Americana Restaurants International (AMR) investor relations material

Executive summary

• Achieved strongest ever H1 results with 12.1% year-over-year revenue growth to $1,364.5 million, driven by 6.3% like-for-like sales growth, network expansion, and robust brand performance across all major markets.

• Net profit surged 59.2% to $147.2 million, reflecting margin expansion and disciplined cost management.

• Expanded restaurant portfolio to 2,746 stores, with 167 gross new openings and 108 net additions over the last twelve months.

• Strategic partnerships (notably with ADNOC), acquisitions (Malak Al Tawouk), and new premium retail (carpo in Qatar) expanded growth platforms.

• Listed on ADX and Tadawul, with a diversified board and operations spanning 12 countries and 14 brands.

Financial highlights

• Revenue rose 12.1% year-over-year to $1,364.5 million, driven by like-for-like sales growth and new store openings.

• EBITDA increased 26.7% to $348.2 million, with margin rising to 25.5%.

• Net profit reached $147.2 million, up 59.2% year-over-year, with net profit margin expanding to 10.8%.

• Interim dividend of $100.8 million ($0.012 per share) approved, representing close to 70% of H1 net income.

• Free cash flow grew 44.5% to $160.0 million, with conversion at 70%.

Outlook and guidance

• Reaffirmed guidance for 120–130 net new restaurant additions in 2026, including new brands.

• Expect mid-single-digit like-for-like sales growth and further margin expansion for the full year.

• Projected net income margin expansion of 100–150 basis points over 2025.

• Digital leadership, loyalty ecosystem, menu optimization, and AI-driven efficiencies remain strategic priorities.

• Category expansion to continue, including launch of MAT in Kuwait and further Arabic category growth.