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Restaurant Brands Asia
Restaurant Brands Asia (RBA) investor relations material
Restaurant Brands Asia Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary4 Feb, 2026
Executive summary
Achieved 11 consecutive quarters of positive sales and dine-in traffic growth in India, with 577 restaurants as of December and a target of nearly 600 by March 31st, driven by digital adoption and menu innovation.
Digital orders accounted for 92% of total orders, with a 47% year-over-year increase in monthly active app users, reflecting successful digital and CRM initiatives.
Indonesia's Burger King business showed four consecutive quarters of positive SSSG and improved store EBITDA, while Popeyes losses widened; corporate overheads reduced significantly.
Unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on February 3, 2026.
Board approved revisions to the Articles of Association, granting special rights to new promoters and reclassifying promoter groups, subject to shareholder approval.
Financial highlights
India Q3 FY26 revenue from operations rose 16.5% year-over-year to INR 5,773 million, with SSSG of 4.5% and gross margin improved to 69.9% (+2.1% YoY); restaurant EBITDA (pre-Ind AS 116) up 25.7% YoY to INR 749 million, and company EBITDA up 31.5% YoY to INR 406 million.
Consolidated Q3 FY26 revenue grew 11.8% YoY to INR 7,147 million; consolidated company EBITDA (pre-Ind AS 116) was INR 246 million, up 85% YoY.
Standalone net loss for the quarter was ₹70.38 million; consolidated net loss was ₹479.43 million.
Delivery profitability improved by 2 percentage points due to reduced discounts and operational efficiencies.
One-time Wage Code impact of INR 2.3 crore (₹22.52 million) excluded from company EBITDA and recorded as an exceptional item.
Outlook and guidance
On track to add 60-80 new restaurants annually, with 64 net additions in the first nine months and a target of ~70% gross margin by FY29 (already achieved in Q3 FY26).
Board approved a preferential issue of shares and warrants to new investors, subject to regulatory and shareholder approvals.
Company continues to monitor regulatory changes, especially regarding new Labour Codes, for future financial impact.
Shareholding for 4 board nominees?
Indonesia segment Q3 2025 loss?
QIP funds for new restaurant capex?
Gross margin sustainability and future targets
Indonesia Popeyes business strategy
Use of Inspira investment proceeds
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Next Restaurant Brands Asia earnings date
Q4 202630 May, 2026
Restaurant Brands Asia
Next Restaurant Brands Asia earnings date
Q4 202630 May, 2026
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Frequently asked questions
Restaurant Brands Asia Limited is a food services company operating quick-service restaurant chains across multiple markets. The company holds exclusive franchise rights for global brands, focusing on managing and expanding outlets to serve a diverse customer base. It offers a variety of fast-food options, including burgers, sides, beverages, and desserts. The company is headquartered in Mumbai, India, and its shares are listed on the BSE.
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