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Collins Foods (CKF) investor relations material
Collins Foods AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
New Chair Mark Hawthorne opened the AGM, acknowledged predecessor Robert Kaye SC, and introduced the board and executive team.
Outlined the meeting process, including question and voting procedures, and confirmed a quorum was present.
Chair and CEO delivered addresses outlining achievements and strategic direction for the year.
Noted the retirement of Christine Holman and Nicki Anderson from the board, and welcomed Meredith Scott as a new director.
Financial performance review
Achieved record revenue of AUD 1,592.6 million (up 8.6%), record underlying EBITDA of AUD 244 million (up 6.3%), and record underlying NPAT of AUD 61.4 million (up 13%).
Statutory NPAT was AUD 47.1 million, reflecting class action settlement, impairments, and wage provisions.
Net operating cash flow reached AUD 150.1 million with a 94% cash conversion rate; net debt reduced to AUD 119.6 million.
Return on shareholders' equity increased by 220 basis points to 14.5%.
Dividend announcements
Declared a final fully franked dividend of AUD 0.15 per share, bringing the total FY 2026 dividend to AUD 0.28 per share, up from AUD 0.26.
- Record revenue, profit, and digital growth drive expansion and innovation plans for FY27.CKF
H2 2026 - German network grows 50% with Bavaria acquisition; up to 90 new outlets planned, guidance reaffirmed.CKF
Investor update - Record revenue, margin expansion, and upgraded outlook on strong KFC performance.CKF
H1 2026 - Accelerated growth in Australia and Germany, with digital and operational excellence driving results.CKF
Investor Day 2025 Presentation - Revenue up, stable EBITDA, statutory NPAT down on impairments, all resolutions passed.CKF
AGM 2025 - Revenue up 2.1% to $1.52bn; statutory NPAT down 88.5% on impairments; FY26 NPAT growth targeted.CKF
H2 2025 - Revenue up 1.2%, but margins and profit down; KFC Australia grows, Europe and Taco Bell decline.CKF
H1 2025 - Record revenue, EBITDA growth, and network expansion highlight Collins Foods' strong FY24.CKF
AGM 2024 Presentation - Record revenue, strong cash flow, and digital growth offset margin pressures in a tough market.CKF
H2 2024
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