Australia · Delayed Price · Currency is AUD Collins Foods Earnings Call Transcripts
Fiscal Year 2026
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Acquisition of 8 KFC restaurants in Bavaria boosts German network by 50% and is expected to be EPS accretive. Development targets in Germany have been raised, and guidance for mid- to high-teens profit growth is reaffirmed. Significant expansion potential remains in Germany.
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Record first-half revenue and profit growth were achieved, driven by strong KFC performance in Australia and Europe, disciplined cost control, and operational excellence. Upgraded full-year guidance targets mid to high teens NPAT growth, with margin tailwinds expected in Europe but ongoing cost pressures in Australia.
Fiscal Year 2025
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FY25 saw record revenue above $1.5 billion, stable EBITDA, and a $0.26 per share dividend. Strategic focus is on KFC expansion in Australia and Germany, with Taco Bell exited and moderated growth in the Netherlands. All AGM resolutions passed, and board succession and governance enhancements are planned.
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Record revenue and strong cash flow were achieved despite profit declines from higher depreciation and European softness. KFC Australia led growth, while Europe faced cost and consumer headwinds. FY 2026 targets low to mid-teens NPAT growth, with German expansion and digital investment prioritized.
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Revenue grew 1.2% to AUD 704 million, but margins and net profit declined due to inflation and flat same-store sales. KFC Australia showed improving trends, while Europe faced consumer headwinds. Strong cash flow enabled continued investment and a stable balance sheet.
Fiscal Year 2024
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Record FY24 revenue and earnings growth were achieved despite inflation and weak consumer sentiment. Strong cash flow enabled debt reduction and higher dividends, while digital and value initiatives drove segment performance. Margin pressure is expected to persist in FY25 amid ongoing cost and consumer headwinds.