• Event Type: Q2 FY27 Earnings Conference Call and Investor Interaction

• Date and Time: The call was held on Thursday, October 29, 2026, at 5:30 p.m. IST.

• Purpose: To discuss the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter and half year ended September 30, 2026.

• Management Participants:

  • Mr. Rajeev Varman – Whole-time Director and Group Chief Executive Officer
  • Mr. Sumit Zaveri – Chief Executive Officer, India Business
  • Mr. Kapil Grover – Group Chief Marketing Officer
  • Mr. Sandeep Dey – Chief Executive Officer, Indonesia Business
  • Mr. Gaurav Ajjan – Head of Corporate Development and Investor Relations

• Presentation Availability: The presentation was available on the stock exchanges and the Investors section of the company's new corporate website (www.rbrandsasia.com). The transcript of the call was formally submitted to the exchanges on November 3, 2026.

• Financial Period Discussed: The call focused on the results for Q2 FY27 (quarter ended September 30, 2026).

• Key Financial Highlights (as disclosed):

  • Consolidated Performance: Revenue was ₹844 crore, up 20% YoY (from ₹703 cr). Restaurant EBITDA was ₹91.8 crore, up 73% YoY. Company-level EBITDA was ₹43.2 crore, up 281% YoY (from ₹11.3 cr).
  • India Business: Revenue crossed ₹700 crore, up 24% YoY. SSSG was 14%. Company EBITDA was ₹55 crore (7.8% of revenue). The network stood at 619 restaurants (as of the call date), up from 607 at quarter-end.
  • Indonesia Business: Consolidated revenue was ₹139 crore. Burger King Indonesia showed early signs of improvement and generated positive restaurant EBITDA. Popeyes performance remained a challenge with an ADS of 64,000 and negative EBITDA.

• Strategic and Operational Updates:

  • A new strategic pillar, "Families," was introduced, with a kids' program launching in December and an Avengers partnership launching imminently.
  • Value strategy (e.g., 2 for ₹79/99 offers) drove 14 consecutive quarters of positive dine-in traffic growth in India.
  • Innovation platforms (Korean Season 2, Peri-Peri) delivered sequential volume growth of 30%.
  • Plans were discussed to potentially increase the annual store expansion rate in India from 50-70 to 80-100 stores.
  • In Indonesia, the "Super Hemat" value platform launched in late September was delivering a positive impact, adding 35-40 ADT. A ₹130 crore investment for asset upgrades (HVAC, kitchen equipment, signage) was approved and will be deployed in tranches based on performance milestones.
  • The company held a cash balance of ~₹1,000 crore post a primary capital infusion, with an additional ~₹450 crore expected from warrants. A robust capital allocation strategy for these funds is being formulated with the new promoters and will be shared later.

• Compliance Statement: The document is a regulatory filing pursuant to Regulation 30 of the SEBI LODR Regulations. The enclosed transcript was of a call where results were discussed.

Additional Notes Section

  • The document is an intimation letter to the stock exchanges enclosing the transcript of the earnings conference call. The transcript itself was the primary attachment.
  • The announcement contained no new, undisclosed financial data beyond the results already published; it was a verbatim transcript of the discussion of those results.
  • Logistical details like dial-in numbers were part of the historical transcript but are not the focus of this summary.