Restaurant Brands Asia Limited (RBA) announced robust financial results for the second quarter of fiscal year 2027 (Q2 FY27). The company reported a 20% increase in consolidated revenues, reaching ₹844 crore. Restaurant-level EBITDA saw a significant surge of 281%, growing to ₹43.2 crore, while consolidated company-level EBITDA improved substantially. The company also highlighted strong same-store sales growth (SSSG) of 14% in India and positive developments in its Indonesian operations.
Restaurant Brands Asia Reports Strong Q2 FY27 Performance
Restaurant Brands Asia Limited (RBA) has announced impressive financial results for the second quarter ended September 30, 2026. The company posted a consolidated revenue of ₹844 crore, marking a substantial 20% year-on-year growth. This performance reflects the successful execution of its growth strategies across its key markets.
Key Financial Highlights
The company’s profitability metrics also showed significant improvement. Restaurant-level EBITDA surged by 281% to ₹43.2 crore for the quarter. Consolidated company-level EBITDA also witnessed a robust increase compared to the same quarter last year. Furthermore, the company reported a strong same-store sales growth (SSSG) of 14% in India for the quarter, underscoring the effectiveness of its value and innovation initiatives.
India Business Momentum
The India business continues to be the primary revenue driver for RBA, contributing 83% of the total revenue. The company is strategically expanding its footprint, having reached 619 restaurants by the end of the quarter. New initiatives like the ‘Families’ program and ongoing digital investments are expected to further bolster growth. The company also emphasized its commitment to its value strategy, which has been a cornerstone since its market entry.
Indonesia Operations Update
In Indonesia, RBA is focusing on improving operational efficiency and brand performance. The ‘Super Hemat’ value campaign has shown encouraging results, driving traffic and transaction growth. The company is also investing in digital assets and asset upgrades to enhance the customer experience and operational effectiveness. While Burger King Indonesia shows signs of improvement, the company is actively working on a resolution for Popeyes’ performance.
Strategic Pillars and Future Outlook
RBA highlighted its strategic pillars, including ‘Families,’ ‘Value,’ ‘Innovation,’ ‘Digital,’ and ‘Profitability.’ The company is investing in digital transformation, energy-efficient equipment, and supply chain optimization to drive efficiencies and offset inflationary pressures. The expansion pipeline remains strong, with plans to potentially increase store count significantly in the coming years. Management expressed confidence in the business’s trajectory and its ability to achieve profitable growth.
Q&A Highlights
During the subsequent Q&A session, management addressed queries regarding EBITDA margin expansion, gross margin improvement strategies, the impact of festivals like Navratri, capability building for expansion, and capital allocation. The company reiterated its focus on traffic growth as a primary driver and its commitment to disciplined, responsible expansion and profitability enhancement.
Source: BSE
