COLLINS FOODS LIMITED (CKF)
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CKF

CKF - COLLINS FOODS LIMITED

FNArena Sector : Food, Beverages & Tobacco
Year End: April
GICS Industry Group : Consumer Services
Debt/EBITDA: 3.38
Index: ASX300 | ALL-ORDS

Collins Foods operates and franchises KFC restaurants in Australia and Europe. It has also operated Taco Bell in Australia but has announced an exit from that brand.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$7.84

10 Jul
2026

-0.130

OPEN

$7.85

-1.63%

HIGH

$7.90

537,971

LOW

$7.79

TARGET
$9.514 21.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMC . AVG . COL . DMP . EDV . GYG . ING . LRK . MBH . MTS . RFG . SGLLV . SPG . TWE . WOA . WOW . YOW .
FNARENA'S MARKET CONSENSUS FORECASTS
CKF: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 37.4 52.3 xxx
DPS (cps) xxx 28.0 30.8 xxx
EPS Growth xxx 100.0% 39.7% xxx
DPS Growth xxx 7.7% 10.1% xxx
PE Ratio xxx N/A 15.0 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx 74.8% 59.0% xxx

Dividend yield today if purchased 3 years ago: 2.81%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.58

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 07/07 - ex-div 15c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx37.4
DPS All xxxxxxxxxxxxxxx28.0
Sales/Revenue xxxxxxxxxxxxxxx1,592.6 M
Book Value Per Share xxxxxxxxxxxxxxx357.0
Net Operating Cash Flow xxxxxxxxxxxxxxx148.5 M
Net Profit Margin xxxxxxxxxxxxxxx2.96 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx11.39 %
Return on Invested Capital xxxxxxxxxxxxxxx3.84 %
Return on Assets xxxxxxxxxxxxxxx2.86 %
Return on Equity xxxxxxxxxxxxxxx11.39 %
Return on Total Capital xxxxxxxxxxxxxxx10.57 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx65.5 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx50 M
Long Term Debt xxxxxxxxxxxxxxx793 M
Total Debt xxxxxxxxxxxxxxx843 M
Goodwill - Gross xxxxxxxxxxxxxxx512 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx94 M
Price To Book Value xxxxxxxxxxxxxxx2.34

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx54.4 M
Capex % of Sales xxxxxxxxxxxxxxx3.42 %
Cost of Goods Sold xxxxxxxxxxxxxxx777 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx680 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

01/07/2026

3

Downgrade to Neutral from Buy

$10.30

31.38%

Following on from Citi's first take below, the broker downgrades the stock to Neutral from Buy.

The analyst stresses Collins Foods is a "good" business with a robust balance sheet, but the QSR operator is likely to experience "multi-year" inflationary pressures in Australia.

Management is aiming to offset the rises with menu innovation, Kwench, and expansion into breakfast and late-night trials. Capex is also rising to $80m-$100m in FY27 of which $45m is targeted for Kwench.

The analyst points out much of the anticipated growth in new stores will come from Germany, where Citi harbours concerns post a sudden weakening in sales growth.

Target $10.30.

****

In an initial take, Citi notes the FY26 underlying net profit from Collins Foods was ahead of expectations although the statutory net profit of $47.1m was -19% below consensus amid class action-related costs and restaurant impairments.

A disappointing German FY27 trading update could mean investors would like to see improved performance prior to additional acquisitions, the broker adds.

The KFC Australia margin fell, amid increased lower-margin delivery sales following a reduction in delivery fees.

Australian same-store sales growth for the first eight weeks of FY27 was 4%, which the broker considers a strong result given weaker consumer sentiment.

For the same period, the measure declined in Germany and the Netherlands by -7.2% and -7.8%, respectively.

Execution in Australia continues to outperform expectations and Citi has a Buy rating with a $10.30 target price.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

(xx/xx/xxxx)

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

02/07/2026

1

Buy

$10.99

40.18%

Canaccord Genuity maintains a Buy rating for Collins Foods with its target price decreased to $10.99 following an inline FY26 financial result.

The company reported normalised EBITDA of $245m and NPAT of $61.4m, driven by sustained same-store sales growth across Australian operations and favourable foreign exchange translation in Europe.

Initial FY27 trading shows resilient Australian momentum offsetting softer European metrics, leading the analyst to lower forward earnings projections by -5% to -9% across FY27 and FY28 due to a delayed margin recovery trajectory.

Removal of the Taco Bell segment is expected to prove moderately accretive to earnings while the exceptionally strong balance sheet provides ample capacity to fund network expansion and new product initiatives.

The valuation multiple has been lowered to reflect near-term earnings moderation, yet the investment thesis retains enthusiasm for underlying brand strength and long-term network growth prospects in Germany.
Access Extra Coverage Research History >

CKF STOCK CHART

FNArena News on CKF

1
Australian Broker Call *Extra* Edition – Jul 08, 2026

Jul 08 2026 - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 03-07-26

Jul 06 2026 - Weekly Reports
3
FNArena Corporate Results Monitor – 03-07-2026

Jul 03 2026 - Australia
4
Rudi’s View: Best Buys & Conviction Calls In July

Jul 02 2026 - Rudi's View
5
Australian Broker Call *Extra* Edition – Jul 02, 2026

Jul 02 2026 - Daily Market Reports

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