Q2-FY26 · Rajiv (Whole-time Director & Group CEO)
We are disappointed to understand that that's how it's going to happen. Very happy with October. I have very high hopes for this entire quarter. Looking forward to seeing the December sales.
RBA / language trends
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Restaurant Brands Asia · tone and specificity signals across the available quarters.
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Language signals
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Q2-FY26 · Rajiv (Whole-time Director & Group CEO)
The journey is on clear scientific architecture of distribution cost as well as bringing in suppliers closer to the restaurants. As we continue to do these two things, our journey from this to 70, I mean we have projected FY29, I think we're going to achieve it much sooner than that.
Q2-FY26 · Sumit Jerath
We continue to grow that business at a much better margin profile as well. A focus on improving profitability on the delivery side is also working in our favor when we look at the margin numbers.
Q3-FY26 · Rajiv Wman
Company EBITDA which is the highest we have reported ever is at 406 crores that's up 31.5% year-over-year. So some very very strong results on the India business.
Q3-FY26 · Gorov Gay
We've reached 70% [gross margin] more than three years ahead of schedule and this has come on the back of delivery profitability as well as supply chain and distribution initiatives.
Q3-FY26 · Rajiv Wman
Value is not tactical. Value strategy is a long-term strategy. It's not tactical that you do it overnight. We have already got a very strong and probably the strongest value offering in this country.
Q4-FY26 · Sumit Katyal
We ended the year at a gross margin at 69%. Happy to share that for the quarter we were at 70%. Which is the exit that we have as far as gross margin is concerned. We've been able to move the target to get to 70% almost by a year from what we had spoken with you all earlier.
Q4-FY26 · Raj Jallan
Our ambition is over the next four five years to get that volumes [cafe ADS] to come somewhere close to 25,000 rupees per restaurant per day.
Q4-FY26 · Raj Jallan
I think a couple spoken about building the premium layer and that comes at a higher APC and a higher at least rupees gross margin. That effort continues but a lot of ancillary items that we have introduced as you can see the fizz drinks the new cone the waffle cone these are very high gross margin.
Q4-FY26 · Sumit Katyal
We are working towards getting to be cash flow neutral over next 6 to 8 quarters. That's the target that we have and that is something which has always been our journey.