Highlights

• Collins Foods reported record FY26 revenue of $1.59 billion and record underlying NPAT of $61.4 million.
• Strong Australian trading and expanding opportunities in Germany are supporting the Company’s next phase of growth.
• The first 17 weeks of FY27 delivered a 6.6% increase in total company sales on a constant currency basis.

Collins Foods Limited (ASX: CKF) has outlined a strong financial and operational performance, supported by record earnings, robust cash generation and a sharper focus on KFC across Australia and Europe. In its announcement released on 1 September 2026, the Company also provided a trading update indicating continued momentum as FY27 progresses.

Record Financial Performance Strengthens Growth Platform

FY26 continuing operations revenue reached a record $1.59 billion, representing growth of 8.6%. Underlying EBITDA increased 6.3% to $244.5 million, while underlying NPAT climbed 13.0% to a record $61.4 million. Strong operating cash flow of $150.1 million enabled Collins Foods to reduce net debt to $119.6 million while continuing investment across its restaurant network and technology platforms. The Board declared a final fully franked dividend of 15.0 cents per share, lifting the full-year dividend to 28.0 cents per share, compared with 26.0 cents in FY25.

KFC Australia and Europe Drive Strategic Focus

Australia remained the Company's largest market, generating record revenue of $1.24 billion. Digital sales also increased to 43.2% of revenue, while eight new restaurants opened during the year. In Europe, revenue rose 12.5% to $351.3 million. Collins Foods expanded its German presence through the acquisition of eight Munich restaurants, taking its network to 25 locations and reinforcing Germany as a major growth market.

FY27 Trading Update Shows Continued Momentum

During the first 17 weeks of FY27, total company sales increased 6.6% on a constant currency basis. Australian KFC sales remained strong, while recent trading trends in Europe showed material improvement. With Taco Bell now exited, Collins Foods is concentrating its resources on expanding KFC, improving restaurant performance and pursuing disciplined growth across its key markets. At a last traded price of $8.395, up 3.006%, CKF's latest update highlights a business entering FY27 with solid financial foundations and an increasingly focused international growth strategy.Note- All data presented is based on information available at the time of writing.Disclaimer for Kapitales ResearchThe materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise. 

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