Q4 2025 Restaurant Brands Asia Ltd Earnings Call Transcript
Key Points
- Restaurant Brands Asia Ltd (BOM:543248) reported a 9% growth in dining traffic, driven by successful value campaigns.
- The company has expanded its cafe presence to 90% of its restaurants, up from 77% the previous year.
- Digital initiatives have been successful, with 90% of restaurants now equipped with self-ordering kiosks and a 3x increase in app transactions.
- The company achieved a 32% year-over-year growth in company-level EBITDA, reaching INR99.4 crores.
- In Indonesia, the company reported a positive 2% same-store sales growth for Burger King, indicating a potential turnaround in the market.
- Despite adding 250 to 270 stores since FY22, the average daily sales (ADS) have remained stagnant, indicating challenges in increasing per-store sales.
- The Indonesia business continues to face challenges, with restaurant-level pre-investment margins declining year-over-year.
- Inflation in beef prices and currency devaluation have negatively impacted the profitability of the Indonesia operations.
- The company has had to close 36 restaurants in Indonesia as part of its rationalization efforts, indicating ongoing operational challenges.
- There is uncertainty regarding the long-term strategic direction for the Indonesia business, with potential divestment being considered.
Ladies and gentlemen, welcome to the Restaurant Brands Asia Limited Q4 FY25 earnings conference call hosted by Motilal Oswal Financial Services Limited. (Operator instructions) Please note that this conference is being recorded.
I would now like to hand the conference over to Mr. Naveen Trivedi from Motilal Oswal Financial Services Limited. Thank you, and over to you, sir.
Yeah, thank you. Good evening, everyone. On behalf of Motilal Oswal, I'm Naveen Trivedi would like to welcome you all to the Restaurant Brand Asia's 4Q FY25 earnings conference call. From the management today, we have Mr. Rajeev Varman, Full-time Director and Group CEO; Mr. Sumit Zaveri, Group CFO and Chief Business Officer; Mr. Gaurav Ajjan, Head Corporate Development and IR; Mr. Kapil Grover, Group CMO; Mr. Sandeep Dey, Brand President, Indonesia; and Ms. Cicily Thomas, Brand President, India.
I would now hand over the call to the management for the opening remarks. Over to you, sir.
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