United Arab Emirates · Delayed Price · Currency is AED Americana Restaurants International Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 13.3% revenue growth and 93.5% net profit increase, driven by strong brand execution, disciplined expansion, and margin improvement. Guidance for mid-single-digit growth and 120-130 net new stores is maintained, with resilience amid regional uncertainty.
Fiscal Year 2025
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Double-digit revenue and profit growth were achieved, with disciplined expansion and strong cost control. The business entered the Arabic QSR segment, invested in digital and data capabilities, and proposed a high dividend payout, while guiding for continued margin and earnings improvement in 2026.
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Double-digit revenue and profit growth in H1 2025 driven by strong LFL sales, new store openings, and digital innovation. Margins remain robust despite higher delivery costs and new taxes, with guidance for 150–160 net new stores unchanged.
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Q1 2025 saw 16.2% revenue growth and 17.4% EBITDA growth, driven by strong like-for-like sales, new store openings, and digital initiatives. Guidance for 150-160 net new stores is reaffirmed, with margin stability expected despite higher delivery costs and tax rates.
Fiscal Year 2024
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Revenue and profit declined year-on-year due to ongoing geopolitical conflict and softer consumer demand, but transaction growth and digital initiatives are driving gradual recovery. Management remains cautious, focusing on cost control, value offerings, and disciplined expansion, with no expectation of a rapid rebound.
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Revenue declined 15.2% year-over-year in H1 2024 due to geopolitical conflict, consumer spending pressure, and increased competition, but sequential recovery was seen in Q2. Adjusted EBITDA margin remained healthy at 22.1%, with a revised net new store opening guidance of 175-185 for 2024.