Restaurant Brands Asia Ltd

Restaurant Brands Asia Ltd has submitted a revised disclosure regarding the encumbrance of shares by its promoter, Lenexis Foodworks Pvt Ltd. This revision, filed on August 12, 2026, addresses a query from BSE dated July 29, 2026, concerning the initial disclosure made on July 23, 2026. The original disclosure only listed the Security Trustee, but the revised filing now includes the names of the debenture holders (lenders) as required by SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. Lenexis Foodworks Pvt Ltd has encumbered 11,88,93,177 shares, representing 14.84% of the total share capital, for a 'bonafide purpose' of raising funds for an acquisition transaction. This encumbrance constitutes 31.05% of the promoter's total shareholding.

Restaurant Brands Asia Ltd has submitted its Monitoring Agency Reports for the quarter ended June 30, 2026, detailing the utilization of funds raised through a Qualified Institutions Placement (QIP) and a preferential issue. ICRA Limited and India Rating and Research Private Limited acted as monitoring agencies. The reports confirm that the utilization of issue proceeds is in line with the objects of the issue, with no material deviation observed. The QIP raised INR 500 Crore, with net proceeds standing at INR 480.09 Crore. These reports are also available on the company's website.

Restaurant Brands Asia Limited reported its unaudited financial results for the quarter ended June 30, 2026. Consolidated revenue from operations grew 17.9% year-on-year to ₹8,226 million. EBITDA (Pre-Ind AS 116) saw a significant increase of 265.7% to ₹435 million. Standalone performance was also strong, with Burger King India's Same-Store Sales Growth (SSSG) accelerating to 12.6%. The company also announced that Inspira Global has acquired a controlling 42% stake, infusing ₹1,050 crore and potentially increasing to 48% with further capital infusion. This strengthens RBA's balance sheet for future expansion.

Restaurant Brands Asia Ltd's Board of Directors met on August 3, 2026, to approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The board also approved an investment in its subsidiary, PT Sari Burger Indonesia, through the acquisition of redeemable cumulative non-convertible preference shares. The investment will be made in one or more tranches, not exceeding IDR 100 billion (equivalent in INR). The limited review report from the statutory auditors, B S R & Co. LLP, was also enclosed with the financial results.

Restaurant Brands Asia's consolidated net loss narrowed to ₹33.0 Cr in Q1 FY27 from ₹45.4 Cr a year ago (-27.4%) and ₹47.4 Cr last quarter (-30.4%), on consolidated revenue of ₹822.6 Cr, up 17.9% YoY and 16.4% QoQ. Segment-level operating margin (OPM) expanded to 12.2% from 10.4% a year ago, though it eased from 13.4% last quarter; net margin improved to roughly -4.0% from about -6.5% in both comparison quarters. No exceptional items sat in either the current or year-ago quarter, so the YoY improvement is clean of one-offs — unlike Q4 FY26, which carried a ₹120 Cr Indonesia impairment and a ₹2.25 Cr labour-code charge. The standalone (India, RBA-only) business posted a near-breakeven loss of just ₹3.2 Cr on revenue of ₹682.9 Cr, with the India segment alone generating a segment profit of ₹97.5 Cr (14.3% margin) per the consolidated segment note — a materially better story than the ₹33.0 Cr consolidated loss. The divergence is driven by the Indonesia subsidiary, whose own finance costs and depreciation (roughly ₹32 Cr combined beyond the standalone entity's) are absorbed only on consolidation. Indonesia's own segment result swung to a ₹2.7 Cr profit from a ₹3.2 Cr loss sequentially, though it is still down from a ₹4.7 Cr profit a year ago — a partial, not full, recovery. Basic EPS improved to -₹0.45 from -₹0.73 (QoQ) and -₹0.72 (YoY), aided by a ~22% larger equity base after the quarter's preferential allotment. No consensus estimate specific to this quarter turned up in a web search; the only forward-looking analyst commentary found (Univest) flagged a full-year FY27 aspiration of 15-20% PAT growth, which is too broad to grade this individual print against, so vs-street is unknown. On guidance, management's Q4 FY26 concall had reiterated 60-80 net new restaurants a year and free-cash-flow neutrality within 4-6 quarters, alongside a pledge to fix the underperforming Indonesia operation — this filing carries no store-count or cash-flow disclosure, so those specific targets can't be verified from the print itself; the Indonesia segment's QoQ swing to profit is the one data point consistent with that stated priority. There was no separate management press commentary on the results (the accompanying letter to exchanges is procedural, covering only the board outcome). The quarter's dominant corporate development is the change of control: new promoters (Lenexis Foodworks, Aayush Agrawal Trust, Inspira Foodworks and Mr. Aayush Agrawal) completed a ₹1,050 Cr preferential allotment plus an open offer and share purchase from erstwhile promoter QSR Asia/F&B Asia Ventures, taking control effective July 7, 2026 — after the quarter closed but ahead of these results. The ₹1,050 Cr raised sits entirely in mutual funds, undeployed as of quarter-end. The board also approved a further investment of up to IDR 100 billion (~₹52 Cr) into Indonesia subsidiary PT Sari Burger Indonesia via redeemable preference shares, signalling continued capital support for the segment that management had flagged as underperforming.

Restaurant Brands Asia Ltd has published its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26. The report details the company's operations, employee data, and market presence. It confirms that 100% of the company's turnover comes from Food and Beverage services, with 98.95% attributed to food and beverage service activities. The company operates 581 restaurants nationally and serves 29 states and union territories. As of March 31, 2026, it employed 12,372 individuals, with 36.40% being female. The report also highlights the participation of women in leadership roles and provides turnover rates for permanent employees over the last three fiscal years.

Restaurant Brands Asia Ltd has released its Annual Report for the financial year 2025-26, along with the Notice of the 13th Annual General Meeting. The report details the company's performance, strategy, and outlook, highlighting a year of "gaining momentum" driven by stronger customer engagement, improved restaurant experience, and expanding profitability. Key initiatives include network expansion for Burger King®, menu innovation, digital capabilities, and operational efficiencies to enhance profitability. The company also secured fresh capital infusion to support its growth agenda and maintain disciplined capital allocation, aiming to create sustainable long-term value for stakeholders.

Restaurant Brands Asia Ltd has issued a notice for its 13th Annual General Meeting (AGM) scheduled for Thursday, August 20, 2026, at 11:00 a.m. IST. The meeting will be conducted through Video Conferencing (VC) / Other Audio Visual Means (OAVM). Key agenda items include the adoption of audited standalone and consolidated financial statements for the financial year 2025-26, the re-appointment of Mr. Rafael Odorizzi De Oliveira as a director liable to retire by rotation, and the appointment of Mr. Madhusudan Bhagwandas Agrawal as a Non-Executive Non-Independent Director. The Annual Report for FY 2025-26 is being sent to shareholders and is also available on the company's website and the Registrar & Share Transfer Agent's portal.

Restaurant Brands Asia Ltd has announced that its Board of Directors will convene on August 3, 2026. The primary agenda item is to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. Concurrently, the trading window for company securities will be closed for designated persons and their immediate relatives until 48 hours after the financial results are declared, reopening on August 6, 2026. This information is also available on the company's website.

Restaurant Brands Asia Limited's promoter, Lenexis Foodworks Private Limited, has disclosed the creation of a pledge over 11,88,93,177 equity shares. This encumbrance represents 14.84% of the total share capital on a fully diluted basis. The reason cited for this pledge is to raise funds for an acquisition transaction. The shares have been pledged in favour of CTL Trusteeship Limited on behalf of debenture holders. This disclosure is made in accordance with SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.