4
Dear all 𝘋𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘰𝘯 𝘢𝘤𝘳𝘰𝘴𝘴 𝘮𝘶𝘭𝘵𝘪𝘱𝘭𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘴𝘦𝘨𝘮𝘦𝘯𝘵𝘴 𝘪𝘴 𝘵𝘳𝘢𝘯𝘴𝘭𝘢𝘵𝘪𝘯𝘨 𝘪𝘯𝘵𝘰 𝘴𝘵𝘳𝘰𝘯𝘨𝘦𝘳 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴, 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 𝘢𝘯𝘥 𝘨𝘳𝘰𝘸𝘵𝘩 𝘷𝘪𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺. Yoma released a 𝗿𝗲𝗰𝗼𝗿𝗱 𝘀𝗲𝘁 of results on 29 May, strongest since IPO (2006) 𝟱 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
𝟭. 𝗦𝘁𝗿𝗼𝗻𝗴𝗲𝘀𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝘀𝗶𝗻𝗰𝗲 𝗜𝗣𝗢 (𝟮𝟬𝟬𝟲)
• FY2026 revenue rose 13.7% to US$233.2m
• Core EBITDA increased 10.9% to US$49.0m
• Net profit surged 75.7% to US$23.9m 𝟮. 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝘁𝗼 𝗴𝗮𝗶𝗻 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺
• Yoma Land revenue grew 17.1%
• Net profit increased 23.7%
• Unrecognised revenue backlog stands at US$90.3m, providing earnings visibility over the next 18-24 months 𝟯. 𝗙&𝗕 𝘀𝗲𝗴𝗺𝗲𝗻𝘁 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗱 𝗿𝗲𝗰𝗼𝗿𝗱 𝘀𝗮𝗹𝗲𝘀
• Revenue reached a record US$38.4m
• Same-store sales growth of 20%
• Net profit climbed 50% as KFC and YKKO strengthened their market positions 𝟰. 𝗪𝗮𝘃𝗲 𝗠𝗼𝗻𝗲𝘆 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺
• 7.2m unique users
• Transaction volume increased 48% YoY
• Digital transactions now dominate platform activity, supporting future monetisation opportunities 𝟱….
𝟭. 𝗦𝘁𝗿𝗼𝗻𝗴𝗲𝘀𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝘀𝗶𝗻𝗰𝗲 𝗜𝗣𝗢 (𝟮𝟬𝟬𝟲)• FY2026 revenue rose 13.7% to US$233.2m
• Core EBITDA increased 10.9% to US$49.0m
• Net profit surged 75.7% to US$23.9m
𝟮. 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝘁𝗼 𝗴𝗮𝗶𝗻 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺• Yoma Land revenue grew 17.1%
• Net profit increased 23.7%
• Unrecognised revenue backlog stands at US$90.3m, providing earnings visibility over the next 18-24 months
𝟯. 𝗙&𝗕 𝘀𝗲𝗴𝗺𝗲𝗻𝘁 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗱 𝗿𝗲𝗰𝗼𝗿𝗱 𝘀𝗮𝗹𝗲𝘀• Revenue reached a record US$38.4m
• Same-store sales growth of 20%
• Net profit climbed 50% as KFC and YKKO strengthened their market positions
𝟰. 𝗪𝗮𝘃𝗲 𝗠𝗼𝗻𝗲𝘆 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺• 7.2m unique users
• Transaction volume increased 48% YoY
• Digital transactions now dominate platform activity, supporting future monetisation opportunities
𝟱….
