DP Poland Plc (DPP) Earnings Call Transcripts

DP Poland Plc's Latest Earnings Call - June 1, 2026

In the fiscal year 2025, DP Poland Plc reported a significant revenue growth of 15%, reaching GBP 61.4 million, driven by an expanding store network and a shift towards a franchise-led model. The company achieved an EBITDA of GBP 6.2 million, reflecting a 30% increase year-over-year, which was above market expectations. Management maintained a positive outlook for 2026, projecting continued double-digit sales growth and a goal of exceeding 200 stores by year-end, indicating strong momentum in their business strategy.

Reported metrics

Guidance from management

For 2026, management expects continued double-digit sales growth and aims to exceed 200 stores by year-end, with a focus on improving operational efficiency and transitioning to a franchise-led model.

What management said

Yes. So hello, everyone towards about me. I've been with the company for the last 4 years. Previously, I didn't have a contact with QSR business. However, I run different financial strategy and transformation roles in the FMCG and fashion industries. -- which has some -- something in common with the QSR, especially with the speed and complexity of the business Currently, I'm the role of the CFO, hopefully, helping a ...

So obviously, we have a bigger offering. So I think the extra offering is going down well in the market. So that's been some positive feedback. The stores look really, really good and delivery pumps have come rocketing down. So it's quite a tough when we're speaking to the first group that converted. When they first were introduced to the business, they're like how do you deliver in under an hour. And then I look a...

What analysts pressed on

Analysts expressed concerns about the slower pace of store conversions from Pizza 105 to Domino's, questioning the effectiveness of the transition strategy and its impact on market share gains. There is also apprehension about the company's cash position and the implications of the GBP 4 million impairment loss.

Main topics on the call

• Revenue Growth — DP Poland reported a 15% increase in revenue, reaching GBP 61.4 million, attributed to network expansion and improved franchise contributions. Management stated, "We crossed GBP 61 million, which is a good step forward f...
• EBITDA Improvement — The company achieved an EBITDA of GBP 6.2 million, a 30% increase compared to the previous year, indicating strong operational performance. CFO Edward Kacyrz noted, "This is almost 30% increase and this is a higher incre...
• Franchise Transition — Management highlighted the ongoing transition to a franchise-led model, with a goal to have over 50% of the network franchised by the end of 2026. CEO Nils Gornall emphasized, "Our strategy at the moment is to transition...
• Store Expansion — The company plans to continue its store expansion, targeting over 200 stores by the end of 2026, with a focus on major and secondary cities. Gornall stated, "We want to be #1 in Poland, which is our core market."

Read the full DP Poland Plc transcript (June 1, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 DP Poland Plc earnings call transcripts on record, spanning March 27, 2025 to June 1, 2026. Based on this history, DP Poland Plc reports semi-annually. The most recent call on file is dated June 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DPP

Exchange

AIM

Country

GB

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

3

First call

March 27, 2025

Most recent

June 1, 2026

Reporting cadence

semi-annually