Restaurant Brands Asia Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book

- The company plans to open 60 to 80 new restaurants annually over the next four years, aiming for approximately 800 restaurants by FY '29 (Page 9). - Revenues grew by 11.8% year-over-year in FY '25, with continued focus on driving traffic into restaurants and profitable delivery growth supporting future revenue expansion (Page 21 and 20). - Same store sales growth (SSSG) was positive at 1.1% for the full year and 5.1% in Q4 FY '25, with management expecting positive momentum to continue (Page 14). - The company is targeting moderate annual gross margin improvement of 0.5% to 0.7% to reach around 70% by FY '29, which will support improved profitability alongside sales growth (Page 9 and 17). - Continued focus on increasing dine-in traffic (e.g., 9% dine-in traffic growth) and profitable digital sales channels indicates expected volume and sales expansion (Page 3 and 20). Overall, a steady growth trajectory in sales and volumes is anticipated through restaurant expansion, traffic growth, and margin improvements.

The transcript does not explicitly mention the current or expected orderbook or pending orders for Restaurant Brands Asia Limited. However, relevant forward-looking information related to store expansions and business outlook includes: - India store addition guidance revised to 60-80 new restaurants annually for next four years, targeting about 800 restaurants by FY '29. - Previous guidance for 700 restaurants by December 2026 amended due to COVID and agreement changes with franchisor. - Focus on improving sales and traffic through marketing, digital initiatives, and value campaigns. - Continued growth in gross margin and EBITDA indicating positive operational momentum. - No specific mention of orderbook or pending orders related to supply or vendor contracts during the call. Hence, no direct details on orderbook or pending orders are available in the provided transcript.