Collins Foods Limited

CKF.ASX

Consumer Discretionary

Restaurant operations.

Market Data

Price

$7.800

-0.0%
Market Cap

$929.0M

P/E Ratio

20.0x

EPS

$0.395

Div. Yield

3.56%

52-Week Change

-0.2%

Latest Earnings

FY26 Appendix 4E and Annual Report

30 June 2026

Revenue
$1,593
+8.6% YoY
NPAT
$61.40
+13.0% YoY
EPS
$0.37
Dividend
$0.28

Collins Foods delivered record revenue of $1,592.6M (+8.6% YoY) and record underlying NPAT from continuing operations of $61.4M (+13.0% YoY) in FY26, demonstrating strong operational execution despite challenging consumer conditions. The company declared a fully franked dividend of 28.0 cents per share (up from 26.0 cents), reduced net debt to $119.6M, and is positioned for growth with acquisition of 8 KFC restaurants in Germany and strategic focus on KFC brand expansion in Australia and Europe. Key points: Record revenue of $1,592.6M (+8.6%) and record underlying NPAT of $61.4M (+13.0%) from continuing operations despite challenging consumer conditions and persistent inflation; Strong cash generation with net operating cash flow of $150.1M and cash conversion of 93.6%; net debt reduced by $18.3M to $119.6M with improved leverage ratio to 0.77x; Successful digital transformation with digital channels growing to 43.2% of KFC Australia sales (+9.0 ppts); Germany achieved positive SSS of +3.7% marking reversal of prior year decline

Recent Announcements

20 Jul 2026 Sph Neutral

Becoming a substantial holder

Comet Asia Holdings II Pte. Ltd., Comet Asia Holdings I Pte. Ltd., KKR Asia III Fund Investments Pte. Ltd. and became a substantial holder (5.05%).

17 Jul 2026 Sph Neutral

Becoming a substantial holder

Superannuation and Investments HoldCo Pty Ltd ACN 644 660 882 became a substantial holder (0.17%).

17 Jul 2026 Sph Neutral

Becoming a substantial holder from CBA

CBA became a substantial holder (0.17%).

30 Jun 2026 Actual Results Positive

FY26 Appendix 4E and Annual Report

Collins Foods delivered record revenue of $1,592.6M (+8.6% YoY) and record underlying NPAT from continuing operations of $61.4M (+13.0% YoY) in FY26, demonstrating strong operational execution despite challenging consumer conditions. The company declared a fully franked dividend of 28.0 cents per share (up from 26.0 cents), reduced net debt to $119.6M, and is positioned for growth with acquisition of 8 KFC restaurants in Germany and strategic focus on KFC brand expansion in Australia and Europe. Key points: Record revenue of $1,592.6M (+8.6%) and record underlying NPAT of $61.4M (+13.0%) from continuing operations despite challenging consumer conditions and persistent inflation; Strong cash generation with net operating cash flow of $150.1M and cash conversion of 93.6%; net debt reduced by $18.3M to $119.6M with improved leverage ratio to 0.77x; Successful digital transformation with digital channels growing to 43.2% of KFC Australia sales (+9.0 ppts); Germany achieved positive SSS of +3.7% marking reversal of prior year decline

12 Jun 2026 Actual Results Neutral

FY26 Financial Results - timing of release

This is an announcement regarding the timing of Collins Foods Limited's FY26 financial results release, not the actual results. The company intends to release its full year results for the period ended 3 May 2026 on Tuesday, 30 June 2026, with an investor briefing session scheduled for 11:00am AEST on the same day. Key points: FY26 results scheduled for release on 30 June 2026; Investor briefing session available via teleconference and webcast; Clear communication of timing to market participants

22 May 2026 Sph Neutral

Ceasing to be a substantial holder

State Street Corporation ceased to be a substantial holder.

20 May 2026 Sph Neutral

Becoming a substantial holder

State Street Corporation became a substantial holder (5.12%).

27 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

State Street Corporation ceased to be a substantial holder.

24 Apr 2026 Sph Neutral

Becoming a substantial holder

State Street Corporation became a substantial holder (5.15%).

23 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

State Street Corporation ceased to be a substantial holder.

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