Q3 2026 Trading Update

(LSE:DPP) DP Poland PLC, operator of Domino’s Pizza stores and restaurants across Poland and Croatia, released its unaudited trading update for the third quarter and nine months ended 30 September 2026. The company continued its shift to a more franchise-oriented business, converting four additional corporate stores and opening one new franchised store in Q3, bringing the total number of franchised stores to 58, which represents 42% of the network. In Poland, total system sales increased by 10.4% in Q3 2026 and by 14.4% year-to-date (YTD) September 2026. Like-for-like (LFL) system sales in Poland increased by 0.6% in Q3 and by 4.3% YTD. Poland total system orders increased by 1.3% in Q3 and by 7.5% YTD, while LFL system orders declined by 7.2% in Q3 and by 2.0% YTD. In Croatia, total system sales grew by 35.3% in Q3 and 34.7% YTD, while LFL system sales declined by 1.7% in Q3 but increased by 4.8% YTD. Croatia total system orders increased by 17.2% in Q3 and 21.5% YTD, while LFL system orders declined by 13.2% in Q3 and 4.2% YTD. For Q3 2026, Poland total system sales were PLNm 76.8 (up 10.4% YoY), and YTD September 2026 total system sales were PLNm 235.9 (up 14.4% YoY). Poland LFL system sales for Q3 were PLNm 66.0 (up 0.6% YoY), and YTD were PLNm 203.3 (up 4.3% YoY). Non-delivery LFL system sales in Poland for Q3 were PLNm 17.8 (down 1.6% YoY), and delivery LFL system sales were PLNm 48.1 (up 1.5% YoY). Poland total system orders for Q3 were 1.2 million (up 1.3% YoY), and YTD were 3.7 million (up 7.5% YoY). Poland LFL system orders for Q3 were 1.0 million (down 7.2% YoY), and YTD were 3.2 million (down 2.0% YoY). In Croatia, Q3 2026 total system sales were EURm 1.2 (up 35.3% YoY), and YTD were EURm 3.8 (up 34.7% YoY). Croatia LFL system sales for Q3 were EURm 0.9 (down 1.7% YoY), and YTD were EURm 3.0 (up 4.8% YoY). Croatia total system orders for Q3 were 0.1 million (up 17.2% YoY), and YTD were 0.3 million (up 21.5% YoY). Croatia LFL system orders for Q3 were 0.1 million (down 13.2% YoY), and YTD were 0.2 million (down 4.2% YoY). The company is progressing with its corporate-store conversion programme and aims to have over 50% of the Domino’s estate operated by franchise partners by the end of 2026. The Pizzeria 105 conversion programme advanced during the quarter, with lessons from completed conversions being incorporated into a simpler process. The Group expanded its digital development work, with a new customer app expected to launch in Q4 2026. Cash resources remained stable during the quarter, supported by close control of expenditure and working capital. The company expects to publish its first Sustainability Report, prepared with reference to the European Sustainability Reporting Standards (ESRS), in the coming days. The Board expects FY 2026 trading to be in line with current market expectations.

Interim Results for the period ended 30 June 2026

(LSE/AIM:DPP) DP Poland PLC reported unaudited interim results for the six months ended 30 June 2026, highlighting a 20.6% increase in group system sales to £34,759,000 (H1 2025: £28,815,000) and a 7.1% rise in group revenue to £30,704,000 (H1 2025: £28,676,000), driven by network expansion and positive like-for-like sales growth in both Poland and Croatia. Trading EBITDA rose by 62.1% to £2,785,000, while group EBITDA increased by 24.3% to £3,155,000, and pre-IFRS 16 EBITDA more than doubled to £1,324,000. The group reported a profit for the period of £66,000, compared with a loss of £457,000 in H1 2025. At 30 June 2026, DP Poland operated 139 Domino's stores (132 in Poland, 7 in Croatia) and 69 fully franchised Pizzeria 105 stores, totaling 208 stores. Franchisee-owned Domino's stores increased to 53, representing 38% of the Domino's estate, following the sale of six corporate-owned stores to franchisees during H1 2026. Five Pizzeria 105 stores were converted to Domino's, bringing total conversions since acquisition to 18, with converted stores delivering 17.7% sales growth from their respective conversion dates. Cash and cash equivalents stood at £700,000, with net debt before IFRS 16 lease liabilities at £600,000 and total net debt including lease liabilities at £8,800,000. Capital expenditure totaled £1,800,000, including commissary modernisation. In Poland, system sales increased by 16.4% in local currency, with a 10.7% increase in total system orders and a 5.2% increase in average check, while like-for-like system sales grew by 6.2%. In Croatia, system sales rose by 34.4% in local currency, supported by a 23.4% increase in total system orders and 7.8% like-for-like system sales growth. Post period-end, Poland delivered 11.1% system sales growth in July and August 2026, and Croatia achieved 39.2% growth, with the group aiming for over 50% of the store network to be franchised by year-end 2026. Lukasz Ostrowski was appointed Chief Executive Officer on 3 August 2026, succeeding Nils Gornall. An investor presentation on the H1 2026 results will be held via Zoom Webinar on 22 September 2026 at 12:30 BST, open to all existing and potential shareholders.