Restaurant Brands Asia Limited reported an 18% year-over-year increase in consolidated revenue to ₹823 crore for the quarter ended June 30, 2026, driven by robust performance in its Indian operations. The company achieved a record same-store sales growth (SSSG) of 12.6% in India, marking the highest level in 15 quarters. Consolidated company EBITDA surged more than threefold to ₹43.5 crore from ₹12 crore in the prior year period, reflecting improved operational efficiencies and margin expansion across its portfolio.

The results were disclosed during an earnings conference call hosted by Motilal Oswal Financial Services Limited on August 3, 2026, with the transcript filed with the Bombay Stock Exchange Limited and the National Stock Exchange of India Limited on August 6, 2026. The filing was made pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Shweta Mayekar, Company Secretary and Compliance Officer, signed the intimation.

India Operations Lead Growth

India remains the core revenue driver, contributing 83% of total business. The company expanded its store count to 590 restaurants, a 71% year-over-year increase. Average daily sales (ADS) reached ₹1,31,000, supported by strong traffic growth rather than significant price increases. Gross margins improved to 70.8%, up 3.1% year-over-year, attributed to optimized product mix and supply chain efficiencies through a cluster-based distribution model. Restaurant-level EBITDA in India stood at ₹90 crore, while company-level EBITDA reached ₹52.7 crore, a 133.6% jump from the previous year.

Indonesia Stabilization Efforts

In Indonesia, the company operates 137 Burger King stores and 25 Popeyes outlets. Burger King Indonesia delivered positive restaurant-level EBITDA of ₹6.4 crore, benefiting from cost optimization measures including reduced corporate overheads by 25% and portfolio rationalization. However, Popeyes continued to incur losses, resulting in a combined negative restaurant-level EBITDA of ₹3.3 crore for the region. Management indicated that a new value strategy for Burger King Indonesia is expected to launch by late September to drive volume growth.

Financial Performance Summary

Strategic Outlook and Capital Allocation

Management emphasized a disciplined approach to capital expenditure, focusing on profitability and efficiency gains such as solar farm initiatives and energy-efficient equipment upgrades. While the new promoters have infused capital, the company stated that cash generated will be primarily utilized for organic growth within existing businesses. No immediate plans were announced for co-located stores or consolidation with the promoters’ other ventures, such as Inspira Foods. The company aims to reach a 72% gross margin in India over the next two to three years, currently tracking ahead of schedule at 70.8%. Forward-looking statements regarding strategic options for Popeyes Indonesia are under active review with no definitive timeline provided.

Restaurant Brands Asia will participate in the Motilal Oswal 22nd Annual Global Investor Conference on August 17, 2026, providing investors with direct access to company management through one-on-one and group meetings. The event, held at the Grand Hyatt in Mumbai, serves as a key platform for the quick-service restaurant operator to discuss its business strategy and operational outlook with institutional and retail stakeholders.

The disclosure was made pursuant to Regulation 30 read with Schedule III - Part A of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company notified both BSE Limited and the National Stock Exchange of India Limited of its participation, ensuring transparency and compliance with listing obligations.

Conference Details

The conference will be conducted in a physical, in-person mode. Restaurant Brands Asia has structured its engagement to include both individual investor interactions and broader group sessions, allowing for tailored discussions alongside general updates.

Compliance and Disclosures

The company emphasized that no unpublished price-sensitive information (UPSI) will be disclosed during the conference that is not already available in the public domain. This assurance aligns with SEBI’s guidelines on fair disclosure and equal access to information for all market participants.

Shweta Mayekar, Company Secretary and Compliance Officer of Restaurant Brands Asia, signed the intimation filed with the stock exchanges on August 5, 2026. She noted that the schedule is subject to change due to exigencies on the part of investors or the company, advising participants to remain flexible regarding timing.

What This Means for Investors

Participation in major investor conferences like the Motilal Oswal event allows companies to reinforce their market narrative and address specific queries from analysts and fund managers. For Restaurant Brands Asia, which operates under the Burger King brand in India, such engagements are critical for maintaining visibility among equity investors tracking the consumer discretionary sector. The physical nature of the meeting suggests a focus on deeper, qualitative discussions rather than broad broadcast presentations.