DP Poland PLC

("DP Poland", the "Company" or the "Group")

Q3 2025 Trading Update

DP Poland PLC, the operator of Domino's Pizza stores and restaurants across Poland and Croatia, announces its unaudited trading update for the nine months ended 30 September 2025.

Nils Gornall, Chief Executive Officer, commented:

"DP Poland delivered its strongest sales growth of the year in Q3 2025, reflecting sustained momentum and effective execution of our growth strategy. System sales in Poland rose 9.2% in Q3 and 6.3% year to date, driven by a 6.5% increase in orders and higher average ticket values. The delivery channel continued to lead performance, with LFL delivery system sales up 4.7% this quarter.

We are advancing on our strategy to transition to a franchise-led, capital-light model, further empowering local entrepreneurs and unlocking capital for faster expansion. Throughout the year, five corporate stores were transferred to franchise partners, lifting the franchised share of the network to 18%, and we remain on track to exceed 25% by year-end.

The acquisition of Pizzeria 105 has accelerated our pathway to 200 stores in Poland, with four successful pilot conversions paving the way for the Q4 2025 rollout of conversions. Early trading results for the converted stores have been highly encouraging, indicating strong customer demand and operational alignment.

With record trading levels, profitability improving, and a scalable platform for growth, DP Poland remains well positioned  to deliver sustained, profitable expansion and long-term market leadership."

Financial Highlights

·    Sales in Poland strengthened significantly from May onwards, after a slower than expected start of 2025. System sales increased in Q3 2025 by 9.2% compared with the same period in 2024, driven by new store openings and an increase in average check by 2.6%.  Q3 2025 order counts increased by 6.5% over the same period.

·    Like-for-Like (LFL) sales momentum improved in Q3, reversing the negative trend seen earlier in the year. LFL system sales grew 1.1% in the quarter, with LFL orders down 3.2%. Enhanced marketing activity supported growth in e-commerce and aggregator channels, and this trend is expected to continue.

·    In Croatia, LFL system sales increased by 1.9% in Q3 2025, with growth moderating in July and August 2025 due to seasonal consumer migration to coastal regions. For the nine months ended 30 September 2025, LFL system sales rose by 5.3%, supported by an 12.9% year-on-year increase in the average ticket. Management expects this positive trend to continue through the remainder of the year.

Operational Highlights

·    The Group currently operates 124 Domino's stores, with 18% franchised across Poland and Croatia and 86 Pizzeria 105 locations, 100% franchised.

·    The Pizzeria 105 conversion model has been developed, with four pilot stores now operating as Domino's. Rollout is underway, with a further 6 - 8 further conversions planned in Q4 2025 and the pace of conversions expected to build over the following periods.

·    In 2025, eight new corporate stores were opened and six underperforming stores were closed in Poland as part of the store network optimisation plan.

·    Five corporate stores were sold to four franchise partners in the first three quarters of 2025, raising the share of franchised stores to 18% as at September 2025 (September 2024: 11%).

Financials

Poland

¹   System Sales and System orders - total retail sales or orders including sales or orders from corporate and sub-franchised stores, unaudited (excluding Pizzeria 105 stores)

²  Like-for-like System sales and System orders is reported in Polish Złoty and reflects performance over comparable trading periods for the same stores, unaudited (excluding Pizzeria 105 stores)

Croatia

¹   System Sales and System orders - total retail sales or orders including sales or orders from corporate stores, unaudited

²   Like-for-like System Sales and System orders is reported in Euro and reflects performance over comparable trading periods for the same stores, unaudited

Outlook

Transitioning from a corporate-operated structure to a franchise-led business remains a key pillar of the Group's strategy. This evolution, combined with an expanding store network, is integral to achieving the Group's ambition to establish a leadership position in both Poland and Croatia. Looking ahead, the Group is well positioned to accelerate its growth trajectory and generate sustainable, long-term value for shareholders. The Board remains confident in the performance and future growth of the Group and expects Group EBITDA (pre-IFRS 16) for the year ended 31 December 2025 to be broadly in line with market expectations.

The person responsible for arranging the release of this announcement on behalf of the Company is Nils Gornall, CEO.

Enquiries:

Notes for editors

About DP Poland plc

DP Poland holds the exclusive rights to develop, operate, and sub-franchise Domino's Pizza stores across Poland and Croatia. The group currently manages 124 Domino's locations in cities and towns throughout both countries.