurav S. Ajjan, CFA Head - Corporate Development and Investor Relations [email protected] Website: www.rbrandsasia.com
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