《公司業績》百勝中國(09987.HK)全年純利8.27億美元升87.1%派末期息16美仙 擬斥12.5億美元回購
百勝中國(09987.HK)公布截至去年12月底止全年業績,營業額109.78億美元(下同),按年升14.7%。純利8.27億元,按年升87.1%;每股盈利1.99元。派末期息16仙,上年同期派13仙。
期內,系統銷售額按年增長21%,其中肯德基和必勝客各升20%。同店銷售額增長7%,其中肯德基和必勝客分別升7%及6%。去年門店總數增長 13%,或淨新增1,697家門店,超過全年淨新增門店目標。餐廳利潤率增長至16.3%;剔除影響餐廳層面可比性的項目,餐廳利潤增長270點子。經營利潤增長76%至11億元。核心經營利潤增長79%。經調整經營利潤11.21億元,按年增長77.1%。經調整淨利潤8.42億元,按年升88.8%。
單計去年第四季,公司錄得營業額24.93億元,按年升19.4%。純利9,700萬元,按年升83%;每股盈利23仙。
公司於去年第四季以總計3.36億元回購750萬股普通股。全年共回購1,240萬股普通股,約佔其發行在外的普通股數的3%。截至去年12月31日,公司仍有約15億元的回購授權可用於未來股票回購。公司計劃在今年通過公開市場交易在美國和香港回購12.5億元的普通股。
展望今年,公司計劃淨新增約1,500至1,700家門店。資本支出在7億至8.5億美元之間。
至於2024至2026年期間,公司計劃至2026年門店數量達2萬家。系統銷售額和經營利潤實現高單位數至雙位數年均複合增長,每股盈利實現雙位數年均複合增長,以2023年為基準並不計及外幣換算的影響。以季度現金股息和股票回購的形式向股東回饋至少30億美元。
百勝中國首席執行官屈翠容表示,公司去年系統銷售額跑贏行業並創下收入和利潤的新高,現金股息和股票回購創下分拆上市以來的最高記錄。展望未來,十分看好中國市場廣闊的增長機遇。目前公司僅服務中國人口的三分之一,雄心是到2026年服務中國一半的人口。
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