Collins Foods Limited
Annual Report 2023

Plain-text annual report

28 July 2023 ASX Market Announcements Office 10 Bridge Street SYDNEY NSW 2000 Via ASX Online Dear ASX Market Announcements Officer ANNOUNCEMENT FOR RELEASE VIA MARKET ANNOUNCEMENTS PLATFORM Please find attached Collins Foods Limited’s 2023 Annual Report for release via the ASX Market Announcements Platform. For further information, please contact: Corporate Drew O'Malley Managing Director & CEO P: +61-7 3352 0800 Investors Ronn Bechler Automic Markets P: +61-400 009 774 E: ronn.bechler@automicgroup.com.au Media Tristan Everett Automic Markets P: +61-403 789 096 E: tristan.everett@automicgroup.com.au By Order of the Board Frances Finucan Company Secretary     ~2023~ Annual REPORT ACN 151 420 781 Key dates End of financial year 2023 Sunday 30 April 2023 Full year 2023 results announcement Tuesday 27 June 2023 Record date for final dividend Tuesday 11 July 2023 DRP election date Wednesday 12 July 2023 Final dividend pricing period Thursday 13 to Wednesday 26 July 2023 Final dividend payment Tuesday 1 August 2023 DRP issue date Tuesday 1 August 2023 Annual General Meeting Friday 1 September 2023 End of half year 2024 Sunday 15 October 2023 Half year 2024 results announcement Tuesday 5 December 2023 Record date for interim dividend Tuesday 12 December 2023 DRP election date Wednesday 13 December 2023 Interim dividend pricing period Thursday 14 to Friday 29 December 2023 Interim dividend payment Tuesday 7 January 2024 DRP issue date Tuesday 7 January 2024 Contents ii Our Vision, Mission and Values iii Our Financial Performance iv Our Year in Review vi Our Positive Impact vii Our Brands viii Chair’s Message x Managing Director & CEO’s Report xii Financial Report 1 Directors’ Report 10 Letter from the Chair of the Remuneration and Nomination Committee Remuneration Report 11 29 Auditor’s Independence Declaration 30 Consolidated Income Statement 31 Consolidated Statement of Comprehensive Income 32 Consolidated Balance Sheet 33 Consolidated Statement of Cash Flows 34 Consolidated Statement of Changes in Equity 35 Notes to the Consolidated Financial Statements 88 Directors’ Declaration 89 95 96 Corporate Directory Independent Auditor’s Report Shareholder Information COLLINS FOODS LIMITED | ANNUAL REPORT 2023 i Our Vision, Mission and Values ii ANNUAL REPORT 2023 | COLLINS FOODS LIMITED Our Financial Performance Revenue (continuing operations) Statutory EBITDA (continuing operations, post AASB 16) Underlying EBITDA (continuing operations, post AASB 16) 14.2% to $1.35b (FY22: $1.18b) 3.7% to $197.9m (FY22: $205.5m) 1.2% to $205.1m (FY22: $207.5m) Underlying NPAT (continuing operations, post AASB 16) Total FY23 Fully Franked Dividend 12.1% to $51.9m (FY22: $59.0m) 27.0CPS (FY22: 27.0cps) Net Operating Cash Flow (post AASB 16) Statutory NPAT (continuing operations, post AASB 16) $10.1M to $146.2m (FY22: $156.3m) 79.1% to $11.3m (FY22: $54.1m) Note: References to continuing operations excludes Sizzler Asia. COLLINS FOODS LIMITED | ANNUAL REPORT 2023 iii Our Year in Review In FY23 we built 20 new restaurants 10 for KFC Australia, 2 for KFC Europe and 8 for Taco Bell. iv ANNUAL REPORT 2023 | COLLINS FOODS LIMITED We operated 300 restaurants in Australia, Germany and the Netherlands. We employ over 17,000 people in Australia, Germany and the Netherlands. We continued to focus on innovation, excellence and building brand strength to drive sustainable long-term growth. COLLINS FOODS LIMITED | ANNUAL REPORT 2023 v Our Positive Impact Cr e a ting unmatched PEOPLE experiences People and Communities Establish Collins Foods Giving as a best-in-class signature program by 2026 with 75%+ Participation Rate. Maintained a 36% participation rate in Collins Foods Giving, despite economic challenges and a rising strain on living costs. • Safety management system that underpins strong safety culture • Collins Foods Giving employee Participation Rate in FY23: 36% (FY22: 36%) • Collins Family Fund: over $275,000 granted • Equitable employee profile: FY23: 47.4% female, 51.9% male, 0.7% non-binary, intersex or preferred not to say • Employing young Australians: 577 traineeships with 371 completed in FY23 (FY22: 566 with 307 completed) • Expansion of participation in Food Recovery • Extended wellbeing strategy to include EAP Ambassadors • • Introduced the first Collins Psychosocial Questionnaire Introduced Career Corridors to support career pathways. S R A L L I P R U O S L A O G Y R A M R P R U O I I G N K C A R T E R A E W W O H S E I T I N U T R O P P O & S E V I T A I T I N I 3 2 0 2 Ma king a POSITIVE IMPACT Be ing BRILLIANT AT THE BASICS Planet Governance Commitment to continuous improvement towards best-practice governance standards in all our business activities. Continuing to make progress towards best-practice governance standards. • We expect our people and those who conduct business with us to act with integrity, ethically and with openness, honesty and fairness • Food safety management system underpins strong food safety culture. Reduce our carbon footprint by achieving a 25% reduction in greenhouse gas emissions by 2026 compared to FY21. Increase diversion of waste from landfill by 25% by 2026 compared with FY22. The reduction in greenhouse gas emissions from FY21 to FY23 has been 11.4%. This reduction includes a significant growth of our business in 2023 with 8 new Taco Bell and 11 new KFCs as well as an energy offset from the implementation of our solar program. The greening of the national grid resulted in changes to the National Greenhouse Accounts (NGA) factors which has contributed 9.5% towards our reduction. As at year-end, waste diversion is 19.5% (FY22: 18.3%). • Renewable energy: 162 solar panel systems were installed by the end of the reporting period. A total of 164 have been installed at the time of writing this report • Reducing Scope 1 and 2 GHG despite increasing restaurants: FY23: 60,776 tonnes CO2-e (FY22: 65,926 tonnes CO2-e) • Reducing average energy consumption per restaurant: FY23: 1,177 GJ* (FY22: 1,226 GJ*) • Reducing waste to landfill by diverting, reusing, recycling or upcycling waste. FY23: total 13,297 tonnes and a waste diversion rate of 19.5% for FY23 (FY22: 18.3%) • Organics waste diversion launched at 23 stores • Opportunity: water management and other energy efficiencies • In FY23, we planted over 7,000 trees. In FY24, we aim to plant another 11,000 trees. * gigajoules vi ANNUAL REPORT 2023 | COLLINS FOODS LIMITED Our Brands KFC AUSTRALIA KFC EUROPE TACO BELL KFC Australia experienced strong topline growth thanks to its operational excellence, focus on innovation and high consumer brand trust and loyalty. 272 restaurants $1.05b Revenue 5.8% Same Store Sales growth 19.2% EBITDA margin (post AASB 16) KFC Europe's strong same store sales growth supported stable margins. Taco Bell is consolidating to refocus on same store sales. 64 restaurants $249.5m Revenue 13.9% Same Store Sales growth 13.2% EBITDA margin (post AASB 16) 28 restaurants $48.7m Revenue TO -4.8% Same Store Sales growth (3.2)% EBITDA margin (post AASB 16) COLLINS FOODS LIMITED | ANNUAL REPORT 2023 vii Chair’s Message Collins Foods delivered solid top-line growth in FY23 amidst a challenging landscape, benefitting from increasing scale in Australia and Europe. Growth underpinned by KFC brand strength and e-commerce Both KFC businesses recorded strong same store sales growth, reflecting the continued strength of the brand and increased adoption of digital and delivery channels. KFC Australia surpassed $1 billion in sales for the first time. Higher ticket sizes and strong growth in e-commerce, supported by the rollout of UberEats, were primary contributors to the increase in same store sales growth. With the addition of 11 new restaurants, Collins Foods’ mature Australian network now stands at 272. Collins Foods’ European KFC operations continued its strong momentum, delivering impressive double-digit revenue and same store sales growth as operational control under our Netherlands Corporate Franchise Agreement (CFA) strengthened brand and product quality perceptions. Increased transaction volumes and higher ticket sizes as value-led marketing campaigns resonated with customers driving same store sales growth. Collins Foods continues to move towards scale in the region with its footprint increasing more than 50% over the past two years. Five new restaurants opened in FY23 and a further eight were acquired in May 2023. Digital and delivery remain key growth drivers for all three business units. Convenience is also key for Taco Bell with a high delivery mix and greater accessibility supporting brand awareness and trial. A successful UberEats rollout improved same store sales in the second half of FY23, and same store sales returned to positive in FY24 as marketing and product quality initiatives begin to impact. Dividend maintained In FY23, Collins Foods delivered record revenue of $1.3495 billion, up 14.2% over the prior year due to its scaling footprint and growth across all business units. Topline growth combined with operational efficiencies and cost mitigation initiatives helped to alleviate some of the significant cost inflation across the Group, with underlying EBITDA down 1.2% to $205.1 million. Underlying NPAT decreased 12.1% to $51.9 million. Statutory NPAT was impacted by a non-cash accounting charge taken to impair the remainder of Taco Bell. The Company remained highly cash generative with $146.2 million in cash flow from operating activities, facilitating investment in new restaurants, remodels, and acquisitions. Taking into consideration Collins Foods’ operating cash flows, strong balance sheet, strength of the business and growth opportunities, the Board was pleased to declare a fully franked final dividend of 15.0 cents per share, bringing total FY23 dividend to 27.0 cents per share fully franked, in-line with the prior year. Well positioned in a challenging landscape While cost inflation for some commodities is beginning to moderate, margin pressures are likely to remain for most of the coming year. Collins Foods is well-positioned to navigate these challenging conditions with positive same store sales growth across all three business units in the first seven weeks of FY24, and a strong program of margin support initiatives across energy, supply chain, and menu pricing. KFC Australia EBITDA margin (pre AASB 16) is expected to remain broadly neutral in FY24 with improvement closer to historical levels in FY25. Despite a continued high inflationary environment in Europe, our European business is targeting limited EBITDA margin contraction in FY24. Collins Foods continues to execute on its long-term growth plans with 13 to 18 new restaurant openings planned across the Group in FY24. Positive Impact Strategy Collins Foods continued its commitment to sustainable growth in FY23, progressing initiatives across people and communities, planet and governance. Our Positive Impact Report, published separately, outlines Collins Foods’ Australian achievements over the year, including increased safety and wellbeing for employees, more sustainable operations, and greater cyber and data management capability. While we are proud of our progress over the past three years, we have recently appointed a Group ESG & Sustainability Manager to further strengthen our environmental, social and governance (ESG) program. Collins Foods is partnering with EY Australia on a materiality assessment to identify and understand key sustainability priorities, impacts, and opportunities within a dynamically changing landscape. A climate risk assessment and action plan are also being developed to deliver greater alignment with the Taskforce on Climate related Financial Disclosures (TCFD) recommendations. Note: All figures are post AASB 16 and from continuing operations unless otherwise stated. Continuing operations excludes Sizzler Asia. viii ANNUAL REPORT 2023 | COLLINS FOODS LIMITED Board changes During the year, Collins Foods welcomed highly credentialed executive Nicki Anderson to the Board as a new independent, Non-executive Director and a member of the Audit & Risk and Remuneration & Nomination Committees. Nicki is an excellent addition to the Board, bringing more than 25 years’ leadership experience across strategy, sales, marketing, customer experience and innovation within the global food, beverage, and consumer goods sectors. On behalf of my fellow Directors, I would also like to acknowledge Russell Tate who, after 12 years, is retiring from his Non-executive Director role at the upcoming 2023 AGM, in line with succession plans. Russell’s contribution to the Board has been significant, notably leading the Company as Chair from its listing through to March 2015. We wish Russell all the best for the future. Thank you On behalf of the Board, I would like to thank our more than 17,000 employees for their continued hard work and dedication. Our solid FY23 performance amidst a challenging landscape is a testament to our entire team and highly skilled leadership, who continue to raise the bar on creating unmatched experiences for our customers. I would also like to acknowledge my fellow Directors for their valuable input and guidance throughout the year. And finally, thank you to our shareholders for your support. Your company is well placed to navigate the volatility ahead, operating some of the world’s most recognisable brands within the highly resilient, value-centric QSR industry. Robert Kaye SC Independent Non-executive Chair COLLINS FOODS LIMITED | ANNUAL REPORT 2023 ix Managing Director & CEO’s Report In FY23, Collins Foods continued to execute on its sustainable growth plans across all three business units whilst managing cost inflation during difficult trading conditions. The Company achieved this result through its ‘restaurants done better’ approach to all operations and customer service, focussing on its value credentials and harnessing the strength of the powerhouse KFC brand to lead the sector on value, quality, and taste at a time when this really matters. KFC KFC’s strong topline growth in Australia and Europe reflect the resilience and trust in the brand during challenging economic conditions. KFC operations in Australia strengthened in FY23 through an increased footprint and rollout of innovative marketing initiatives that are driving mainstream appeal, while the Company’s KFC Europe brand delivered impressive double-digit revenue and SSS growth, even with significant inflationary pressures in the region. Taco Bell New brands take time to gain traction, even those with the appeal of Taco Bell. Collins Foods is expanding the brand presence of Taco Bell in Australia by investing in marketing activities and campaigns. The Company is also being backed by Taco Bell International (Yum!) to raise awareness of the brand and increase sales so the Taco Bell brand can achieve scale within three years. Financial performance Collins Foods delivered another solid financial performance in FY23. All business units achieved revenue growth, with KFC Europe seeing double-digit revenue and earnings growth and KFC Australia surpassing the $1 billion sales milestone. Group revenue increased 14.2% to $1.3495 billion, underpinned by solid KFC same stores sales growth and the contribution of 21 additional restaurants. Statutory EBITDA was $197.9 million, while underlying EBITDA was $205.1 million, reflecting pressures on supply chains, labour and inflationary costs. Statutory NPAT was $11.3 million and underlying NPAT came in at $51.9 million, due to a non-cash accounting impairment of $36.7 million for Taco Bell. Net cash flow from operations decreased to $146.2 million from $156.3 million in FY22, as the Company increased its investment in growth initiatives. Net debt grew to $212.2 million and the net leverage ratio grew from 1.17 to 1.47: (pre AASB 16). Operational performance KFC AUSTRALIA The KFC Australia brand is becoming more salient for customers as we continue to expand both its physical and digital presence. In FY23 our growing KFC Australia business delivered more than $1 billion in revenue, up 10% on the prior year, driven by an expanding network of 272 restaurants and solid same store sales growth. Transactions remained broadly flat on the prior year, in line with the overall Australian QSR market. Same store sales rose 5.8% over the prior period, reflecting strong growth in e-commerce, increased availability through Uber Eats, and higher ticket. The second half of FY23 saw almost a quarter of all sales come through our growing digital and delivery channels, up more than 7% over the same period last year. Increased accessibility has been a key driver of this growth, with the brand now available through all major aggregators while new digital software has improved personalisation of offers through the app with great take-up of these promotions. To accommodate our changing order mix and evolving customer trends, we are embedding convenience and innovation in new builds with dedicated delivery-driver entrances and waiting areas, increased kiosk installation, as well as enhanced design and music elements. These improvements were also rolled out to 47 remodelled restaurants during the year. At the same time, we’re investing in back-of-house technology to improve efficiency, speed and reduce wastage. While Australia currently has the highest penetration of KFC per capita of any global market, we still believe there is room to grow with plans to open a further nine to 12 restaurants over the coming year. This is ahead of our development agreement pace. Underlying EBITDA was $201.6 million, with the EBITDA margin declining from 21.6% to 19.2% (pre AASB 16: from 17.4% to 15.0%), reflecting the impact of inflationary pressures and supply chain. KFC EUROPE KFC Europe was a standout for the business in FY23, especially considering the challenging local market conditions in which annual inflation more than tripled, high energy costs reached record levels, and there were sizeable increases in labour and food. Same store sales grew +13.9% and revenue increased 31% to $249.5 million, as Collins Foods was able to utilise marketing activities through the Netherlands Corporate Franchise Agreement (CFA). Both the Netherlands and Germany saw solid sales transaction volume increases and a higher ticket. The growth in sales was made possible by a margin strategy that prioritised value initiatives and helped mitigate significant cost pressures. With our increased marketing and operational control, both consideration and conversion increased in FY23, as did our positive value metrics versus competitors. Note: All figures are post AASB 16 and from continuing operations unless otherwise stated. Continuing operations excludes Sizzler Asia. x ANNUAL REPORT 2023 | COLLINS FOODS LIMITED Like in Australia, innovation is key in our product strategy, with KFC Netherlands’ veggie platform one of the highest in the world. Digital channels, at double-digit levels, are key to our convenience strategy, with improvements made to kiosk, delivery, and the introduction of a new app during the year. Underlying EBITDA grew 19.0% to $32.8 million. On a post AASB 16 basis, the EBITDA margin contracted from 14.5% to 13.2%, noting that the pre AASB16 EBITDA margin of 6.6% was consistent with FY22. Collins Foods has grown its FY23 market share for KFC in the Netherlands to 64%, through our 56 restaurants. This growth is in line with the CFA, which will see the Company target up to 130 net new restaurants by 2031. Collins Foods is seeing support of our leadership from sub-franchisees in the country, which was bolstered by it winning Franchisee of The Year in Western Europe by Yum!. The Company also continues to look for more opportunities to further increase its market share in the Netherlands. TACO BELL Collins Foods has initiatives in place to generate more customers for its 26 Taco Bell restaurants in Australia through a metro cluster strategy that focuses on deliveries and marketing that drives more consumer trial and engagement. They feature the value of iconic craveable Taco Bell products at key price points and are based on improved quality of product through increased engagement with local suppliers to create flavour profiles and consistency that suit local tastes. Taco Bell saw revenue growth of 36.1% to $48.7 million, due to the opening of eight new restaurants across Australia in FY23. Same store sales improved over the second half in part due to the high 25% delivery mix and successful rollout of Uber Eats, but remained down 4.8% on a full year basis. EBITDA profitability at the restaurant level was at $2.8 million, a decrease of $1.2 million from FY22, and underlying EBITDA saw a loss of $1.5 million. This loss was expected as Collins Foods continues to invest in Taco Bell’s growth initiatives. SIZZLER ASIA Sizzler Asia rebounded as operating conditions normalised with royalty revenue up 45.8% to $4.1 million, generating EBITDA growth of $2.9 million – an increase of more than 70% on the prior year. The Sizzler Asia business, considered non-core to our strategy, has now been sold for SGD $20.2 million under an agreement with a subsidiary of listed Thai company Minor International. The sale is on a cash-free, debt free and working capital neutral basis, and is expected to complete in early July 2023. The capital has been effectively redeployed to support the expansion of our high-growth European operations. ESG/Sustainability Collins Foods’ Positive Impact Strategy has some of the Australian QSR industry’s most substantial environmental, social and governance targets for a restaurant operator of its size. Over the year, we continued to work towards these targets under the banners of people and communities, planet, and governance. We pride ourselves on a people-first culture and continue to create unmatched experiences for our team and customers. We continue to regularly promote health and safety practices within our day to day operations to strengthen our safety culture. Enrolment in Collins Foods Giving was stable at 36% despite cost-of-living pressures also impacting our team, with the Collins Family Fund granting $275k to employees experiencing challenging circumstances. Importantly, our people can now share in our success under a newly launched Ownership Share Plan. On sustainability, Collins Foods decreased its greenhouse gas (GHG) emissions across its operations by 12.7% in FY23, down 20.3% since FY21, despite continuing to grow its restaurant network. Solar is now installed on all available 162 drive-thru restaurants (subject to landlord and council approvals), with installations in Europe commencing next year. We reduced waste to landfill with a diversion rate of 19.6%, supported by organics waste diversion now in 23 stores, and food recovery partnerships being rolled out to KFC restaurants in Tasmania, Queensland and NSW. Demonstrating our commitment to best practice ESG standards, Collins Foods has appointed a Group Sustainability & ESG Manager to strengthen our capability in this area and ensure our growth remains sustainable. Outlook Inflation continues to be a real part of the Australian and European operating environments, and is expected to impact margins for much of FY24. Encouragingly, most commodities appear to be easing off their peaks and we have initiatives in place across energy, supply chain and menu pricing to mitigate inflationary pressures across all three business units. These short-term headwinds have not changed our growth trajectory and we continue to prioritise customer value to protect transactions and long-term brand health. Improving brand strength and a recent uptick in market share has validated this is the right approach in the current economic climate. At the same time, e-commerce remains a key growth driver and we continue to increase accessibility of KFC and Taco Bell to meet customers’ increasing demand for convenience. I’d like to take this opportunity to acknowledge all Collins Foods staff for their enormous contribution during the year. Our continued growth in a challenging economic environment is directly attributable to the hard work of our passionate team members. I’d also like to say a special thank you to Group CFO Nigel Williams, who left the business in mid-July. Nigel has been a valued part of our growth story over the past eight years, and we wish him all the best for the future. Thank you to our loyal shareholders for your ongoing support over the past year. We look forward to executing on our sustainable growth plans for our KFC and Taco Bell businesses, confident that our best days are ahead of us. Drew O’Malley Managing Director & CEO COLLINS FOODS LIMITED | ANNUAL REPORT 2023 xi ~2023~ Financial REPORT ACN 151 420 781 xii FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED COLLINS FOODS LIMITED ABN 13 151 420 781 FOR THE REPORTING PERIOD ENDED 30 APRIL 2023 Contents 1 Directors’ Report 11 Remuneration Report 11 11 12 17 18 19 22 23 24 25 25 25 25 25 25 26 26 26 28 Persons covered by this Remuneration Report Overview of Remuneration Governance Framework and Strategy Executive remuneration Company performance Statutory Remuneration disclosures for FY23 Performance outcomes for FY23 and FY22 including STI and LTI assessment Employment terms for KMP Executives Non-executive Director fee rates and fee limit Changes in KMP held equity Group Securities Trading Policy Securities Holding Policy Remuneration Consultant Engagement policy Other remuneration related matters Most recent AGM – Remuneration Report comments and voting External remuneration consultant advice Indemnification and insurance of officers Proceedings on behalf of the Company Non-audit services Auditor's Independence Declaration 29 Auditor’s Independence Declaration 30 31 Consolidated Income Statement Consolidated Statement of Comprehensive Income 62 62 63 64 65 66 69 72 73 74 75 78 78 83 84 84 85 86 87 87 62 G: OTHER ITEMS 62 G1: Commitments for expenditure G2: Other gains/(losses) – net G3: Earnings per share G4: Receivables G5: Property, plant and equipment G6: Intangible assets G7: Impairment of assets G8: Leases G9: Trade and other payables G10: Provisions G11: Reserves G12: Tax G13: Auditor’s remuneration G14: Contingencies 79 H: GROUP STRUCTURE 79 H1: Subsidiaries and Deed of Cross Guarantee H2: Parent entity financial information I: BASIS OF PREPARATION AND OTHER ACCOUNTING POLICIES I1: Basis of preparation I2: Changes in accounting policies I3: Other accounting policies J: SUBSEQUENT EVENTS J1: Subsequent events Independent Auditor’s Report Directors’ Declaration 88 89 95 Shareholder Information 96 Corporate Directory 32 33 34 Consolidated Balance Sheet Consolidated Statement of Cash Flows Consolidated Statement of Changes in Equity 35 Notes to the Consolidated Financial Statements 35 A: FINANCIAL OVERVIEW 35 A1: Segment information 37 A2: Business combinations 38 A3: Revenue 41 A4: Material profit or loss items from continuing operations 42 B: CASH MANAGEMENT 42 B1: Cash and cash equivalents 44 B2: Borrowings 44 B3: Ratios 45 B4: Dividends 46 C: FINANCIAL RISK MANAGEMENT 46 C1: Financial risk management 49 C2: Recognised fair value measurements C3: Derivative financial instruments D: REWARD AND RECOGNITION D1: Key management personnel D2: Share based payments D3: Contributed equity 58 E: RELATED PARTIES 58 E1: Investments accounted for using the equity method E2: Related party transactions F: DISCONTINUED OPERATION F1: Description F1 (a): Financial performance and cash flow information F1 (b): Assets and liabilities of disposal group classified as held for sale 51 54 54 54 57 59 60 60 60 61 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 xiii DIRECTORS’ REPORT Your Directors present their report on the consolidated entity (referred to hereafter as the Group) consisting of Collins Foods Limited (the Company) and the entities it controlled at the end of, or during, the period ended 30 April 2023. Directors The names of the Directors of the Company during or since the end of the financial period are as follows: Name Robert Kaye SC Nicki Anderson Mark Hawthorne Christine Holman Bronwyn Morris AM (1) Kevin Perkins Russell Tate Drew O’Malley Date of appointment 7 October 2014 13 January 2023 23 December 2021 12 December 2019 10 June 2011 15 July 2011 10 June 2011 29 June 2021 (1) Bronwyn Morris AM retired from the Board of Directors on 2 September 2022. Principal activities during the period During the period, the principal activity of the Group was the operation, management and administration of restaurants in Australia, Europe and Asia. There were no significant changes in the nature of the Group’s activities this financial year. Operating and financial review GROUP OVERVIEW The Group’s business is the operation, management and administration of restaurants, currently comprising three restaurant brands: KFC, Taco Bell and Sizzler. At the end of the period, the Group operated 272 franchised KFC restaurants in Australia, 16 franchised KFC restaurants in Germany, 48 franchised KFC restaurants in the Netherlands and 28 franchised Taco Bell restaurant in Australia, which all compete in the quick service restaurant market. The Group is also a franchisor of the Sizzler brand in South East Asia, with 71 franchised restaurants predominantly in Thailand, but also in Japan. The KFC and Taco Bell brands are two of the world’s largest restaurant chains and are owned globally by Yum!. In Australia, the Group is the largest franchisee of KFC restaurants. During the current financial period, inflation and the macroeconomic backdrop affecting consumers have combined to impact the operations and financial performance of the business. This has affected all brands. The Group has worked closely with all stakeholders and our franchisor, Yum! Brands to ensure we undertake activities to mitigate these pressures whilst continuing to provide great value for our customers. GROUP FINANCIAL PERFORMANCE Key statutory financial metrics in respect of the current financial period and the prior financial period are summarised in the following table: Statutory financial metrics Total revenue from Continuing operations (1) Earnings before interest, tax, depreciation, amortisation and impairment (EBITDA) from Continuing operations (1) Earnings before interest and tax (EBIT) from Continuing operations (1) Profit before related income tax expense from Continuing operations (1) Income tax (expense) from Continuing operations (1) Net profit attributable to members (NPAT) from Continuing operations (1) Profit from Discontinued operations Net assets Net operating cash flow 2023 $m 1,348.6 197.9 47.1 14.7 (3.4) 11.3 1.5 384.5 146.2 2022 $m 1,181.7 205.5 109.9 79.6 (25.5) 54.1 0.7 393.5 156.3 Change $m 166.9 (7.6) (62.8) (64.9) 22.1 (42.8) 0.8 (9.0) (10.1) (1) The prior reporting period has been restated to present the impacts of the current period discontinued operations (as outlined in Note F1). Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 1 of 97 1 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED DIRECTORS' REPORT (CONTINUED) Statutory financial metrics Basic earnings per share from Continuing operations (1) Basic earnings per share from Discontinued operations Total basic earnings per share attributable to members of Collins Foods Limited Total dividends paid/payable in relation to financial period (2) Directors’ report 2023 cents per share 2022 cents per share Change cents per share 9.62 1.25 10.87 27.00 46.34 0.62 46.96 27.00 (36.72) 0.63 (36.09) – (1) Comparative Earnings per share numbers have been restated to present the impacts of the current period discontinued operations (as outlined in Note F1). (2) Dividends paid/payable is inclusive of dividends declared since the end of the relevant reporting period. The Group’s total revenue increased by 14.1% to $1,348.6 million mainly due to same store sales growth and new restaurant openings. Despite an increase in total revenue, the business experienced significant cost pressures, which despite good business controls, resulted in an EBITDA for the reporting period of $197.9 million. This represents a decrease on the prior reporting period of $7.6 million, down 3.7%. EBITDA, EBIT, NPAT and EPS were impacted by the following non-trading items: Restaurant impairments and provisions (1) – Taco Bell Taco Bell provision for restaurant closures KFC Europe impairment costs Acquisition and operational integration costs Europe Deferred Tax Asset/Deferred Tax Liability write-offs Other non-trading items Total non-trading items - continuing operations (1) EBITDA includes onerous lease and other related costs. EBITDA $000 3,661 527 – 3,495 – (500) 7,183 EBIT $000 52,715 527 4,592 3,495 – (500) 60,829 NPAT $000 36,712 369 4,592 3,495 (4,194) (350) 40,624 The consolidated NPAT effect of these non-trading items was $40.6 million. In summary, from the Statutory NPAT from Continuing operations results of $11.3 million, excluding the impact of the non-trading items of $40.6 million (outlined in the table above), the Group achieved an Underlying NPAT result of $51.9 million. Underlying financial metrics excluding non-trading items which occurred in the current period are summarised as follows: Underlying financial metrics from Continuing operations Total revenue (1) Earnings before interest, tax, depreciation, amortisation (Underlying EBITDA) (1) 2023 $m 1,348.6 205.1 2022 $m 1,181.7 207.5 Net profit attributable to members (Underlying NPAT) (1) 51.9 59.0 (1) The prior reporting period has been restated to present the impacts of the current period discontinued operations (as outlined in Note F1). Underlying financial metrics Earnings per share (Underlying EPS) basic from Continuing operations (1) Total Earnings per share (Underlying EPS) basic 2023 cents per share 44.29 45.54 2022 cents per share 50.58 51.16 Change 166.9 (2.4) (7.1) Change cents per share (6.29) (5.62) (1) Comparative Earnings per share numbers have been restated to present the impacts of the current period discontinued operations (as outlined in Note F1). Underlying EBITDA of $205.1 million is a reduction of $2.4 million on the prior reporting period, mainly due to significant cost pressures experienced by the business that were not fully mitigated by the growth in revenue. Management consider that adjusting the results for non-trading items allows the Group to more effectively compare underlying performance against prior periods. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 22 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 2 Directors’ report DIRECTORS' REPORT (CONTINUED) Review of underlying operations KFC AUSTRALIA The overall performance across the KFC business in Australia has been very positive. Revenue in KFC Australia was up 10% on the prior corresponding period to $1,051.3 million, driven by positive same store sales growth of 5.8% for the full year, cycling 1.4% same store sales growth in the prior year, together with the opening of 10 new restaurants and one acquisition. KFC Australia underlying EBITDA decreased by 2.6%, down from $206.9 million to $201.6 million, with an overall underlying EBITDA margin of 19.2%. At the end of the financial period, 272 restaurants were in operation. KFC Australia continues to focus on providing customers with great value, great tasting food and high levels of customer service. Growth in digital and delivery channels remains strong with ecommerce sales accounting for 24.3% of total sales, up from 16.9% during the prior period. KFC EUROPE KFC Europe contributed revenue of $248.7 million and $32.8 million in underlying EBITDA. By the end of the period, 64 restaurants were in operation, with 48 restaurants in the Netherlands and 16 in Germany. Underlying EBITDA margin was 13.2%. Same store sales growth was 13.9% on the prior corresponding period. This is a direct result of high quality consumer marketing and brand building, together with excellent operations. During the year, Collins Foods Netherlands’ footprint increased to 48 out of 82 restaurants, representing a 58.5% market share. This was achieved through the opening of three restaurants. Collins Foods Germany closed one restaurant during the period. The Netherlands Corporate Franchise Agreement (CFA) was entered into during the prior year and Collins Foods Europe continues to have primary control over the Netherlands market, including targeted marketing campaigns, continuing the “Everyday Value” menu and having control on price. During FY23, all development and performance incentive targets related to the CFA were achieved. KFC Europe’s priority remains providing customers with great value and great tasting food and building more restaurants. TACO BELL At the end of the period, 28 Taco Bell restaurants were in operation with 15 located in Queensland, nine located in Victoria and four located in Western Australia. Taco Bell contributed revenue of $48.7 million and $(1.5) million in underlying EBITDA. Same store sales decline was 4.8% on the prior corresponding period. Taco Bell is still a relatively new brand in Australia and the focus remains on driving awareness and trial of the brand whilst improving the product quality and refining the brand positioning. Management recognised impairment expense for the Taco Bell restaurants of $20.2 million of Property, plant and equipment, $27.8 million of Right-of-use assets and $1.1 million of Franchise rights. Taco Bell continues to sell well through digital and delivery channels with opportunity for further growth and expansion in the upcoming financial year. SIZZLER Sizzler franchise operations in Asia contributed $4.1 million in revenue. Operations improved during the financial period resulting in a 45.8% increase in revenue over the prior corresponding period. Sizzler Asia EBITDA grew by 73.6%, up from $1.7 million to $2.9 million. Strategy and future performance GROUP The Group’s strategy is to be renowned for running high quality restaurants, build new restaurants in all its markets and with all its brands, and improve the economics of the Taco Bell businesses. In addition, the Group will continue to pursue KFC acquisition opportunities where available. Organisational capability is continually being strengthened to support this growth, including risk, compliance and Environmental Social Governance (ESG). KFC AUSTRALIA The plan for the KFC Australia business is to continue to deliver great value products and excellent customer experiences, together with expanding digital and delivery channels. This will be complemented by further restaurant builds. KFC EUROPE In Europe, the focus will be on continuing the momentum in same store sales growth, mitigating where possible the inflationary impact on margins and opening an increasing number of restaurants. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 33 of 97 3 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Directors’ report DIRECTORS' REPORT (CONTINUED) TACO BELL Taco Bell will look to consolidate and focus on growing same store sales. This activity will include implementation of product quality improvements and marketing initiatives to drive customer trial and engagement, in combination with a greater focus on delivery and value. Key risks The key risks faced by the Group that have the potential to affect the financial prospects of the Group, as disclosed above, and how the Group manages these risks, include: • food safety – there is a risk that the health and safety of the public is compromised from food products. We address this risk through robust internal food safety and sanitation practices, audit programs, customer complaint processes, supplier partner selection protocols and communication policy and protocols; • workplace health and safety – there is a risk that the Group does not provide a safe working environment for its people, contractors and the community. We address this risk through robust internal work health and safety practices, the implementation of initiatives and education programs with a focus on preventative measures with enhanced dedicated support in high risk areas to ensure the wellbeing of our key stakeholders; • people – there is a risk that the Group is unable to maintain a culture that develops and attracts a sustainable workforce, and in compliance with employment laws. We address this risk through deploying contemporary people practices, reward and recognition programs, talent management strategies, employee value propositions and ongoing compliance monitoring of employment laws (including wage compliance); • growth – there is a risk that the Group is unable to effectively identify, execute and expand as per our growth targets. We address this risk through having an experienced management team, robust project management processes involving trials and staged rollouts and regular strategic reviews and driving sales and financial performance across our Brands. We maintain a close working relationship with the franchisor, having our team members sit on relevant KFC advisory groups and committees and monitoring compliance obligations; • • • supply chain disruption – there is a risk that the Group’s inability to source key food and consumable products in an ethical manner, at the quality required, within the prescribed time frames. We address this risk through use of multiple suppliers where possible with a diverse geographic base with multiple distribution routes. Our European supply chain have implemented additional measures as a result of the war in Ukraine and the increase in energy prices; information security – there is a risk that confidential or sensitive information can be accessed and disclosed by unauthorised parties. We address this risk through increasing our external assurance activities and the implementation of a cyber security plan including simulations; and regulatory changes – there is a risk that the Group is unable to identify and address material regulatory changes that impact the business. We address this risk by monitoring regulatory changes and their impacts on the group and obtaining advice from external lawyers where required. Collins Foods is working toward ensuring that risk management practices are embedded into all processes and operations. Collins Foods is exposed to an element of climate related risks such as floods, drought, cyclones and bushfires. Collins Foods continuously seeks opportunities to reduce the environmental impact of its operations across all its restaurants, whether they are owned and operated in a franchisor or franchisee capacity. Collins Foods releases a sustainability report describing the environmental, social and governance related initiatives and opportunities relevant to it. During the year Collins Foods engaged EY Australia to provide advisory services to assist with the development of a Taskforce on Climate related Financial Disclosures (TCFD) roadmap including a materiality assessment and climate risk assessment. The 2023 Modern Slavery statement for Collins Foods will be published in the second half of calendar year 2023. In light of its partnership with the franchisor of its KFC Australia restaurants, it is suggested that the Collins Foods Modern Slavery statement and sustainability report be read together with the KFC Australia modern slavery statement and social impact report both available via its website: www.kfc.com.au. DIVIDENDS Dividends paid to members during the financial period were as follows: Cents per share Total amount $000 Franked/ Unfranked Date of payment Final ordinary dividend for the financial period ended 1 May 2022 15.0 17,560 Franked 1 August 2022 Interim ordinary dividend for the financial period ended 16 October 2022 Total 12.0 27.0 14,063 Franked 29 December 2022 31,623 In addition to the above dividends, since the end of the financial period, the Directors of the Company have declared the payment of a fully franked final dividend of 15.0 cents per ordinary share ($17.6 million) to be paid on 1 August 2023 (refer to Note B4 of the Financial Report). CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 44 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 4 Directors’ report DIRECTORS' REPORT (CONTINUED) MATTERS SUBSEQUENT TO THE END OF THE FINANCIAL PERIOD On 2 May 2023, Collins Foods announced that its wholly owned Dutch subsidiary, Collins Foods Netherlands Operations B.V., completed the acquisition of eight KFC restaurants in the Netherlands from R. Sambo Holding B.V. The financial effects of this transaction have not been recognised at 30 April 2023 and the operating results and assets and liabilities of the acquired company will be consolidated from 2 May 2023. The acquisition is expected to deliver additional scale and to support in further leveraging the Group’s experience and operational capabilities in the Netherlands. The purchase price payable was €8.0 million ($13.3 million), subject to adjustments. In addition, contingent consideration is also payable as a component of consideration. At the time the financial statements were authorised for issue, the Group had not completed the accounting for the acquisition. In particular, the fair values of the assets and liabilities acquired are unable to be fully determined as the independent valuations have not been completed. Further, the fair value of the contingent consideration is unable to be determined at this time. Full purchase price accounting will be finalised and disclosed in the 2024 half-year interim financial report. On 23 February 2023, the Group signed a non-binding memorandum of understanding to sell the 100% owned SingCo Trading Pte. Ltd Group (SingCo) for SGD20.2 million. The associated SingCo assets and liabilities are consequently presented as available for sale and is reported as a discontinued operation as SingCo represents an identifiable, single geographical area of operations. The transaction is anticipated to complete in mid July 2023 and the full impact, including any gain on sale, will be disclosed in the 2024 half-year interim financial report. Other than noted above, the Group is not aware of any matters or circumstances that have arisen since the end of the financial year which have significantly or may significantly affect the operations and results of the Group. LIKELY DEVELOPMENTS AND EXPECTED RESULTS OF OPERATIONS The Group will continue to pursue the increase of profitability of its major business segments during the next financial period. Additional comments on expected results of operations of the Group are included in the operating and financial review section of this Report (refer above). ENVIRONMENTAL REGULATIONS The Group is subject to environmental regulation in respect of the operation of its restaurant sites. To the best of the Directors’ knowledge, the Group complies with its obligations under environmental regulations and holds all licences required to undertake its business activities. Information on Directors DIRECTOR Robert Kaye SC - LLB, LLM Experience and expertise Robert Kaye SC is a barrister, mediator and professional Non-executive Director. Recognised for his strategic and commercially focused advice, Robert has acted for various commercial enterprises – both public and private – across media, retail, FMCG, property development, mining and engineering sectors. Drawing on his experience as a senior member of the NSW Bar, including serving on the Professional Conduct Committee and Equal Opportunity Committee, Robert has a strong emphasis on Board governance and is well versed in Board processes. Robert has significant cross-border experience, including corporate restructuring and M&A across North America, Europe, Asia, and the Australia and New Zealand region. In addition to his role as Non-executive Chair of Collins Foods, Robert is a Non-executive Director of Magontec Limited and FAR Limited. He was formerly Non-executive Chair of Spicers Limited and Non-executive Director of Electro Optic Systems Holdings Limited, UGL Limited, HT&E Limited and the Chair of the Macular Disease Foundation Australia. Other current listed directorships Magontec Limited (July 2013 – current) FAR Limited (30 June 2021 – current) Former listed directorships in last 3 years None other than Collins Foods Limited Special accountabilities Independent Non-executive Chair Audit and Risk Committee member Remuneration and Nomination Committee member CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 55 of 97 5 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Directors’ report DIRECTORS' REPORT (CONTINUED) DIRECTOR Drew O'Malley Experience and expertise An accomplished executive with over 20 years’ experience in the Quick Service Restaurants (QSR) industry, Drew joined Collins Foods after serving nearly two decades as an executive team member with AmRest, during which time it grew to become the largest independent restaurant company in Europe. In his time there, Drew served in various senior roles, including Chief Operating Officer, Chief Digital Officer, and Brand President KFC. Additionally, Drew served as President of the Central Europe Division, in which he was responsible for over 500 restaurants across 4 brands (KFC, Pizza Hut, Starbucks and Burger King) and seven countries. Prior to his current role as Managing Director and CEO, Drew served three years at Collins Foods as the Chief Operating Officer for Australia. He has also worked as a consultant with McKinsey & Company and holds an MBA from the University of Michigan Business School. Other current listed directorships None other than Collins Foods Limited Former listed directorships in last 3 years None other than Collins Foods Limited Special accountabilities Managing Director & CEO DIRECTOR Nicki Anderson - B. Business (Marketing), MBA, FAICD Experience and expertise Nicki has over 25 years’ experience working in Oceania, Asia, Europe and America and has hands on leadership experience in strategy, sales, marketing, customer experience and innovation within the food, beverage, consumer goods and agribusiness sectors. Her leadership roles include Vice President Innovation at Cadbury Schweppes Americas (Dr Pepper Snapple) based in New York, Marketing & Innovation Director for Coca Cola Amatil and McCain Foods and CEO for Powerforce, Demo Plus, Artel and Retail Facts. Nicki is currently a Non-executive Director & Chair of Remuneration & Nomination Committee for ASX listed GrainCorp and Craig Mostyn Group, Deputy Chair & Chair of Nomination Committee for Australian Made Campaign Limited, and Non- executive Director for both Fred Hollows Foundation and Prostate Cancer Foundation of Australia. She is former Chair & Member of the Monash University Advisory Board for the Marketing faculty. Nicki holds an Executive MBA from the University of NSW (AGSM), a Bachelor of Business (marketing major) from the University of Technology Sydney and is a Fellow of the Australian Institute of Company Directors. Other current listed directorships GrainCorp Limited (October 2021) Former listed directorships in last 3 years Toys ‘R’ Us Limited (25 October 2018 – 31 August 2022) Select Harvests Limited (21 January 2016 – 25 February 2022) Health & Plant Protein Group Limited (17 May 2021 – 4 August 2021) Special accountabilities Independent Non-executive Director Audit and Risk Committee member Remuneration and Nomination Committee member CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 66 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 6 Directors’ report DIRECTORS' REPORT (CONTINUED) DIRECTOR Mark Hawthorne - B. Financial Administration, CA, GAICD Experience and expertise Mark has extensive experience as an executive that has led franchisee centric brands in different scenarios including start up, founder led, large multi-national, private equity ownership in different countries and cultures around the World. His more than 25 years’ of retail and franchising experience has been gained as the CEO & Executive Director of Guzman y Gomez (GyG) from 2015 to 2020 and prior to that, leading McDonalds in various markets including the United Kingdom, New Zealand and the Middle East and Africa. Mark achieved his Chartered Accountant qualification in 1997 and is a Graduate of the Australian Institute of Company Directors’ Company Directors Course. Other current listed directorships None other than Collins Foods Limited Former listed directorships in last 3 years None other than Collins Foods Limited Special accountabilities Independent Non-executive Director Audit and Risk Committee member Remuneration and Nomination Committee member DIRECTOR Christine Holman - PGDipBA, MBA, GAICD Experience and expertise Christine is a professional company director and a Non-Executive Director of three ASX listed boards, AGL Ltd, Metcash Ltd and Collins Foods Ltd, The National Intermodal Corporation which is a Federal Government Business Enterprise (GBE) and one private company, Indara Pty Ltd. Christine also sits on the Boards of non-for-profit organisations, including The Bradman Foundation, The State Library of NSW Foundation, The McGrath Foundation and until March 2023, the ICC T20 Cricket World Cup LOC. In her previous executive capacity, as both CFO & Commercial Director of Telstra Broadcast Services, Christine brings a deep understanding of legacy and emerging technologies and digital transformations. During her time in private investment management, Christine assisted management and the Board of investee companies on strategy development, mergers & acquisitions, leading due diligence teams, managing large complex commercial negotiations, and developing growth opportunities. Christine has an MBA and Post-Graduate Diploma in Management from Macquarie University and is a Graduate of the Australian Institute of Company Directors. Christine is a member of Chief Executive Women (CEW) and the International Women’s Forum (IWF). Other current listed directorships AGL Limited (15 November 2022 - current) Metcash Limited (October 2020 – current) Former listed directorships in last 3 years CSR Limited (October 2016 – 16 November 2022) Blackmores Limited (March 2019 – July 2021) Special accountabilities Independent Non-executive Director Audit and Risk Committee Chair Remuneration and Nomination Committee member CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 77 of 97 7 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Directors’ report DIRECTORS' REPORT (CONTINUED) DIRECTOR Kevin Perkins Experience and expertise Kevin is a highly experienced executive in the Quick Service Restaurant (QSR) and casual dining segments of the Australian restaurant industry. He has had more than 40 years’ experience with the Collins Foods Group, having overseen its growth both domestically and overseas over that time. Kevin is the Non-executive Chair of Sizzler USA Acquisition, Inc. Sizzler USA Acquisition, Inc operates or franchises Sizzler restaurants across the United States and Puerto Rico. The operations of Collins Foods and Sizzler USA Acquisition, Inc are separate. Other current listed directorships None other than Collins Foods Limited Former listed directorships in last 3 years None other than Collins Foods Limited Special accountabilities Non-executive Director Audit and Risk Committee member Remuneration and Nomination Committee member DIRECTOR Russell Tate - B. Com (Econ.) Experience and expertise Russell has more than 33 years’ experience in senior executive and consulting roles in marketing and media. He was CEO of ASX-listed STW Group Limited, Australia’s largest marketing communications group from 1997 to 2006, Executive Chair from 2006 to 2008, and Deputy Chair (Non-executive) from 2008 to 2011. He was Chair (Non-executive) of Collins Foods Limited from its listing in 2011 until March 2015 and remained Executive Chair of ASX-listed Macquarie Radio Network Limited (renamed Macquarie Media Limited) from 2009 until 2018 and Non- executive Chair until November 2019. He is also a Director of One Big Switch Pty Ltd (since 2012). Other current listed directorships None other than Collins Foods Limited Former listed directorships in last 3 years None other than Collins Foods Limited Special accountabilities Independent Non-executive Director Audit and Risk Committee member Remuneration and Nomination Committee Chair Company Secretary Frances Finucan LLB (Hons), BA (Modern Asian Studies), FGIA, MQLS, GAICD The Company Secretary, Frances Finucan, was appointed to the role on 17 July 2013. Frances’ experience in legal, commercial and corporate governance has been gained whilst working in legal, regulatory and company secretarial roles in Australia for more than 15 years. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 88 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 8 Directors’ report Directors’ report DIRECTORS' REPORT (CONTINUED) Meetings of Directors The numbers of meetings of the Company’s Board of Directors and of each Board Committee held during the FY23 and FY22 years, and the number of meetings attended by each Director, were: LETTER FROM THE CHAIR OF THE REMUNERATION AND NOMINATION COMMITTEE Board Audit and Risk Committee Remuneration and Nomination Committee (1) FY23 meetings Meetings attended (1) FY22 meetings Meetings attended (1) FY23 meetings Meetings attended (1) FY22 meetings Meetings attended (1) FY23 meetings Meetings attended (1) FY22 meetings Meetings attended Dear Shareholders Robert Kaye SC Nicki Anderson (2) Mark Hawthorne (3) Christine Holman Bronwyn Morris AM (4) Kevin Perkins Russell Tate Drew O’Malley (5) 15 3 15 15 6 15 15 15 15 3 15 14 6 15 13 14 18 - 4 18 18 18 18 14 18 - 4 18 18 18 17 14 6 2 6 6 2 6 6 -* 6 2 6 5 2 5 4 -* 6 - 2 6 6 6 6 -* 6 - 2 6 6 6 6 -* 5 2 5 5 3 5 5 -* 5 2 5 5 3 4 5 -* 7 - 3 7 7 7 7 -* 7 - 3 7 7 7 7 -* (1) FY23 and FY22 represents the number of meetings held during the time the Director held office or membership of a Committee during the period. (2) Appointed as Independent Non-executive Director, member of the Audit and Risk Committee and Remuneration and Nomination Committee effective 13 January 2023. (3) Appointed as Independent Non-executive Director, member of the Audit and Risk Committee and Remuneration and Nomination Committee effective 23 December 2022. (4) Retired as Independent Non-executive Director effective 2 September 2022. (5) Appointed Managing Director effective 29 June 2021. * Not a member of the relevant Committee. Following record revenue and underlying earnings before interest, tax and depreciation (EBITDA) in FY21 and FY22, Collins Foods Limited total group revenues from continuing operations in FY23 increased by 14.1% to $1,348.6 million, total group pre AASB 16 underlying EBITDA fell by 4.6% to $141.4 million, and pre AASB 16 underlying net profit after tax from continuing operations (NPAT) fell by 9.4% to $57.9 million. Supply chain issues, and significantly higher than expected and budgeted margin pressures, meant that EBITDA growth targets set at the start of the year within our Short Term Incentive (STI) Plan were not met for KFC Australia, Taco Bell Australia and total group. As a result, no STI payouts were triggered for Australian based Key Management Personnel (KMP), senior executives, or support staff. Our Collins Foods Europe team (CFE), however, did reach and exceed its FY23 EBITDA target which had two components. One related to ongoing operations which faced even greater difficulties than our Australian team around severe inflation, staffing shortages, spikes in energy prices and supply chain disruptions. The other related specifically to meeting critical development targets, set out by Yum!, within the Netherlands Corporate Franchise Agreement (CFA) signed in 2022. Our CFE team led by CEO, Hans Miete, managed to achieve all four first-year CFA incentive targets, including the construction of three restaurants in December 2022 alone, and thereby earned maximum incentive payments under the CFA. As further recognition of the efforts of CFE, it was awarded Franchisee of the Year by the KFC WEBU (Western Europe business unit), a remarkable distinction. Our STI Plan rules state that no individual division of the company can qualify for STI payouts unless the total group EBITDA target is also reached. In this case however, the Board has taken the view that the achievements of the CFE team should be recognised and rewarded and has exercised its discretion to award a target level STI payout to Hans Miete (CEO Europe) and 60% of target level STI payout to David Timm (CMO), both of whom are KMP based in Amsterdam, and to also make discretionary target level STI payouts to around 57 CFE Restaurant Support Centre staff and above-store employees in the Netherlands. Whilst no discretionary STI payouts were requested by, nor will be made to, Australian based KMP or members of the senior executive team, the board has agreed with senior management that a discretionary STI payout, at 50% of award target level, will also be granted to 116 Australian Restaurant Support Centre staff and above-store employees for their contribution to earnings results in FY23 – earnings results which did not reach target levels set at the start of the year but which were nevertheless outstanding in the prevailing market conditions. With regard to Long Term Incentive (LTI) Plan entitlements for eligible KMP, there will be no vesting during FY24 of performance rights granted in FY21 for the performance period of FY21, FY22 and FY23. Under the Plan rules, vesting levels are calculated against a table of annualised compound earnings-per-share growth hurdles across the three year performance period, and the threshold hurdle level was not met for this FY21 to FY23 performance period. For FY24 some changes have been made to executive remuneration components and their links to performance outcomes. Full details of FY24 STI and LTI Plans are set out in the Remuneration Report. In summary, the STI Plan will measure EBITDA performance against a pre-determined target level and award scale. EBITDA will be the single performance metric for FY24 STI Plan outcomes. Guest experience survey (GES) results, which have previously determined 15% of STI performance outcomes, will be temporarily excluded from STI results in FY24 only, while we investigate and trial, in conjunction with Yum!, alternative and more contemporary customer satisfaction measurement options. It is intended that this very important metric will return in FY25. With respect to ESG performance, we will continue, in FY24, to apply a downward “modifier” of up to 15% of STI entitlements earned for EBITDA performance if, in the Board’s view, satisfactory progress has not been maintained towards reaching 2026 ESG targets. Finally, we have made a small adjustment to STI payout tables which returns the payout threshold to 95% of EBITDA target, albeit at lower payout levels than previously applied between 95% and 100% of target. No changes have been made to our LTI Plan. The measurement period for performance rights granted at the start of FY22 ends at the conclusion of FY24, and for the first time will include a second performance measure of Relative Total Shareholder Return, contributing a 50% weighting alongside the compound EPS growth measure which has been the sole measure to date. Whilst the challenges of FY23 have limited our ability to achieve all the growth hurdles we set for ourselves at the start of the year, the commitment and dedication of the Collins Foods’ team has never wavered and on behalf of the Board and management team I am delighted to share that we have now launched a new employee Ownership Share Plan targeted at Collins Foods’ Restaurant Managers and Restaurant Support Centre employees in Australia and Europe. The Plan is in keeping with Collins Foods’ values of “Ownership” and “People at the Heart”. Eligible employees will receive performance rights over a five year period, aligned to their role level, of up to a total value of $10,000, providing them with the opportunity to share in the company’s success over the medium to long term. Yours sincerely Russell Tate Independent Non-executive Director Chair of the Remuneration and Nomination Committee Collins Foods Limited CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 99 of 97 CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1100 of 97 9 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED DIRECTORS' REPORT (CONTINUED) LETTER FROM THE CHAIR OF THE REMUNERATION AND NOMINATION COMMITTEE Directors’ report Dear Shareholders Following record revenue and underlying earnings before interest, tax and depreciation (EBITDA) in FY21 and FY22, Collins Foods Limited total group revenues from continuing operations in FY23 increased by 14.1% to $1,348.6 million, total group pre AASB 16 underlying EBITDA fell by 4.6% to $141.4 million, and pre AASB 16 underlying net profit after tax from continuing operations (NPAT) fell by 9.4% to $57.9 million. Supply chain issues, and significantly higher than expected and budgeted margin pressures, meant that EBITDA growth targets set at the start of the year within our Short Term Incentive (STI) Plan were not met for KFC Australia, Taco Bell Australia and total group. As a result, no STI payouts were triggered for Australian based Key Management Personnel (KMP), senior executives, or support staff. Our Collins Foods Europe team (CFE), however, did reach and exceed its FY23 EBITDA target which had two components. One related to ongoing operations which faced even greater difficulties than our Australian team around severe inflation, staffing shortages, spikes in energy prices and supply chain disruptions. The other related specifically to meeting critical development targets, set out by Yum!, within the Netherlands Corporate Franchise Agreement (CFA) signed in 2022. Our CFE team led by CEO, Hans Miete, managed to achieve all four first-year CFA incentive targets, including the construction of three restaurants in December 2022 alone, and thereby earned maximum incentive payments under the CFA. As further recognition of the efforts of CFE, it was awarded Franchisee of the Year by the KFC WEBU (Western Europe business unit), a remarkable distinction. Our STI Plan rules state that no individual division of the company can qualify for STI payouts unless the total group EBITDA target is also reached. In this case however, the Board has taken the view that the achievements of the CFE team should be recognised and rewarded and has exercised its discretion to award a target level STI payout to Hans Miete (CEO Europe) and 60% of target level STI payout to David Timm (CMO), both of whom are KMP based in Amsterdam, and to also make discretionary target level STI payouts to around 57 CFE Restaurant Support Centre staff and above-store employees in the Netherlands. Whilst no discretionary STI payouts were requested by, nor will be made to, Australian based KMP or members of the senior executive team, the board has agreed with senior management that a discretionary STI payout, at 50% of award target level, will also be granted to 116 Australian Restaurant Support Centre staff and above-store employees for their contribution to earnings results in FY23 – earnings results which did not reach target levels set at the start of the year but which were nevertheless outstanding in the prevailing market conditions. With regard to Long Term Incentive (LTI) Plan entitlements for eligible KMP, there will be no vesting during FY24 of performance rights granted in FY21 for the performance period of FY21, FY22 and FY23. Under the Plan rules, vesting levels are calculated against a table of annualised compound earnings-per-share growth hurdles across the three year performance period, and the threshold hurdle level was not met for this FY21 to FY23 performance period. For FY24 some changes have been made to executive remuneration components and their links to performance outcomes. Full details of FY24 STI and LTI Plans are set out in the Remuneration Report. In summary, the STI Plan will measure EBITDA performance against a pre-determined target level and award scale. EBITDA will be the single performance metric for FY24 STI Plan outcomes. Guest experience survey (GES) results, which have previously determined 15% of STI performance outcomes, will be temporarily excluded from STI results in FY24 only, while we investigate and trial, in conjunction with Yum!, alternative and more contemporary customer satisfaction measurement options. It is intended that this very important metric will return in FY25. With respect to ESG performance, we will continue, in FY24, to apply a downward “modifier” of up to 15% of STI entitlements earned for EBITDA performance if, in the Board’s view, satisfactory progress has not been maintained towards reaching 2026 ESG targets. Finally, we have made a small adjustment to STI payout tables which returns the payout threshold to 95% of EBITDA target, albeit at lower payout levels than previously applied between 95% and 100% of target. No changes have been made to our LTI Plan. The measurement period for performance rights granted at the start of FY22 ends at the conclusion of FY24, and for the first time will include a second performance measure of Relative Total Shareholder Return, contributing a 50% weighting alongside the compound EPS growth measure which has been the sole measure to date. Whilst the challenges of FY23 have limited our ability to achieve all the growth hurdles we set for ourselves at the start of the year, the commitment and dedication of the Collins Foods’ team has never wavered and on behalf of the Board and management team I am delighted to share that we have now launched a new employee Ownership Share Plan targeted at Collins Foods’ Restaurant Managers and Restaurant Support Centre employees in Australia and Europe. The Plan is in keeping with Collins Foods’ values of “Ownership” and “People at the Heart”. Eligible employees will receive performance rights over a five year period, aligned to their role level, of up to a total value of $10,000, providing them with the opportunity to share in the company’s success over the medium to long term. Yours sincerely Russell Tate Independent Non-executive Director Chair of the Remuneration and Nomination Committee Collins Foods Limited CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1100 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 10 Directors’ report REMUNERATION REPORT Persons covered by this Remuneration Report The following outlines the policy that applies to KMP Executives whose remuneration is structured taking into consideration the This Remuneration Report covers the remuneration of Non-executive Directors, the Managing Director & CEO and employees (KMP Executives) who have authority and accountability for planning, directing and controlling the activities of the consolidated entity (collectively, KMP). Further biographical information regarding KMP, is set out in either the “Director Information” section of the Director’s Report or www.collinsfoods.com. The roles and individuals addressed in this report are set out below. Name Title Robert Kaye SC Independent Non-executive Chair, Audit and Risk Committee member, Remuneration and Nomination Committee member the Group’s key principles governing the remuneration framework and application; the level and structure of remuneration elements offered to executives of other publicly listed Australian companies with similar financial and operational attributes; • the position and accountabilities of each KMP Executive; • market-based benchmarks reflecting the structure and level of reward and alignment to KMP performance; Nicki Anderson (1) Independent Non-executive Director, Audit and Risk Committee member, Remuneration and Nomination Committee member the need to strike an appropriate balance between short term and long term incentives; Mark Hawthorne Independent Non-executive Director, Audit and Risk Committee member, Remuneration and Nomination Committee member internal relativities and external market factors that require consideration having regard to individual contributions and Christine Holman Independent Non-executive Director, Audit and Risk Committee Chair, Remuneration and Nomination Committee member shareholder expectations; Bronwyn Morris AM (2) Independent Non-executive Director, Audit and Risk Committee Chair, Remuneration and Nomination Committee member Kevin Perkins Russell Tate Non-executive Director, Audit and Risk Committee member, Remuneration and Nomination Committee member Independent Non-executive Director, Audit and Risk Committee member, Remuneration and Nomination Committee Chair Drew O’Malley Managing Director & Chief Executive Office (Managing Director & CEO) fixed remuneration policy guidelines set with reference to relevant market practices; remuneration should be reviewed annually and be made up of: − Base Salary being salary and superannuation; Executive remuneration following factors: Directors’ report Remuneration rEport Hans Miete CEO – Collins Foods Europe Ltd (CEO – CF Europe) Nigel Williams (3) Group Chief Financial Officer (Group CFO) Dawn Linaker Helen Moore David Timm Chief People Officer (CPO) Chief Operating Officer – KFC Australia (COO – KFC Australia) Chief Marketing Officer (CMO) (1) Appointed Independent Non-executive Director effective 13 January 2023. (2) Retired as Independent Non-executive Director effective 2 September 2022. (3) Announced resignation as Group Chief Financial Officer effective 14 July 2023. Overview of Remuneration Governance Framework and Strategy The performance of the Group is contingent upon the calibre of its Directors and Executives. The Remuneration and Nomination Committee (RNC) is accountable for making recommendations to the Board on the Group’s remuneration framework. Total Reward (TR) which represents the sum of the above elements consisting of TFR, an annual incentive (STI) and a long term incentive (LTI) having regard to market practice, internal relativity and key drivers of shareholder returns; The framework has been developed to support the following key principles: • enable the Company to attract and retain capable and experienced Directors and Executives who create value for shareholders; • reward the achievement of both annual and long term performance objectives appropriate to the Company's circumstances and goals; • transparency; • demonstrate a clear relationship between performance and remuneration; • motivate the KMP Executives to pursue sustainable growth and innovation aligned with shareholder’s interests; • have a key focus on prevailing market conditions; and • reward all levels of staff, reflecting both equity of treatment and fairness to shareholders. In carrying out its accountabilities, the RNC is authorised to obtain external professional advice as it determines necessary. As at the end of the reporting period, the RNC was comprised of Non-executive Directors only, with a majority being independent. The role and accountabilities of the committee are outlined in the RNC Charter, available on the Company’s website together with other remuneration governance policies. The Board has ultimate accountability for signing off on remuneration policies, practices and outcomes. The RNC operated in accordance with the aims and aspirations of the ASX Corporate Governance Council's Corporate Governance Principles and Recommendations (Principles and Recommendations) and seeks input regarding remuneration governance from a wide range of sources. These include shareholders, RNC members, stakeholder groups including proxy advisors, external remuneration consultants, other experts and professionals such as tax advisors and lawyers and Company management to understand roles and issues facing the Company. A review of the remuneration framework to accepted market practices and current best practices will be conducted during FY24 with any changes anticipated to apply from FY25. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 11 of 97 11 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED • • • • • • − − − − Other Benefits being any cash benefits beyond Base Salary, allowances (such as car allowance), any applicable non- cash fringe benefits (such as the payment of health insurance premiums on behalf of the employee) and salary sacrifice arrangements, but excluding leave entitlements and short term and long term incentive rewards as below; Total Fixed Remuneration (TFR) the sum total of Base Salary and Other Benefits; − Short Term Incentive (STI) which provides a cash reward for performance outcomes compared to agreed annual objectives; Long Term Incentive (LTI) which provides an equity-based reward reflective of meeting shareholder aligned reward by way of compound earnings per share growth over a three year performance period (Compound EPS Growth) (50% of the award) and growth in Relative Total Shareholder Returns (Relative TSR) over the same three year performance period (50% of the award). Annual awards under the LTI program are not linked to the annual incentive; • TR should be structured with reference to market practice and the setting in which the Company operates in various regional and global markets, having regard to both short and longer term economic and performance factors; • TR will be managed within a range that allows for the recognition of both company and individual performance while contributing to the organisation’s ability to retain and attract individuals with appropriate skills and experience to meet the organisation’s goals; required, attracted to, the business; • exceptions will be managed separately to ensure that individuals with particular expertise are retained in, and where • termination benefits will generally be limited to the default amount that may be provided for without shareholder approval, as allowed for under the Corporations Act, and will be specified in employment contracts. REMUNERATION POLICY AND LINK TO PERFORMANCE The executive remuneration framework components and their links to performance outcomes are outlined below: Remuneration Purpose Performance metrics FY23 Potential value Considerations for FY24 component Total Fixed To provide Nil Remuneration competitive market Positioned to reflect the market rate and Reviewed in line with market positioning individual attributes salary including superannuation and Other Benefits STI Rewards for annual • EBITDA (pre AASB 16) performance • All KMP Executives: 50% of Base Salary • EBITDA (pre AASB 16) performance performance against a pre-determined target level for target performance, with a against a pre-determined target level and award scale maximum opportunity of up to 75% of and award scale weighted at 100% • Improvement to Guest Experience Base Salary for FY24 only Survey (GES) results against pre- • EBITDA targets must be at least equal • Reintroduction of overriding hurdle of determined target levels to prior period reported EBITDA (comparison to be undertaken by an independent third party as part of a full remuneration framework review to occur) greater than 95% of target EBITDA to trigger any STI payment with reduced payout scale for EBITDA between 95- 100% of target EBITDA • ESG applied as a modifier to STI, where up to 15% of STI is at risk for non- achievement of ESG related activities • EBITDA target must be at least equal to prior period reported EBITDA • From FY25, the EBITDA target will be on a post AASB 16 basis • Weighting between the two metrics is 85% EBITDA performance and 15% GES improvement • Australian ESG initiatives (ESG) applied as a modifier to STI where up to 15% of STI is at risk for non-achievement of ESG related activities • Achievement of the EBITDA target is an overriding hurdle to trigger any STI payment CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1122 of 97 REMUNERATION REPORT (CONTINUED) Executive remuneration Directors’ report Remuneration rEport The following outlines the policy that applies to KMP Executives whose remuneration is structured taking into consideration the following factors: • • the Group’s key principles governing the remuneration framework and application; the level and structure of remuneration elements offered to executives of other publicly listed Australian companies with similar financial and operational attributes; • the position and accountabilities of each KMP Executive; • market-based benchmarks reflecting the structure and level of reward and alignment to KMP performance; • • • • • • the need to strike an appropriate balance between short term and long term incentives; internal relativities and external market factors that require consideration having regard to individual contributions and shareholder expectations; fixed remuneration policy guidelines set with reference to relevant market practices; remuneration should be reviewed annually and be made up of: − Base Salary being salary and superannuation; − Other Benefits being any cash benefits beyond Base Salary, allowances (such as car allowance), any applicable non- cash fringe benefits (such as the payment of health insurance premiums on behalf of the employee) and salary sacrifice arrangements, but excluding leave entitlements and short term and long term incentive rewards as below; − Total Fixed Remuneration (TFR) the sum total of Base Salary and Other Benefits; − Short Term Incentive (STI) which provides a cash reward for performance outcomes compared to agreed annual objectives; − − Long Term Incentive (LTI) which provides an equity-based reward reflective of meeting shareholder aligned reward by way of compound earnings per share growth over a three year performance period (Compound EPS Growth) (50% of the award) and growth in Relative Total Shareholder Returns (Relative TSR) over the same three year performance period (50% of the award). Annual awards under the LTI program are not linked to the annual incentive; Total Reward (TR) which represents the sum of the above elements consisting of TFR, an annual incentive (STI) and a long term incentive (LTI) having regard to market practice, internal relativity and key drivers of shareholder returns; TR should be structured with reference to market practice and the setting in which the Company operates in various regional and global markets, having regard to both short and longer term economic and performance factors; TR will be managed within a range that allows for the recognition of both company and individual performance while contributing to the organisation’s ability to retain and attract individuals with appropriate skills and experience to meet the organisation’s goals; • exceptions will be managed separately to ensure that individuals with particular expertise are retained in, and where required, attracted to, the business; • termination benefits will generally be limited to the default amount that may be provided for without shareholder approval, as allowed for under the Corporations Act, and will be specified in employment contracts. REMUNERATION POLICY AND LINK TO PERFORMANCE The executive remuneration framework components and their links to performance outcomes are outlined below: Remuneration component Total Fixed Remuneration Purpose Performance metrics FY23 Potential value Considerations for FY24 Nil To provide competitive market salary including superannuation and Other Benefits Positioned to reflect the market rate and individual attributes Reviewed in line with market positioning (comparison to be undertaken by an independent third party as part of a full remuneration framework review to occur) STI Rewards for annual performance • EBITDA (pre AASB 16) performance • All KMP Executives: 50% of Base Salary • EBITDA (pre AASB 16) performance against a pre-determined target level and award scale • Improvement to Guest Experience Survey (GES) results against pre- determined target levels • Weighting between the two metrics is 85% EBITDA performance and 15% GES improvement • Australian ESG initiatives (ESG) applied as a modifier to STI where up to 15% of STI is at risk for non-achievement of ESG related activities • Achievement of the EBITDA target is an overriding hurdle to trigger any STI payment for target performance, with a maximum opportunity of up to 75% of Base Salary against a pre-determined target level and award scale weighted at 100% for FY24 only • EBITDA targets must be at least equal to prior period reported EBITDA • Reintroduction of overriding hurdle of greater than 95% of target EBITDA to trigger any STI payment with reduced payout scale for EBITDA between 95- 100% of target EBITDA • ESG applied as a modifier to STI, where up to 15% of STI is at risk for non- achievement of ESG related activities • EBITDA target must be at least equal to prior period reported EBITDA • From FY25, the EBITDA target will be on a post AASB 16 basis CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1122 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 12 REMUNERATION REPORT (CONTINUED) Directors’ report Remuneration rEport Remuneration component LTI Purpose Performance metrics FY23 Potential value Considerations for FY24 Reward for contribution of shareholder value over the longer term • Three year compound earnings per • Managing Director & CEO: 50% of share growth performance • Three year Relative Total Shareholder Return against an ASX200 index • Weighting between the two hurdles will be EPS 50% and TSR 50% Base Salary for target performance, with a maximum opportunity of 100% of Base Salary • Other KMP Executives: 40% of Base Salary for target performance, with a maximum opportunity of up to 80% of Base Salary • No changes in entitlement levels for Managing Director & CEO or other KMP Executives expected for FY24 FIXED REMUNERATION TFR consists of salary, superannuation contributions and other benefits. Fringe benefits tax on these benefits, where required, is incorporated in TFR. The Group aims to position KMP Executives generally in the third quartile of benchmarked companies’ remuneration levels and above market average, with flexibility to take into account capability, experience, and current and future value to the organisation. Fixed remuneration for KMP Executives is reviewed annually or on promotion and is benchmarked against market data for comparable roles in the market with entities of a similar size. There is no guaranteed increase to fixed remuneration included in any KMP Executive’s contract. VARIABLE REMUNERATION SHORT TERM INCENTIVE PLAN (STIP) Incentives under the Group’s STIP are at risk components of remuneration provided in the form of cash. The STIP entitles KMP Executives to earn an annual cash reward payment if predefined targets are achieved. The level of the incentive is set with reference to role accountabilities and Group performance. All KMP Executives were offered a target based STI opportunity equivalent to 50% of Base Salary for target performance, with a maximum opportunity of up to 75% of Base Salary. Short term incentive performance metrics FY23 and FY24 STIP The Board determined that, for FY23, two metrics were to be used to determine awards under the Company’s STIP – EBITDA and Guest Experience Survey (GES). For FY23, a minimum hurdle criterion of 100% of EBITDA as measured against the Company Group level was required for further eligibility to participate in the STIP. EBITDA calculations for the purpose of calculating incentives payable under the STIP continue to be assessed on a pre AASB 16 basis. The GES measure was introduced as a secondary measure in FY19 reflecting the Group’s core belief that continued improvement in customer experiences with our brands and our people will underpin our potential for future growth. The GES is currently the global KFC and Taco Bell measure of real customer experiences. It directly relates to customer feedback targeting executional areas such as food quality, speed of service, hospitality, cleanliness and maintenance of facilities. The GES program is currently the franchisor’s global barometer of executional excellence and is administered by an independent third party provider engaged by the Franchisor. As a result of its annual review of the remuneration framework in FY23 and in recognition of changes to the method by which customer experience data is provided to businesses (for example, multiple e-commerce channels), the Board has now determined that it is appropriate to consider more relevant methods of measuring real customer experiences and during FY24 will investigate and trial, in conjunction with Yum!, alternative customer satisfaction measurement options to be used from FY25. As a result, and for the FY24 period only, EBITDA will be the sole metric for the STI plan. The Environmental Social Governance (ESG) metric that was introduced for FY22 was removed for FY23, as the Board determined that it would be applied as a modifier of up to 15% of the STI opportunity and at risk should satisfactory progress not be made towards reaching the 2026 ESG targets. This modifier will remain for FY24. Collins Foods’ 2023 Sustainability Report sets out its Positive Impact Strategy that is structured around three key pillars related to its Australian operations: People and Communities, Planet and Governance with three primary goals to be achieved by 2026: • establish Collins Foods Giving as best-in-class signature program with 75% plus enrolment compared to FY21; • • reduce our carbon footprint by achieving a 25% reduction in greenhouse gas emissions compared to FY21; increase diversion of waste from landfill by 25% compared to FY22. Impact of non-financial performance The Board has the discretion to withdraw in full or adjust downwards, STI and LTI outcomes, in the event of mismanagement or failures in governance, risk management, regulatory compliance, conduct and behaviours that breach the Collins Foods Group Code of Conduct, which the Board deems may have had a deleterious effect on the Collins Foods brand, reputation, employees, customers and shareholder value. Examples of failures include, but are not limited to wage non-compliance, CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1133 of 97 13 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED REMUNERATION REPORT (CONTINUED) Directors’ report Remuneration rEport employee visa non-compliance, qualified internal audit reports noting material control failures, food safety, employee and customer safety, taxation, regulatory notices of non-compliance. Maximum opportunity: EBITDA result The FY23 award scale based upon the actual EBITDA result achieved is set out below: STANDARD % PAYOUT TABLE % EBITDA target achieved % target bonus earned 100 101 102 103 104 105 106 107 108 109 110 100 108 115 123 128 133 138 143 145 148 150 Maximum opportunity: GES result The FY23 award scale based upon the actual GES results achieved is set out below: STANDARD % PAYOUT TABLE % GES target achieved % target bonus earned 100 101 102 103 104 105 100 110 120 130 140 150 The FY24 award scale based upon the actual EBITDA result achieved (together with prior payout scales for comparison) is set out below: STANDARD % PAYOUT TABLE % EBITDA target achieved % target bonus earned FY18 – FY21 % target bonus earned FY22 – FY23 % target bonus earned FY24 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 – 20 40 60 80 100 105 110 115 120 125 130 135 140 145 150 – – – – – 100 108 115 123 128 133 138 143 145 148 150 – 10 25 40 55 100 105 110 115 120 125 130 135 140 145 150 Delivery method for STI Calculations are performed and payments made following the end of the measurement period and the external audit of the Group’s annual audited financial report. Payments are made with PAYG deducted. Board discretion STI Plan rules state that no individual division of the Group or its KMP qualify for STI payouts unless the total Group EBITDA target is reached. Whilst the Group target was not reached in FY23, the Board has exercised its discretion to recognise the performance of Collins Foods Europe in relation to its implementation and achievement of performance milestones associated with the CFA in the Netherlands. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1144 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 14 REMUNERATION REPORT (CONTINUED) Directors’ report Remuneration rEport Accordingly, STI payments have been granted to the CEO – CF Europe and CMO. The STI reward for the CMO did not include any payment related to Taco Bell. Forfeiture STI is forfeited in the event of cessation of employment due to dismissal for cause, for reasons other than for cause and where the employee terminates their employment prior to the actual payment of the STI, fraud, defalcation, or gross misconduct by the participant. LONG TERM INCENTIVE PLAN (LTIP) Currently, the LTIP is an annually offered at risk equity component of remuneration for KMP Executives and nominated senior Executives ensuring that their interests in enhancing the mid to longer term growth potential of the Company are aligned with the interests of shareholders. Long Term Incentive Performance metrics Form of equity The LTIP is in the form of a performance rights plan. Rights awarded are subject to three year performance hurdles and service vesting conditions. The performance rights confer the right (following valid conversion) to the value of a share at the time, either settled in shares that may be issued or settled in the form of cash at the discretion of the Board (a feature intended to ensure appropriate outcomes in the case of separation). There is no entitlement to dividends during the measurement period. LTI value The Board retains discretion to determine the value of LTI to be offered each reporting period, subject to shareholder approval in relation to Directors. For performance rights to be granted in FY24 with a performance period including FY24, FY25 and FY26, the number of performance rights granted will be based upon a dollar value divided by the volume weighted average share price (VWAP) five trading days before and five trading days after the announcement of the Company’s audited financial results. This VWAP basis of measurement is consistent with prior year. Measurement period The measurement period will include three reporting periods unless otherwise determined by the Board. Measurement periods of three years combined with annual grants will produce overlapping cycles that will promote a focus on producing long term sustainable performance/value improvement and mitigates the risk of manipulation and short-termism. The measurement period for FY23 offers commenced 2 May 2022 and ends 27 April 2025 for the performance period of FY23, FY24 and FY25. The measurement period for FY24 offers commences on 1 May 2023 and ends 3 May 2026 for the performance period of FY24, FY25 and FY26. Vesting conditions The Board has discretion to set vesting conditions for each offer. Performance rights that do not vest will lapse. FY23 and FY24 offers Consistent with FY22, a second performance condition of Relative TSR is included for the FY23 grant under the LTIP. Compound EPS growth will be measured by calculating the compound growth in the Company’s underlying (pre AASB 16) basic EPS over the performance period. The underlying (pre AASB 16) basic EPS is disclosed in the Operating and Financial Review of the Directors Report within the Group’s annual audited financial reports and will continue as a performance measure under the LTIP. The weighting for the EPS hurdle is 50% of the total award. The Board retains a discretion to adjust the EPS performance condition to ensure that participants are not penalised nor provided with a windfall benefit arising from matters outside of management’s control that affect EPS (for example, excluding one-off non-recurrent items or the impact of significant acquisitions or disposals). The threshold and target EPS growth hurdles remain unchanged from FY22. No changes to the LTIP measures or targets, thresholds or award scales are intended for FY24. The following vesting scale applied to the performance rights offered in FY23 and will apply to performance rights offered in FY24: Performance Level Stretch/Maximum Between Target and Stretch Target Between Threshold and Target Threshold Below Threshold Annualised EPS growth (CAGR) % of max/ stretch/ grant vesting 16.5% >11%, <16.5% 11% >5.5%, <11% 5.5% <5.5% 100% Pro-rata 50% Pro-rata 25% 0% CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1155 of 97 15 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED REMUNERATION REPORT (CONTINUED) Directors’ report Remuneration rEport The TSR hurdle is based on a VWAP benchmark of ten trading days either side of the 2022 results announcement on 28 June 2022. Measurement will be against the VWAP benchmark ten days either side of the announcement of our financial results in late June 2025. The Board has determined that the ASX 200 Index is sufficiently broad to measure relativity from the start of the performance period (2 May 2022). The weighting for the TSR hurdle is 50% of the total award. Relative TSR performance will be tested at the same time as Compound EPS Growth in accordance with the following vesting schedule: Relative TSR of Collins Foods Limited Proportion of performance rights to vest At or above the 75th percentile 100% Between the 50th percentile and 75th percentile 3% for each 1% > 50%, < 75% At the 50th percentile Below the 50th percentile 25% 0% Retesting The plan rules do not contemplate retesting and therefore retesting is not a feature of the Company’s current LTIP offers. Amount payable for performance rights No amount is payable for performance rights. The value of rights is included in assessments of remuneration benchmarking and policy positioning. Conversion of vested performance rights Under the plan rules, the conversion of performance rights to shares occurs automatically upon vesting conditions being declared by the Board as having been met, except where the Board exercises its discretion to settle in the form of cash. Vesting is determined following receipt of the audited accounts for the relevant performance periods. No amount is payable by participants to exercise vested performance rights in respect of any grants. Disposal restrictions and other related matters The Company may impose a mandatory holding lock on the shares or a participant may request they be subject to a voluntary holding lock. Performance rights are not entitled to receive a dividend. Any shares issued or transferred to a participant upon vesting of performance rights are only entitled to dividends if they were issued on or before the relevant dividend record date. Shares issued or transferred under the LTIP rank equally in all respects with other shares on issue. In the event of a capital reconstruction of the Company (consolidation, subdivision, reduction, cancellation or return), the terms of any outstanding performance rights will be amended by the Board to the extent necessary to comply with the listing rules at the time of reconstruction. Any bonus issue of securities by way of capitalisation of profits, reserves or share capital account will confer on each performance right, the right: • to receive on exercise or vesting of those performance rights, not only an allotment of one share for each of the performance rights exercised or vested but also an allotment of the additional shares and/or other securities the employee would have received had the employee participated in that bonus issue as a holder of shares of a number equal to the shares that would have been allotted to the employee had they exercised those Incentives or the performance rights had vested immediately before the date of the bonus issue; and • to have profits, reserves or share premium account, as the case may be, applied in paying up in full those additional shares and/or other securities. Subject to a reconstruction or bonus issue, performance rights do not carry the right to participate in any new issue of securities including pro-rata issues. Performance rights will not be quoted on ASX. The Company will apply for quotation of any shares issued under the LTIP. Cessation of employment In the event of cessation of employment within 12 months of the date of grant, unvested performance rights are forfeited. In the event of cessation of employment after 12 months but before the conclusion of the vesting period, unvested performance rights are considered forfeited, unless otherwise determined by the Board, in which case any service condition will be deemed to have been fulfilled as at the testing date and the performance rights remain subject to performance testing along with other participants. It is noted that the Board has discretion to allow “Good Leavers” to retain their participation in the LTIP beyond the date of cessation of employment when deemed appropriate to the circumstances. Change of control of the Company If in the opinion of the Board a change of control event has occurred, or is likely to occur, the Board may declare a performance right to be free of any vesting conditions and, if so, the Company must issue or transfer shares in accordance with the LTIP rules. In exercising its discretion, the Board will consider whether measurement of the vesting conditions (on a pro-rata basis) up to the date of the change of control event is appropriate in the circumstances. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1166 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 16 REMUNERATION REPORT (CONTINUED) Directors’ report Remuneration rEport MIX OF BASE SALARY AND INCENTIVES BASED REMUNERATION AND PROPORTIONALITY The Board continually reviews the remuneration mix for the Managing Director & CEO and other KMP Executives. As such, there were increases in other KMP Executives LTI vesting rates in FY22, with no changes to the Managing Director & CEO’s remuneration mix. The remuneration mix for FY23 is consistent with FY22. The following table shows the range of remuneration mix that was offered for current KMP Executives during FY23, for target performance. Mix of remuneration (excludes Other Benefits) (1) Base Salary STI (at Target performance) LTI (at Target performance) Managing Director & CEO Other KMP Executives 50% 25% 25% 53% 26% 21% (1) The FY22 increase in LTI vesting rates was not applied to Helen Moore (COO – KFC Aust) in FY22, however, has been applied in FY23. The Board considers that the remuneration mix for the Managing Director & CEO and other KMP Executives (Base Salary, STI and LTI) in FY23 resulted in appropriately weighted remuneration to: • align executive remuneration practices with accepted market practices and current best-practices; • motivate executives to continuously grow shareholder value by aligning their interests with those of shareholders through equity ownership; and • manage the risk of short-termism inherent in fixed remuneration and short-term incentives by exposing a significant proportion of remuneration to the longer term consequences of decision making. There are no changes for the mix of Base Salary, STI and LTI for FY24 for the Managing Director & CEO and other KMP Executives. As indicated above, a review of the remuneration framework to accepted market practices and current best practices will be conducted during FY24 with the assistance of an independent third party with any changes anticipated to apply from FY25. Company performance The Company’s performance during the reported period and the previous four reporting periods in accordance with the requirements of the Corporations Act follow: FY end date Revenue Profit after tax Share price FY23 FY22 FY21 FY20 FY19 ($m) ($m) (2) $1,348.61 (2) $11.28 (2) $1,181.70 (2) $54.08 (3) $1,065.90 (4) $32.61 $981.73 $901.22 (5) $31.26 (6) $39.11 $8.69 $10.15 $11.37 $6.94 $7.59 Change in share price ($1.46) ($1.22) $4.43 ($0.65) $2.24 (1) Dividends used are the cash amount (post franking). (2) Excludes Sizzler Asia revenues and profit after tax. (3) Excludes Sizzler Australia revenues. Short term change in shareholder value over 1 year (SP change + dividends) Long term (cumulative) 3 years change in shareholder value (1) Dividends Amount % Amount % $0.270 $0.245 $0.210 $0.200 $0.180 ($1.19) ($0.98) $4.64 ($0.45) $2.42 (12%) (9%) 67% (6%) 45% $2.48 $3.22 $6.61 $2.24 $4.08 36% 42% 124% 43% 101% (4) FY21 restated as a result of a change in accounting policy for the recognition of cloud computing arrangements. (5) Includes the impact of AASB 16. (6) Excludes the impact of AASB 16. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1177 of 97 17 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED REMUNERATION REPORT (CONTINUED) Statutory Remuneration disclosures for FY23 KMP EXECUTIVE REMUNERATION Directors’ report Remuneration rEport The following table outlines the remuneration received by KMP Executives of the Company during FY23 and FY22 prepared according to statutory disclosure requirements and applicable accounting standards. KMP Executive remuneration for FY23 (with FY22 comparatives) is reported in four components being Base Salary (including superannuation), Other Benefits, awarded values of STI and awarded values of LTI remuneration. Name Role(s) Year Base salary (incl. super) Other benefits Total fixed remun- eration Short Term Incentive (1) Long Term Incentive Amount % of Total Reward Amount % of Total Reward (2) Total Reward (3) Change in accrued leave Termination benefits Drew O'Malley MD & CEO Hans Miete (4) CEO - CF Europe Nigel Williams Group CFO Dawn Linaker CPO Helen Moore (5) COO – KFC Aust David Timm (6) (7) CMO 2023 2022 2023 2022 2023 2022 2023 2022 2023 2022 2023 2022 $918,825 $37,172 $955,997 – 0% ($120,702) (14%) $835,295 $8,405 $858,537 $37,050 $895,587 $434,139 26% $357,304 22% $1,687,030 ($36,727) $425,504 $36,804 $462,308 $213,505 29% $54,137 $404,014 $36,378 $440,392 $310,869 38% $67,654 7% 8% $729,950 $17,489 $818,915 $24,094 – – – – $611,148 $40,765 $651,913 – 0% ($21,682) (3%) $630,231 ($18,723) (8)175,381 $595,954 $40,035 $635,989 $301,402 27% $182,938 16% $1,120,329 $568 $496,480 $38,573 $535,053 – 0% ($16,511) (3%) $518,542 ($13,694) $453,751 $38,386 $492,137 $229,516 27% $136,919 $507,375 $27,884 $535,259 – 0% $65,763 $419,871 $23,701 $443,572 $213,044 30% $63,569 $436,517 $119,324 19% $59,403 16% 11% 9% 10% $858,572 $1,240 $601,022 ($1,690) $720,185 $7,253 $615,244 ($11,600) $147,236 $71,377 32% $7,166 3% $225,779 $11,600 $436,517 $147,236 – – – – – – – – – (1) The LTI value reported in this table is the amortised accounting charge of all grants that were not lapsed or vested at the start of the reporting period measured in accordance with AASB 2 Share-based Payment. Where a market-based measure of performance is used such as TSR, no adjustments can be made to reflect actual LTI vesting. However, in relation to non-market conditions, such as EPS, adjustments must be made to ensure the accounting charge matches the number vested. (2) Excludes change in accrued leave balance. (3) The changes in accrued leave are measured in accordance with AASB 119 Employee Benefits. (4) FY23 salary converted at exchange rate of AUD $1: EURO €0.6516 (FY22: AUD $1: EURO €0.6393). (5) Appointed Chief Operating Officer – KFC Australia effective 25 June 2021. (6) Appointed Chief Marketing Officer effective 1 January 2022. (7) FY23 salary converted at exchange rate of AUD $1: GBP £0.5657 (FY22: AUD $1: GBP £0.5501). (8) Termination benefits are accrued obligations as at 30 April 2023. The Group CFO resignation is effective 14 July 2023. Both target and awarded values of STI and LTI remuneration are outlined in the relevant sections of the Remuneration Report to assist shareholders to obtain a more complete understanding of remuneration as it relates to KMP Executives. KMP EXECUTIVE REMUNERATION OPPORTUNITY FOR FY23 (NON-STATUTORY DISCLOSURE) The following table is provided to shareholders as an illustration of the remuneration that was offered to KMP Executives for target performance during FY23. It should be noted that the table presents target incentive opportunities for achieving a challenging but achievable target level of performance. In the case of STI, the maximum incentive may be up to 50% higher (i.e. 75% of Base Salary). The maximum LTI is 100% of Base Salary for the Managing Director & CEO and 80% of Base Salary for KMP Executives. Name Role(s) (1) Base Salary (incl. super) Base Salary as a % of Total Reward Short Term Incentive opportunity Long Term Incentive opportunity Target % of Base Salary Target STI amount STI % of Total Reward Target % of Base Salary Target LTI amount LTI % of Total Reward Other benefits Total Reward Drew O'Malley MD & CEO $918,825 Hans Miete CEO - CF Europe €278,250 Nigel Williams Group CFO $611,148 Dawn Linaker CPO $465,386 Helen Moore COO – KFC Aust. $507,375 David Timm CMO £225,000 51% 55% 54% 55% 54% 53% 50% $459,413 50% €139,125 50% $305,574 50% $232,693 50% $253,688 50% £112,500 25% 25% 25% 25% 26% 26% 50% $459,412 40% €111,300 40% $244,459 40% $186,154 40% $202,950 40% £90,000 25% 20% 20% 20% 20% 21% $37,172 $1,874,822 €23,982 €552,657 $40,765 $1,201,946 $38,573 $922,806 $27,884 $991,897 – £427,500 (1) Base Salary based on a 52 week period (FY22: 52 week period). CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1188 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 18 REMUNERATION REPORT (CONTINUED) Performance outcomes for FY23 and FY22 including STI and LTI assessment Directors’ report Remuneration rEport SHORT TERM INCENTIVES The tables below set out details of STI and LTI performance outcomes for FY23 and FY22 when compared to target. Name Role KPI summary Average weighting Average GES target EBITDA target % of target achieved Awarded Total STI award (EBITDA, GES & ESG) FY23 Company level KPI Summary Award outcomes FY23 paid FY24 Drew O'Malley Managing Director & CEO EBITDA GES Hans Miete CEO – CF Europe EBITDA ESG (STI modifier) (1) GES DISCRETIONARY (2) Nigel Williams Group CFO EBITDA Dawn Linaker CPO GES ESG (STI modifier) (1) EBITDA GES ESG (STI modifier) (1) Helen Moore COO – KFC Aust EBITDA David Timm CMO GES ESG (STI modifier) (1) EBITDA GES DISCRETIONARY (3) 85% 15% 85% 15% 85% 15% 85% 15% 85% 15% 85% 15% – $152,353,000 62.6% – – $15,389,000 70.5% – $152,353,000 90.3% 101.6% 0% 105.8% 106.6% 100% 90.3% 62.6% – 101.6% – $152,353,000 62.6% – – $172,896,000 60.0% – – $14,390,000 67.0% – 0% 90.3% 101.6% 0% 92.3% 102.5% 0% 59.1% 108.8% – – – – – – $213,505 $213,505 – – – – – – – – – – – – – – 60% $119,324 $119,324 (1) The Board has determined that in FY23, ESG will be used as a modifier, where up to 15% of STI will be at risk for non-achievement of ESG related activities. In FY23, the Board did not use this modifier as the 100% hurdle relating to EBITDA was not achieved, therefore, no STI was payable. (2) The Board has determined that a discretionary bonus of 100% of STI opportunity will be paid. (3) The Board has determined that a discretionary bonus of 60% of STI opportunity will be paid. For the purposes of the STI awarded in FY23, pre AASB 16 underlying EBITDA was adjusted for non-trading items relating to: acquisition, integration and simplification of company structure costs relating to Europe, Taco Bell impairments and provision for store closure costs and capital costs incurred on digital menu boards totalling $7.9 million, to calculate the STI performance outcomes. Name Role(s) KPI summary Drew O'Malley (1) Managing Director & CEO EBITDA GES ESG (Board discretion) (4) Hans Miete CEO - CF Europe EBITDA GES Nigel Williams Group CFO EBITDA Dawn Linaker CPO GES ESG (Board discretion) (4) EBITDA GES ESG (Board discretion) (4) Helen Moore (2) COO – KFC Aust EBITDA David Timm (3) CMO GES ESG (Board discretion) (4) EBITDA (5) GES (5) FY22 Company level KPI Summary Award outcomes FY22 paid FY23 Average weighting Average GES/ ESG target EBITDA target % of target achieved Awarded Total STI award (EBITDA, GES & ESG) 70% 15% 15% 80% 20% 70% 15% 15% 70% 15% 15% 70% 15% 15% 80% 20% – $142,917,000 66.1% 0% – – – $17,083,000 70.5% – – $142,917,000 66.1% 0% – – – $142,917,000 66.1% 0% – – – $163,961,000 – – $7,955,000 65.5% 0% – 67.0% 110.8% 106.9% 50% 150.0% 150.0% 110.8% 106.9% 50% 110.8% 106.9% 50% 111.8% 100.2% 50% 150% $333,053 $68,880 $32,206 $248,695 $62,174 $231,223 $47,820 $22,359 $176,075 $36,414 $17,027 $165,417 $31,767 $15,860 $61,180 $10,197 $434,139 $310,869 $301,402 $229,516 $213,044 $71,377 – 150.0% (1) Appointed as Managing Director & CEO effective 29 June 2021. (2) Appointed as Chief Operating Officer – KFC Australia effective 25 June 2021. (3) Appointed as Chief Marketing Officer effective 1 January 2022. (4) The Board exercised a downward discretion to modify the percentage eligible for payment of a STI for FY22 associated with the ESG target to 50% of possible award. (5) Award paid relates to the achievement of targets for KFC Netherlands only. Targets related to Taco Bell were not met. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 1199 of 97 19 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED REMUNERATION REPORT (CONTINUED) Directors’ report Remuneration rEport For the purposes of the STI awarded in FY22, pre AASB 16 underlying EBITDA was adjusted for non-trading items relating to: the gain on sale of land, FX movements on dividend received, fair value gain on debt modification, Netherlands acquisition costs and KFC Europe provisions for restaurant closures, totalling $3.4 million, to calculate the STI performance outcomes. LONG TERM INCENTIVES During the 2021 financial year, grants under the long term incentive plan were made on 16 October 2020 with a performance period of FY21, FY22 and FY23 (FY21 Grant). The performance period for the FY21 Grant commenced on 4 May 2020 and ended on 30 April 2023 (Vesting Rights). Based upon the EPS growth achieved over the three year performance period (FY21 – FY23), no vesting was achieved for the FY21 Grants of performance rights with a performance period commencing 4 May 2022 and ending on 30 April 2023. In relation to the completion of the reporting period, previous grants of equity made under the LTI plan during FY22 on 14 September 2021 with a performance period of FY22, FY23 and FY24 (FY22 Grant), these will be eligible for vesting during FY25 after the completion of FY24. Name Role(s) Tranche Weighting Drew O’Malley Managing Director & CEO EPSG Nigel Williams Group CFO Dawn Linaker CPO EPSG EPSG 100% 100% 100% Number of eligible to vest in FY24 for FY23 completion % of max/ stretch/ grant vested 82,274 30,981 23,591 0% 0% 0% Number vested Grant date VWAP – – – $9.1645 $9.1645 $9.1645 $ Value of LTI that vested (as per grant date VWAP) – – – The tables below set out the annualised compound EPS growth and Relative TSR hurdles applicable to the FY22 Grants: Performance level Stretch/Maximum Between Target and Stretch Target Below Threshold and Target Threshold Below Threshold Annualised EPS growth (CAGR) % of max/ stretch/grant vesting 16.5% >11%, <16.5% 11% >5.5%, <11% 5.5% <5.5% 100% Pro-rata 50% Pro-rata 25% 0% Relative TSR of Collins Foods Limited Proportion of performance rights to vest At or above the 75th percentile 100% Between the 50th percentile and 75th percentile 3% for each 1% > 50%, < 75% At the 50th percentile Below the 50th percentile 25% 0% OTHER PERFORMANCE RIGHTS INFORMATION The table below outlines the expiry dates of performance rights issued. Performance rights, the vesting of which are subject to EPS growth over defined reporting periods ending in 2020 expire in July 2023. Additionally, performance rights, the vesting of which are subject to EPS growth and Relative TSR hurdles over reporting periods ending in 2022 and 2023 expire in July 2024 and 2025. Reporting period ended 30 April 2023 1 May 2022 2 May 2021 Expiry date 25 July 2025 24 July 2024 27 July 2023 Exercise price Nil Nil Nil There was one tranche of performance rights issued during the reporting period ended 30 April 2023. It should be noted that the fair value used for accounting purposes is not used to determine LTI allocations which adopt a volume weighted average price of the Company’s shares as described in the LTI summary above. The fair value at grant date for the EPS performance condition grants was determined using a discounted cash flow model incorporating the assumptions below: Assumption Tranche Fair value Share price at Grant Date Term (years) Dividend Yield Risk free interest rate Grant date 21 September 2022 15 $8.74 $9.34 3 2.31% 3.33% CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2200 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 20 REMUNERATION REPORT (CONTINUED) Directors’ report Remuneration rEport The fair value at grant date for the TSR performance condition grants was determined using a Monte-Carlo simulation model incorporating the assumptions below: Assumption Tranche Fair value Expiry date Share price at Grant date Expected dividend yield Risk free interest rate Grant date 21 September 2022 15 $5.39 25 July 2025 $9.34 2.31% 3.33% The following outlines the vesting scales that are applicable to the performance rights issued to executives during the current reported period and as part of remuneration for FY23: Performance Level Stretch/Maximum Between Target and Stretch Target Between Threshold and Target Threshold Below Threshold Annualised EPS growth (CAGR) % of max/ stretch/grant vesting 16.5% >11%, <16.5% 11% >5.5%, <11% 5.5% <5.5% 100% Pro-rata 50% Pro-rata 25% 0% Relative TSR of Collins Foods Limited Proportion of performance rights to vest At or above the 75th percentile 100% Between the 50th percentile and 75th percentile 3% for each 1% > 50%, < 75% At the 50th percentile Below the 50th percentile 25% 0% There were two tranches of performance rights issued during the reporting period ended 1 May 2022. The fair value at grant date for the EPS performance condition grants was determined using a discounted cash flow model incorporating the assumptions below: Assumption Tranche Fair value Share price at Grant date Term (years) Dividend yield Risk free interest rate 14 September 2021 1 January 2022 Grant date 14 $11.76 $12.45 3 1.85% 0.16% 14A $12.69 $13.37 2.33 1.72% 0.75% The fair value at grant date for the TSR performance condition grants was determined using a Monte-Carlo simulation model incorporating the assumptions below: Assumption Tranche Fair value Expiry date Share price at Grant date Expected dividend yield Risk free interest rate Grant date 14 September 2021 1 January 2022 14 $7.54 24 July 2024 $12.45 1.91% 0.11% 14A $8.62 24 July 2024 $13.37 1.91% 0.78% CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2211 of 97 21 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED REMUNERATION REPORT (CONTINUED) Employment terms for KMP Executives SERVICE AGREEMENTS Directors’ report Remuneration rEport A summary of contract terms in relation to KMP Executives is presented below: (1) Period of Notice Name Position Held at Close of FY22 Duration of Contract From Company From KMP (2) Termination Payments Drew O'Malley Managing Director & CEO Open ended 12 months 12 months Up to 12 months Hans Miete CEO - CF Europe Nigel Williams Group CFO Dawn Linaker CPO Helen Moore COO – KFC Australia David Timm CMO Open ended Open ended Open ended Open ended Open ended 6 months 6 months 6 months 6 months 3 months 3 months 6 months 6 months 6 months 3 months Up to 12 months Up to 12 months Up to 12 months Up to 12 months Up to 12 months (1) Provision is also made for the Group to be able to terminate these agreements on three months’ notice in certain circumstances of serious ill health or incapacity of the KMP Executive. (2) Under the Corporations Act, the Termination Benefit Limit is 12 months average Salary (last three years) unless shareholder approval is obtained. The treatment of incentives in the case of termination is addressed in separate sections of this report that give details of incentive design. All KMP Executives have a restraint of trade period of 12 months. On appointment to the Board, all Non-executive Directors enter into a service agreement with the Company in the form of a letter of appointment. The letter summarises the Board policies and terms, including compensation relevant to the office of the director. Non-executive Directors are not eligible to receive termination payments under the terms of the appointments. VESTING RIGHTS FOR THE OUTGOING GROUP CFO AND OTHER PAYMENTS Performance rights On 24 March 2023, a change to the Group CFO was announced by the Company. In consideration of the outgoing Group CFO, Nigel Williams remaining with the Company until 14 July 2023 to support the Company with the release of its full year results and to facilitate a transition of his responsibilities, the Board considers him to be a ‘good leaver’. Accordingly, the Board has determined that Nigel Williams’ participation in the LTIP will continue after 14 July 2023 on a pro rata basis for unvested performance rights he was previously granted. Those performance rights are: • 30,981 performance rights granted in FY21 for the performance period of FY21, FY22 and FY23. The threshold performance level for these rights was not achieved over the performance period and the rights have expired; • 41,102 performance rights granted in FY22 for the performance period of FY22, FY23 and FY24. These rights are eligible for vesting in FY25 and Nigel will retain 66.66%, or 27,398 performance rights (vesting above); • 50,982 performance rights granted in FY23 for the performance period of FY23, FY24 and FY25. These rights are eligible for vesting in FY26 and Nigel will retain 33.33%, or 16,992 performance rights. There is no acceleration of the rights granted in FY21 as the performance was not achieved. For the rights granted in FY22 and FY23, those retained rights have been accelerated and expensed in the current year which is then offset by the reversal of previously recognised forfeited rights. That is, in line with the position for all other holders of the above performance rights, vesting would not occur until the performance period had been completed, and only if vesting rights have been triggered. The Board also considered that in line with all other performance rights holders, a voluntary lock would not be applied to any shares issued if any performance rights were to vest in the future. Other payments As announced on 24 March 2023, the Group CFO, Nigel Williams, will be stepping down from his role. The Board has agreed that the following payments will also be paid to the Group CFO: Name Role Nigel Williams Group CFO Year 2023 (1) Total disclosed includes amounts disclosed in the Statutory KMP executive remuneration table of $175,381. (2) Includes other benefits: health insurance payments and outplacement consultancy costs. Termination benefits (1)(2) $526,143 The above amounts have been accrued for in the current year based on the proportion of the remaining service provided. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2222 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 22 Directors’ report Remuneration rEport REMUNERATION REPORT (CONTINUED) Non-executive Director fee rates and fee limit NON-EXECTIVE DIRECTOR REMUNERATION The remuneration for Non-executive Directors is set taking into consideration factors including: • the level of fees paid to Board members of other publicly listed Australian companies of similar size; • operational and regulatory complexity; and • the accountabilities and workload requirements of each Board member. Non-executive Directors’ remuneration comprises the following components: • board and committee fees; and • superannuation (compulsory contributions). Board fees are structured by having regard to the accountabilities of each role fulfilled by a Director within the Board. The Company’s constitution allows for additional payments to be made to Directors where extra or special services are provided. Non-executive Director fees are managed within the current annual fees limit of $1,200,000 which was approved by shareholders at the 2019 Annual General Meeting. The following table outlines the Non-executive Director fee rates that were applicable during the reported period: Function Main Board Role Fee including super from 2 May 2022 Chair (inclusive of committee memberships) Member Audit and Risk Committee Committee Chair Remuneration and Nomination Committee Committee Chair Committee Members Committee Members $320,000 $127,400 $30,000 $14,500 $30,000 $12,500 Remuneration received by Non-executive Directors in FY23 and FY22 is disclosed below: Name Role Robert Kaye, SC Independent, Non-executive Chair Independent, Non-executive Chair Nicki Anderson (1) Independent, Non-executive Director Mark Hawthorne (2) Independent, Non-executive Director Independent, Non-executive Director Independent, Non-executive Director Christine Holman (3) Independent, Non-executive Director Independent, Non-executive Director Newman Manion (4) Non-executive Director Non-executive Director Bronwyn Morris AM (5) Independent, Non-executive Director Independent, Non-executive Director Kevin Perkins Non-executive Director Non-executive Director Russell Tate Independent, Non-executive Director Independent, Non-executive Director Year 2023 2022 2023 2022 2023 2022 2023 2022 2023 2022 2023 2022 2023 2022 2023 2022 Board and Committee Fees Super- annuation Other benefits Termination benefits Total $294,973 $296,720 $40,844 – $139,770 $49,744 $150,435 $140,462 – $45,987 $56,870 $167,632 $139,770 $140,462 $171,900 $171,900 $25,027 $23,280 $4,289 – $14,630 $4,974 $15,688 $13,938 – $4,490 $2,884 $2,268 $14,630 $13,938 – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – $320,000 $320,000 $45,133 – $154,400 $54,718 $166,123 $154,400 – $50,477 $59,754 $169,900 $154,400 $154,400 $171,900 $171,900 (1) Appointed as Independent Non-executive Director effective 13 January 2023. (2) Appointed as Independent Non-executive Director effective 23 December 2021. (3) Transitioned to Chair of the Audit and Risk Committee effective 12 July 2022. (4) Retired as Non-executive Director effective 27 August 2021. (5) Retired as Independent Non-executive Director effective 2 September 2022. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2233 of 97 23 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED REMUNERATION REPORT (CONTINUED) Changes in KMP held equity Directors’ report Remuneration rEport The following table outlines the changes in the amount of equity held by KMP Executives over the reporting period: Name Security Number held at open 2023 Granted as compensation Performance Rights forfeited Drew O'Malley Shares Performance Rights Hans Miete Shares Performance Rights Nigel Williams Shares Performance Rights Dawn Linaker Shares Performance Rights Helen Moore Shares Performance Rights David Timm Shares Performance Rights 40,000 186,911 – 28,808 39,401 102,715 28,459 76,698 416 27,069 – 8,908 TOTAL 539,385 – 95,810 – 34,097 – 50,982 – 38,822 – 42,325 – 32,508 294,544 – (16,266) – – – (16,266) – (11,581) – – – – (44,113) Received on exercise of Performance Rights 14,366 (14,366) – – 14,366 (14,366) 10,227 (10,227) – – – – – Acquisition/ (Disposal) Number held at close 2023 19,782 – 11,000 – 4,123 – 24,543 – – – – – 59,448 74,148 252,089 11,000 62,905 57,890 123,065 63,229 93,712 416 69,394 – 41,416 849,264 The following table outlines the changes in the amount of equity held directly or indirectly by Non-executive Directors over the reporting period: Name Security Number held at open 2023 Additions Disposals Other Number held at close 2023 Robert Kaye, SC Nicki Anderson (1) Mark Hawthorne Christine Holman Shares Shares Shares Shares Bronwyn Morris AM (2) Shares Kevin Perkins Russell Tate Shares Shares TOTAL 55,813 – 3,000 17,000 19,456 7,221,484 21,820 7,338,573 12,090 – 15,000 4,598 289 20,000 – 51,977 – – – – – – – – – – – – (19,745) – – (19,745) 67,903 – 18,000 21,598 – 7,241,484 21,820 7,370,805 (1) Appointed as Independent Non-executive Director effective 13 January 2023. (2) Retired as Independent Non-executive Director effective 2 September 2022. The number disclosed under Other represents number of shares held at retirement date. The maximum value of performance rights yet to vest has been determined as the amount of the grant date fair value of the performance rights that is yet to be expensed: 2023 Equity Grants Name Role(s) FY in which Rights may vest Maximum value yet to vest ($) Drew O'Malley Managing Director & CEO Hans Miete (1) CEO - CF Europe Nigel Williams Group CFO Dawn Linaker CPO Helen Moore (2) COO – KFC Australia David Timms (3) CMO (1) Appointed as CFO – Europe effective 5 October 2020. (2) Appointed as Chief Operating Officer – KFC Australia effective 25 June 2021. (3) Appointed as Chief Marketing Officer effective 1 January 2022. 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 – 93,001 277,523 – 36,204 98,766 – 51,653 147,675 – 39,333 112,452 – 34,017 122,598 – 16,845 94,162 CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2244 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 24 REMUNERATION REPORT (CONTINUED) Group Securities Trading Policy Directors’ report Remuneration rEport The Group Securities Trading Policy is available on the Company’s website. It contains the standard references to insider trading restrictions that are a legal requirement under the Corporations Act, as well as conditions associated with good corporate governance. The Group Securities Trading Policy follows the recommendations set out in ASX Guidance Note 27, ‘Trading Policies’. The policy specifies ‘trading windows’ during which Directors and restricted employees of the Company may trade in the securities of the Company. It requires Directors and restricted employees to obtain prior written clearance for any trading in the Company’s securities and prohibits trading at all other times unless an exception is granted following an assessment of the circumstances (for example financial hardship). Trading windows remain open for 30 days. The first day of the trading window is the trading day after each of the following events: • announcement to ASX of the Company’s full or half-year results; • Annual General Meeting; or • release of a disclosure document offering equity securities in the Company. The Board may suspend all dealings in the Company’s securities at any time, should it be appropriate. Securities Holding Policy The Board currently sees a Securities Holding Policy as unnecessary since executives receive a significant component of remuneration in the form of equity. All of the Directors hold equity in the Company voluntarily. The Company’s constitution states that Directors are not required to be a shareholder in order to be appointed as a director. The Board continues to encourage executives to hold vested LTIs post vesting, to support ongoing alignment. Remuneration Consultant Engagement policy The Company has adopted a Remuneration Consultant (RC) Engagement Policy which is intended to manage the interactions between the Company and RCs. This is to support the independence of the RNC and provide clarity regarding the extent of any interactions between management and the RC. This policy enables the Board to state with confidence whether the advice received has been independent, and why that view is held. The Policy states that RCs are to be approved and engaged by the Board before any advice is received, and that such advice may only be provided to an independent Non-executive Director. Any interactions between management and the RC must be approved and overseen by the RNC. Other remuneration related matters There were no loans to Directors or other KMP at any time during the reporting period, and no relevant material transactions involving KMP other than compensation and transactions concerning shares and performance rights as discussed in this report. Most recent AGM – Remuneration Report comments and voting At the most recent AGM in 2022: 99.12% of votes cast at the meeting in favour of the adoption of the Remuneration Report. External remuneration consultant advice From time to time, the Board engages the services of external remuneration consultants. During the reporting period, the Board did not engage an external remuneration consultant to provide KMP remuneration recommendations and advice. To ensure that KMP remuneration recommendations are free from undue influence from the KMP to whom they relate, the Company has established policies and procedures governing engagements with external remuneration consultants. The key aspects include: • as legally required, KMP remuneration recommendations may only be received from consultants who have been approved by the Board. Before such approval is given and before each engagement the Board ensures that the consultant is independent of KMP. • as required by law, KMP remuneration recommendations are only received by non-executive directors, mainly, the Chair of the RNC. • the policy seeks to ensure that the Board controls any engagement by management of Board approved remuneration consultants to provide advice other than KMP remuneration recommendations and any interactions between management and external remuneration consultants when undertaking work leading to KMP remuneration recommendations. The Board is satisfied that the above policies ensure any KMP remuneration recommendations are received free from undue influence from KMP to whom the recommendations related. The Board remains closely involved in all dealings with the external remuneration consultants and each KMP remuneration recommendation received during a reporting period would be accompanied by a legal declaration from the consultant to the effect that their advice was provided free from undue influence from the KMP to whom the recommendations related. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2255 of 97 25 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Directors’ report DIRECTORS' REPORT (CONTINUED) Indemnification and insurance of officers The Company’s Constitution provides that it must in the case of a person who is or has been a Director or Secretary of the Group and may in the case of an officer of the Company, indemnify them against liabilities incurred (whilst acting as such officers) and the legal costs of that person to the extent permitted by law. During the period, the Company has entered into a Deed of Indemnity, Insurance and Access with each of the Company’s Directors, executives and Company Secretary. No Director or officer of the Company has received benefits under an indemnity from the Company during or since the end of the period. The Company has paid a premium for insurance for officers of the Group. The cover provided by the insurance contract is customary for this type of insurance policy. Details of the nature of the liabilities covered or the amount of the premium paid in respect of this insurance contract are not disclosed as such disclosure is prohibited under the insurance contract. Proceedings on behalf of the Company No proceedings have been brought or intervened in on behalf of the Company with leave of the Court under section 237 of the Corporations Act 2001. Non-audit services During the period, the Company’s Auditor (PricewaterhouseCoopers) performed other services in addition to its audit responsibilities. Whilst their main role is to provide audit services to the Company, the Company does employ their specialist advice where appropriate. The Board of Directors has considered the position and, in accordance with advice received from the Audit and Risk Committee (ARC), is satisfied that the provision of the non-audit services is compatible with the general standard of independence for auditors imposed by the Corporations Act 2001. The Directors are satisfied that the provision of non-audit services by the auditor, as set out below, did not compromise the auditor independence requirements of the Corporations Act 2001 for the following reasons: • all non-audit services have been reviewed by the ARC to ensure they do not impact the impartiality and objectivity of the auditor; and • none of the services undermine the general principles relating to auditor independence, including not reviewing or auditing the auditor’s own work, not acting in a management or a decision making capacity for the Company, not acting as advocate for the Company, or not jointly sharing economic risk or rewards. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2266 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 26 Directors’ report Directors’ report DIRECTORS' REPORT (CONTINUED) During the period the following fees were paid or payable for non-audit services provided by the auditor of the parent entity, its related practices and non-related audit firms: Auditor’s Independence Declaration 2023 Whole dollars $ 2022 Whole dollars $ on page 29. ROUNDING OF AMOUNTS A copy of the Auditor’s Independence Declaration as required under section 307C of the Corporations Act 2001 is set out The Company is of a kind referred to in ASIC Corporations (Rounding in Financial/Directors’ Reports) Instrument 2016/191, issued by the Australian Securities and Investments Commission, relating to the “rounding off” of amounts in the Directors’ Report. Amounts in the Directors’ Report have been rounded off in accordance with that Instrument to the nearest thousand dollars, or in certain cases, to the nearest dollar. AUDITOR accordance with a resolution of Directors. PricewaterhouseCoopers continues in office in accordance with section 327 of the Corporations Act 2001. This report is made in Robert Kaye SC Chair Brisbane 27 June 2023 AUDIT AND OTHER ASSURANCE SERVICES AUDIT SERVICES: PricewaterhouseCoopers Australian firm: Audit and review of financial reports and other audit work under the Corporations Act 2001 Audit and review of financial reports and other audit work for foreign subsidiary Network firm of PricewaterhouseCoopers Australia: Audit and review of financial reports and other audit work for foreign subsidiary OTHER ASSURANCE SERVICES: PricewaterhouseCoopers Australian firm: Restaurant sales certificates Agreed upon procedures for covenant calculations ESG assurance Network firm of PricewaterhouseCoopers Australia: Taxation advice Total remuneration for audit and other assurance services TAXATION SERVICES PricewaterhouseCoopers Australian firm: Tax compliance services, including review of tax returns and allowance claims Network firm of PricewaterhouseCoopers Australia: Tax compliance services, including review of company tax returns Total remuneration for taxation services OTHER SERVICES PricewaterhouseCoopers Australian firm: Acquisition related due diligence Total remuneration for other services 616,311 48,073 517,928 1,182,312 5,400 8,100 35,000 – 48,500 1,230,812 – – – – – 401,370 45,402 349,618 796,390 25,096 7,650 70,890 10,457 114,093 910,483 46,560 5,011 51,571 120,000 120,000 TOTAL REMUNERATION FOR SERVICES 1,230,812 1,082,054 It is the Group’s policy to employ PricewaterhouseCoopers on assignments additional to their statutory audit duties where PricewaterhouseCoopers’ expertise and experience with the Group are important. These assignments are principally tax advice, due diligence reporting on acquisitions and capital raisings, or where PricewaterhouseCoopers is awarded assignments on a competitive basis. It is the Company’s policy to seek competitive tenders for all major consulting projects. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2277 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 28 of 97 27 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Directors’ report DIRECTORS' REPORT (CONTINUED) Auditor’s Independence Declaration A copy of the Auditor’s Independence Declaration as required under section 307C of the Corporations Act 2001 is set out on page 29. ROUNDING OF AMOUNTS The Company is of a kind referred to in ASIC Corporations (Rounding in Financial/Directors’ Reports) Instrument 2016/191, issued by the Australian Securities and Investments Commission, relating to the “rounding off” of amounts in the Directors’ Report. Amounts in the Directors’ Report have been rounded off in accordance with that Instrument to the nearest thousand dollars, or in certain cases, to the nearest dollar. AUDITOR PricewaterhouseCoopers continues in office in accordance with section 327 of the Corporations Act 2001. This report is made in accordance with a resolution of Directors. Robert Kaye SC Chair Brisbane 27 June 2023 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 28 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 28 (a) (a) (b) Auditor’s Independence Declaration no contraventions of any applicable code of professional conduct in relation to the audit. This declaration is in respect of Collins Foods Limited and the entities it controlled during the period. no contraventions of the auditor independence requirements of the Corporations Act 2001 in relation to the audit; and no contraventions of the auditor independence requirements of the Corporations Act 2001 in relation to the audit; and As lead auditor for the audit of Collins Foods Limited for the period 2 May 2022 to 30 April 2023, I declare that to the best of my knowledge and belief, there have been: AUDITOR’S INDEPENDENCE DECLARATION AUDITOR’S INDEPENDENCE DECLARATION CONSOLIDATED INCOME STATEMENT For the reporting period ended 30 April 2023 Auditor’s Independence Declaration As lead auditor for the audit of Collins Foods Limited for the period 2 May 2022 to 30 April 2023, I declare that to the best of my knowledge and belief, there have been: (b) no contraventions of any applicable code of professional conduct in relation to the audit. This declaration is in respect of Collins Foods Limited and the entities it controlled during the period. Share of net loss of associates and joint ventures accounted for using the equity Profit from continuing operations before income tax 14,668 79,603 Michael Crowe Partner PricewaterhouseCoopers Michael Crowe Partner PricewaterhouseCoopers Brisbane 27 June 2023 Income tax expense Profit from continuing operations G12 (3,390) 11,278 (25,526) 54,077 Profit from discontinued operation (attributable to equity holders of the F1 1,468 722 Net profit attributable to members of Collins Foods Limited 12,746 54,799 (1) Comparative figures have been restated to present the impacts of the current period discontinued operations (as outlined in Note F1) Company) Brisbane 27 June 2023 PricewaterhouseCoopers, ABN 52 780 433 757 480 Queen Street, BRISBANE QLD 4000, GPO Box 150, BRISBANE QLD 4001 T: +61 7 3257 5000, F: +61 7 3257 5999, www.pwc.com.au Liability limited by a scheme approved under Professional Standards Legislation. Revenue Cost of sales Gross profit Selling, marketing and royalty expenses Occupancy expenses Restaurant related expenses Administrative expenses Other expenses Other income Other gains/(losses) – net income tax (EBIT) Finance income Finance costs method Profit from continuing operations before finance income, finance costs and Notes A3 G2 A4 A4 E1 2023 $000 1,348,614 (672,345) 676,269 (297,738) (126,282) (112,982) (78,131) (18,884) 5,878 (1,050) 1,022 (5) (1) 2022 $000 1,181,699 (562,358) 619,341 (256,607) (79,523) (93,291) (69,967) (15,099) 1,588 3,373 – (5) 47,080 109,815 (33,429) (30,207) Notes G3 G3 G3 G3 G3 G3 Notes 2023 cents per share 2022 cents per share 9.62 1.25 9.57 1.25 46.34 0.62 46.13 0.62 2023 Shares 2022 Shares 117,177,086 116,696,110 117,904,019 117,223,628 Basic earnings per share from continuing operations (cents) Basic earnings per share from discontinued operations (cents) Diluted earnings per share from continuing operations (cents) Diluted earnings per share from discontinued operations (cents) Weighted average basic ordinary shares outstanding Weighted average diluted ordinary shares outstanding The above Consolidated Income Statement should be read in conjunction with the accompanying Notes. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3300 of 97 CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 29 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED PricewaterhouseCoopers, ABN 52 780 433 757 480 Queen Street, BRISBANE QLD 4000, GPO Box 150, BRISBANE QLD 4001 T: +61 7 3257 5000, F: +61 7 3257 5999, www.pwc.com.au Page 2299 of 97 Liability limited by a scheme approved under Professional Standards Legislation. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 2299 of 97 CONSOLIDATED INCOME STATEMENT For the reporting period ended 30 April 2023 Revenue Cost of sales Gross profit Selling, marketing and royalty expenses Occupancy expenses Restaurant related expenses Administrative expenses Other expenses Other income Other gains/(losses) – net Profit from continuing operations before finance income, finance costs and income tax (EBIT) Finance income Finance costs Share of net loss of associates and joint ventures accounted for using the equity method Notes A3 G2 A4 A4 E1 2023 $000 1,348,614 (672,345) 676,269 (297,738) (126,282) (112,982) (78,131) (18,884) 5,878 (1,050) (1) 2022 $000 1,181,699 (562,358) 619,341 (256,607) (79,523) (93,291) (69,967) (15,099) 1,588 3,373 47,080 109,815 1,022 – (33,429) (30,207) (5) (5) Profit from continuing operations before income tax 14,668 79,603 Income tax expense Profit from continuing operations G12 (3,390) 11,278 (25,526) 54,077 Profit from discontinued operation (attributable to equity holders of the Company) F1 1,468 722 Net profit attributable to members of Collins Foods Limited 12,746 54,799 (1) Comparative figures have been restated to present the impacts of the current period discontinued operations (as outlined in Note F1) Basic earnings per share from continuing operations (cents) Basic earnings per share from discontinued operations (cents) Diluted earnings per share from continuing operations (cents) Diluted earnings per share from discontinued operations (cents) Weighted average basic ordinary shares outstanding Weighted average diluted ordinary shares outstanding Notes G3 G3 G3 G3 Notes G3 G3 2023 cents per share 2022 cents per share 9.62 1.25 9.57 1.25 46.34 0.62 46.13 0.62 2023 Shares 2022 Shares 117,177,086 116,696,110 117,904,019 117,223,628 The above Consolidated Income Statement should be read in conjunction with the accompanying Notes. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3300 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 30 CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME For the reporting period ended 30 April 2023 CONSOLIDATED BALANCE SHEET As at 30 April 2023 Net profit attributable to members of Collins Foods Limited items that may be reclassified to profit or loss Other comprehensive income/(expense): Exchange differences on translation of foreign operations Exchange differences on translation of discontinued operations Cash flow hedges Income tax relating to components of other comprehensive income Other comprehensive income/(expense) for the period, net of tax Notes G11 G11 G11 G12 2023 $000 12,746 2,172 971 1,474 (442) 4,175 2022 $000 54,799 (511) – 5,760 (1,728) 3,521 Total comprehensive income for the reporting period 16,921 58,320 Total comprehensive income for the period is attributable to: Owners of the parent 16,921 58,320 The above Consolidated Statement of Comprehensive Income should be read in conjunction with the accompanying Notes. Investments accounted for using the equity method Derivative financial instruments C3 1,779 1,240,067 1,370,372 1,169,117 1,282,971 Liabilities directly associated with assets classified as held for sale 179,158 166,489 Notes 2023 $000 2022 $000 B1 G4 C3 F1 G5 G6 G8 G12 G9 G8 G10 F1 B3 G8 G12 G10 D3 G11 80,236 20,099 8,320 3,367 3,562 2,479 12,242 130,305 224,520 492,292 465,818 55,658 – – 116,515 44,639 2,013 13,959 2,032 291,857 506,872 123 7,864 806,716 985,874 384,498 297,372 18,741 68,385 384,498 97,217 4,200 7,930 662 3,845 – – 113,854 216,099 475,292 432,468 39,825 2,397 2,784 252 116,473 37,766 5,514 6,736 – 270,994 439,623 5,148 7,190 722,955 889,444 393,527 291,394 14,871 87,262 393,527 ASSETS Current assets: Receivables Inventories Cash and cash equivalents Derivative financial instruments Assets classified as held for sale Property, plant and equipment Current tax assets Other assets Total current assets Non-current assets: Intangible assets Right-of-use assets Deferred tax assets Other assets Total non-current assets Total assets LIABILITIES Current liabilities: Trade and other payables Lease liabilities Current tax liabilities Provisions Total current liabilities Non-current liabilities: Borrowings Lease liabilities Deferred tax liabilities Provisions Total non-current liabilities Total liabilities NET ASSETS EQUITY Contributed equity Reserves Retained earnings TOTAL EQUITY CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3311 of 97 CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3322 of 97 31 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED The above Consolidated Balance Sheet should be read in conjunction with the accompanying Notes. CONSOLIDATED BALANCE SHEET As at 30 April 2023 ASSETS Current assets: Cash and cash equivalents Receivables Inventories Derivative financial instruments Current tax assets Other assets Assets classified as held for sale Total current assets Non-current assets: Property, plant and equipment Intangible assets Right-of-use assets Deferred tax assets Investments accounted for using the equity method Derivative financial instruments Other assets Total non-current assets Total assets LIABILITIES Current liabilities: Trade and other payables Lease liabilities Current tax liabilities Provisions Liabilities directly associated with assets classified as held for sale Total current liabilities Non-current liabilities: Borrowings Lease liabilities Deferred tax liabilities Provisions Total non-current liabilities Total liabilities NET ASSETS EQUITY Contributed equity Reserves Retained earnings TOTAL EQUITY Notes 2023 $000 2022 $000 B1 G4 C3 F1 G5 G6 G8 G12 C3 G9 G8 G10 F1 B3 G8 G12 G10 D3 G11 80,236 20,099 8,320 3,367 3,562 2,479 12,242 130,305 224,520 492,292 465,818 55,658 – 1,779 – 97,217 4,200 7,930 662 – 3,845 – 113,854 216,099 475,292 432,468 39,825 2,397 2,784 252 1,240,067 1,370,372 1,169,117 1,282,971 116,515 44,639 2,013 13,959 2,032 116,473 37,766 5,514 6,736 – 179,158 166,489 291,857 506,872 123 7,864 806,716 985,874 384,498 297,372 18,741 68,385 384,498 270,994 439,623 5,148 7,190 722,955 889,444 393,527 291,394 14,871 87,262 393,527 The above Consolidated Balance Sheet should be read in conjunction with the accompanying Notes. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3322 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 32 CONSOLIDATED STATEMENT OF CASH FLOWS For the reporting period ended 30 April 2023 Cash flows from operating activities Receipts from customers (inclusive of GST and VAT) Payments to suppliers and employees (inclusive of GST and VAT) Goods and services taxes (GST) and Value added taxes (VAT) paid Interest received Interest and other borrowing costs paid Interest paid on leases Income tax paid Net operating cash flows Cash flows from investing activities Payment for acquisition of subsidiary, net of cash acquired Deposit for acquisition of subsidiary Payments for property, plant and equipment Proceeds from sale of property, plant and equipment Payments for intangible assets Net investing cash flows Cash flows from financing activities Refinance fees paid Proceeds from borrowings - bank loan facilities Repayment of borrowings and other obligations Payments for lease principal Dividends paid Net financing cash flows Net decrease in cash and cash equivalents Cash and cash equivalents at the beginning of the reporting period Effects of exchange rate changes on cash and cash equivalents Cash and cash equivalents at end of reporting period Notes (1) 2023 $000 (1) 2022 $000 1,474,617 1,313,864 (1,201,214) (1,042,196) (65,177) (59,236) B1 B1 B1 A2 B1 B1 B1 B1 B1 B1 910 (7,272) (25,376) (30,272) 146,216 (4,601) (13,316) (65,766) – (9,860) (93,543) – 28,296 (25,000) (39,863) (29,377) (65,944) (13,271) 97,217 (3,710) 80,236 – (6,647) (22,679) (26,772) 156,334 (28,339) – (67,844) 4,246 (5,372) (97,309) (1,472) 32,581 (28,000) (36,465) (28,591) (61,947) (2,922) 95,717 4,422 97,217 (1) Cash flows from the discontinued Sizzler Asia business are included above – refer to Note F for breakdown of separate cash flows relating to the discontinued operation. The above Consolidated Statement of Cash Flows should be read in conjunction with the accompanying Notes. CONSOLIDATED STATEMENT OF CHANGES IN EQUITY For the reporting period ended 30 April 2023 Notes Contributed Reserves 2023 Balance as at 1 May 2022 Profit for the reporting period Other comprehensive income Total comprehensive income for the reporting period Transactions with owners in their capacity as owners: Contributions of equity, net of transaction costs Share based payments Issue of shares as consideration for acquisition Dividends provided for or paid Performance rights vested End of the reporting period 2022 Balance as at 2 May 2021 Profit for the reporting period Other comprehensive income Total comprehensive income for the reporting period Transactions with owners in their capacity as owners: Share based payments Dividends provided for or paid Performance rights vested End of the reporting period equity $000 291,394 2,246 3,000 732 297,372 $000 290,788 – – – – – – – – – – 606 291,394 Retained earnings $000 87,262 12,746 12,746 – – – – – – – – $000 61,054 54,799 54,799 $000 14,871 – 4,175 4,175 427 – – – (732) 18,741 $000 10,756 – 3,521 3,521 1,200 (606) 14,871 Total equity $000 393,527 12,746 4,175 16,921 2,246 427 3,000 – $000 362,598 54,799 3,521 58,320 1,200 – – (28,591) (28,591) 87,262 393,527 (31,623) (31,623) 68,385 384,498 D3 G11 A2 B4 G11 G11 B4 G11 The above Consolidated Statement of Changes in Equity should be read in conjunction with the accompanying Notes. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3333 of 97 CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3344 of 97 33 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED CONSOLIDATED STATEMENT OF CHANGES IN EQUITY For the reporting period ended 30 April 2023 Notes Contributed equity Reserves Retained earnings 2023 Balance as at 1 May 2022 Profit for the reporting period Other comprehensive income Total comprehensive income for the reporting period Transactions with owners in their capacity as owners: Contributions of equity, net of transaction costs Share based payments Issue of shares as consideration for acquisition Dividends provided for or paid Performance rights vested End of the reporting period 2022 Balance as at 2 May 2021 Profit for the reporting period Other comprehensive income Total comprehensive income for the reporting period Transactions with owners in their capacity as owners: Share based payments Dividends provided for or paid Performance rights vested End of the reporting period D3 G11 A2 B4 G11 G11 B4 G11 $000 291,394 – – – 2,246 – 3,000 – 732 297,372 $000 290,788 – – – – – Total equity $000 393,527 12,746 4,175 16,921 $000 87,262 12,746 – 12,746 – – – 2,246 427 3,000 (31,623) (31,623) – – 68,385 384,498 $000 61,054 54,799 – 54,799 $000 362,598 54,799 3,521 58,320 $000 14,871 – 4,175 4,175 – 427 – – (732) 18,741 $000 10,756 – 3,521 3,521 1,200 – 1,200 – (28,591) (28,591) 606 291,394 (606) 14,871 – – 87,262 393,527 The above Consolidated Statement of Changes in Equity should be read in conjunction with the accompanying Notes. CCoolllliinnss FFooooddss LLiimmiitteedd AACCNN 115511 442200 778811 | Financial Report - for the reporting period ended 30 April 2023 Page 3344 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 34 NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS A: FINANCIAL OVERVIEW This section provides information that is most relevant to explaining the Group’s performance during the reporting period, and where relevant, the accounting policies that have been applied and significant estimates and judgements made. A1: Segment information continued LOCATION OF REVENUE AND NON-CURRENT ASSETS A1: Segment information A2: Business combinations A3: Revenue A4: Material profit or loss items from continuing operations A1: Segment information Operating segments are reported in a manner consistent with the internal reporting provided to the chief operating decision maker. The chief operating decision maker, who is responsible for allocating resources and assessing the performance of the operating segments, has been identified as the Managing Director & CEO. DESCRIPTION OF SEGMENTS Management has determined the operating segments based on the reports reviewed by the Managing Director & CEO that are used to make strategic decisions. Three reportable segments have been identified: KFC Restaurants Australia, KFC Restaurants Europe and Taco Bell Restaurants, all competing in the quick service restaurant market. Other includes Shared Services which performs a number of administrative and management functions for the Group’s restaurants, as well as the operating segment of Sizzler Asia Restaurants. This segment is not separately reportable due to its relative size in both the current and prior reporting periods. SEGMENT INFORMATION PROVIDED TO THE MANAGING DIRECTOR & CEO The following is an analysis of the revenue and results by reportable operating segment for the periods under review: Underlying EBITDA 2023 Total segment revenue Underlying EBITDA (2) Depreciation and amortisation (3) Impairment (4) Finance costs - net Income tax expense 2022 Total segment revenue Underlying EBITDA (2) Depreciation and amortisation (3) Impairment (4) Finance costs - net Income tax expense KFC Australia restaurants KFC Europe restaurants $000 $000 1,051,272 248,676 201,623 65,567 – 19,944 – $000 955,508 206,867 63,510 – 18,242 – 32,819 23,650 4,592 5,481 – $000 190,439 27,577 19,998 – 4,110 – Taco Bell restaurants (1) Other Total $000 48,666 (1,546) 5,098 49,054 1,502 – $000 35,752 (421) 5,208 3,163 925 – $000 4,113 $000 1,352,727 (24,858) 208,038 3,839 – 5,480 3,899 $000 2,822 98,154 53,646 32,407 3,899 $000 1,184,521 (24,807) 209,216 4,379 – 6,930 25,890 93,095 3,163 30,207 25,890 (1) Other includes Shared Services and Sizzler Asia restaurants. The Sizzler Asia business has been classified as held for sale at 30 April 2023, however has been included in the Segment information as the operating results were reviewed by the Managing Director & CEO for the financial period to 30 April 2023 (Note F). (2) Refer below for a description and reconciliation of Underlying EBITDA. (3) Refer below for a reconciliation of total depreciation and amortisation, and impairment of the Group. Refer to Note G7 for information on impairment per asset class, per segment for the reporting period. (4) Refer to Note G7 for information on impairment per asset class, per segment for the reporting period. The prior year comparatives have been restated to separate impairment from depreciation and amortisation. Notes to the Consolidated Financial Statements Non-current assets (property, plant and equipment, intangibles, and 900,836 right-of-use assets) Non-current assets (property, plant and equipment, intangibles, and right-of-use assets) (1) The Sizzler Asia business has been classified as held for sale at 30 April 2023, however has been included in the Segment information as the operating results were reviewed by the Managing Director & CEO for the financial period to 30 April 2023. Refer to Note F. All non-current assets are classified as current assets at 30 April Australia Europe (1) Asia $000 $000 $000 Total $000 1,099,938 248,676 281,794 4,113 1,352,727 – 1,182,630 $000 $000 $000 $000 991,260 878,834 190,439 234,960 2,822 1,184,521 10,065 1,123,859 2023 Revenue 2022 Revenue 2023. OTHER SEGMENT INFORMATION Segment revenue There are no sales between segments. The revenue from external parties reported to the Board is measured in a manner consistent with that in the Consolidated Income Statement. Revenue from external customers is derived from the sale of food in KFC and Taco Bell restaurants, franchise fees and royalties from Sizzler Asia restaurants and service fees relating to the CFA in Europe. The Board assesses the performance of the operating segments based on a measure of Underlying EBITDA. This measurement basis excludes the effects of costs associated with acquisitions (refer to Note A2). It also excludes impairment of property, plant, equipment, franchise rights, brand assets, goodwill and leases to the extent they are isolated non-recurring events plus any other non-recurring items. Net finance costs (including the impact of derivative financial instruments) are not allocated to segments as this type of activity is driven by the central treasury function, which manages the cash position of the Group. A reconciliation of Underlying EBITDA to profit/(loss) from operations before income tax is provided as follows: Underlying EBITDA Finance costs Depreciation Amortisation Acquisition and operational integration costs expensed Impairment of property, plant and equipment Impairment of intangible assets Impairment of right-of-use assets Fair value gain on debt modification Provision for store closure and onerous contracts Gain on sale and leaseback Other non-trading items Profit before income tax from operations Share of net profit of joint venture accounted for using the equity method 2023 $000 208,038 (32,407) (3,495) (94,062) (4,092) (21,534) (1,060) (31,052) (5) – – (2,393) (1,293) 16,645 2022 $000 209,216 (30,207) (2,932) (88,531) (4,564) (1,523) (31) (1,609) (5) (945) – 1,243 577 80,689 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 35 of 97 35 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 36 of 97 Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) A1: Segment information continued LOCATION OF REVENUE AND NON-CURRENT ASSETS 2023 Revenue Non-current assets (property, plant and equipment, intangibles, and right-of-use assets) 2022 Revenue Non-current assets (property, plant and equipment, intangibles, and right-of-use assets) Australia Europe (1) Asia $000 $000 $000 Total $000 1,099,938 900,836 248,676 281,794 4,113 1,352,727 – 1,182,630 $000 $000 $000 $000 991,260 878,834 190,439 234,960 2,822 1,184,521 10,065 1,123,859 (1) The Sizzler Asia business has been classified as held for sale at 30 April 2023, however has been included in the Segment information as the operating results were reviewed by the Managing Director & CEO for the financial period to 30 April 2023. Refer to Note F. All non-current assets are classified as current assets at 30 April 2023. OTHER SEGMENT INFORMATION Segment revenue There are no sales between segments. The revenue from external parties reported to the Board is measured in a manner consistent with that in the Consolidated Income Statement. Revenue from external customers is derived from the sale of food in KFC and Taco Bell restaurants, franchise fees and royalties from Sizzler Asia restaurants and service fees relating to the CFA in Europe. Underlying EBITDA The Board assesses the performance of the operating segments based on a measure of Underlying EBITDA. This measurement basis excludes the effects of costs associated with acquisitions (refer to Note A2). It also excludes impairment of property, plant, equipment, franchise rights, brand assets, goodwill and leases to the extent they are isolated non-recurring events plus any other non-recurring items. Net finance costs (including the impact of derivative financial instruments) are not allocated to segments as this type of activity is driven by the central treasury function, which manages the cash position of the Group. A reconciliation of Underlying EBITDA to profit/(loss) from operations before income tax is provided as follows: Underlying EBITDA Finance costs Acquisition and operational integration costs expensed Depreciation Amortisation Impairment of property, plant and equipment Impairment of intangible assets Impairment of right-of-use assets Share of net profit of joint venture accounted for using the equity method Fair value gain on debt modification Provision for store closure and onerous contracts Gain on sale and leaseback Other non-trading items Profit before income tax from operations 2023 $000 208,038 (32,407) (3,495) (94,062) (4,092) (21,534) (1,060) (31,052) (5) – (2,393) – (1,293) 16,645 2022 $000 209,216 (30,207) (2,932) (88,531) (4,564) (1,523) (31) (1,609) (5) (945) – 1,243 577 80,689 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 36 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 36 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) A2: Business combinations CURRENT PERIOD KFC RESTAURANTS (AUSTRALIA) – SUMMARY OF ACQUISITION (GRIFFITH) On 3 May 2022, Collins Restaurants South Pty Ltd, a wholly owned subsidiary of Collins Foods Limited, entered into a Business Sale Agreement to acquire the KFC Griffith restaurant from Shayden Nominees Pty Ltd as Trustee for the C&M Income Trust. The Group paid $7.6 million for the acquisition. The primary reason for the acquisition was to expand the Group's operations in New South Wales in the quick service restaurant market. Details of the purchase consideration is as follows: Cash paid Ordinary shares issued Total purchase consideration $000 4,604 3,000 7,604 statements for the year ended 1 May 2022. ACCOUNTING POLICY The fair value of the 284,091 ordinary shares issued as part of the considerations paid for KFC Griffith ($3.0 million) was based on the VWAP of Collins Foods Limited (ASX Ticker: CKF) for the 10 trading days immediately prior to the date of the Agreement. The fair values of the assets and liabilities of the business acquired as at the date of acquisition are as follows: Cash and cash equivalents Receivables Inventories Property, plant and equipment Intangibles Right-of-use asset Deferred tax asset Lease liability Provisions Net identifiable assets acquired Goodwill Net assets acquired Fair Value $000 3 1 27 266 9 3,138 17 (3,138) (36) 287 7,317 7,604 The goodwill is attributable to the workforce and access to an established market with opportunities for future expansion. Acquisition related costs The acquisition related costs have been recognised in the Group's Consolidated Income Statement (Other expenses) and in operating cash flows in the Consolidated Statement of Cash Flows (Payments to suppliers and employees). Revenue is recognised when performance obligations under relevant customer contracts are completed. Performance obligations may be completed at a point in time or over time. In the following table revenue is disaggregated by type and by timing of revenue recognition. No single customer amounts to 10% or more of the consolidated entity’s total external revenue. Purchase consideration – cash flow Cash consideration Less: balances acquired Outflow of cash - investing activities As at acquisition date $000 4,604 (3) 4,601 The fair value of assets acquired and liabilities assumed may be amended during the measurement period, however, management did not identify any changes from the provisional amounts recognised during the reporting period to 30 April 2023. The acquired business contributed revenues of $4.8 million and Underlying EBITDA of $0.6 million for the period the restaurant was owned, up to 30 April 2023. If the acquisition had occurred on 2 May 2022, the consolidated revenue from Continuing operations and consolidated Underlying EBITDA for the reporting period ending 30 April 2023 would have been $1,349.1 million and $208.1 million respectively. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 37 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 38 of 97 37 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED A2: Business combinations continued PRIOR PERIOD On 1 June 2021, Collins Foods Netherlands Limited, a wholly owned subsidiary of Collins Foods Limited, acquired 100% of the share capital of KFC Taupo Lelystad. Details of this business combination were disclosed in note A2 of the Group’s annual financial statements for the year ended 1 May 2022. On 1 July 2021, Collins Foods Netherlands Limited, a wholly owned subsidiary of Collins Foods Limited, acquired five KFC restaurants located in the Netherlands. Details of this business combination were disclosed in note A2 of the Group’s annual financial statements for the year ended 1 May 2022. On 31 December 2021, Collins Foods Netherlands Management B.V., a wholly owned subsidiary of Collins Foods Limited, entered into a Framework Agreement to acquire the business assets and assumed liabilities from KFC Europe SARL. Details of this business combination were disclosed in note A2 of the Group’s annual financial statements for the year ended 1 May 2022. On 1 February 2022, Collins Foods Operations B.V., a wholly owned subsidiary of Collins Foods Limited, acquired nine KFC restaurants in the Netherlands. Details of this business combination were disclosed in note A2 of the Group’s annual financial The acquisition method of accounting is used to account for all business combinations regardless of whether equity instruments or other assets are acquired. Cost is measured as the fair value of the assets given, shares issued, or liabilities incurred or assumed at the date of exchange. Where equity instruments are issued in an acquisition, the value of the instruments is their published market price as at the date of exchange unless other valuation methods provide a more reliable measure of fair value. On an acquisition-by-acquisition basis, the Group recognises any non-controlling interest in the acquiree either at fair value or at the non-controlling interest’s proportionate share of the acquiree’s net identifiable assets. Transaction costs arising on the issue of equity instruments are recognised directly in equity. Transaction costs arising from business combinations are expensed as incurred. Identifiable assets acquired and liabilities and contingent liabilities assumed in a business combination are measured initially at their fair values at the acquisition date, irrespective of the extent of any non-controlling interest. The excess of the cost of acquisition over the fair value of the Group’s share of the identifiable net assets acquired is recorded as goodwill. If the cost of acquisition is less than the fair value of the net assets of the subsidiary acquired, the difference is recognised directly in the Consolidated Income Statement, but only after a reassessment of the identification and measurement of the net assets acquired. Where settlement of any part of cash consideration is deferred, the amounts payable in the future are discounted to their present value as at the date of exchange. The discount rate used is the entity’s incremental borrowing rate, being the rate at which a similar borrowing could be obtained from an independent financier under comparable terms and conditions. Contingent consideration is classified either as equity or a financial liability. Amounts classified as a financial liability are subsequently remeasured to fair value with changes in fair value recognised in profit or loss. A3: Revenue REVENUE TYPE 2023 Sale of goods CFA revenue KFC Australia restaurants $000 1,051,272 – 1,051,272 KFC Europe restaurants $000 245,062 3,614 248,676 Taco Bell restaurants $000 48,666 – (1) Total $000 1,345,000 3,614 48,666 1,348,614 Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) A2: Business combinations continued PRIOR PERIOD On 1 June 2021, Collins Foods Netherlands Limited, a wholly owned subsidiary of Collins Foods Limited, acquired 100% of the share capital of KFC Taupo Lelystad. Details of this business combination were disclosed in note A2 of the Group’s annual financial statements for the year ended 1 May 2022. On 1 July 2021, Collins Foods Netherlands Limited, a wholly owned subsidiary of Collins Foods Limited, acquired five KFC restaurants located in the Netherlands. Details of this business combination were disclosed in note A2 of the Group’s annual financial statements for the year ended 1 May 2022. On 31 December 2021, Collins Foods Netherlands Management B.V., a wholly owned subsidiary of Collins Foods Limited, entered into a Framework Agreement to acquire the business assets and assumed liabilities from KFC Europe SARL. Details of this business combination were disclosed in note A2 of the Group’s annual financial statements for the year ended 1 May 2022. On 1 February 2022, Collins Foods Operations B.V., a wholly owned subsidiary of Collins Foods Limited, acquired nine KFC restaurants in the Netherlands. Details of this business combination were disclosed in note A2 of the Group’s annual financial statements for the year ended 1 May 2022. ACCOUNTING POLICY The acquisition method of accounting is used to account for all business combinations regardless of whether equity instruments or other assets are acquired. Cost is measured as the fair value of the assets given, shares issued, or liabilities incurred or assumed at the date of exchange. Where equity instruments are issued in an acquisition, the value of the instruments is their published market price as at the date of exchange unless other valuation methods provide a more reliable measure of fair value. On an acquisition-by-acquisition basis, the Group recognises any non-controlling interest in the acquiree either at fair value or at the non-controlling interest’s proportionate share of the acquiree’s net identifiable assets. Transaction costs arising on the issue of equity instruments are recognised directly in equity. Transaction costs arising from business combinations are expensed as incurred. Identifiable assets acquired and liabilities and contingent liabilities assumed in a business combination are measured initially at their fair values at the acquisition date, irrespective of the extent of any non-controlling interest. The excess of the cost of acquisition over the fair value of the Group’s share of the identifiable net assets acquired is recorded as goodwill. If the cost of acquisition is less than the fair value of the net assets of the subsidiary acquired, the difference is recognised directly in the Consolidated Income Statement, but only after a reassessment of the identification and measurement of the net assets acquired. Where settlement of any part of cash consideration is deferred, the amounts payable in the future are discounted to their present value as at the date of exchange. The discount rate used is the entity’s incremental borrowing rate, being the rate at which a similar borrowing could be obtained from an independent financier under comparable terms and conditions. Contingent consideration is classified either as equity or a financial liability. Amounts classified as a financial liability are subsequently remeasured to fair value with changes in fair value recognised in profit or loss. A3: Revenue Revenue is recognised when performance obligations under relevant customer contracts are completed. Performance obligations may be completed at a point in time or over time. In the following table revenue is disaggregated by type and by timing of revenue recognition. No single customer amounts to 10% or more of the consolidated entity’s total external revenue. REVENUE TYPE 2023 Sale of goods CFA revenue KFC Australia restaurants $000 1,051,272 – 1,051,272 KFC Europe restaurants $000 245,062 3,614 248,676 Taco Bell restaurants $000 48,666 – (1) Total $000 1,345,000 3,614 48,666 1,348,614 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 38 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 38 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements A3: Revenue continued Franchise agreements entitle the Group to two streams of revenue: • franchise fees: revenue relating to franchise fees is recognised over time. The transaction price allocated to these services is recognised as a contract liability at the time of the commencement of the contract and is released on a straight-line basis over the period of the contract; and • sales-based royalties: revenue relating to sales-based royalties is recognised as the subsequent sale occurs. Accounting for costs to fulfil a contract Costs that relate directly to a contract with customers, generate resources used in satisfying the contract and are expected to be recovered are capitalised as costs to fulfil a contract. The asset is amortised at a pattern consistent with the recognition of the associated revenue. CFA revenue CFA revenue entitles the Group to one stream of revenue: • Management service fee revenue: revenue relating to the satisfaction of a single performance obligation: managing and growing the KFC brand in the Netherlands. The revenue is recognised over time as the respective services are delivered. In satisfying the above performance obligation, the following funds are received by the Group in their capacity as agent: • Marketing fees: funds received for advertising contributions received for the marketing of the business in the Netherlands. • Supply chain fees: funds received for the management of the Netherlands Supply Chain services. • Digital and eCommerce fees: for the management of the Digital and eCommerce services. • Learning zone fee: received for the provision of Learning and Development services. All CFA revenue arises in Europe. Financing components The Group does not expect to have any contracts where the period between the transfer of the promised goods or services to the customer and payment by the customer exceeds one year. As a consequence, the Group does not adjust any of the transaction prices for the time value of money. NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) A3: Revenue continued KFC Australia restaurants KFC Europe restaurants Taco Bell restaurants 2022 Sale of goods CFA revenue $000 955,508 – 955,508 $000 186,867 3,572 190,439 (1) The Sizzler Asia business has been classified as held for sale at 30 April 2023. All revenue for the Sizzler Asia business are included in Note F1. TIMING OF REVENUE RECOGNITION KFC Europe restaurants Taco Bell restaurants 2023 At a point in time Over time 2022 At a point in time Over time KFC Australia restaurants $000 1,051,272 – 1,051,272 $000 955,508 – 955,508 $000 245,062 3,614 248,676 $000 187,952 2,487 190,439 $000 35,752 – $000 48,666 – 48,666 $000 35,752 – (1) Total $000 1,178,127 3,572 (1) Total $000 1,345,000 3,614 1,348,614 $000 1,179,212 2,487 35,752 1,181,699 35,752 1,181,699 (1) The Sizzler Asia business has been classified as held for sale at 30 April 2023. All revenue for the Sizzler Asia business are included in Note F1. ACCOUNTING POLICY Sale of goods The Group operates a number of quick service and casual dining restaurants. The revenue from the sale of food and beverages from these restaurants is recognised when the Group sells a product to the customer. Payment of the transaction price is due immediately when the customer purchases the food and beverages. Sale of goods – customer loyalty program The Taco Bell brand within the Group operates a loyalty program where retail customers accumulate points for purchases made, which entitle them to discounts on future purchases. Revenue from the award points is recognised when the points are redeemed or when they expire 12 months after the initial sale. A contract liability is recognised until the points are redeemed or expire. Critical judgements in allocating the transaction price The points provide a material right to customers that they would not receive without entering into a contract. Therefore, the promise to provide points to the customer is a separate performance obligation. The transaction price is allocated to the product and the points on a relative stand-alone selling price basis. Management estimates the stand-alone selling price per point on the basis of the discount granted when the points are redeemed and on the likelihood of redemption, which is based on industry knowledge given there is insufficient historical experience to draw upon at this stage of the brand in Australia. Franchise revenue The Sizzler segment of the Group is the franchisor of the Sizzler brand in Asia. Franchise agreements are entered into where the Group allocates the right to external parties to use the Sizzler name and associated intellectual property. These contracts run for a 20 year period, with a right to renewal for an additional 20 years. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 39 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 40 of 97 39 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) A3: Revenue continued Franchise agreements entitle the Group to two streams of revenue: • franchise fees: revenue relating to franchise fees is recognised over time. The transaction price allocated to these services is recognised as a contract liability at the time of the commencement of the contract and is released on a straight-line basis over the period of the contract; and • sales-based royalties: revenue relating to sales-based royalties is recognised as the subsequent sale occurs. Accounting for costs to fulfil a contract Costs that relate directly to a contract with customers, generate resources used in satisfying the contract and are expected to be recovered are capitalised as costs to fulfil a contract. The asset is amortised at a pattern consistent with the recognition of the associated revenue. CFA revenue CFA revenue entitles the Group to one stream of revenue: • Management service fee revenue: revenue relating to the satisfaction of a single performance obligation: managing and growing the KFC brand in the Netherlands. The revenue is recognised over time as the respective services are delivered. In satisfying the above performance obligation, the following funds are received by the Group in their capacity as agent: • Marketing fees: funds received for advertising contributions received for the marketing of the business in the Netherlands. • Supply chain fees: funds received for the management of the Netherlands Supply Chain services. • Digital and eCommerce fees: for the management of the Digital and eCommerce services. • Learning zone fee: received for the provision of Learning and Development services. All CFA revenue arises in Europe. Financing components The Group does not expect to have any contracts where the period between the transfer of the promised goods or services to the customer and payment by the customer exceeds one year. As a consequence, the Group does not adjust any of the transaction prices for the time value of money. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 40 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 40 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) A4: Material profit or loss items from continuing operations The Group has identified a number of items which are material due to the significance of their nature and/or amount. These are listed separately here to provide a better understanding of the financial performance of the Group. B: CASH MANAGEMENT Collins Foods Limited has a focus on maintaining a strong balance sheet with the strategy incorporating the Group’s expenditure, growth and acquisition requirements, and the desire to return dividends to shareholders. Notes 2023 $000 2022 $000 B1: Cash and cash equivalents Depreciation, amortisation and impairment Depreciation: Property, plant and equipment Right-of-use assets Total depreciation Amortisation Intangible assets Total amortisation Impairment Property, plant and equipment Intangible assets Right-of-use assets Total impairment G5 G8 G6 G5 G6 G8 G7 45,185 48,877 94,062 4,092 4,092 21,534 1,060 31,052 53,646 43,500 45,031 88,531 4,564 4,564 1,523 31 1,609 3,163 Total depreciation, amortisation and impairment 151,800 96,258 Employee benefits expense: Wages and salaries Defined contribution superannuation expense Employee entitlements Total employee benefits expense Finance income Finance costs Inventories recognised as an expense Fair value loss on debt modification Performance rights Acquisition and operational integration costs expensed Net loss on disposal of property, plant and equipment Net (gain) / loss on disposal of leases Gain on sale and leaseback 336,596 32,151 21,885 390,632 (1,022) 33,429 447,825 – 427 3,495 33 891 – 295,472 26,313 17,402 339,187 – 30,207 373,821 945 1,200 2,932 217 (2,684) (1,238) B2: Borrowings B3: Ratios B4: Dividends B1: Cash and cash equivalents Cash at bank and on hand (1) (1) Included in cash at bank is an amount of $5.3 million (2022: $2.0 million), that is held under lien by the bank as security for Europe lease agreements and are therefore not available to use by the Group. The amount is denominated in Euro at an amount of €3.2 million (2022: €1.3 million). RECONCILIATION OF PROFIT FROM CONTINUING OPERATIONS TO NET CASH INFLOW FROM OPERATING ACTIVITIES 2023 $000 80,236 2022 $000 97,217 Profit for the period Adjustments for non-cash income and expense items: Depreciation, amortisation and impairment (excluding right-of-use assets) Depreciation and impairment of right-of-use assets Loss on disposal of property, plant and equipment Non-cash employee benefits expense share based payments expense G11 (Gain) / loss on disposal of leases (Gain)/loss on foreign exchange Gain on sale and leaseback Fair value loss on debt modification Amortisation of borrowing costs Provision for make good obligations Provision for employee entitlements Changes in assets and liabilities: Receivables Inventories Prepayments and other assets Share of profits of joint venture Trade payables and accruals Income tax payable Deferred tax balances Goods and services tax payable Fringe benefits tax payable Net operating cash flows Notes A4 A4 A4 A4 G2 A4 A4 2023 $000 12,746 71,871 79,929 33 891 126 – – 489 427 (464) 1,322 (2,917) (639) (1,794) 5 11,946 (7,062) (18,618) (2,120) 45 2022 $000 54,799 49,618 46,640 217 (2,684) (613) (1,238) 945 1,099 1,200 58 (267) 874 (1,084) 212 5 8,292 (1,570) 225 (396) 2 146,216 156,334 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 41 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 42 of 97 41 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) B: CASH MANAGEMENT Collins Foods Limited has a focus on maintaining a strong balance sheet with the strategy incorporating the Group’s expenditure, growth and acquisition requirements, and the desire to return dividends to shareholders. B1: Cash and cash equivalents B2: Borrowings B3: Ratios B4: Dividends B1: Cash and cash equivalents Cash at bank and on hand (1) 2023 $000 80,236 2022 $000 97,217 (1) Included in cash at bank is an amount of $5.3 million (2022: $2.0 million), that is held under lien by the bank as security for Europe lease agreements and are therefore not available to use by the Group. The amount is denominated in Euro at an amount of €3.2 million (2022: €1.3 million). RECONCILIATION OF PROFIT FROM CONTINUING OPERATIONS TO NET CASH INFLOW FROM OPERATING ACTIVITIES Profit for the period Adjustments for non-cash income and expense items: Depreciation, amortisation and impairment (excluding right-of-use assets) Depreciation and impairment of right-of-use assets Loss on disposal of property, plant and equipment (Gain) / loss on disposal of leases (Gain)/loss on foreign exchange Gain on sale and leaseback Fair value loss on debt modification Amortisation of borrowing costs Notes A4 A4 A4 A4 G2 A4 A4 Non-cash employee benefits expense share based payments expense G11 Provision for make good obligations Provision for employee entitlements Changes in assets and liabilities: Receivables Inventories Prepayments and other assets Share of profits of joint venture Trade payables and accruals Income tax payable Deferred tax balances Goods and services tax payable Fringe benefits tax payable Net operating cash flows 2023 $000 12,746 71,871 79,929 33 891 126 – – 489 427 (464) 1,322 (2,917) (639) (1,794) 5 11,946 (7,062) (18,618) (2,120) 45 2022 $000 54,799 49,618 46,640 217 (2,684) (613) (1,238) 945 1,099 1,200 58 (267) 874 (1,084) 212 5 8,292 (1,570) 225 (396) 2 146,216 156,334 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 42 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 42 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) B1: Cash and cash equivalents continued RECONCILIATION OF LIABILITIES TO CASH FLOWS ARISING FROM FINANCING ACTIVITIES 2023 At 2 May 2022 Changes from financing cash flows Proceeds from borrowings – bank loan facilities Repayment of borrowings and other obligations Payments for lease principal Dividends paid Borrowings LIABILITIES Lease liabilities $000 $000 270,994 477,389 28,296 (25,000) – – – – (39,863) – Total changes from financing cash flows 3,296 (39,863) Other changes Lease additions and modifications Lease disposals Interest expense Interest paid (operating cash flow) Interest paid on leases (operating cash flow) Foreign exchange adjustments Dividend reinvestment impact on retained earnings Profit for the reporting period Amortisation of loan establishment fees At 30 April 2023 2022 At 3 May 2021 Changes from financing cash flows Proceeds from borrowings – bank loan facilities Repayment of borrowings and other obligations Refinance fees paid Payments for lease principal Dividends paid – – 7,272 (7,272) 102,841 (24) 25,376 – – (25,376) 17,078 11,168 – – 489 – – – 291,857 551,511 $000 $000 271,490 397,812 32,581 (28,000) (1,472) – – – – – (36,465) – EQUITY Retained earnings $000 87,262 – – – (29,377) (29,377) – – – – – – (2,246) 12,746 - 68,385 $000 61,054 – – – – (28,591) Total $000 $000 28,296 (25,000) (39,863) (29,377) 102,841 (24) 32,648 (7,272) (25,376) 28,246 (2,246) 12,746 489 $000 32,581 (28,000) (1,472) (36,465) (28,591) Total changes from financing cash flows 3,109 (36,465) (28,591) (61,947) Other changes Lease additions and modifications Lease disposals Interest expense Interest paid (operating cash flow) Interest paid on leases (operating cash flow) Foreign exchange adjustments Debt modification loss Profit for the reporting period Amortisation of loan establishment fees – – 6,647 (6,647) 141,909 (21,505) 22,679 – – (22,679) (5,649) (4,362) 945 – 1,099 – – – At 1 May 2022 270,994 477,389 – – – – – – – 54,799 – 87,262 141,909 (21,505) 29,326 (6,647) (22,679) (10,011) 945 54,799 1,099 ACCOUNTING POLICY For the purposes of the Consolidated Statement of Cash Flows, cash includes cash on hand, at call deposits with banks or financial institutions, and other short-term, highly liquid investments in money market instruments that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value. B2: Borrowings AVAILABLE FINANCING FACILITIES Used (1) Unused Total Working Capital Bank Loan Working Capital 2023 Facility $000 279,947 83,142 363,089 Facility $000 13,328 23,317 36,645 2022 Bank Loan Facility $000 261,038 81,132 342,170 Facility $000 11,902 22,841 34,743 (1) $845,000 (2022: $845,000) of the working capital facility has been used for bank guarantees rather than drawn down cash funding. In addition, an amount of $573,000 (2022: $1,101,000) relating to capitalised fees is not included in the above figures, but included in the total Borrowings amount on the Balance Sheet. A subsidiary of the Company, CFG Finance Pty Limited, is the primary borrower under a Syndicated Facility Agreement. The Syndicated Facility Agreement includes bank loan facilities (Revolving Bank Loans) and a Working Capital Facility Agreement (Working Capital Facility). On 14 September 2021, the Group entered into a new Syndicated Facility Agreement for a total of $200 million and €120 million, which includes both the bank loan facilities and working capital facilities. The new term of the facility is a blend of maturities with $120 million and €75 million maturing on 31 October 2024 and the remaining $80 million and €45 million expiring on 31 October 2026. FACILITIES The Revolving Bank Loans and Working Capital Facility are subject to certain financial covenants and restrictions such as net leverage ratios, interest cover ratios and others which management believe are customary for these types of loans. During the reporting period ended 30 April 2023, the Group maintained compliance with the financial covenants and restrictions of these facilities. The Company and its subsidiaries (other than subsidiaries outside of the Closed Group) were registered guarantors of all the obligations in respect of these loan facilities. For further information on the Group's borrowings refer to notes C1 and C2. ACCOUNTING POLICY Bank loans are initially recognised at fair value, net of transaction costs incurred. Borrowings are subsequently measured at amortised cost. Any difference between the proceeds (net of transaction costs) and the redemption amount is recognised in the Consolidated Income Statement over the period of the borrowings using the effective interest method. Fees paid on the establishment of loan facilities, which are not transaction costs relating to the actual draw-down of the facility, are capitalised and amortised on a straight-line basis over the term of the facility. Borrowing costs incurred for the construction of any qualifying asset are capitalised during the period of time that is required to complete and prepare the asset for its intended use or sale. Other borrowing costs are expensed. The Group manages its capital by maintaining a strong capital base. The Group assesses its capital base by reference to its leverage ratio, which it defines as net debt divided by total capital. Net debt is calculated as borrowings (excluding capitalised fees) less cash and cash equivalents. Total capital is calculated as total equity as shown in the balance sheet plus net debt. At balance date, the net leverage was 47% (2022: 17%). B3: Ratios CAPITAL MANAGEMENT Net debt Cash at bank and on hand Borrowings Capitalised fees Net debt Net leverage Net debt Net leverage EBITDA per Syndicated Facility Agreement 2023 $000 80,236 2022 $000 97,217 (291,857) (270,994) (573) (1,101) (212,194) (174,878) 2023 $000 (212,194) 144,379 1.47 2022 $000 (174,878) 150,008 1.17 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 43 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 44 of 97 43 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) B2: Borrowings AVAILABLE FINANCING FACILITIES Used (1) Unused Total 2023 Working Capital Facility Bank Loan Facility Working Capital Facility $000 13,328 23,317 36,645 $000 279,947 83,142 363,089 $000 11,902 22,841 34,743 2022 Bank Loan Facility $000 261,038 81,132 342,170 (1) $845,000 (2022: $845,000) of the working capital facility has been used for bank guarantees rather than drawn down cash funding. In addition, an amount of $573,000 (2022: $1,101,000) relating to capitalised fees is not included in the above figures, but included in the total Borrowings amount on the Balance Sheet. A subsidiary of the Company, CFG Finance Pty Limited, is the primary borrower under a Syndicated Facility Agreement. The Syndicated Facility Agreement includes bank loan facilities (Revolving Bank Loans) and a Working Capital Facility Agreement (Working Capital Facility). On 14 September 2021, the Group entered into a new Syndicated Facility Agreement for a total of $200 million and €120 million, which includes both the bank loan facilities and working capital facilities. The new term of the facility is a blend of maturities with $120 million and €75 million maturing on 31 October 2024 and the remaining $80 million and €45 million expiring on 31 October 2026. FACILITIES The Revolving Bank Loans and Working Capital Facility are subject to certain financial covenants and restrictions such as net leverage ratios, interest cover ratios and others which management believe are customary for these types of loans. During the reporting period ended 30 April 2023, the Group maintained compliance with the financial covenants and restrictions of these facilities. The Company and its subsidiaries (other than subsidiaries outside of the Closed Group) were registered guarantors of all the obligations in respect of these loan facilities. For further information on the Group's borrowings refer to notes C1 and C2. ACCOUNTING POLICY Bank loans are initially recognised at fair value, net of transaction costs incurred. Borrowings are subsequently measured at amortised cost. Any difference between the proceeds (net of transaction costs) and the redemption amount is recognised in the Consolidated Income Statement over the period of the borrowings using the effective interest method. Fees paid on the establishment of loan facilities, which are not transaction costs relating to the actual draw-down of the facility, are capitalised and amortised on a straight-line basis over the term of the facility. Borrowing costs incurred for the construction of any qualifying asset are capitalised during the period of time that is required to complete and prepare the asset for its intended use or sale. Other borrowing costs are expensed. B3: Ratios CAPITAL MANAGEMENT The Group manages its capital by maintaining a strong capital base. The Group assesses its capital base by reference to its leverage ratio, which it defines as net debt divided by total capital. Net debt is calculated as borrowings (excluding capitalised fees) less cash and cash equivalents. Total capital is calculated as total equity as shown in the balance sheet plus net debt. At balance date, the net leverage was 47% (2022: 17%). Net debt Cash at bank and on hand Borrowings Capitalised fees Net debt Net leverage Net debt EBITDA per Syndicated Facility Agreement Net leverage 2023 $000 80,236 2022 $000 97,217 (291,857) (270,994) (573) (1,101) (212,194) (174,878) 2023 $000 (212,194) 144,379 1.47 2022 $000 (174,878) 150,008 1.17 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 44 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 44 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) B4: Dividends Dividends Dividends paid of $0.27 (2022: $0.25) per fully paid share (1) Includes $2,246,493 relating to the Dividend Reinvestment Plan. Franking credits Franking credits available for subsequent reporting periods based on a tax rate of 30.0% (2022: 30.0%) 2023 $000 (1) 31,623 2022 $000 28,591 2023 $000 2022 $000 146,478 136,540 C: FINANCIAL RISK MANAGEMENT performance, and how the risks are managed. C1: Financial risk management C2: Recognised fair value measurements C3: Derivative financial instruments C1: Financial risk management The above amount represents the balance of the franking account as at the end of the reporting period, adjusted for: • • • franking credits that will arise from the payment of income tax payable as at the end of the reporting period; franking debits that will arise from the payment of dividends recognised as a liability at the reporting date; and Directors. franking credits that may be prevented from being distributed in the subsequent reporting period. The consolidated amounts include franking credits that would be available to the parent entity if distributable profits of subsidiaries were paid as dividends. During FY23, the Group introduced a Dividend Reinvestment Plan (DRP), allowing shareholders with a registered address in Australia and New Zealand to reinvest all or part of their dividends into additional fully paid Collins Foods Limited shares. In FY23, 256,807 shares were issued to eligible shareholders (2022: nil) with a value of $2,246,493 (2022: nil). Refer to Note D3. Since the end of the reporting period, the Directors of the Company have declared the payment of a fully franked final dividend of 15.0 cents per ordinary share (2022: 15.0 cents) to be paid on 1 August 2023. The aggregate amount of the dividend to be paid on that date, but not recognised as a liability at the end of the reporting period is $17,598,386 (2022: $17,504,417). MARKET RISK Foreign currency risk ACCOUNTING POLICY Provision is made for the amount of any dividend declared, being appropriately authorised and no longer at the discretion of the Company, on or before the end of the reporting period but not distributed at balance date. (disclosed in Note B2). This section provides information relating to the Group’s exposure to financial risks, how they affect the financial position and The Board of Directors has delegated specific authorities to the central finance department in relation to financial risk management. The finance department identifies, evaluates and hedges financial risks in close co-operation with the Group’s operating units. The Board has provided written policies covering the management of interest rate risk and the use of derivative financial instruments. All significant decisions relating to financial risk management require specific approval by the Board of The Group's activities expose it to a variety of financial risks: market risk (including currency risk, interest risk and price risk), credit risk and liquidity risk. In addition, the Group manages its capital base. The Group's overall risk management program focuses on the unpredictability of financial markets and seeks to minimise potential adverse effects on the financial performance of the Group. The Group’s activities expose it primarily to the financial risk of changes in interest rates and it utilises Swap Contracts to manage its interest rate risk exposure. The use of financial instruments is governed by the Group’s policies approved by the Board of Directors and are not entered into for speculative purposes. During 2023 and 2022, the financial instruments of the Group and the parent entity were denominated in Australian dollars apart from certain bank accounts, trade receivables, trade payables and borrowings in respect of the Group’s Asian and European operations which were denominated in foreign currencies at the Group level. In respect of its European operations the Group aims to reduce balance sheet translation exposure by borrowing in the currency of its assets (Euro €) as far as practical Management has decided not to hedge the foreign currency risk exposure for Asia. The Group’s exposure to foreign currency risk is disclosed in the tables below. Hedge of net investment in foreign investment As at 25 August 2017, €48.3 million of the Euro denominated loan of €48.5 million was designated as the hedging instrument of a net investment hedge for the foreign currency risk exposure of €48.3 million of the Euro equity invested in Collins Foods Europe Limited (and subsidiaries). Due to a restructure of the European operations during FY23, the European investment is now subscribed in Collins Foods Holding Europe Holdings B.V. (and subsidiaries). As at inception in 2017, this hedge was considered to be completely effective and there has been no change to this designation as a result of the restructuring of operations. Cash flow and interest rate risk The Group’s main interest rate risk arises from long term borrowings. Borrowings issued at variable rates expose the Group to cash flow interest rate risk while borrowings issued at fixed rates expose the Group to fair value interest rate risk. It is the policy of the Group to protect a designated portion of the loans from exposure to increasing interest rates. Accordingly, the Group has entered into interest rate swap contracts (Swap Contracts) under which it is obliged to receive interest at variable rates and to pay interest at fixed rates. Information about the Group's variable rate borrowings, outstanding Swap Contracts and an analysis of maturities at the reporting date is disclosed in Notes C1 and C3. The Group manages commodity price risk by forward contracting prices on key commodities and by being actively involved in Price risk CREDIT RISK relevant supply co-operatives. Credit risk arises from cash and cash equivalents, derivative financial instruments, deposits with banks, other trade receivables and receivables from related parties. The Group has adopted a policy of only dealing with creditworthy counterparties and in the situation of no independent rating being available, will assess the credit quality of the customer taking into account its financial position, past experience and other factors. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 45 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 46 of 97 45 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C: FINANCIAL RISK MANAGEMENT This section provides information relating to the Group’s exposure to financial risks, how they affect the financial position and performance, and how the risks are managed. C1: Financial risk management C2: Recognised fair value measurements C3: Derivative financial instruments C1: Financial risk management The Board of Directors has delegated specific authorities to the central finance department in relation to financial risk management. The finance department identifies, evaluates and hedges financial risks in close co-operation with the Group’s operating units. The Board has provided written policies covering the management of interest rate risk and the use of derivative financial instruments. All significant decisions relating to financial risk management require specific approval by the Board of Directors. The Group's activities expose it to a variety of financial risks: market risk (including currency risk, interest risk and price risk), credit risk and liquidity risk. In addition, the Group manages its capital base. The Group's overall risk management program focuses on the unpredictability of financial markets and seeks to minimise potential adverse effects on the financial performance of the Group. The Group’s activities expose it primarily to the financial risk of changes in interest rates and it utilises Swap Contracts to manage its interest rate risk exposure. The use of financial instruments is governed by the Group’s policies approved by the Board of Directors and are not entered into for speculative purposes. MARKET RISK Foreign currency risk During 2023 and 2022, the financial instruments of the Group and the parent entity were denominated in Australian dollars apart from certain bank accounts, trade receivables, trade payables and borrowings in respect of the Group’s Asian and European operations which were denominated in foreign currencies at the Group level. In respect of its European operations the Group aims to reduce balance sheet translation exposure by borrowing in the currency of its assets (Euro €) as far as practical (disclosed in Note B2). Management has decided not to hedge the foreign currency risk exposure for Asia. The Group’s exposure to foreign currency risk is disclosed in the tables below. Hedge of net investment in foreign investment As at 25 August 2017, €48.3 million of the Euro denominated loan of €48.5 million was designated as the hedging instrument of a net investment hedge for the foreign currency risk exposure of €48.3 million of the Euro equity invested in Collins Foods Europe Limited (and subsidiaries). Due to a restructure of the European operations during FY23, the European investment is now subscribed in Collins Foods Holding Europe Holdings B.V. (and subsidiaries). As at inception in 2017, this hedge was considered to be completely effective and there has been no change to this designation as a result of the restructuring of operations. Cash flow and interest rate risk The Group’s main interest rate risk arises from long term borrowings. Borrowings issued at variable rates expose the Group to cash flow interest rate risk while borrowings issued at fixed rates expose the Group to fair value interest rate risk. It is the policy of the Group to protect a designated portion of the loans from exposure to increasing interest rates. Accordingly, the Group has entered into interest rate swap contracts (Swap Contracts) under which it is obliged to receive interest at variable rates and to pay interest at fixed rates. Information about the Group's variable rate borrowings, outstanding Swap Contracts and an analysis of maturities at the reporting date is disclosed in Notes C1 and C3. Price risk The Group manages commodity price risk by forward contracting prices on key commodities and by being actively involved in relevant supply co-operatives. CREDIT RISK Credit risk arises from cash and cash equivalents, derivative financial instruments, deposits with banks, other trade receivables and receivables from related parties. The Group has adopted a policy of only dealing with creditworthy counterparties and in the situation of no independent rating being available, will assess the credit quality of the customer taking into account its financial position, past experience and other factors. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 46 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 46 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C1: Financial risk management continued Trade receivables consist of a small number of customers and ongoing review of outstanding balances is conducted on a periodic basis. The balance outstanding (disclosed in Note G4) is not past due, nor impaired (2022: nil past due). The credit risk on liquid funds and derivative financial instruments is limited as the counterparties are banks with high credit ratings assigned by international credit rating agencies. Related party transactions are conducted on commercial terms and conditions. Recoverability of these transactions are assessed on an ongoing basis. Credit risk further arises in relation to financial guarantees given to certain parties (refer to Notes B2 and H1 for details). LIQUIDITY RISK The Group manages liquidity risk by maintaining adequate reserves, banking facilities and reserve banking facilities by continuously monitoring forecast and actual cash flows. This approach enables the Group to manage short, medium and long term funding and liquidity management as reported in Note B2. Non-interest-bearing liabilities are due within six months. For maturities of interest-bearing liabilities and Swap Contracts of the Group, refer to Notes C1 and C3. Maturities of financial liabilities The tables below analyse the Group’s financial liabilities into relevant maturity groupings based on their contractual maturities for: • all non-derivative financial liabilities; and • net and gross settled derivative financial instruments for which the contractual maturities are essential for an understanding Interest rate risk exposures – non-current liabilities of the timing of the cash flows. The amounts disclosed in the table are the contractual undiscounted cash flows. Balances due within 12 months equal their carrying balances as the impact of discounting is not significant. For Swap Contracts the cash flows have been estimated using forward interest rates applicable at the end of each reporting period. Despite Swap Contracts being in a receivable position for the current reporting period, they have been included below for comparability to the prior year reporting period. Less than 1 year Between 1 and 2 years Between 2 and 5 years Total contractual cash flows Carrying amount (assets)/ liabilities Note $000 $000 $000 $000 $000 G9 B3 C3 Note G9 B3 116,515 13,201 129,716 (3,428) $000 116,473 5,310 121,783 – 222,199 222,199 (1,710) $000 – 5,520 5,520 – 82,723 82,723 (158) $000 – 278,181 278,181 116,515 318,123 434,638 (5,296) $000 116,473 289,011 405,484 116,515 291,857 408,372 (5,146) $000 116,473 270,994 387,467 2023 Non-derivatives Trade payables Borrowings (excluding finance leases) Total non-derivatives Derivatives Net settled (Swap Contracts) 2022 Non-derivatives Trade payables Borrowings (excluding finance leases) Total non-derivatives Derivatives Net settled (Swap Contracts) C3 (675) (1,710) (1,239) (3,624) (3,446) C1: Financial risk management continued Interest rate risk and foreign currency risk The following table summarises the sensitivity of the Group’s financial assets and financial liabilities to interest rate risk and foreign currency risk only, as the Group is not exposed to other market risks: 2023 Financial assets Financial liabilities 2022 Financial assets Financial liabilities Interest rate risk Foreign currency risk -1% +1% -1% +1% Profit Equity Profit Equity Profit Equity Profit Equity $000 $000 $000 $000 $000 $000 $000 $000 $000 (562) (2,675) 562 2,675 555 – (555) – 514 – (514) – (387) 1,649 387 (1,649) $000 $000 $000 $000 $000 $000 $000 $000 $000 (681) (1,967) 681 1,967 254 – (254) – 847 – (847) – (374) 1,210 374 (1,210) Carrying amount 105,481 410,386 104,863 392,981 Total increase/(decrease) (48) (2,675) 48 2,675 168 1,649 (168) (1,649) Total increase/(decrease) 166 (1,967) (166) 1,967 (120) 1,210 120 (1,210) The following table summarises interest rate risk for the Group, together with effective interest rates as at the end of the reporting period. 2023 Notes $000 $000 Floating Fixed interest Non-interest Total interest rate maturing in: bearing 2 - 4 years Weighted average effective rate – – – – 206,511 12,484 218,995 $000 140,000 11,057 151,057 $000 116,515 116,515 $000 116,473 – – – – – – $000 116,515 73,435 206,511 12,484 408,945 $000 116,473 121,038 140,000 11,057 388,568 % – 4.5% 1.9% 4.2% % – 1.3 0.8 1.3 121,038 116,473 Trade and other payables Borrowings - unhedged Borrowings - hedged (1) Borrowings - working capital 2022 Notes Trade and other payables Borrowings - unhedged Borrowings - hedged (1) Borrowings - working capital G9 B2 B2 B2 G9 B2 B2 B2 73,435 73,435 $000 121,038 – – – – – – (1) Refer Note C3 for details of derivative financial instruments. Interest rate risk exposures - current asset receivables The Group’s exposure to interest rate risk and the average interest rate by maturity period is set out in the following table: Trade and other receivables (non-interest bearing) G4 CREDIT RISK There is no concentration of credit risk with respect to external current and non-current receivables. 2023 $000 20,099 2022 $000 4,200 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 47 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 48 of 97 47 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C1: Financial risk management continued Interest rate risk and foreign currency risk The following table summarises the sensitivity of the Group’s financial assets and financial liabilities to interest rate risk and foreign currency risk only, as the Group is not exposed to other market risks: Carrying amount -1% +1% -1% +1% Profit Equity Profit Equity Profit Equity Profit Equity Interest rate risk Foreign currency risk 2023 Financial assets Financial liabilities $000 $000 $000 $000 $000 $000 $000 $000 $000 105,481 410,386 (562) (2,675) 562 2,675 555 – (555) – 514 – (514) – (387) 1,649 387 (1,649) Total increase/(decrease) (48) (2,675) 48 2,675 168 1,649 (168) (1,649) 2022 Financial assets Financial liabilities $000 $000 $000 $000 $000 $000 $000 $000 $000 104,863 392,981 (681) (1,967) 681 1,967 254 – (254) – 847 – (847) – (374) 1,210 374 (1,210) Total increase/(decrease) 166 (1,967) (166) 1,967 (120) 1,210 120 (1,210) Interest rate risk exposures – non-current liabilities The following table summarises interest rate risk for the Group, together with effective interest rates as at the end of the reporting period. 2023 Trade and other payables Borrowings - unhedged Borrowings - hedged (1) Borrowings - working capital 2022 Trade and other payables Borrowings - unhedged Borrowings - hedged (1) Borrowings - working capital Notes G9 B2 B2 B2 Notes G9 B2 B2 B2 Floating interest rate Fixed interest maturing in: 2 - 4 years Non-interest bearing Total Weighted average effective rate $000 – 73,435 – – 73,435 $000 – 121,038 – – 121,038 $000 – – 206,511 12,484 218,995 $000 – – 140,000 11,057 151,057 $000 116,515 – – – 116,515 $000 116,473 – – – 116,473 $000 116,515 73,435 206,511 12,484 408,945 $000 116,473 121,038 140,000 11,057 388,568 % – 4.5% 1.9% 4.2% % – 1.3 0.8 1.3 (1) Refer Note C3 for details of derivative financial instruments. Interest rate risk exposures - current asset receivables The Group’s exposure to interest rate risk and the average interest rate by maturity period is set out in the following table: Trade and other receivables (non-interest bearing) G4 CREDIT RISK There is no concentration of credit risk with respect to external current and non-current receivables. 2023 $000 20,099 2022 $000 4,200 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 48 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 48 NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C2: Recognised fair value measurements C2: Recognised fair value measurements continued Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements FAIR VALUE HIERARCHY Judgements and estimates are made in determining the fair values of assets and liabilities that are recognised and measured at fair value in the financial statements. To provide an indication about the reliability of the inputs used in determining fair value, the Group has classified such assets and liabilities into the three levels prescribed under the accounting standards. Financial instruments that are measured subsequent to initial recognition at fair value are grouped into Levels 1 to 3, based on the degree to which the fair value is observable. The different levels have been identified as follows: • • Level 1: quoted prices (unadjusted) in active markets for identical assets or liabilities; Level 2: inputs other than quoted prices included within Level 1 that are observable for the asset or liability, either directly (as prices) or indirectly (derived from prices); and • Level 3: inputs for the asset or liability that are not based on observable market data (unobservable inputs). The Directors consider that the carrying amount of financial assets and financial liabilities recorded in the financial statements approximate their fair values. As at 30 April 2023, the Group has derivative financial instruments which are classified as Level 2 financial instruments. There are no Level 1 or Level 3 financial instruments. As at 1 May 2022, the Group had derivative financial instruments which were classified as Level 2 financial instruments. LEVEL 2 FINANCIAL INSTRUMENTS The fair values of derivative instruments are determined as the estimated amount that the Group and the Company would receive or pay to terminate the interest rate swap at the end of the reporting period, taking into account the current interest rate. VALUATION PROCESSES The finance department of the Group engages a third-party expert valuation firm to value the derivative financial instruments that are required to be measured, recognised and disclosed in the financial statements, at fair value. This includes Level 2 fair values. The finance department reports directly to the Group CFO and the Audit and Risk Committee. Discussions of valuation processes and results are held between the Group CFO, Audit and Risk Committee, and the finance department at least once every six months, in line with the Group's half-year reporting periods. The main Level 2 inputs used by the Group are derived and evaluated as follows: • discount rates for financial assets and financial liabilities are determined using a capital asset pricing model to calculate a pre-tax rate that reflects current market assessments of the time value of money and the risk specific to the asset. Changes in Level 2 and Level 3 (if any) fair values are analysed at the end of each reporting period during the half-year valuation discussion between the Group CFO, Audit and Risk Committee, and finance department. As part of this discussion the finance department presents a report that explains the reason for the fair value movements. DISCLOSED FAIR VALUES The Group also has assets and liabilities which are not measured at fair value, but for which fair values are disclosed in the notes to the financial statements. Receivables Due to the short term nature of the current receivables, their carrying amount is assumed to be the same as their fair value. For the majority of non-current receivables, the fair values are not materially different to their carrying amounts, since the interest on those receivables is close to current market rates. Trade and other payables Due to the short term nature of the trade and other payables, their carrying amount is assumed to be the same as their fair value. Borrowings The fair value of borrowings is as follows: Carrying amount $000 Fair value $000 Carrying amount $000 Fair value $000 2023 Discount rate % 4.5% 2022 Discount rate % 4.1 Bank Loan (net of borrowing costs) 291,857 285,608 270,994 252,374 The fair value of non-current borrowings is based on discounted cash flows using the rate disclosed in the table above. They are classified as Level 2 values in the fair value hierarchy due to the use of observable inputs, including the credit risk of the Group. ACCOUNTING POLICY FINANCIAL ASSETS Classification and measurement The Group classifies its financial assets into the following categories: those to be measured subsequently at fair value (either through other comprehensive income or through the income statement) and those to be held at amortised cost. Further detail on each classification is outlined below. Classification depends on the business model for managing the financial assets and the contractual terms of the cash flows. Management determines the classification of financial assets at initial recognition. The Group’s policy with regard to financial risk management is set out in Note C1. Generally, the Group does not acquire financial assets for the purpose of selling in the short term. The Group’s business model is primarily that of ‘hold to collect’ (where assets are held in order to collect contractual cash flows). When the Group enters into derivative contracts, these transactions are designed to reduce exposures relating to assets and liabilities, firm commitments or anticipated transactions. (a) Financial assets held at amortised cost This classification applies to debt instruments which are held under a hold to collect business model, and which have cash flows that meet the ‘Solely payments of principal and interest’ (SPPI) criteria. At initial recognition, trade receivables that do not have a significant financing component, are recognised at their transaction price. Other financial assets are initially recognised at fair value plus related transaction costs; they are subsequently measured at amortised cost using the effective interest method. Any gain or loss on de-recognition or modification of a financial asset held at amortised cost is recognised in the income statement. (b) Financial assets held at Fair Value through Other Comprehensive Income (FVOCI) This classification applies to the following financial assets: • Debt instruments that are held under a business model where they are held for the collection of contractual cash flows and also for sale (‘Collect and sell’) and which have cash flows that meet the SPPI criteria. All movements in the fair value of these financial assets are taken through other comprehensive income, except for the recognition of impairment gains or losses, interest revenue (including transaction costs by applying the effective interest method), gains or losses arising on derecognition and foreign exchange gains and losses which are recognised in the income statement. When the financial asset is derecognised, the cumulative fair value gain or loss previously recognised in other comprehensive income is reclassified to the income statement. • Equity investments where the Group has irrevocably elected to present fair value gains and losses on revaluation in other comprehensive income. The election can be made for each individual investment however it is not applicable to equity investments held for trading. Fair value gains or losses on revaluation of such equity investments, including any foreign exchange component, are recognised in other comprehensive income. When the equity investment is derecognised, there is no reclassification of fair value gains or losses previously recognised in other comprehensive income to the income statement. Dividends are recognised in the income statement when the right to receive payment is established. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 49 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 50 of 97 49 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C2: Recognised fair value measurements continued Borrowings The fair value of borrowings is as follows: Bank Loan (net of borrowing costs) 291,857 285,608 Carrying amount $000 Fair value $000 2023 Discount rate % 4.5% Carrying amount $000 Fair value $000 270,994 252,374 2022 Discount rate % 4.1 The fair value of non-current borrowings is based on discounted cash flows using the rate disclosed in the table above. They are classified as Level 2 values in the fair value hierarchy due to the use of observable inputs, including the credit risk of the Group. ACCOUNTING POLICY FINANCIAL ASSETS Classification and measurement The Group classifies its financial assets into the following categories: those to be measured subsequently at fair value (either through other comprehensive income or through the income statement) and those to be held at amortised cost. Further detail on each classification is outlined below. Classification depends on the business model for managing the financial assets and the contractual terms of the cash flows. Management determines the classification of financial assets at initial recognition. The Group’s policy with regard to financial risk management is set out in Note C1. Generally, the Group does not acquire financial assets for the purpose of selling in the short term. The Group’s business model is primarily that of ‘hold to collect’ (where assets are held in order to collect contractual cash flows). When the Group enters into derivative contracts, these transactions are designed to reduce exposures relating to assets and liabilities, firm commitments or anticipated transactions. (a) Financial assets held at amortised cost This classification applies to debt instruments which are held under a hold to collect business model, and which have cash flows that meet the ‘Solely payments of principal and interest’ (SPPI) criteria. At initial recognition, trade receivables that do not have a significant financing component, are recognised at their transaction price. Other financial assets are initially recognised at fair value plus related transaction costs; they are subsequently measured at amortised cost using the effective interest method. Any gain or loss on de-recognition or modification of a financial asset held at amortised cost is recognised in the income statement. (b) Financial assets held at Fair Value through Other Comprehensive Income (FVOCI) This classification applies to the following financial assets: • Debt instruments that are held under a business model where they are held for the collection of contractual cash flows and also for sale (‘Collect and sell’) and which have cash flows that meet the SPPI criteria. All movements in the fair value of these financial assets are taken through other comprehensive income, except for the recognition of impairment gains or losses, interest revenue (including transaction costs by applying the effective interest method), gains or losses arising on derecognition and foreign exchange gains and losses which are recognised in the income statement. When the financial asset is derecognised, the cumulative fair value gain or loss previously recognised in other comprehensive income is reclassified to the income statement. • Equity investments where the Group has irrevocably elected to present fair value gains and losses on revaluation in other comprehensive income. The election can be made for each individual investment however it is not applicable to equity investments held for trading. Fair value gains or losses on revaluation of such equity investments, including any foreign exchange component, are recognised in other comprehensive income. When the equity investment is derecognised, there is no reclassification of fair value gains or losses previously recognised in other comprehensive income to the income statement. Dividends are recognised in the income statement when the right to receive payment is established. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 50 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 50 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C2: Recognised fair value measurements continued (c) Financial assets held at Fair Value through Profit or Loss (FVPL) This classification applies to the following financial assets, and in all cases, transactions costs are immediately expensed to the income statement: are as follows: • Debt instruments that do not meet the criteria of amortised cost or fair value through other comprehensive income. Subsequent fair value gains or losses are taken to the income statement. • Equity Investments which are held for trading or where the FVOCI election has not been applied. All fair value gains or losses and related dividend income are recognised in the income statement. • Derivatives which are not designated as a hedging instrument. All subsequent fair value gains or losses are recognised in the income statement. Impairment of financial assets A forward-looking expected credit loss (ECL) review is required for: • debt instruments measured at amortised cost or held at fair value through other comprehensive income; • • loan commitments and financial guarantees not measured at fair value through profit or loss; and lease receivables and trade receivables that give rise to an unconditional right to consideration. C3: Derivative financial instruments Current assets Interest rate swap contracts - cash flow hedges Non-current assets Interest rate swap contracts - cash flow hedges INSTRUMENTS USED BY THE GROUP 2023 $000 3,367 1,779 2022 $000 662 2,784 The Group is party to derivative financial instruments in the normal course of business in order to hedge exposure to fluctuations in interest rates in accordance with the Group’s financial risk management policies. Hedge accounting INTEREST RATE SWAP CONTRACTS – CASH FLOW HEDGES The following Swap Contracts were entered into in the 2023 reporting period, and commenced on the dates outlined below, to hedge a designated portion of the interest rate exposure of the facility: • $20.0 million commenced on 30 October 2022 with a maturity date of 30 October 2024; • $25.0 million commenced on 31 October 2022 with a maturity date of 31 October 2024; • $30.0 million commenced on 31 October 2022 with a maturity date of 30 October 2024; • $15.0 million commenced on 31 October 2022 with a maturity date of 30 October 2026; • €30.0 million commenced on 4 January 2023 with a maturity date of 31 October 2024; • €10.0 million commenced on 4 January 2023 with a maturity date of 31 October 2024; • €14.5 million commenced on 4 January 2023 with a maturity date of 31 October 2024; and • €15.5 million commenced on 4 January 2023 with a maturity date of 30 October 2026. These Swap Contracts remain active as at 30 April 2023. The Swap Contracts entered into during FY21 had a maturity date of 31 October 2022 and these terminated during FY23. C3: Derivative financial instruments continued Swap Contracts currently in place cover approximately 80% (2022: 100%) of the Australian dollar denominated loan principal outstanding and are timed to expire as each loan repayment falls due. The variable rates are BBSY which at balance date was 3.68% (2022: 0.22%). The notional principal amounts, periods of expiry and fixed interest rates applicable to the Swap Contracts Weighted average fixed interest rate Weighted average fixed interest rate 2023 % – – 1.8% 2.5% 2022 % 0.8% – – – $000 140,000 – – – 140,000 $000 – – 165,712 40,799 206,511 Less than 1 year 1 - 2 years 2 – 3 years 3 – 4 years CREDIT RISK EXPOSURES financial institutions. ACCOUNTING POLICY including interest rate swaps. The Swap Contracts require settlement of net interest receivable or payable each month. The Swap Contracts are settled on a net basis. The derivative financial instruments were designated as cash flow hedges at inception. At 30 April 2023, the Swap Contracts gave rise to receivables for unrealised gains on derivative instruments of $5.15 million (2022: $3.45 million receivable on unrealised gains) for the Group. Management has undertaken these contracts with the Australia and New Zealand Banking Group Limited, Westpac Banking Corporation and Rabobank, all of which are AA rated The Group enters into derivative financial instruments to manage its exposure to interest rate and foreign exchange rate risks, Derivatives are initially recognised at fair value at the date the derivative contracts are entered into and are subsequently remeasured to their fair value at the end of each reporting period. The resulting gain or loss is recognised in profit or loss immediately unless the derivative is designated and effective as a hedging instrument, in which event the timing of the recognition in profit or loss depends on the nature of the hedge relationship. The Group designates certain derivatives as hedging instruments in respect of foreign currency risk and interest rate risk in fair value hedges, cash flow hedges, or hedges of net investments in foreign operations as appropriate. Hedges of foreign exchange risk on firm commitments are accounted for as cash flow hedges. At the inception of the hedge relationship, the Group documents the relationship between the hedging instrument and the hedged item, along with its risk management objectives and its strategy for undertaking various hedge transactions. Furthermore, at the inception of the hedge and on an ongoing basis, the Group documents whether the hedging instrument is effective in offsetting changes in fair values or cash flows of the hedged item attributable to the hedged risk, which is when the hedging relationships meet all of the hedge effectiveness requirements prescribed in AASB 9 Financial Instruments. If a hedging relationship ceases to meet the hedge effectiveness requirement relating to the hedge ratio but the risk management objective for that designated hedging relationship remains the same, the Group adjusts the hedge ratio of the hedging relationship (i.e. rebalances the hedge) so that it meets the qualifying criteria again. Cash flow hedges The effective portion of changes in the fair value of derivatives and other qualifying hedging instruments that are designated and qualify as cash flow hedges is recognised in other comprehensive income and accumulated under the heading of cash flow hedging reserve, limited to the cumulative change in fair value of the hedged item from inception of the hedge. The gain or loss relating to the ineffective portion is recognised immediately in profit or loss. The Group discontinues hedge accounting only when the hedging relationship (or a part thereof) ceases to meet the qualifying criteria. This includes instances when the hedging instrument expires or is sold, terminated, or exercised. The discontinuation is accounted for prospectively. Any gain or loss recognised in other comprehensive income and accumulated in equity at that time remains in equity and is recognised when the forecast transaction is ultimately recognised in profit or loss. When a forecast transaction is no longer expected to occur, the gain or loss accumulated in equity is recognised immediately in profit or loss. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 51 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 52 of 97 51 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C3: Derivative financial instruments continued Swap Contracts currently in place cover approximately 80% (2022: 100%) of the Australian dollar denominated loan principal outstanding and are timed to expire as each loan repayment falls due. The variable rates are BBSY which at balance date was 3.68% (2022: 0.22%). The notional principal amounts, periods of expiry and fixed interest rates applicable to the Swap Contracts are as follows: Less than 1 year 1 - 2 years 2 – 3 years 3 – 4 years 2023 Weighted average fixed interest rate 2022 Weighted average fixed interest rate $000 – 165,712 – 40,799 206,511 % – 1.8% – 2.5% $000 140,000 – – – 140,000 % 0.8% – – – The Swap Contracts require settlement of net interest receivable or payable each month. The Swap Contracts are settled on a net basis. The derivative financial instruments were designated as cash flow hedges at inception. CREDIT RISK EXPOSURES At 30 April 2023, the Swap Contracts gave rise to receivables for unrealised gains on derivative instruments of $5.15 million (2022: $3.45 million receivable on unrealised gains) for the Group. Management has undertaken these contracts with the Australia and New Zealand Banking Group Limited, Westpac Banking Corporation and Rabobank, all of which are AA rated financial institutions. ACCOUNTING POLICY The Group enters into derivative financial instruments to manage its exposure to interest rate and foreign exchange rate risks, including interest rate swaps. Derivatives are initially recognised at fair value at the date the derivative contracts are entered into and are subsequently remeasured to their fair value at the end of each reporting period. The resulting gain or loss is recognised in profit or loss immediately unless the derivative is designated and effective as a hedging instrument, in which event the timing of the recognition in profit or loss depends on the nature of the hedge relationship. Hedge accounting The Group designates certain derivatives as hedging instruments in respect of foreign currency risk and interest rate risk in fair value hedges, cash flow hedges, or hedges of net investments in foreign operations as appropriate. Hedges of foreign exchange risk on firm commitments are accounted for as cash flow hedges. At the inception of the hedge relationship, the Group documents the relationship between the hedging instrument and the hedged item, along with its risk management objectives and its strategy for undertaking various hedge transactions. Furthermore, at the inception of the hedge and on an ongoing basis, the Group documents whether the hedging instrument is effective in offsetting changes in fair values or cash flows of the hedged item attributable to the hedged risk, which is when the hedging relationships meet all of the hedge effectiveness requirements prescribed in AASB 9 Financial Instruments. If a hedging relationship ceases to meet the hedge effectiveness requirement relating to the hedge ratio but the risk management objective for that designated hedging relationship remains the same, the Group adjusts the hedge ratio of the hedging relationship (i.e. rebalances the hedge) so that it meets the qualifying criteria again. Cash flow hedges The effective portion of changes in the fair value of derivatives and other qualifying hedging instruments that are designated and qualify as cash flow hedges is recognised in other comprehensive income and accumulated under the heading of cash flow hedging reserve, limited to the cumulative change in fair value of the hedged item from inception of the hedge. The gain or loss relating to the ineffective portion is recognised immediately in profit or loss. The Group discontinues hedge accounting only when the hedging relationship (or a part thereof) ceases to meet the qualifying criteria. This includes instances when the hedging instrument expires or is sold, terminated, or exercised. The discontinuation is accounted for prospectively. Any gain or loss recognised in other comprehensive income and accumulated in equity at that time remains in equity and is recognised when the forecast transaction is ultimately recognised in profit or loss. When a forecast transaction is no longer expected to occur, the gain or loss accumulated in equity is recognised immediately in profit or loss. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 52 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 52 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) C3: Derivative financial instruments continued Hedges of net investments in foreign operations D: REWARD AND RECOGNITION These programs also result in changes to the Group’s contributed equity. Hedges of net investments in foreign operations are accounted for similarly to cash flow hedges. Any gain or loss on the hedging instrument relating to the effective portion of the hedge is recognised in other comprehensive income and accumulated under the heading of foreign currency translation reserve. The gain or loss relating to the ineffective portion is recognised immediately in profit or loss. Gains and losses on the hedging instrument relating to the effective portion of the hedge accumulated in the foreign currency translation reserve are reclassified to profit or loss on the disposal or partial disposal of the foreign operation. Derivatives are only used for economic hedging purposes and not as speculative investments. However, where derivatives do not meet the hedge accounting criteria, they are classified as ‘held for trading’ for accounting purposes and are accounted for at fair value through profit or loss. They are presented as current assets or liabilities to the extent they are expected to be settled within 12 months after the end of the reporting period. D1: Key management personnel D2: Share based payments D3: Contributed equity D1: Key management personnel KMP COMPENSATION Short term employee benefits Long term employee benefits Post-employment benefits Share based payments Termination benefit Total KMP compensation 2023 2022 Whole Dollars Whole Dollars 4,748,398 5,536,290 $ – 216,021 20,408 146,659 $ – – 162,792 815,551 5,131,486 6,514,633 Detailed remuneration disclosures are provided in the Remuneration Report included in the Directors’ Report. D2: Share based payments LONG TERM INCENTIVE PLAN – PERFORMANCE RIGHTS The Company has a Long Term Incentive Plan (LTIP) designed to provide long term incentives for certain employees, including executive directors. Under the plan, participants are granted performance rights over shares. The number of performance rights is calculated by dividing the dollar value of the participant’s long term incentive by the ASX volume weighted average price of the shares for the five trading days prior and five trading days after the release of the audited financial results. Unless otherwise determined by the Board in its discretion, performance rights are issued for nil consideration. The amount of performance rights that will vest depends upon the achievement of certain vesting conditions, including the satisfaction of a minimum 12 month term of employment and achieving performance targets. In FY22, the Board introduced a second performance target with 50% of the grant having a Compound earnings per share (EPS) growth target and the remaining 50% having a relative total shareholder return (RTSR) target. In the event of cessation of employment within 12 months of the date of grant, unvested rights are forfeited. In the event of cessation of employment after 12 months but before the conclusion of the vesting period, unvested rights are considered forfeited, unless otherwise determined by the Board, in which case any service condition will be deemed to have been fulfilled as at the testing date and subject to performance testing along with other participants. It is noted that the Board has discretion to allow “Good Leavers” to retain their Participation in the LTI plan beyond the date of cessation of employment when deemed appropriate to the circumstances. The EPS growth and TSR targets must be achieved over a three year performance period. Performance rights will automatically vest on the business day after the Board determines the vesting conditions have all been satisfied (Vesting Determination Date). The performance rights will automatically exercise on the Vesting Determination Date unless that date occurs outside a trading window permitted under the Company’s Securities Trading Policy, in which case the performance rights will exercise upon the first day of the next trading window. Upon exercise of the performance rights, the Company must issue or procure the transfer of one share for each performance right, or alternatively may in its discretion elect to pay the cash equivalent value to the Performance rights will lapse on the first to occur of: participant. the expiry date; • • the vesting conditions not being satisfied by the Vesting Determination Date; • unless the Board otherwise determines, by the cessation of the employment of the employee to whom the offer of performance rights was made. The Board determination will depend upon the reason for employment ceasing (resignation, dismissal for cause, death or illness). Performance rights when issued under the LTIP are not entitled to receive a dividend and carry no voting rights. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 53 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 54 of 97 53 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) D: REWARD AND RECOGNITION These programs also result in changes to the Group’s contributed equity. D1: Key management personnel D2: Share based payments D3: Contributed equity D1: Key management personnel KMP COMPENSATION Short term employee benefits Long term employee benefits Post-employment benefits Share based payments Termination benefit Total KMP compensation 2023 Whole Dollars $ 2022 Whole Dollars $ 4,748,398 5,536,290 – 216,021 20,408 146,659 – 162,792 815,551 – 5,131,486 6,514,633 Detailed remuneration disclosures are provided in the Remuneration Report included in the Directors’ Report. D2: Share based payments LONG TERM INCENTIVE PLAN – PERFORMANCE RIGHTS The Company has a Long Term Incentive Plan (LTIP) designed to provide long term incentives for certain employees, including executive directors. Under the plan, participants are granted performance rights over shares. The number of performance rights is calculated by dividing the dollar value of the participant’s long term incentive by the ASX volume weighted average price of the shares for the five trading days prior and five trading days after the release of the audited financial results. Unless otherwise determined by the Board in its discretion, performance rights are issued for nil consideration. The amount of performance rights that will vest depends upon the achievement of certain vesting conditions, including the satisfaction of a minimum 12 month term of employment and achieving performance targets. In FY22, the Board introduced a second performance target with 50% of the grant having a Compound earnings per share (EPS) growth target and the remaining 50% having a relative total shareholder return (RTSR) target. In the event of cessation of employment within 12 months of the date of grant, unvested rights are forfeited. In the event of cessation of employment after 12 months but before the conclusion of the vesting period, unvested rights are considered forfeited, unless otherwise determined by the Board, in which case any service condition will be deemed to have been fulfilled as at the testing date and subject to performance testing along with other participants. It is noted that the Board has discretion to allow “Good Leavers” to retain their Participation in the LTI plan beyond the date of cessation of employment when deemed appropriate to the circumstances. The EPS growth and TSR targets must be achieved over a three year performance period. Performance rights will automatically vest on the business day after the Board determines the vesting conditions have all been satisfied (Vesting Determination Date). The performance rights will automatically exercise on the Vesting Determination Date unless that date occurs outside a trading window permitted under the Company’s Securities Trading Policy, in which case the performance rights will exercise upon the first day of the next trading window. Upon exercise of the performance rights, the Company must issue or procure the transfer of one share for each performance right, or alternatively may in its discretion elect to pay the cash equivalent value to the participant. Performance rights will lapse on the first to occur of: • • the expiry date; the vesting conditions not being satisfied by the Vesting Determination Date; • unless the Board otherwise determines, by the cessation of the employment of the employee to whom the offer of performance rights was made. The Board determination will depend upon the reason for employment ceasing (resignation, dismissal for cause, death or illness). Performance rights when issued under the LTIP are not entitled to receive a dividend and carry no voting rights. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 54 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 54 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) D2: Share based payments continued Set out below are summaries of performance rights issued under the LTIP: Performance rights Balance at the beginning of the reporting period Vested and exercised Issued during the reporting period Lapsed during the reporting period Balance at the end of the reporting period 2023 637,285 (85,564) 424,650 (86,116) 890,255 2022 653,255 (114,866) 298,175 (199,279) 637,285 During the 2020 financial year, grants under the long-term incentive plan were made with a performance period of FY20, FY21 and FY22 (FY20 Grant). Based upon the EPS growth achieved over the three year performance period (FY20-FY22), 85,564 performance rights (Vesting Rights) granted under the LTIP converted to fully paid ordinary shares. Each participant was issued shares based on the volume weighted average price of $9.59. All performance rights issued during the reporting period ended 30 April 2023 have an expiry date of 25 July 2025 and were issued with an exercise price of nil. All performance rights issued during the reporting period ended 1 May 2022 have an expiry date of 24 July 2024 and were issued with an exercise price of nil. FAIR VALUE OF PERFORMANCE RIGHTS ISSUED There was one tranche of performance rights issued during the reporting period ended 30 April 2023: • • The assessed fair value of performance rights (with an EPS growth target) issued on 21 September 2022 was $8.74. The fair value at grant date was determined using a discounted cash flow model incorporating the share price at grant date of $9.34, the term of the right, the expected dividend yield of 2.31% and the risk free interest rate for the term of the rights of 3.33%. The assessed fair value at grant date of performance rights (with TSR target) was determined using a Monte Carlo simulation model that takes into account the exercise price, the term of the option, the impact of dilution (where material), the share price at grant date and expected price volatility of the underlying share, the expected dividend yield, the risk-free interest rate for the term of the option and the correlations and volatilities of the peer group companies. The model inputs for performance rights granted with a TSR target during the reporting period ended 30 April 2023 included: Assumption Fair value Expiry date Share price at Grant date Term (years) Expected dividend yield Risk free interest rate 21 September 2022: $5.39 25 July 2025 $9.34 3.0 2.31% 3.33% There were two tranches of performance rights issued during the reporting period ended 1 May 2022: • • • The assessed fair value of performance rights (with an EPS growth target) issued on 14 September 2021 was $11.76. The fair value at grant date was determined using a discounted cash flow model incorporating the share price at grant date of $12.45, the term of the right, the expected dividend yield of 1.85% and the risk free interest rate for the term of the rights of 0.16%. The assessed fair value of performance rights (with an EPS growth target) issued on 1 January 2022 was $12.69. The fair value at grant date was determined using a discounted cash flow model incorporating the share price at grant date of $13.37, the term of the right, the expected dividend yield of 1.72% and the risk free interest rate for the term of the rights of 0.75%. The assessed fair value at grant date of performance rights (with TSR target) was determined using a Monte Carlo simulation model that takes into account the exercise price, the term of the option, the impact of dilution (where material), the share price at grant date and expected price volatility of the underlying share, the expected dividend yield, the risk-free interest rate for the term of the option and the correlations and volatilities of the peer group companies. D2: Share based payments continued Assumption Fair value Expiry date Share price at Grant date Term (years) Expected dividend yield Risk free interest rate Grant date 14 September 2021 1 January 2022 $7.54 $8.62 24 July 2024 24 July 2024 $12.45 3.0 1.91% 0.11% $13.37 3.0 1.91% 0.78% OWNERSHIP SHARE PLAN – PERFORMANCE RIGHTS During FY23, the Group established an Ownership Share Plan (OSP) designed to maintain and enhance a performance centred environment for eligible Restaurant General Managers (RGMs), Area Coaches (ACs) and Restaurant Support Centre (RSC) employees. The OSP aims to reflect current market conditions and to ensure remuneration practices remain competitive. Under the plan, participants are granted performance rights over shares. The number of performance rights is calculated by dividing the dollar value of the employee’s grant by the ASX volume weighted average price of the shares for the five trading days prior and five days after the release of the audited financial results. Each annual grant spans a five year period and will vest in 5 separate tranches, each with a distinct service period. Employees who are participants of any other Group Share Scheme (e.g. LTIP) are ineligible to participate in the OSP. Unless otherwise determined by the Board in its discretion, performance rights are issued for nil consideration. The amount of performance rights that will vest depends upon the satisfaction of a service condition, with one-fifth (20%) of each employee’s entitlement vesting annually, providing that employee remains employed by the Group. There are no performance conditions attached the rights granted under the OSP. Set out below are summaries of performance rights issued under the OSP: Performance rights Balance at the beginning of the reporting period Vested and exercised Issued during the reporting period Lapsed during the reporting period Balance at the end of the reporting period 2023 2022 – – – 239,535 239,535 – – – – – FAIR VALUE OF PERFORMANCE RIGHTS ISSUED UNDER THE OSP • The assessed fair values of performance rights issued on 27 April 2023 ranged from $7.70 to $8.43. The fair value at grant date was determined using a discounted cash flow model incorporating the share price at grant date of $8.70, the term of the right, the expected dividend yield of 3.1% and the risk-free interest rate for the term of the rights ranging from 3.01% to 3.05%. EXPENSES ARISING FROM SHARE BASED PAYMENT TRANSACTIONS Total expenses arising from share based payment transactions (LTIP and OSP) recognised during the period as part of employee benefit expense were $434,007 (2022: $1,321,498). ACCOUNTING POLICY Equity settled share based payments are measured at the fair value of the equity instrument at the date of grant. The fair value of performance rights granted is recognised as an employee benefit expense with a corresponding increase in equity. The determination of fair value includes consideration of any market performance conditions and the impact of any non-vesting conditions but excludes the impact of any service and non-market performance vesting conditions. Non-market vesting conditions are included in assumptions about the number of performance rights that are expected to vest. The total expense is recognised over the vesting period, which is the period over which all of the specified vesting conditions are to be satisfied. At the end of each period, the entity revises its estimates of the number of performance rights that are expected to vest based on the non-market vesting conditions. It recognises the impact of the revision to original estimates, if any, in profit and loss, with a corresponding adjustment to equity. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 55 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 56 of 97 55 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) D2: Share based payments continued Notes to the Consolidated Financial Statements Assumption Fair value Expiry date Share price at Grant date Term (years) Expected dividend yield Risk free interest rate Grant date 14 September 2021 1 January 2022 $7.54 $8.62 24 July 2024 24 July 2024 $12.45 3.0 1.91% 0.11% $13.37 3.0 1.91% 0.78% OWNERSHIP SHARE PLAN – PERFORMANCE RIGHTS During FY23, the Group established an Ownership Share Plan (OSP) designed to maintain and enhance a performance centred environment for eligible Restaurant General Managers (RGMs), Area Coaches (ACs) and Restaurant Support Centre (RSC) employees. The OSP aims to reflect current market conditions and to ensure remuneration practices remain competitive. Under the plan, participants are granted performance rights over shares. The number of performance rights is calculated by dividing the dollar value of the employee’s grant by the ASX volume weighted average price of the shares for the five trading days prior and five days after the release of the audited financial results. Each annual grant spans a five year period and will vest in 5 separate tranches, each with a distinct service period. Employees who are participants of any other Group Share Scheme (e.g. LTIP) are ineligible to participate in the OSP. Unless otherwise determined by the Board in its discretion, performance rights are issued for nil consideration. The amount of performance rights that will vest depends upon the satisfaction of a service condition, with one-fifth (20%) of each employee’s entitlement vesting annually, providing that employee remains employed by the Group. There are no performance conditions attached the rights granted under the OSP. Set out below are summaries of performance rights issued under the OSP: Performance rights Balance at the beginning of the reporting period Vested and exercised Issued during the reporting period Lapsed during the reporting period Balance at the end of the reporting period 2023 – – 239,535 – 239,535 2022 – – – – – FAIR VALUE OF PERFORMANCE RIGHTS ISSUED UNDER THE OSP • The assessed fair values of performance rights issued on 27 April 2023 ranged from $7.70 to $8.43. The fair value at grant date was determined using a discounted cash flow model incorporating the share price at grant date of $8.70, the term of the right, the expected dividend yield of 3.1% and the risk-free interest rate for the term of the rights ranging from 3.01% to 3.05%. EXPENSES ARISING FROM SHARE BASED PAYMENT TRANSACTIONS Total expenses arising from share based payment transactions (LTIP and OSP) recognised during the period as part of employee benefit expense were $434,007 (2022: $1,321,498). ACCOUNTING POLICY Equity settled share based payments are measured at the fair value of the equity instrument at the date of grant. The fair value of performance rights granted is recognised as an employee benefit expense with a corresponding increase in equity. The determination of fair value includes consideration of any market performance conditions and the impact of any non-vesting conditions but excludes the impact of any service and non-market performance vesting conditions. Non-market vesting conditions are included in assumptions about the number of performance rights that are expected to vest. The total expense is recognised over the vesting period, which is the period over which all of the specified vesting conditions are to be satisfied. At the end of each period, the entity revises its estimates of the number of performance rights that are expected to vest based on the non-market vesting conditions. It recognises the impact of the revision to original estimates, if any, in profit and loss, with a corresponding adjustment to equity. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 56 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 56 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) D3: Contributed equity EQUITY OF PARENT COMPANY 30 April 2023 1 May 2022 Shares Share capital Shares Share capital E1: Investments accounted for using the equity method $000 $000 E2: Related party transactions Issues of ordinary shares during the financial year: Balance at beginning of the period 116,696,110 291,394 116,581,244 290,788 E1: Investments accounted for using the equity method E: RELATED PARTIES This section provides information relating to the Group’s related parties and the extent of related party transactions within the Group and the impact they had on the Group’s financial performance and position. Acquisition – Share component Dividend reinvestment plan Senior executive performance rights plan 284,091 256,807 85,564 3,000 2,246 732 – – 114,866 – – 606 Balance at the end of the period 117,322,572 297,372 116,696,110 291,394 ORDINARY SHARES Ordinary shares entitle the holder to participate in dividends and the proceeds on winding up of the Company in proportion to the number of shares held. On a show of hands every holder of ordinary shares present at a meeting in person or by proxy is entitled to one vote. Upon a poll each share is entitled to one vote. Ordinary shares have no par value and the Company does not have a limited amount of authorised capital. ACCOUNTING POLICY Debt and equity instruments are classified as either liabilities or equity in accordance with the substance of the contractual arrangement. Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of new shares or options are shown in equity as a deduction, net of tax, from proceeds. INTERESTS IN INDIVIDUALLY IMMATERIAL JOINT VENTURES Name of entity Place of incorporation Acronym Sizzler China Pte Ltd Singapore SCP Summarised financial information of joint ventures % of ownership interest 2023 % 50 2023 (1) $000 – (5) (5) 2022 % 50 2022 $000 2,497 (5) (5) Aggregate carrying amount of individually immaterial joint ventures Aggregate amounts of the Group's share of: Loss from operations Total comprehensive income ACCOUNTING POLICY (1) The Sizzler China Pte Ltd Joint Venture is held by the Sizzler Asia business. This has been classified as held for sale as at 30 April 2023. Refer to Note F. Under AASB 11 Joint Arrangements, investments in joint arrangements are classified as either joint operations or joint ventures. The classification depends on the contractual rights and obligations of each investor, rather than the legal structure of the joint arrangement. The Group has one joint venture. Investments in joint ventures are accounted for using the equity method of accounting, after initially being recognised at cost in the Consolidated Balance Sheet. Under the equity method of accounting, the investments are initially recognised at cost and adjusted thereafter to recognise the Group’s share of the post-acquisition profits or losses of the investee in profit or loss, and the Group’s share of movements in other comprehensive income of the investee in other comprehensive income. Dividends received or receivable from joint ventures are recognised as a reduction in the carrying amount of the investment. When the Group’s share of losses in an equity accounted investment equals or exceeds its interest in the entity, including any other unsecured long-term receivables, the Group does not recognise further losses, unless it has incurred obligations or made payments on behalf of the other entity. Unrealised gains on transactions between the Group and its joint ventures are eliminated to the extent of the Group’s interest in the entities. Unrealised losses are also eliminated unless the transaction provides evidence of an impairment of the asset transferred. Accounting policies of equity accounted investees have been changed where necessary to ensure consistency with the policies adopted by the Group. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 57 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 58 of 97 57 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) E: RELATED PARTIES This section provides information relating to the Group’s related parties and the extent of related party transactions within the Group and the impact they had on the Group’s financial performance and position. E1: Investments accounted for using the equity method E2: Related party transactions E1: Investments accounted for using the equity method INTERESTS IN INDIVIDUALLY IMMATERIAL JOINT VENTURES Name of entity Place of incorporation Acronym Sizzler China Pte Ltd Singapore SCP Summarised financial information of joint ventures Aggregate carrying amount of individually immaterial joint ventures Aggregate amounts of the Group's share of: Loss from operations Total comprehensive income % of ownership interest 2023 % 50 2023 (1) $000 – (5) (5) 2022 % 50 2022 $000 2,497 (5) (5) (1) The Sizzler China Pte Ltd Joint Venture is held by the Sizzler Asia business. This has been classified as held for sale as at 30 April 2023. Refer to Note F. ACCOUNTING POLICY Under AASB 11 Joint Arrangements, investments in joint arrangements are classified as either joint operations or joint ventures. The classification depends on the contractual rights and obligations of each investor, rather than the legal structure of the joint arrangement. The Group has one joint venture. Investments in joint ventures are accounted for using the equity method of accounting, after initially being recognised at cost in the Consolidated Balance Sheet. Under the equity method of accounting, the investments are initially recognised at cost and adjusted thereafter to recognise the Group’s share of the post-acquisition profits or losses of the investee in profit or loss, and the Group’s share of movements in other comprehensive income of the investee in other comprehensive income. Dividends received or receivable from joint ventures are recognised as a reduction in the carrying amount of the investment. When the Group’s share of losses in an equity accounted investment equals or exceeds its interest in the entity, including any other unsecured long-term receivables, the Group does not recognise further losses, unless it has incurred obligations or made payments on behalf of the other entity. Unrealised gains on transactions between the Group and its joint ventures are eliminated to the extent of the Group’s interest in the entities. Unrealised losses are also eliminated unless the transaction provides evidence of an impairment of the asset transferred. Accounting policies of equity accounted investees have been changed where necessary to ensure consistency with the policies adopted by the Group. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 58 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 58 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) E2: Related party transactions PARENT ENTITY The parent entity and ultimate parent entity within the Group is Collins Foods Limited. KEY MANAGEMENT PERSONNEL F: DISCONTINUED OPERATION F: Description F1(a): Financial performance and cash flow information F1(b): Assets and liabilities of disposal group classified as held for sale Disclosures relating to the compensation of KMP are included in Note D1 and in the Remuneration Report included in the Directors' Report. F: Description SUBSIDIARIES The ownership interests in subsidiaries are set out in Note H1. Transactions between entities within the Group during the reporting period consisted of loans advanced and repaid, interest charged and received, operating expenses paid, non-current assets purchased and sold, and tax losses transferred. These transactions were undertaken on commercial terms and conditions. OUTSTANDING BALANCES ARISING FROM SALES AND PURCHASES OF GOODS AND SERVICES There were no outstanding balances (2022: nil) with related parties at the end of the reporting period. TRANSACTIONS WITH RELATED PARTIES There were no transactions with related parties during the reporting period ending 30 April 2023. Any outstanding balances other than loans to key management personnel are unsecured and are repayable in cash. There were no outstanding balances from other transactions (2022: nil) with related parties at the end of the reporting period. On 30 April 2023, the Group signed a Letter of Intent to sell the 100% owned SingCo Trading Pte. Ltd Group (SingCo) for SGD20.2 million. The associated SingCo assets and liabilities are consequently presented as available for sale and is reported as a discontinued operation as SingCo represents an identifiable, single geographical area of operations. F1(a): Financial performance and cash flow information The financial performance and cash flow information presented are for the period ended 30 April 2023 and 1 May 2022. Profit from discontinued operations before finance income, finance costs and (2,123) (1,693) Revenue Cost of Sales Gross profit Other Expenses Administration expenses income tax (EBIT) Finance costs Profit before Income tax Income tax expense Profit from discontinued operations Net cash inflow from operating activities Net cash inflow from investing activities Net cash outflow from financing activities Net increase / (decrease) in cash generated by the discontinued operations 2023 $000 4,113 – 4,113 (13) 1,977 – 1,977 (509) 1,468 2023 $000 2,188 – – 2,188 2022 $000 2,822 – 2,822 (43) 1,086 – 1,086 (364) 722 2022 $000 1,073 – (8,760) (7,687) Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 59 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 60 of 97 59 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) F: DISCONTINUED OPERATION F: Description F1(a): Financial performance and cash flow information F1(b): Assets and liabilities of disposal group classified as held for sale F: Description On 30 April 2023, the Group signed a Letter of Intent to sell the 100% owned SingCo Trading Pte. Ltd Group (SingCo) for SGD20.2 million. The associated SingCo assets and liabilities are consequently presented as available for sale and is reported as a discontinued operation as SingCo represents an identifiable, single geographical area of operations. F1(a): Financial performance and cash flow information The financial performance and cash flow information presented are for the period ended 30 April 2023 and 1 May 2022. Revenue Cost of Sales Gross profit Other Expenses Administration expenses Profit from discontinued operations before finance income, finance costs and income tax (EBIT) Finance costs Profit before Income tax Income tax expense Profit from discontinued operations Net cash inflow from operating activities Net cash inflow from investing activities Net cash outflow from financing activities Net increase / (decrease) in cash generated by the discontinued operations 2023 $000 4,113 – 4,113 (13) 2022 $000 2,822 – 2,822 (43) (2,123) (1,693) 1,977 – 1,977 (509) 1,468 2023 $000 2,188 – – 2,188 1,086 – 1,086 (364) 722 2022 $000 1,073 – (8,760) (7,687) Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 60 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 60 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) F1(b): Assets and liabilities of disposal group classified as held for sale The following assets and liabilities were reclassified as held for sale in relation to the discontinued operations at 30 April 2023. G: OTHER ITEMS Assets classified as held for sale Receivables Other assets Intangible assets (1) Investments accounted for using the equity method Total assets of disposal group Liabilities directly associated with assets classified as held for sale Trade and other payables Deferred tax liabilities Total liabilities of disposal group held for sale (1) Includes recognised Goodwill of $1,405,000. ACCOUNTING POLICY G1: Commitments for expenditure G8: Leases G2: Other gains/(losses) - net G9: Trade and other payables G3: Earnings per share G4: Receivables G5: Property, plant and equipment G6: Intangible assets G7: Impairment of assets G10: Provisions G11: Reserves G12: Tax G13: Auditor’s Remuneration G14: Contingencies 2023 $000 334 113 9,402 2,393 12,242 672 1,360 2,032 Significant capital expenditure contracted for at the end of the reporting period but not recognised as liabilities is as follows: Non-current assets (or disposal groups) held for sale and discontinued operations Non-current assets (or disposal groups) are classified as held for sale if their carrying amount will be recovered principally through a sale transaction rather than through continuing use and a sale is considered highly probable. They are measured at the lower of their carrying amount and fair value less costs to sell, except for assets such as deferred tax assets, assets arising from employee benefits, financial assets and investment property that are carried at fair value and contractual rights under insurance contracts, which are specifically exempt from this requirement. An impairment loss is recognised for any initial or subsequent write-down of the asset (or disposal group) to fair value less costs to sell. A gain is recognised for any subsequent increases in fair value less costs to sell of an asset (or disposal group), but not in excess of any cumulative impairment loss previously recognised. A gain or loss not previously recognised by the date of the sale of the non-current asset (or disposal group) is recognised at the date of derecognition. Non-current assets (including those that are part of a disposal group) are not depreciated or amortised while they are classified as held for sale. Interest and other expenses attributable to the liabilities of a disposal group classified as held for sale continue to be recognised. Non-current assets classified as held for sale and the assets of a disposal group classified as held for sale are presented separately from the other assets in the balance sheet. The liabilities of a disposal group classified as held for sale are presented separately from other liabilities in the balance sheet. A discontinued operation is a component of the entity that has been disposed of or is classified as held for sale and that represents a separate major line of business or geographical area of operations, is part of a single co-ordinated plan to dispose of such a line of business or area of operations, or is a subsidiary acquired exclusively with a view to resale. The results of discontinued operations are presented separately in the statement of profit or loss. (1) This represents any agreements for leases the Group has signed before year end, that have not yet proceeded to an executed lease agreement. This is the value repayable over the primary term of the lease. As there is not yet a commencement date, the values have not been discounted to present value. G1: Commitments for expenditure CAPITAL COMMITMENTS Right-of-use assets (1) Property, plant and equipment Land and buildings Total commitments G2: Other gains/(losses) – net Net foreign exchange gain / (loss) Net loss on disposal of property, plant and equipment Net gain / (loss) on disposal of leases Gain on sale and leaseback Fair value loss on debt modification Other gains / (losses) – net G3: Earnings per share 2023 $000 24,843 3,234 5,042 33,119 2023 $000 (126) (33) (891) – – (1,050) 2023 $000 11,278 1,468 Shares 2022 $000 31,134 8,541 5,125 44,800 2022 $000 613 (217) 2,684 1,238 (945) 3,373 (1) 2022 $000 54,077 722 Shares Earnings used in the calculation of basic and diluted earnings per share from continuing operations Net profit from discontinued operation Weighted average basic ordinary shares outstanding Weighted average diluted ordinary shares outstanding Basic earnings per share Basic earnings per share from continuing operations Basic earnings per share from discontinued operations Total basic earnings per share attributable to members of Collins Foods Limited 117,177,086 116,696,110 117,904,019 117,223,628 Cents Cents 9.62 1.25 10.87 46.34 0.62 46.96 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 61 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 62 of 97 61 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G: OTHER ITEMS G1: Commitments for expenditure G8: Leases G2: Other gains/(losses) - net G9: Trade and other payables G3: Earnings per share G4: Receivables G5: Property, plant and equipment G6: Intangible assets G7: Impairment of assets G10: Provisions G11: Reserves G12: Tax G13: Auditor’s Remuneration G14: Contingencies G1: Commitments for expenditure CAPITAL COMMITMENTS Significant capital expenditure contracted for at the end of the reporting period but not recognised as liabilities is as follows: Right-of-use assets (1) Property, plant and equipment Land and buildings Total commitments 2023 $000 24,843 3,234 5,042 33,119 2022 $000 31,134 8,541 5,125 44,800 (1) This represents any agreements for leases the Group has signed before year end, that have not yet proceeded to an executed lease agreement. This is the value repayable over the primary term of the lease. As there is not yet a commencement date, the values have not been discounted to present value. G2: Other gains/(losses) – net Net foreign exchange gain / (loss) Net loss on disposal of property, plant and equipment Net gain / (loss) on disposal of leases Gain on sale and leaseback Fair value loss on debt modification Other gains / (losses) – net G3: Earnings per share Earnings used in the calculation of basic and diluted earnings per share from continuing operations Net profit from discontinued operation Weighted average basic ordinary shares outstanding Weighted average diluted ordinary shares outstanding Basic earnings per share Basic earnings per share from continuing operations Basic earnings per share from discontinued operations Total basic earnings per share attributable to members of Collins Foods Limited 2023 $000 (126) (33) (891) – – (1,050) 2023 $000 11,278 1,468 Shares 2022 $000 613 (217) 2,684 1,238 (945) 3,373 (1) 2022 $000 54,077 722 Shares 117,177,086 116,696,110 117,904,019 117,223,628 Cents Cents 9.62 1.25 10.87 46.34 0.62 46.96 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 62 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 62 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G3: Earnings per share continued G5: Property, plant and equipment Diluted earnings per share Diluted earnings per share from continuing operations Diluted earnings per share from discontinued operations Total diluted earnings per share attributable to members of Collins Foods Limited (1) Comparative figures have been restated to present the impacts of the current period discontinued operations (as outlined in Note F) 2023 Cents 9.57 1.25 10.82 (1) 2022 Cents 46.13 0.62 46.75 Land & Leasehold Plant and Construction Buildings improvements equipment in progress $000 $000 $000 $000 Total $000 Accumulated depreciation & impairments (177,018) (119,423) – (297,679) Net book amount at 2 May 2022 116,718 63,184 15,234 216,099 293,736 182,607 15,234 513,778 Weighted average number of shares used as the denominator Acquisitions through controlled entity purchased Weighted average number of ordinary shares used as the denominator in calculating basic earnings per share Adjustments for calculation of diluted earnings per share: Performance rights Weighted average number of ordinary and potential ordinary shares used as the denominator in calculating diluted earnings per share 2023 Shares 2022 Shares 117,177,086 116,696,110 726,933 527,518 117,904,019 117,223,628 ACCOUNTING POLICY Basic earnings per share is calculated by dividing the profit attributable to owners of the Company by the weighted average number of ordinary shares outstanding during the financial period. Diluted earnings per share adjusts the figures used in the determination of basic earnings per share to take into account the after income tax effect of interest and other financing costs associated with dilutive potential ordinary shares, and the weighted average number of additional ordinary shares that would have been outstanding assuming the conversion of all dilutive potential ordinary shares. G4: Receivables CURRENT ASSETS – RECEIVABLES Trade receivables 2023 $000 (1) 20,099 20,099 2022 $000 4,200 4,200 (1) Includes $13.3 million receivable in relation to the deposit paid for the acquisition from R. Sambo Holdings B.V. (refer Note J1). ACCOUNTING POLICY Trade receivables are amounts due for goods or services performed in the ordinary course of business. They are generally due for settlement within 30 days and therefore are all classified as current. Trade receivables are recognised initially at the amount of consideration that is unconditional unless they contain significant financing components, when they are recognised at fair value. The Group holds the trade receivables with the objective to collect the contractual cash flows and therefore measures them subsequently at amortised cost using the effective interest method. Impairment of trade receivables The Group applies the AASB 9 simplified approach to measuring expected credit losses which uses a lifetime expected loss allowance for all trade receivables. To measure the expected credit losses, trade receivables have been grouped based on shared credit risk characteristics and the days past due. The expected loss rates are based on the payment profiles of receivables over a period of 36 months before 30 April 2023 or 1 May 2022 respectively and the corresponding historical credit losses experienced within this period. The historical loss rates are adjusted to reflect current and forward-looking information on macroeconomic factors affecting the ability of the customers to settle the receivables. The Group has identified the GDP and the unemployment rate of the countries in which it sells its goods and services to be the most relevant factors, and accordingly adjusts the historical loss rates based on expected changes in these factors. At 2 May 2022 Cost Additions Transfers Depreciation charge Impairment charge (1) Disposals Exchange differences At 30 April 2023 Cost At 3 May 2021 Cost Additions Transfers Depreciation charge Impairment charge (1) Disposals Exchange differences At 1 May 2022 Cost Net book amount at 30 April 2023 24,931 118,622 Accumulated depreciation & impairments (215,802) (149,777) – (367,287) Net book amount at 30 April 2023 Accumulated depreciation & impairments (158,055) (103,993) – (263,016) Net book amount at 3 May 2021 106,578 59,552 9,983 188,919 Acquisitions through controlled entity purchased 34,370 (70,895) 2,621 132 32,396 (23,544) (13,222) (60) 3,581 286 134 (21,170) (8,312) (32) 1,819 70,279 67,299 70,206 – – – 266 310 (45,185) (21,534) (1,149) (1,241) 199 5,599 10,688 224,520 334,424 220,056 10,688 591,807 118,622 $000 70,279 $000 10,688 224,520 $000 $000 264,633 163,545 9,983 451,935 20,868 (59,374) (22,900) (20,239) 2,265 2,530 (555) (385) (852) 65,105 69,320 152 – – (350) (282) 8,721 (638) (43,500) (1,523) (2,466) (2,734) 1,950 6,039 27,868 (968) (249) (1,600) 116,718 293,736 182,607 15,234 513,778 Net book amount at 1 May 2022 63,184 15,234 216,099 Accumulated depreciation & impairments (177,018) (119,423) – (297,679) Net book amount at 1 May 2022 116,718 63,184 15,234 216,099 (1) Included in Note G7 is the breakdown of impairments. ACCOUNTING POLICY All property, plant and equipment is recorded at historical cost less depreciation. Historical cost includes expenditure that is directly attributable to the acquisition of the items. Subsequent costs are included in the asset’s carrying amount or recognised as a separate asset, as appropriate, only when it is probable that future economic benefits associated with the item will flow to the Group and the cost of the item can be measured reliably. 22,201 (1,238) 20,963 4,439 (471) – – – – – 26,639 (1,708) 24,931 $000 13,774 (968) 12,806 – – – – 10,000 (361) (1,482) 20,963 22,201 (1,238) 20,963 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 63 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 64 of 97 63 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G5: Property, plant and equipment Land & Buildings Leasehold improvements Plant and equipment Construction in progress $000 $000 $000 $000 Total $000 At 2 May 2022 Cost Accumulated depreciation & impairments Net book amount at 2 May 2022 Additions Acquisitions through controlled entity purchased Transfers Depreciation charge Impairment charge (1) Disposals Exchange differences 22,201 (1,238) 20,963 – – 4,439 (471) – – – 293,736 182,607 15,234 513,778 (177,018) (119,423) – (297,679) 116,718 63,184 15,234 216,099 2,621 132 32,396 (23,544) (13,222) (60) 3,581 286 134 67,299 70,206 – 266 310 34,370 (70,895) (21,170) (8,312) (32) 1,819 70,279 – – (45,185) (21,534) (1,149) (1,241) 199 5,599 10,688 224,520 Net book amount at 30 April 2023 24,931 118,622 At 30 April 2023 Cost Accumulated depreciation & impairments Net book amount at 30 April 2023 At 3 May 2021 Cost Accumulated depreciation & impairments Net book amount at 3 May 2021 Additions Acquisitions through controlled entity purchased Transfers Depreciation charge Impairment charge (1) Disposals Exchange differences Net book amount at 1 May 2022 At 1 May 2022 Cost Accumulated depreciation & impairments Net book amount at 1 May 2022 (1) Included in Note G7 is the breakdown of impairments. ACCOUNTING POLICY 26,639 (1,708) 24,931 $000 13,774 (968) 12,806 – – 10,000 (361) – (1,482) – 20,963 22,201 (1,238) 20,963 334,424 220,056 10,688 591,807 (215,802) (149,777) – (367,287) 118,622 $000 70,279 $000 10,688 224,520 $000 $000 264,633 163,545 9,983 451,935 (158,055) (103,993) – (263,016) 106,578 59,552 9,983 188,919 20,868 (59,374) (22,900) (20,239) 1,950 6,039 27,868 (968) (249) (1,600) 116,718 2,265 2,530 (555) (385) (852) 65,105 69,320 152 – – (350) (282) 8,721 (638) (43,500) (1,523) (2,466) (2,734) 63,184 15,234 216,099 293,736 182,607 15,234 513,778 (177,018) (119,423) – (297,679) 116,718 63,184 15,234 216,099 All property, plant and equipment is recorded at historical cost less depreciation. Historical cost includes expenditure that is directly attributable to the acquisition of the items. Subsequent costs are included in the asset’s carrying amount or recognised as a separate asset, as appropriate, only when it is probable that future economic benefits associated with the item will flow to the Group and the cost of the item can be measured reliably. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 64 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 64 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G5: Property, plant and equipment continued Property, plant and equipment, excluding freehold land, is depreciated at rates based upon the expected useful economic life as follows: Asset classes Buildings Leasehold improvements: Buildings Other leasehold improvements Plant and equipment Motor vehicles Method Straight Line Straight Line Straight Line Straight Line Straight Line Average Life 20 years 20 years or term of the lease (1) Primary term of lease (2) 8 years 4 years (1) Estimated useful life is the shorter of 20 years or the full term of the lease including renewal periods that are intended to be exercised. (2) If primary term of the lease differs significantly from the estimated useful life of the asset, judgement is applied to the estimated useful life and an individual rate is applied. The asset’s residual values and useful lives are reviewed, and adjusted if appropriate, at each balance sheet date. The Group reviews annually whether the triggers indicating a risk of impairment exist. The recoverable amounts of cash generating units have been determined based on value-in-use calculations. These calculations require the use of estimates (refer Note G7). An asset’s carrying amount is written down immediately to its recoverable amount if the asset’s carrying amount is greater than its estimated recoverable amount. The gain or loss on disposal of all non-current assets is determined as the difference between the carrying amount of the asset at the time of disposal and the proceeds on disposal and is included in the Consolidated Income Statement of the Group in the reporting period of disposal. G6: Intangible assets Goodwill Franchise rights $000 $000 Brand names $000 Software Other Total $000 $000 $000 At 2 May 2022 Cost Accumulated amortisation & impairments Net book amount at 2 May 2022 Additions Acquisitions through controlled entity purchased Transfers Amortisation charge Impairment charge (1) Transfers to assets held for sale (2) Exchange differences 478,093 (28,070) 450,023 – 7,317 – – – (1,405) 15,127 21,154 (9,389) 11,765 2,552 – – (1,386) (1,034) – 203 Net book amount at 30 April 2023 471,062 12,100 31,105 (22,793) 8,312 – – – (950) – (7,997) 635 – 13,142 (7,950) 5,192 586 9 (310) (1,678) (26) – 133 – – – 5,302 – – (78) – – - 543,494 (68,202) 475,292 8,440 7,326 (310) (4,092) (1,060) (9,402) 16,098 3,906 5,224 492,292 At 30 April 2023 Cost 499,132 33,638 11,261 13,937 5,302 563,270 Goodwill Franchise Software Total rights $000 19,577 (8,220) 11,357 1,753 – – (1,094) (31) (220) 11,765 21,154 (9,389) 11,765 Brand names $000 29,648 (21,183) 8,465 – – – – 725 8,312 $000 $000 9,844 (5,510) 4,334 2,696 152 638 514,532 (62,983) 451,549 4,449 30,583 638 – (36) (31) (7,332) 5,192 475,292 (878) (2,592) (4,564) 31,105 (22,793) 13,142 (7,950) 543,494 (68,202) 8,312 5,192 475,292 $000 455,463 (28,070) 427,393 – – – – (7,801) 450,023 478,093 (28,070) 450,023 Acquisitions through controlled entity purchased 30,431 G6: Intangible assets continued Accumulated amortisation & impairments Net book amount at 3 May 2021 At 3 May 2021 Cost Additions Transfers Amortisation charge Impairment charge (1) Exchange differences Net book amount at 1 May 2022 At 1 May 2022 Cost Accumulated amortisation & impairments Net book amount at 1 May 2022 (1) Included in Note G7 is the breakdown of impairments. G7: Impairment of assets IMPAIRMENT OF ASSETS IMPAIRMENT TEST FOR GOODWILL Allocation of goodwill KFC Restaurants Australia KFC Restaurants Europe Sizzler Asia (1) Goodwill and intangible assets that have an indefinite useful life are not subject to amortisation and are tested annually for impairment, or more frequently if events or changes in circumstances indicate that they might be impaired. Other assets are reviewed for impairment whenever events or changes in circumstances indicate that the carrying amount may not be recoverable. An impairment loss is recognised in the Consolidated Income Statement for the amount by which the asset’s carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are grouped at the lowest levels for which there are separately identifiable cash flows (cash generating units). If, in a subsequent period, the amount of the impairment loss decreases and the decrease can be related objectively to an event occurring after the impairment was recognised, the reversal of the previously recognised impairment loss is recognised in the Consolidated Income Statement. Carrying value 2022 $000 327,005 121,716 1,302 450,023 2023 $000 334,323 136,739 – 471,062 Accumulated amortisation & impairments (28,070) (21,538) (11,261) (10,031) (78) (70,978) (1) Goodwill in Sizzler Asia has been classified as held for sale at 30 April 2023. Refer to Note F2. Net book amount at 30 April 2023 471,062 12,100 – 3,906 5,224 492,292 (1) Included in Note G7 is the breakdown of impairments. (2) Relates to the intangible assets of the Sizzler Asia business which was classified as held for sale at 30 April 2023. Refer to Note F. Goodwill is tested for impairment at a cash generating unit level. The recoverable amount of a cash generating unit is determined based on value-in-use calculations. Management recognises that there are various reasons that the estimates used in the assumptions may vary. For the KFC Restaurants Australia and KFC Restaurants Europe cash generating units, there are no reasonable and likely changes in assumptions which would result in an impairment to goodwill. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 65 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 66 of 97 65 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements Brand names $000 29,648 (21,183) 8,465 – – – Software Total $000 $000 9,844 (5,510) 4,334 2,696 152 638 514,532 (62,983) 451,549 4,449 30,583 638 19,577 (8,220) 11,357 1,753 – – (1,094) (878) (2,592) (4,564) (31) (220) – 725 – (36) (31) (7,332) 11,765 8,312 5,192 475,292 21,154 (9,389) 11,765 31,105 (22,793) 13,142 (7,950) 543,494 (68,202) 8,312 5,192 475,292 NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G6: Intangible assets continued Goodwill Franchise rights $000 $000 At 3 May 2021 Cost Accumulated amortisation & impairments Net book amount at 3 May 2021 Additions Acquisitions through controlled entity purchased Transfers Amortisation charge Impairment charge (1) Exchange differences Net book amount at 1 May 2022 At 1 May 2022 Cost Accumulated amortisation & impairments Net book amount at 1 May 2022 (1) Included in Note G7 is the breakdown of impairments. G7: Impairment of assets IMPAIRMENT OF ASSETS 455,463 (28,070) 427,393 – 30,431 – – – (7,801) 450,023 478,093 (28,070) 450,023 Goodwill and intangible assets that have an indefinite useful life are not subject to amortisation and are tested annually for impairment, or more frequently if events or changes in circumstances indicate that they might be impaired. Other assets are reviewed for impairment whenever events or changes in circumstances indicate that the carrying amount may not be recoverable. An impairment loss is recognised in the Consolidated Income Statement for the amount by which the asset’s carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are grouped at the lowest levels for which there are separately identifiable cash flows (cash generating units). If, in a subsequent period, the amount of the impairment loss decreases and the decrease can be related objectively to an event occurring after the impairment was recognised, the reversal of the previously recognised impairment loss is recognised in the Consolidated Income Statement. IMPAIRMENT TEST FOR GOODWILL Allocation of goodwill KFC Restaurants Australia KFC Restaurants Europe Sizzler Asia (1) Carrying value 2022 $000 327,005 121,716 1,302 450,023 2023 $000 334,323 136,739 – 471,062 (1) Goodwill in Sizzler Asia has been classified as held for sale at 30 April 2023. Refer to Note F2. Goodwill is tested for impairment at a cash generating unit level. The recoverable amount of a cash generating unit is determined based on value-in-use calculations. Management recognises that there are various reasons that the estimates used in the assumptions may vary. For the KFC Restaurants Australia and KFC Restaurants Europe cash generating units, there are no reasonable and likely changes in assumptions which would result in an impairment to goodwill. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 66 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 66 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G7: Impairment of assets continued During the reporting period ended 30 April 2023, the above cash generating units and the individual restaurant assets (including Taco Bell restaurants) were tested for impairment in accordance with AASB 136 Impairment of Assets. In the event that the carrying value of these assets was higher than the recoverable amount (measured as the higher of fair value less costs to sell and value in use) an impairment charge was recognised in the Consolidated Income Statement as set out in the table below. KFC Australia restaurants 2023 $000 2022 $000 – – – – – – – – – – – – KFC Europe restaurants Taco Bell restaurants 2023 $000 948 363 – – 3,281 4,592 2022 $000 – – – – – – 2023 $000 12,274 7,949 1,034 26 27,771 49,054 2022 $000 968 555 31 – 1,609 3,163 2023 $000 13,222 8,312 1,034 26 31,052 53,646 Total 2022 $000 968 555 31 – 1,609 3,163 Leasehold improvements Plant and equipment Franchise rights Software Right-of-use assets Total KEY ASSUMPTIONS USED FOR VALUE-IN-USE CALCULATIONS Post-tax discount rate segment Post-tax discount rate restaurant Growth rates: Revenue for Yr 1 - Yr 5 (1) Revenue for Yr 6 - Yr 20 Annual growth for terminal value KFC Australia KFC Europe 2023 7.4% 2022 7.4% 2023 7.4% 2022 7.4% 2023 (2) N/A Taco Bell 2022 (2) N/A Restaurant specific Restaurant specific Restaurant specific Restaurant specific Restaurant specific Restaurant specific * 4.6% 2.5% 2.5% * 5.0% 2.5% 2.5% * 3.8% 1.5% 1.5% * 4.1% * 1.2% * 12.0% 1.5% 1.5% 2.5% 2.5% 2.5% 2.5% (1) The Revenue Growth rates applied from Yr 1 – Yr 5 relate specifically to restaurant assets where detailed impairment models were prepared. (2) Only individual restaurant assets were tested for impairment in the Taco Bell cash generating unit. * Restaurant specific plans with average annual growth rate. KFC Australia restaurants Value in use recoverable amount valuations were performed at the cash generating unit level and at the individual restaurant level for the purpose of testing goodwill and restaurant specific assets, respectively. Restaurant assets include Property, Plant & Equipment and Right-of-use assets. Detailed impairment models were prepared for the cash generating unit and for some of the KFC Australia restaurants where indicators of impairment were identified. The impairment test did not result in any impairments for the KFC Australia restaurants. The impairment models have been prepared as follows: • • The cash flow estimate for the cash generating unit has been prepared based on a period of five years. The annual growth rates applied in the first five years average 4.6% (2022: 5.0%) for the stores modelled. The year one projections have been aligned to the division's specific cash flows reflected in the 2024 budget. • Annual growth rates of 2.5% (2022: 2.5%) have been applied from year 6 onwards, which does not exceed the long-term average growth rate for the industry segment in which the restaurants operate. Management believe that these growth percentages are reasonable considering the growth that has been seen in this operating segment during 2023, prior to COVID-19, in prior reporting periods, and in the weeks since year-end. • Cost of sales percentage is estimated to remain reasonably consistent over the cash flow period. Cost of labour percentage is estimated to steadily decrease with the increase in sales volume. • A post-tax discount rate of 7.4% has been calculated for the KFC Australia segment (2022: 7.4% post tax). The change in the post-tax discount rate applied to certain restaurant assets is the result of the discount rates applied to each individual restaurant being adjusted by the incremental borrowing rate (IBR) applied to each AASB 16 lease. This has resulted in post- tax discount rates in the range 6.3 – 8.5% for the individual restaurants assessed for impairment (2022: range 5.0 – 8.5%). G7: Impairment of assets continued SIGNIFICANT ESTIMATE: IMPACT OF POSSIBLE CHANGES IN KEY ASSUMPTIONS Management recognises that a change in one of the assumptions applied to the discount rates or growth rates could result in the impairment of some of the Group’s KFC Australia restaurant assets. However, management has considered the likelihood of these possible changes and believe that strong revenue growth achieved in the operating segment historically, during the current financial year and in the weeks since year-end, supports the growth percentages applied in the cash flows and that the discount rates applied are appropriate having assessed against current market factors. Management do not consider that a reasonable possible change in any of the key assumptions would cause their carrying amounts to significantly exceed their recoverable amounts. KFC Europe restaurants Value in use recoverable amount valuations were performed at the cash generating unit level and at the individual restaurant level for the purpose of testing goodwill and restaurant specific assets, respectively. Restaurant assets include Property, Plant & Equipment and Right-of-use assets. Detailed impairment models were prepared for the cash generating unit and for some of the KFC Europe restaurants where indicators of impairment were identified. The impairment resulted in the impairment of one KFC Europe restaurant. Impairment charges of $5.0 million were recognised in respect of KFC Europe restaurants, comprising $3.3 million of Right-of-use assets, $0.9 million of leasehold improvements and $0.4 million of plant and equipment. The impairment charge principally relates to the full impairment of one restaurant. The impairment models have been prepared as follows: • • The cash flow estimate for the cash generating unit has been prepared based on a period of five years. The year one projections have been aligned to the division's specific cash flows reflected in the 2024 budget. The annual growth rates applied in the first 5 years average 3.8% (2022: 4.1%) The year one projections have been aligned to the division's specific cash flows reflected in the 2024 budget. • Cost of sales percentage is estimated to remain consistent over the cash flow period. • Annual growth rates of 1.5% have been applied from year 6 onwards (2022: 1.5%) which does not exceed the long-term average growth rate for the industry segment in which the restaurants operate. Management believe that these growth percentages are reasonable considering the growth that has been seen in this operating segment during 2023, prior to COVID-19, in prior reporting periods, and in the weeks since year-end. • A post-tax discount rate of 7.4% has been calculated for the KFC Europe segment (2022: 7.4% post tax). The change in the post-tax discount rate applied to certain restaurant assets is the result of the discount rates applied to each individual restaurant being adjusted by the IBR applied to each AASB 16 lease. This has resulted in post-tax discount rates in the range of 5.5 - 7.5% for the individual restaurants assessed for impairment (2022: range 5.5 – 7.8%). SIGNIFICANT ESTIMATE: IMPACT OF POSSIBLE CHANGES IN KEY ASSUMPTIONS Management recognises that a change in one of the assumptions applied to the discount rates or growth rates could result in the impairment of some of the Group’s KFC Europe restaurant assets. However, management has considered the likelihood of these possible changes and believe that strong revenue growth achieved in the operating segment historically and during FY23 supports the growth percentages applied in the cash flows and that the discount rate applied are appropriate having assessed against current market factors. Management do not consider that a reasonable possible change in any of the key assumptions would cause their carrying amounts to significantly exceed their recoverable amounts. Taco Bell Value in use recoverable amount valuations were not performed at the Taco Bell segment level as there is no goodwill or other indefinite life intangible assets for Taco Bell. However, each of the individual restaurants represents a cash generating unit for the purpose of testing Property, Plant & Equipment, Right-of-use assets and other restaurant specific assets. Accordingly, impairment models were prepared for all Taco Bell restaurants where indicators of impairment were identified. Management identified indicators of impairment amongst the Taco Bell restaurants network due to their financial performance compared to the individual restaurant forecasts. Detailed impairment models were prepared, resulting in the impairment of $20.2 million of Property, plant and equipment, $27.8 million of Right-of-use assets and $1.1 million of Franchise rights. • As stated in the interim financial statements to 16 October 2022, the revenue growth and EBITDA rates for Years 1 - 5 are the most significant assumptions underpinning the Taco Bell impairment analysis. • During the second half of the financial reporting period ending 30 April 2023, the performance of the Taco Bell business unit was below expectations. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 67 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 68 of 97 67 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G7: Impairment of assets continued SIGNIFICANT ESTIMATE: IMPACT OF POSSIBLE CHANGES IN KEY ASSUMPTIONS Management recognises that a change in one of the assumptions applied to the discount rates or growth rates could result in the impairment of some of the Group’s KFC Australia restaurant assets. However, management has considered the likelihood of these possible changes and believe that strong revenue growth achieved in the operating segment historically, during the current financial year and in the weeks since year-end, supports the growth percentages applied in the cash flows and that the discount rates applied are appropriate having assessed against current market factors. Management do not consider that a reasonable possible change in any of the key assumptions would cause their carrying amounts to significantly exceed their recoverable amounts. KFC Europe restaurants Value in use recoverable amount valuations were performed at the cash generating unit level and at the individual restaurant level for the purpose of testing goodwill and restaurant specific assets, respectively. Restaurant assets include Property, Plant & Equipment and Right-of-use assets. Detailed impairment models were prepared for the cash generating unit and for some of the KFC Europe restaurants where indicators of impairment were identified. The impairment resulted in the impairment of one KFC Europe restaurant. Impairment charges of $5.0 million were recognised in respect of KFC Europe restaurants, comprising $3.3 million of Right-of-use assets, $0.9 million of leasehold improvements and $0.4 million of plant and equipment. The impairment charge principally relates to the full impairment of one restaurant. The impairment models have been prepared as follows: • • The cash flow estimate for the cash generating unit has been prepared based on a period of five years. The year one projections have been aligned to the division's specific cash flows reflected in the 2024 budget. The annual growth rates applied in the first 5 years average 3.8% (2022: 4.1%) The year one projections have been aligned to the division's specific cash flows reflected in the 2024 budget. • Cost of sales percentage is estimated to remain consistent over the cash flow period. • Annual growth rates of 1.5% have been applied from year 6 onwards (2022: 1.5%) which does not exceed the long-term average growth rate for the industry segment in which the restaurants operate. Management believe that these growth percentages are reasonable considering the growth that has been seen in this operating segment during 2023, prior to COVID-19, in prior reporting periods, and in the weeks since year-end. • A post-tax discount rate of 7.4% has been calculated for the KFC Europe segment (2022: 7.4% post tax). The change in the post-tax discount rate applied to certain restaurant assets is the result of the discount rates applied to each individual restaurant being adjusted by the IBR applied to each AASB 16 lease. This has resulted in post-tax discount rates in the range of 5.5 - 7.5% for the individual restaurants assessed for impairment (2022: range 5.5 – 7.8%). SIGNIFICANT ESTIMATE: IMPACT OF POSSIBLE CHANGES IN KEY ASSUMPTIONS Management recognises that a change in one of the assumptions applied to the discount rates or growth rates could result in the impairment of some of the Group’s KFC Europe restaurant assets. However, management has considered the likelihood of these possible changes and believe that strong revenue growth achieved in the operating segment historically and during FY23 supports the growth percentages applied in the cash flows and that the discount rate applied are appropriate having assessed against current market factors. Management do not consider that a reasonable possible change in any of the key assumptions would cause their carrying amounts to significantly exceed their recoverable amounts. Taco Bell Value in use recoverable amount valuations were not performed at the Taco Bell segment level as there is no goodwill or other indefinite life intangible assets for Taco Bell. However, each of the individual restaurants represents a cash generating unit for the purpose of testing Property, Plant & Equipment, Right-of-use assets and other restaurant specific assets. Accordingly, impairment models were prepared for all Taco Bell restaurants where indicators of impairment were identified. Management identified indicators of impairment amongst the Taco Bell restaurants network due to their financial performance compared to the individual restaurant forecasts. Detailed impairment models were prepared, resulting in the impairment of $20.2 million of Property, plant and equipment, $27.8 million of Right-of-use assets and $1.1 million of Franchise rights. • As stated in the interim financial statements to 16 October 2022, the revenue growth and EBITDA rates for Years 1 - 5 are the most significant assumptions underpinning the Taco Bell impairment analysis. • During the second half of the financial reporting period ending 30 April 2023, the performance of the Taco Bell business unit was below expectations. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 68 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 68 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G7: Impairment of assets continued G8: Leases continued • Further business improvement initiatives are underway, however, as at the Balance Sheet date, management has reduced its revenue growth and EBITDA assumptions for future years. This has had the effect of additional restaurant impairments across the Group’s Taco Bell portfolio. AMOUNTS RECOGNISED IN THE INCOME STATEMENT The income statement shows the following amounts relating to leases: • • The total charge for the financial period to 30 April 2023 has been $49.1 million. The remaining net book value of the Taco Bell restaurants on 30 April 2023, after the recognition of the $49.1 million impairment charge, is nil for all stores. One remaining restaurant is due to open in July 2023 where an onerous lease provision for $1.9m has been taken up due to the revised outlook for this store based on the experience from other store openings. ACCOUNTING POLICY Goodwill Goodwill represents the excess of the cost of an acquisition over the fair value of the Group’s share of the net identifiable assets of the acquired subsidiary at the date of acquisition. Goodwill is not amortised. Instead, goodwill is tested for impairment annually, or more frequently if events or changes in circumstances indicate that it might be impaired and is carried at cost less accumulated impairment losses. Goodwill is allocated to cash generating units for the purpose of impairment testing. The Group determines whether goodwill with indefinite useful lives are impaired at least on an annual basis. This requires an estimation of the recoverable amount of the cash generating units to which the goodwill with indefinite useful lives relate. Franchise rights Costs associated with franchise licences which provide a benefit for more than one reporting period are amortised over the remaining term of the franchise licence. Capitalised costs associated with renewal options for franchise licences are deferred and amortised over the renewal option period. The unamortised balance is reviewed each balance date and charged to the Consolidated Income Statement to the extent that future benefits are no longer probable. Software Software consists of both externally acquired software programmes and capitalised development costs of internally generated software. The Group amortises software using a straight-line method over 3-8 years. Costs associated with maintaining software programmes are recognised as an expense as incurred. Development costs that are directly attributable to the design and testing of identifiable and unique software products controlled by the Group are recognised as intangible assets where the criteria within AASB 138 Intangible Assets is met. Directly attributable costs that are capitalised as part of the software include employee costs, installation costs and associated expenditure. Capitalised development costs are recorded as intangible assets and amortised from the point at which the asset is ready for use. G8: Leases This note provides information for leases where the Group is a lessee. AMOUNTS RECOGNISED IN THE BALANCE SHEET The balance sheet shows the following amounts relating to leases: Right-of-use assets Property Motor vehicles Lease liabilities Current Non-current 2023 $000 463,420 2,398 465,818 44,639 506,872 551,511 2022 $000 430,162 2,306 432,468 37,766 439,623 477,389 Additions to the right-of-use assets during the 2023 financial period were $56,348,030 (2022: $98,199,000). Depreciation charge of right-of-use assets Property Motor vehicles Impairment charge of right-of-use assets Properties 2023 $000 47,685 1,192 48,877 31,052 31,052 2023 $000 – 2022 $000 44,008 1,023 45,031 1,609 1,609 2022 $000 1,238 Gain on sale and leaseback Interest expense (included in finance costs) and administrative expenses) occupancy expenses) Expense relating to short-term leases (included in selling marketing and royalty, occupancy, Expense relating to variable lease payments not included in lease liabilities (included in 25,376 22,679 778 919 3,437 3,056 THE GROUP’S LEASING ACTIVITIES AND HOW THESE ARE ACCOUNTED FOR The Group leases various restaurant sites, offices, and motor vehicles. Rental contracts, particularly for restaurants, are typically made for fixed periods of 5 to 20 years but may have extension options as described further below. Contracts may contain both lease and non-lease components. The Group allocates the consideration in the contract to the lease and non-lease components based on their relative stand-alone prices. Lease terms are negotiated on an individual basis and contain a wide range of different terms and conditions. The lease agreements do not impose any covenants other than the security interests in the leased assets that are held by the lessor. Leased assets may not be used as security for borrowing purposes. Assets and liabilities arising from a lease are initially measured on a present value basis. Lease liabilities include the net present value of the following lease payments: • fixed payments (including in-substance fixed payments), less any lease incentives receivable; • variable lease payment that are based on an index or a rate, initially measured using the index or rate as at the commencement date; • amounts expected to be payable by the Group under residual value guarantees; • the exercise price of a purchase option if the Group is reasonably certain to exercise that option; and • payments of penalties for terminating the lease, if the lease term reflects the Group exercising that option. Lease payments to be made under reasonably certain extension options are also included in the measurement of the liability. The lease payments are discounted using the interest rate implicit in the lease. If that rate cannot be readily determined, which is generally the case for leases in the Group, the lessee’s incremental borrowing rate is used, being the rate that the individual lessee would have to pay to borrow the funds necessary to obtain an asset of similar value to the right-of-use asset in a similar economic environment with similar terms, security and conditions. To determine the incremental borrowing rate, the Group: • where possible, uses recent third-party financing received by the individual lessee as a starting point, adjusted to reflect changes in financing conditions since third party financing was received; • uses a build-up approach that starts with a risk-free interest rate adjusted for credit risk for leases held by the Group, which does not have recent third party financing; and • makes adjustments specific to the lease, e.g. term, country, currency and security. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 69 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 70 of 97 69 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G8: Leases continued AMOUNTS RECOGNISED IN THE INCOME STATEMENT The income statement shows the following amounts relating to leases: Depreciation charge of right-of-use assets Property Motor vehicles Impairment charge of right-of-use assets Properties Gain on sale and leaseback Interest expense (included in finance costs) Expense relating to short-term leases (included in selling marketing and royalty, occupancy, and administrative expenses) Expense relating to variable lease payments not included in lease liabilities (included in occupancy expenses) 2023 $000 47,685 1,192 48,877 31,052 31,052 2023 $000 – 2022 $000 44,008 1,023 45,031 1,609 1,609 2022 $000 1,238 25,376 22,679 778 919 3,437 3,056 THE GROUP’S LEASING ACTIVITIES AND HOW THESE ARE ACCOUNTED FOR The Group leases various restaurant sites, offices, and motor vehicles. Rental contracts, particularly for restaurants, are typically made for fixed periods of 5 to 20 years but may have extension options as described further below. Contracts may contain both lease and non-lease components. The Group allocates the consideration in the contract to the lease and non-lease components based on their relative stand-alone prices. Lease terms are negotiated on an individual basis and contain a wide range of different terms and conditions. The lease agreements do not impose any covenants other than the security interests in the leased assets that are held by the lessor. Leased assets may not be used as security for borrowing purposes. Assets and liabilities arising from a lease are initially measured on a present value basis. Lease liabilities include the net present value of the following lease payments: • fixed payments (including in-substance fixed payments), less any lease incentives receivable; • variable lease payment that are based on an index or a rate, initially measured using the index or rate as at the commencement date; • amounts expected to be payable by the Group under residual value guarantees; • the exercise price of a purchase option if the Group is reasonably certain to exercise that option; and • payments of penalties for terminating the lease, if the lease term reflects the Group exercising that option. Lease payments to be made under reasonably certain extension options are also included in the measurement of the liability. The lease payments are discounted using the interest rate implicit in the lease. If that rate cannot be readily determined, which is generally the case for leases in the Group, the lessee’s incremental borrowing rate is used, being the rate that the individual lessee would have to pay to borrow the funds necessary to obtain an asset of similar value to the right-of-use asset in a similar economic environment with similar terms, security and conditions. To determine the incremental borrowing rate, the Group: • where possible, uses recent third-party financing received by the individual lessee as a starting point, adjusted to reflect changes in financing conditions since third party financing was received; • uses a build-up approach that starts with a risk-free interest rate adjusted for credit risk for leases held by the Group, which does not have recent third party financing; and • makes adjustments specific to the lease, e.g. term, country, currency and security. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 70 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 70 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G8: Leases continued If a readily observable amortising loan rate is available to the individual lessee (through recent financing or market data) which has a similar payment profile to the lease, then the Group entities use that rate as a starting point to determine the incremental borrowing rate. In the current reporting period, the weighted average lessee’s incremental borrowing rate applied to the lease liabilities was 5.17% (2022: 4.85%) Lease payments are allocated between principal and finance cost. The finance cost is charged to profit or loss over the lease period so as to produce a constant periodic rate of interest on the remaining balance of the liability for each period. Right-of-use assets are measured at cost comprising the following: • the amount of the initial measurement of lease liability; • any lease payments made at or before the commencement date less any lease incentives received; • any initial direct costs; and • make good obligation costs. Right-of-use assets are generally depreciated over the shorter of the asset's useful life and the lease term on a straight-line basis. If the Group is reasonably certain to exercise a purchase option, the right-of-use asset is depreciated over the underlying asset’s useful life. While the Group revalues its land and buildings that are presented within property, plant and equipment, it has chosen not to do so for the right-of-use buildings held by the Group. Payments associated with short-term leases of equipment and vehicles and all leases of low-value assets are recognised on a straight-line basis as an expense in profit or loss. Short-term leases are leases with a lease term of 12 months or less. Low-value assets comprise IT equipment and small items of office furniture. VARIABLE LEASE PAYMENTS Some property leases contain variable payment terms that are linked to sales generated from a restaurant. For individual restaurants, up to 80% of lease payments are on the basis of variable payment terms with a wide range of sales percentages applied. Variable payment terms are used for a variety of reasons, including minimising the fixed costs base for newly established restaurants. Variable lease payments that depend on sales are recognised in profit or loss in the period in which the condition that triggers those payments occurs. EXTENSION AND TERMINATION OPTIONS Extension and termination options are included in a number of leases across the Group. These are used to maximise operational flexibility in terms of managing the assets used in the Group’s operations. The majority of extension and termination options held are exercisable only by the Group and not by the respective lessor. CRITICAL JUDGEMENTS IN DETERMINING THE LEASE TERM In determining the lease term, management considers all facts and circumstances that create an economic incentive to exercise an extension option, or not exercise a termination option. Extension options (or periods after termination options) are only included in the lease term if the lease is reasonably certain to be extended (or not terminated). For leases of restaurant sites, the following factors are normally the most relevant: • • If there are significant penalty payments to terminate (or not extend), the Group is typically reasonably certain to extend (or not terminate). If any leasehold improvements are expected to have a significant remaining value, the Group is typically reasonably certain to extend (or not terminate). • Otherwise, the Group considers other factors including historical lease durations and the costs and business disruption required to replace the leased asset. Most extension options in offices and motor vehicles leases have not been included in the lease liability, because the Group could replace the assets without significant cost or business disruption. More than 90% of the Group's leases are of restaurants or restaurant sites. These leases range in primary terms of 5 - 20 years, with multiple 5 - 10 year options available, anywhere up to a total available lease term of 50 years. The Group has applied the below lease term assumptions to the restaurant and restaurant lease portfolios of each segment, as it is considered representative of the Group's reasonably certain position. Specific leases are considered on a case-by-case basis when additional knowledge is available that would result in a different lease term to these assumptions. G8: Leases continued Segment Lease term assumption KFC Australia Primary term of the lease, plus options, to an upper limit of 20 years. KFC Europe Primary term of the lease, plus next option term where renewal process has commenced. Taco Bell Primary term of the lease, plus next option term where renewal process has commenced. Other Primary term of the lease, plus next option term where renewal process has commenced. The lease term is reassessed if an option is actually exercised (or not exercised) or the Group becomes obliged to exercise (or not exercise) it. The assessment of reasonable certainty is only revised if a significant event or a significant change in circumstances occurs, which affects this assessment, and that is within the control of the lessee. MATURITIES OF LEASE LIABILITIES The table below shows the Group's lease liabilities in relevant maturity groupings based on their contractual maturities. The amounts disclosed in the table are the contractual undiscounted cash flows. Less than 1 year Between 1 and 2 years Between 2 and 5 years Over 5 years Total contractual cash flows Carrying amount $000 $000 $000 $000 $000 2023 2022 $000 71,172 $000 Lease liabilities 68,920 185,812 440,220 766,124 551,511 Lease liabilities 59,837 57,670 158,807 373,916 650,230 477,389 $000 $000 $000 $000 $000 G9: Trade and other payables Current liabilities Trade payables and accruals - unsecured Other payables - unsecured Total payables ACCOUNTING POLICY 2023 $000 99,575 16,940 2022 $000 97,944 18,529 116,515 116,473 These amounts represent liabilities for goods and services provided prior to the end of the reporting period and which are unpaid. The amounts are unsecured and are usually paid within 30 days of recognition. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 71 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 72 of 97 71 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G8: Leases continued Segment Lease term assumption KFC Australia Primary term of the lease, plus options, to an upper limit of 20 years. KFC Europe Primary term of the lease, plus next option term where renewal process has commenced. Taco Bell Primary term of the lease, plus next option term where renewal process has commenced. Other Primary term of the lease, plus next option term where renewal process has commenced. The lease term is reassessed if an option is actually exercised (or not exercised) or the Group becomes obliged to exercise (or not exercise) it. The assessment of reasonable certainty is only revised if a significant event or a significant change in circumstances occurs, which affects this assessment, and that is within the control of the lessee. MATURITIES OF LEASE LIABILITIES The table below shows the Group's lease liabilities in relevant maturity groupings based on their contractual maturities. The amounts disclosed in the table are the contractual undiscounted cash flows. 2023 Lease liabilities 2022 Less than 1 year $000 71,172 Between 1 and 2 years Between 2 and 5 years Over 5 years Total contractual cash flows Carrying amount $000 $000 $000 $000 $000 68,920 185,812 440,220 766,124 551,511 $000 $000 $000 $000 $000 $000 Lease liabilities 59,837 57,670 158,807 373,916 650,230 477,389 G9: Trade and other payables Current liabilities Trade payables and accruals - unsecured Other payables - unsecured Total payables ACCOUNTING POLICY 2023 $000 99,575 16,940 2022 $000 97,944 18,529 116,515 116,473 These amounts represent liabilities for goods and services provided prior to the end of the reporting period and which are unpaid. The amounts are unsecured and are usually paid within 30 days of recognition. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 72 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 72 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G10: Provisions Current $000 9,123 667 4,169 13,959 Non- current $000 2,372 3,846 1,646 7,864 2023 Total $000 11,495 4,513 5,815 21,823 Current $000 5,907 548 281 Non- current $000 3,954 3,236 – 2022 Total $000 9,861 3,784 281 6,736 7,190 13,926 Employee benefits Make good provision Other provisions Total provisions ACCOUNTING POLICY Employee benefits Provision has been made in the accounts for benefits accruing to employees up to balance date, such as long service leave and incentives. The current portion of this liability includes the unconditional entitlements to long service leave where employees have completed the required period of service. The provisions are measured at their nominal amounts using the remuneration rates expected to apply at the time of settlement. In addition, the Group has identified that on certain occasions some employees may have been entitled to receive additional allowances. A program is underway to review and confirm any instances where this may apply and this program will be completed in the next financial period. As at 30 April 2023 there is a provision to recognise these additional amounts totalling $1.7 million (2022: nil), covering the six year period from 1 May 2017 to 30 April 2023. Accounting estimates and judgements have been made in calculating these additional amounts. Any revisions of the estimates will be recognised in the period during which they are identified. Long service leave provisions relating to employees who have not yet completed the required period of service are classified as non-current. All other employee provisions are classified as a current liability. All on-costs, including superannuation, payroll tax and workers’ compensation premiums are included in the determination of provisions. Make good provision Provisions for legal claims and make good obligations are recognised when the Group has a present legal or constructive obligation as a result of past events, it is probable that an outflow of resources will be required to settle the obligation and the amount can be reliably estimated. Provisions are not recognised for future operating losses. The Group is required to restore the leased premises of certain retail restaurants to their original condition upon exit. However, as leases are traditionally renewed, the Group only recognises a provision for those restaurants where make good costs will result in a probable outflow of funds. An annual review of leased sites is conducted to determine the present value of the estimated expenditure required to remove any leasehold improvements and decommission the restaurant. Onerous contracts G11: Reserves Hedging - cash flow hedges Share based payments Foreign currency translation MOVEMENTS: Cash flow hedges: Opening balance Revaluation – gross Deferred tax Transfer to net profit - gross Deferred tax Closing balance Share based payments: Opening balance Valuation of performance rights Performance rights vested Closing balance Foreign currency translation: Opening balance Notes 2023 $000 2022 $000 G12 G12 2023 $000 3,499 1,782 13,460 18,741 2,467 1,700 (510) (226) 68 3,499 2,087 427 (732) 1,782 10,317 12,328 (9,185) 13,460 2022 $000 2,467 2,087 10,317 14,871 (1,565) 5,488 (1,646) 272 (82) 2,467 1,493 1,200 (606) 2,087 10,828 (4,537) 4,026 10,317 Each reporting period, the group assesses whether any of their contracts are considered to be onerous. The present obligations arising under any onerous contracts identified are recognised and measured as provisions. An onerous contract is considered to exist where the group has a contract under which the unavoidable costs of meeting the obligations under the contract exceed the economic benefits expected to be received under it. loss. The hedging reserve is used to record gains or losses on a hedging instrument in a cash flow hedge that are recognised in other comprehensive income. Amounts are recognised in profit and loss when the associated hedged transaction affects profit and Exchange fluctuations arising on net investment in hedge Exchange fluctuations arising on net assets of foreign operations Closing balance NATURE AND PURPOSE OF RESERVES Hedging reserve – cash flow hedges Share based payments reserve – performance rights The share based payments reserve is used to recognise the issuance date fair value of performance rights issued to employees under the Long-Term Incentive Plan and Ownership Share Plan that have not yet vested. Foreign currency translation reserve Exchange differences arising on translation and of a hedge of the net investment in foreign operations are recognised in other comprehensive income and accumulated in a separate reserve within equity. Refer to Note C3 for details on the Group's accounting policy for hedge accounting. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 73 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 74 of 97 73 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) Notes to the Consolidated Financial Statements G11: Reserves Hedging - cash flow hedges Share based payments Foreign currency translation MOVEMENTS: Cash flow hedges: Opening balance Revaluation – gross Deferred tax Transfer to net profit - gross Deferred tax Closing balance Share based payments: Opening balance Valuation of performance rights Performance rights vested Closing balance Foreign currency translation: Opening balance Exchange fluctuations arising on net investment in hedge Exchange fluctuations arising on net assets of foreign operations Closing balance NATURE AND PURPOSE OF RESERVES Hedging reserve – cash flow hedges 2023 $000 3,499 1,782 13,460 18,741 2022 $000 2,467 2,087 10,317 14,871 Notes 2023 $000 2022 $000 G12 G12 2,467 1,700 (510) (226) 68 3,499 2,087 427 (732) 1,782 10,317 12,328 (9,185) 13,460 (1,565) 5,488 (1,646) 272 (82) 2,467 1,493 1,200 (606) 2,087 10,828 (4,537) 4,026 10,317 The hedging reserve is used to record gains or losses on a hedging instrument in a cash flow hedge that are recognised in other comprehensive income. Amounts are recognised in profit and loss when the associated hedged transaction affects profit and loss. Share based payments reserve – performance rights The share based payments reserve is used to recognise the issuance date fair value of performance rights issued to employees under the Long-Term Incentive Plan and Ownership Share Plan that have not yet vested. Foreign currency translation reserve Exchange differences arising on translation and of a hedge of the net investment in foreign operations are recognised in other comprehensive income and accumulated in a separate reserve within equity. Refer to Note C3 for details on the Group's accounting policy for hedge accounting. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 74 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 74 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G12: Tax INCOME TAX EXPENSE Income tax expense Current tax Deferred tax Under / (Over) provided in prior reporting periods Income tax expense is attributable to: Profit from continuing operations Notes Profit from discontinued operations (1) F1 Aggregate income tax expense Deferred income tax expense/(benefit) included in income tax expense comprises: Increase in deferred tax assets Increase in deferred tax liabilities 2023 $000 13,154 (10,935) 1,680 3,899 3,390 509 3,899 2022 $000 26,018 132 (260) 25,890 25,526 364 25,890 (15,957) 5,022 (10,935) (17,430) 17,562 132 (1) Comparative figures have been restated to present the impacts of the current period discontinued operations (as outlined in Note F1) Numerical reconciliation of income tax expense/(benefit) to prima facie tax payable Notes Profit from continuing operations before income tax expense Profit from discontinued operation before income tax expense F1 Tax at the Australian tax rate of 30.0% (2022: 30.0%) Tax effect of amounts which are not deductible (taxable) in calculating taxable income: Other non-deductible expenses Difference in foreign taxation rates Non-assessable income received Changes in tax laws and / or tax rates Carried forward losses brought to account Derecognition of previously recognised deductible temporary differences Current year tax losses for which no deferred income tax was recognised 2023 $000 14,668 1,977 16,645 4,994 2,113 365 (679) 2,909 (7,550) – 67 2022 $000 79,603 1,086 80,689 24,207 1,293 89 (688) - (443) 428 1,264 Amounts under / (over) provided in prior reporting periods Income tax expense 2,219 26,150 1,680 3,899 2023 $000 (260) 25,890 2022 $000 Notes Tax expense relating to items of other comprehensive income Cash flow hedges G11 (442) (1,728) Tax losses Unused revenue tax losses for which no deferred tax asset has been recognised Unused capital tax losses for which no deferred tax asset has been recognised Total unused tax losses for which no deferred tax asset has been recognised The balance comprises temporary differences attributable to: G12: Tax continued DEFERRED TAX BALANCES Deferred tax assets (DTA) Depreciation Employee benefits Provisions Lease liabilities Capitalised costs Cash flow hedges Carried forward revenue losses Set-off of deferred tax liabilities pursuant to set-off provisions Net deferred tax assets The balance comprises temporary differences attributable to: Comprehensive Income. Deferred tax liabilities (DTL) Right-of-use assets Inventories Intangibles Prepayments Cash flow hedges Other Financial assets at fair value through profit or loss 2023 $000 9,051 64,505 73,556 2023 $000 27,681 2,223 8,309 175,469 12,564 256 56 2022 $000 51,429 64.505 115,934 2022 $000 25,384 3,554 6,256 130,678 1,226 408 – 226,558 167,506 (170,900) (127,681) 55,658 39,825 2023 $000 2022 $000 151,986 120,997 970 16,456 250 12 1,348 1 979 10,327 458 – 1,034 (966) 171,023 132,829 (170,900) (127,681) 123 5,148 Set-off of deferred tax liabilities pursuant to set-off provisions Net deferred tax liabilities Comprehensive Income. All movements in the DTL were recognised in the Consolidated Income Statement and the Consolidated Statement of All movements in the DTA were recognised in the Consolidated Income Statement and the Consolidated Statement of Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 75 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 76 of 97 75 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G12: Tax continued Tax losses Unused revenue tax losses for which no deferred tax asset has been recognised Unused capital tax losses for which no deferred tax asset has been recognised Total unused tax losses for which no deferred tax asset has been recognised DEFERRED TAX BALANCES Deferred tax assets (DTA) The balance comprises temporary differences attributable to: Depreciation Employee benefits Provisions Lease liabilities Carried forward revenue losses Capitalised costs Cash flow hedges Set-off of deferred tax liabilities pursuant to set-off provisions Net deferred tax assets 2023 $000 9,051 64,505 73,556 2023 $000 27,681 2,223 8,309 175,469 12,564 256 56 2022 $000 51,429 64.505 115,934 2022 $000 25,384 3,554 6,256 130,678 1,226 408 – 226,558 167,506 (170,900) (127,681) 55,658 39,825 All movements in the DTA were recognised in the Consolidated Income Statement and the Consolidated Statement of Comprehensive Income. Deferred tax liabilities (DTL) The balance comprises temporary differences attributable to: Right-of-use assets Inventories Intangibles Financial assets at fair value through profit or loss Prepayments Cash flow hedges Other Set-off of deferred tax liabilities pursuant to set-off provisions Net deferred tax liabilities 2023 $000 2022 $000 151,986 120,997 970 16,456 250 12 1,348 1 979 10,327 458 – 1,034 (966) 171,023 132,829 (170,900) (127,681) 123 5,148 All movements in the DTL were recognised in the Consolidated Income Statement and the Consolidated Statement of Comprehensive Income. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 76 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 76 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G12: Tax continued ACCOUNTING POLICY Income tax The income tax expense on revenue for the period is the tax payable on the current period’s taxable income based on the national income tax rate, adjusted by changes in deferred tax assets and liabilities attributable to temporary differences between the tax bases of assets and liabilities and their carrying amounts in the financial statements, and to unused tax losses. Deferred tax assets and liabilities are recognised for temporary differences at the tax rates expected to apply when the assets are recovered or liabilities are settled, based on those tax rates which are enacted or substantively enacted in the respective jurisdiction. Deferred tax assets are recognised for deductible temporary differences and unused tax losses only if it is probable that future taxable amounts will be available to utilise those temporary differences and losses. Deferred tax liabilities and assets are not recognised for temporary differences between the carrying amount and tax bases of investments in controlled entities where the parent entity is able to control the timing of the reversal of the temporary differences and it is probable that the differences will not reverse in the foreseeable future. Deferred tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets and liabilities and when the deferred tax balances relate to the same taxation authority. Current tax assets and liabilities are offset where the entity has a legally enforceable right to offset and intends to settle on a net basis. Current and deferred tax balances attributable to amounts recognised directly in equity are also recognised directly in equity. Tax consolidation The Company, as the head entity in the tax consolidated group and its wholly owned Australian controlled entities continue to account for their own current and deferred tax amounts. These tax amounts are measured as if each entity in the tax consolidated group continues to be a stand-alone taxpayer in its own right. In addition to its own current and deferred tax amounts, the Company also recognises the current tax liabilities (or assets) and the deferred tax assets arising from unused tax losses and unused tax credits assumed from controlled entities in the tax consolidated group. Assets or liabilities arising under the tax funding agreement with the tax consolidated entities are recognised as amounts receivable from or payable to other entities in the Group. The entities in the Tax Consolidated Group entered into a tax sharing agreement which, in the opinion of the directors, limits the joint and several liability of the wholly owned entities within the Tax Consolidated Group in the case of a default by the Company. The entities in the Tax Consolidated Group have also entered into a Tax Funding Agreement under which the wholly owned entities of that group fully compensate the Company for any current tax payable assumed and are compensated by the Company for any current tax receivable and deferred tax assets relating to unused tax losses or unused tax credits that are transferred to the Company under the tax consolidation legislation. The funding amounts are determined by reference to the amounts recognised in the wholly owned entities’ financial statements. G13: Auditor’s remuneration related practices and non-related audit firms: During the reporting period the following fees were paid or payable for services provided by the auditor of the parent entity, its AUDIT AND OTHER ASSURANCE SERVICES AUDIT SERVICES: PricewaterhouseCoopers Australian firm: Audit and review of financial reports and other audit work under the Corporations Act 2001 Audit and review of financial reports and other audit work for foreign subsidiary Network firm of PricewaterhouseCoopers Australia: Audit and review of financial reports and other audit work for foreign subsidiary OTHER ASSURANCE SERVICES: PricewaterhouseCoopers Australian firm: Restaurant sales certificates Agreed upon procedures for covenant calculations ESG assurance Taxation advice Network firm of PricewaterhouseCoopers Australia: Total remuneration for audit and other assurance services TAXATION SERVICES PricewaterhouseCoopers Australian firm: Tax compliance services, including review of tax returns and allowance claims Network firm of PricewaterhouseCoopers Australia: Tax compliance services, including review of company tax returns Total remuneration for taxation services OTHER SERVICES PricewaterhouseCoopers Australian firm: Acquisition related due diligence Total remuneration for other services 2023 Whole dollars $ 2022 Whole dollars $ 616,311 48,073 517,928 1,182,312 5,400 8,100 35,000 48,500 1,230,812 – – – – – – 401,370 45,402 349,618 796,390 25,096 7,650 70,890 10,457 114,093 910,483 46,560 5,011 51,571 120,000 120,000 TOTAL REMUNERATION FOR SERVICES 1,230,812 1,082,054 It is the Group's policy to employ PricewaterhouseCoopers on assignments additional to their statutory audit duties where PricewaterhouseCoopers' expertise and experience with the Group are important. These assignments are principally tax advice, due diligence reporting on acquisitions and capital raisings, or where PricewaterhouseCoopers is awarded assignments on a competitive basis. It is the Company's policy to seek competitive tenders for all major consulting projects. G14: Contingencies The parent entity and certain controlled entities indicated in Note H1 have entered into a Deed of Cross Guarantee (Amended and Restated) under which the parent entity has guaranteed any deficiencies of funds on winding up of the controlled entities which are party to the Deed. At the date of this statement there are reasonable grounds to believe that the Company will be able to meet any obligations or liabilities to which it is, or may become, subject by virtue of the Deed. As described in Note B2, CFG Finance Pty Limited (a wholly owned subsidiary) and several other related entities have entered into Syndicated and Working Capital credit facilities. As a consequence of this, the Company and its subsidiaries became registered guarantors of all the obligations in respect of these loan facilities. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 77 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 78 of 97 77 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) G13: Auditor’s remuneration During the reporting period the following fees were paid or payable for services provided by the auditor of the parent entity, its related practices and non-related audit firms: AUDIT AND OTHER ASSURANCE SERVICES AUDIT SERVICES: PricewaterhouseCoopers Australian firm: Audit and review of financial reports and other audit work under the Corporations Act 2001 Audit and review of financial reports and other audit work for foreign subsidiary Network firm of PricewaterhouseCoopers Australia: Audit and review of financial reports and other audit work for foreign subsidiary OTHER ASSURANCE SERVICES: PricewaterhouseCoopers Australian firm: Restaurant sales certificates Agreed upon procedures for covenant calculations ESG assurance Network firm of PricewaterhouseCoopers Australia: Taxation advice Total remuneration for audit and other assurance services TAXATION SERVICES PricewaterhouseCoopers Australian firm: Tax compliance services, including review of tax returns and allowance claims Network firm of PricewaterhouseCoopers Australia: Tax compliance services, including review of company tax returns Total remuneration for taxation services OTHER SERVICES PricewaterhouseCoopers Australian firm: Acquisition related due diligence Total remuneration for other services 2023 Whole dollars $ 2022 Whole dollars $ 616,311 48,073 517,928 1,182,312 5,400 8,100 35,000 – 48,500 1,230,812 – – – – – 401,370 45,402 349,618 796,390 25,096 7,650 70,890 10,457 114,093 910,483 46,560 5,011 51,571 120,000 120,000 TOTAL REMUNERATION FOR SERVICES 1,230,812 1,082,054 It is the Group's policy to employ PricewaterhouseCoopers on assignments additional to their statutory audit duties where PricewaterhouseCoopers' expertise and experience with the Group are important. These assignments are principally tax advice, due diligence reporting on acquisitions and capital raisings, or where PricewaterhouseCoopers is awarded assignments on a competitive basis. It is the Company's policy to seek competitive tenders for all major consulting projects. G14: Contingencies The parent entity and certain controlled entities indicated in Note H1 have entered into a Deed of Cross Guarantee (Amended and Restated) under which the parent entity has guaranteed any deficiencies of funds on winding up of the controlled entities which are party to the Deed. At the date of this statement there are reasonable grounds to believe that the Company will be able to meet any obligations or liabilities to which it is, or may become, subject by virtue of the Deed. As described in Note B2, CFG Finance Pty Limited (a wholly owned subsidiary) and several other related entities have entered into Syndicated and Working Capital credit facilities. As a consequence of this, the Company and its subsidiaries became registered guarantors of all the obligations in respect of these loan facilities. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 78 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 78 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) H: GROUP STRUCTURE H1: Subsidiaries and Deed of Cross Guarantee (Amended and Restated) H2: Parent entity financial information H1: Subsidiaries and Deed of Cross Guarantee The Consolidated Financial Statements at 30 April 2023 include the following subsidiaries. The reporting period end of all subsidiaries is the same as that of the parent entity (a). Name of entity Notes Place of business/ country of incorporation Acronym Percentage of shares held CFG Finance Pty Limited Collins Foods Holding Pty Limited Collins Foods Finance Pty Limited Collins Foods Group Pty Ltd Collins Restaurants Queensland Pty Ltd Collins Restaurants NSW Pty Ltd Collins Restaurants West Pty Ltd Fiscal Nominees Company Pty Ltd Sizzler Restaurants Group Pty Ltd Collins Restaurants Management Pty Ltd Collins Restaurants South Pty Ltd Collins Foods Subsidiary Pty Ltd Snag Stand Leasing Pty Ltd Snag Stand Corporate Pty Limited Snag Stand Franchising Pty Ltd Snag Stand International Pty Ltd Snag Holdings Pty Ltd Collins Property Development Pty Ltd Club Sizzler Pty Ltd Collins Foods Australia Pty Ltd Collins Finance and Management Pty Ltd SingCo Trading Pte Ltd Sizzler International Marks LLC Sizzler Asia Holdings LLC Sizzler South East Asia LLC 2023 % 2022 % Australia CFGF 100 100 Australia CFH 100 100 Australia CFF 100 100 Australia CFG 100 100 Australia CRQ 100 100 Australia CRN 100 100 Australia CRW 100 100 Australia FNC 100 100 Australia SRG 100 100 Australia CRM 100 100 Australia CRS 100 100 Australia CFS 100 100 Australia SSL 100 100 Australia SSC 100 100 Australia SSF 100 100 Australia SSI 100 100 Australia SNG 100 100 Australia CPD 100 100 Australia CSP 100 100 Australia CFA 100 100 Australia CFM 100 100 Singapore SingCo 100 100 Delaware, USA SIM 100 100 Delaware, USA SAH 100 100 (f) Collins Foods Germany GmbH was established on 7 June 2022. (g) Entities in the process of being liquidated as a result of the restructure of European operations. (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (b) (c) (c) (c) (c) (d) Delaware, USA SSEA 100 100 H1: Subsidiaries and Deed of Cross Guarantee continued Name of entity Notes Place of business/ Acronym Percentage of country of incorporation shares held 2023 2022 % % Sizzler New Zealand LLC (c) (d) Delaware, USA SNZ 100 100 Sizzler Restaurant Services LLC (c) (d) Delaware, USA SRS 100 100 Collins Foods Europe Limited (c) (g) United Kingdom CFEL 100 100 Collins Foods Europe Services Limited (c) (g) United Kingdom CFESL 100 100 Collins Foods Europe Finco Limited (c) (g) United Kingdom CFEFL 100 100 Collins Foods Germany Limited (c) (g) United Kingdom CFGL 100 100 Collins Foods Netherlands Limited (c) (g) United Kingdom CFNL 100 100 Collins Foods SPV B.V. (formerly MAAS KFC Amersfoort B.V.) (c) (e) Netherlands MAAS KFC Utrecht B.V. (c) (e) Netherlands MAAS KFC Veenendaal B.V. (c) (e) Netherlands Taupo Lelystad B.V. (c) (e) Netherlands SPV UTR VDL TAU Collins Foods Holdings Europe B.V. Netherlands CFEH 100 100 Collins Foods Netherlands Operations B.V. Netherlands CFNO 100 100 Collins Foods Netherlands Management B.V. Netherlands CFNM 100 100 Collins Foods Germany GmbH (c) (f) Germany GmbH 100 – (c) (c) (c) Horeca Exploitatie Maatschappij De Kok Alexandrium B.V. (c) (e) Netherlands ALEX Horeca Exploitatie Maatschappij De Kok Spijkenisse B.V. (c) (e) Netherlands SPIJ Horeca Exploitatie Maatschappij De Kok Binnenwegplein B.V. (c) (e) Netherlands BINN Horeca Exploitatie Maatschappij De Kok Barendrecht B.V. (c) (e) Netherlands BARE H.E.M. de Kok Stadion-Boulevard B.V. (c) (e) Netherlands STAD Horeca Exploitatie Maatschappij De Kok Groene Hilledijk B.V. (c) (e) Netherlands GROE Horeca Exploitatie Maatschappij J.G.B. De Kok Bergweg B.V. (c) (e) Netherlands BERG Horeca Exploitatie Maatschappij De Kok Zuidplein B.V. (c) (e) Netherlands Horeca Exploitatie Maatschappij J.G.B. De Kok Kruiskade B.V. (c) (e) Netherlands ZUID KRUI (a) Collins Foods Limited is incorporated and domiciled in Australia. The Registered office is located at Level 3, KSD1, 485 Kingsford Smith Drive, Hamilton, Queensland 4007. (b) These companies have entered into a Deed of Cross Guarantee (Amended and Restated), dated 27 April 2017, with Collins Foods Limited which provides that all parties to the deed will guarantee to each creditor payment in full of any debt of each company participating in the deed on winding up of that company. As a result of the new ASIC Corporations (Wholly owned Companies) Instrument 2016/785 (ASIC Instrument 2016/785) which has replaced ASIC Class Order CO 98/1418, these companies are relieved from the requirement to prepare financial statements. (c) These companies are not Australian registered companies and are not covered by the ASIC Instrument 2016/785. (d) Originally incorporated in Nevada, upon conversion to a Limited Liability Company (LLC) became registered in Delaware. (e) These companies were merged into CFNO as a result of a restructure of European operations. – – – – – – – – – – – – – 100 100 100 100 100 100 100 100 100 100 100 100 100 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 79 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 80 of 97 79 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) H1: Subsidiaries and Deed of Cross Guarantee continued Name of entity Notes Place of business/ country of incorporation Acronym Percentage of shares held 2023 % 2022 % Sizzler New Zealand LLC (c) (d) Delaware, USA SNZ 100 100 Sizzler Restaurant Services LLC (c) (d) Delaware, USA SRS 100 100 Collins Foods Europe Limited (c) (g) United Kingdom CFEL 100 100 Collins Foods Europe Services Limited (c) (g) United Kingdom CFESL 100 100 Collins Foods Europe Finco Limited (c) (g) United Kingdom CFEFL 100 100 Collins Foods Germany Limited (c) (g) United Kingdom CFGL 100 100 Collins Foods Netherlands Limited (c) (g) United Kingdom CFNL 100 100 Collins Foods SPV B.V. (formerly MAAS KFC Amersfoort B.V.) (c) (e) Netherlands MAAS KFC Utrecht B.V. (c) (e) Netherlands MAAS KFC Veenendaal B.V. (c) (e) Netherlands Taupo Lelystad B.V. (c) (e) Netherlands SPV UTR VDL TAU – – – – 100 100 100 100 Collins Foods Holdings Europe B.V. Collins Foods Netherlands Operations B.V. Collins Foods Netherlands Management B.V. (c) (c) (c) Netherlands CFEH 100 100 Netherlands CFNO 100 100 Netherlands CFNM 100 100 Collins Foods Germany GmbH (c) (f) Germany GmbH 100 – Horeca Exploitatie Maatschappij De Kok Alexandrium B.V. (c) (e) Netherlands ALEX Horeca Exploitatie Maatschappij De Kok Spijkenisse B.V. (c) (e) Netherlands SPIJ Horeca Exploitatie Maatschappij De Kok Binnenwegplein B.V. (c) (e) Netherlands BINN Horeca Exploitatie Maatschappij De Kok Barendrecht B.V. (c) (e) Netherlands BARE H.E.M. de Kok Stadion-Boulevard B.V. (c) (e) Netherlands STAD Horeca Exploitatie Maatschappij De Kok Groene Hilledijk B.V. (c) (e) Netherlands GROE Horeca Exploitatie Maatschappij J.G.B. De Kok Bergweg B.V. (c) (e) Netherlands BERG Horeca Exploitatie Maatschappij De Kok Zuidplein B.V. (c) (e) Netherlands Horeca Exploitatie Maatschappij J.G.B. De Kok Kruiskade B.V. (c) (e) Netherlands ZUID KRUI – – – – – – – – – 100 100 100 100 100 100 100 100 100 (a) Collins Foods Limited is incorporated and domiciled in Australia. The Registered office is located at Level 3, KSD1, 485 Kingsford Smith Drive, Hamilton, Queensland 4007. (b) These companies have entered into a Deed of Cross Guarantee (Amended and Restated), dated 27 April 2017, with Collins Foods Limited which provides that all parties to the deed will guarantee to each creditor payment in full of any debt of each company participating in the deed on winding up of that company. As a result of the new ASIC Corporations (Wholly owned Companies) Instrument 2016/785 (ASIC Instrument 2016/785) which has replaced ASIC Class Order CO 98/1418, these companies are relieved from the requirement to prepare financial statements. (c) These companies are not Australian registered companies and are not covered by the ASIC Instrument 2016/785. (d) Originally incorporated in Nevada, upon conversion to a Limited Liability Company (LLC) became registered in Delaware. (e) These companies were merged into CFNO as a result of a restructure of European operations. (f) Collins Foods Germany GmbH was established on 7 June 2022. (g) Entities in the process of being liquidated as a result of the restructure of European operations. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 80 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 80 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) H1: Subsidiaries and Deed of Cross Guarantee continued H1: Subsidiaries and Deed of Cross Guarantee continued The Consolidated Income Statement, Consolidated Statement of Comprehensive Income and Summary of Movements in Consolidated Retained Earnings of the entities in the ASIC Instrument 2016/785 ‘Closed Group’ are as follows. period is as follows: The Consolidated Balance Sheet of all entities in the ASIC Instrument 2016/785 ‘Closed Group’ as at the end of the reporting As there are no other parties to the Deed of Cross Guarantee (Amended and Restated), that are controlled by Collins Foods Limited, the below also represents the ‘Extended Closed Group’. Closed Group CONSOLIDATED INCOME STATEMENT Sales revenue Cost of sales Gross profit Selling, marketing and royalty expenses Occupancy expenses Restaurant related expenses Administration expenses Other expenses Other income Finance costs – net Other gains/(losses) – net Profit from operations before income tax Income tax expense Profit from operations Net profit attributable to the Closed Group Closed Group 2023 $000 2022 $000 1,099,938 (544,082) 555,856 (254,879) (103,198) (83,300) (56,611) (11,261) 99,476 (26,926) (1,023) 118,134 (6,078) 112,056 112,056 991,260 (473,796) 517,464 (219,447) (64,224) (70,033) (53,412) (8,058) 415 (26,096) 2,124 78,733 (24,296) 54,437 54,437 Closed Group Trade and other payables CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME Profit from continuing operations Other comprehensive income: Cash flow hedges Income tax relating to components of other comprehensive income Other comprehensive income for the period, net of tax Total comprehensive income for the period Total comprehensive income for the reporting period is attributable to: Owners of the parent SUMMARY OF MOVEMENTS IN CONSOLIDATED RETAINED EARNINGS Retained earnings at the beginning of the reporting period Profit for the period Dividends provided for or paid Retained earnings at the end of the reporting period 2023 $000 2022 $000 112,056 54,437 783 (235) 548 112,604 5,760 (1,728) 4,032 58,469 112,604 58,469 Closed Group 2023 $000 127,892 112,056 (31,623) 208,325 2022 $000 102,046 54,437 (28,591) 127,892 Current assets Cash and cash equivalents Receivables Inventories Derivative financial instruments Current tax asset Other assets Total current assets Non-current assets Intangible assets Right-of-use assets Deferred tax assets Property, plant and equipment Derivative financial instruments Other financial assets Total non-current assets TOTAL ASSETS Current liabilities Lease liabilities Current tax liabilities Provisions Total current liabilities Non-current liabilities Borrowings Lease liabilities Provisions TOTAL LIABILITIES NET ASSETS Equity Contributed equity Reserves Retained earnings TOTAL EQUITY Total non-current liabilities 2023 $000 48,845 2,742 6,718 2,936 3,562 1,598 66,401 173,418 347,628 379,792 55,658 1,558 108,852 90,751 28,269 87 13,681 132,788 194,893 422,439 6,232 623,564 2022 $000 74,360 1,159 6,258 662 – 2,096 84,535 173,380 341,896 364,011 39,825 2,784 134,244 90,689 25,566 5,023 6,488 127,766 210,217 373,026 6,218 589,461 1,066,906 1,056,140 1,133,307 1,140,675 756,352 717,227 376,955 423,448 297,372 (128,742) 208,325 376,955 291,394 4,162 127,892 423,448 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 81 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 82 of 97 81 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) H1: Subsidiaries and Deed of Cross Guarantee continued The Consolidated Balance Sheet of all entities in the ASIC Instrument 2016/785 ‘Closed Group’ as at the end of the reporting period is as follows: Closed Group Current assets Cash and cash equivalents Receivables Inventories Derivative financial instruments Current tax asset Other assets Total current assets Non-current assets Property, plant and equipment Intangible assets Right-of-use assets Deferred tax assets Derivative financial instruments Other financial assets Total non-current assets TOTAL ASSETS Current liabilities Trade and other payables Lease liabilities Current tax liabilities Provisions Total current liabilities Non-current liabilities Borrowings Lease liabilities Provisions Total non-current liabilities TOTAL LIABILITIES NET ASSETS Equity Contributed equity Reserves Retained earnings TOTAL EQUITY 2023 $000 48,845 2,742 6,718 2,936 3,562 1,598 66,401 173,418 347,628 379,792 55,658 1,558 108,852 2022 $000 74,360 1,159 6,258 662 – 2,096 84,535 173,380 341,896 364,011 39,825 2,784 134,244 1,066,906 1,056,140 1,133,307 1,140,675 90,751 28,269 87 13,681 132,788 194,893 422,439 6,232 623,564 90,689 25,566 5,023 6,488 127,766 210,217 373,026 6,218 589,461 756,352 717,227 376,955 423,448 297,372 (128,742) 208,325 376,955 291,394 4,162 127,892 423,448 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 82 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 82 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) H2: Parent entity financial information SUMMARY FINANCIAL INFORMATION The individual financial statements for the parent entity show the following aggregate amounts: Balance sheet Current assets Non-current assets Total assets Current liabilities Non-current liabilities Total liabilities Net assets Shareholders' equity Issued capital (1) Reserves Retained earnings Profit or loss for the period Total comprehensive income 2023 $000 2022 $000 491,548 516,071 – 491,548 121,482 364 121,846 369,702 343,703 1,782 24,217 369,702 28,423 28,423 – 516,071 148,459 379 148,838 367,233 337,725 2,080 27,428 367,233 46,644 46,644 (1) Represents share capital of the parent entity. This differs from the share capital of the Group due to the capital reconstruction of the Group treated as a reverse acquisition in the 2012 reporting period. GUARANTEES ENTERED INTO BY THE PARENT ENTITY The parent entity has provided unsecured financial guarantees in respect of bank loan facilities amounting to $200 million and €120 million as stated in Note B2. In addition, there are cross guarantees given by the parent entity as described in Note H1. All controlled entities will together be capable of meeting their obligations as and when they fall due by virtue to the Deed of Cross Guarantee (Amended and Restated) dated 27 April 2017. The parent entity has guaranteed to financially support a number of its international subsidiaries until July 2024. No liability was recognised by the parent entity in relation to these guarantees, as their fair value is considered immaterial. CONTINGENT LIABILITIES OF THE PARENT ENTITY Except as described above in relation to guarantees, the parent entity did not have any contingent liabilities as at 30 April 2023 (2022: nil). I: BASIS OF PREPARATION AND OTHER ACCOUNTING POLICIES I1: Basis of preparation I2: Changes to accounting policies I3: Other accounting policies I1: Basis of preparation COMPLIANCE MEASUREMENT GOING CONCERN generated cash resources. (refer to Note B2). CONSOLIDATION financial statements. REPORTING PERIOD May 2022). FOREIGN CURRENCIES These financial statements have been prepared as a general purpose financial report in accordance with Australian Accounting Standards, other authoritative pronouncements of the Australian Accounting Standards Board, Urgent Issues Group Interpretations and the Corporations Act 2001. Collins Foods Limited is a for-profit entity for the purpose of preparing the consolidated financial statements. The Consolidated Financial Statements of the Group comply with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB). Collins Foods Limited is a for-profit entity for the purpose of preparing the Consolidated Financial Statements. The financial statements have also been prepared under the historical cost convention, as modified by the revaluation of financial assets and liabilities (including derivative instruments). The financial report has been prepared on a going concern basis. The Directors are of the opinion that the Group will be able to continue to operate as a going concern having regard to available non-current debt facilities and the Group’s internally In the current reporting period, the Group has a net current liability position of $48.9 million. The predominant reason for this net current liability position is the application of AASB16, with lease payments due in the next financial year recognised as current liabilities. The Group does not deem this to be a risk to its’ going concern, as excluding lease liabilities there would be a net current liability position of $4.2 million with undrawn bank loan facilities of $83.1 million and undrawn working capital facilities of $23.3 million. The Group’s loan covenants are based on results excluding the impact of AASB16. The current covenant ratios have significant headroom at current performance and there are sufficient undrawn facilities available, both within the Working Capital Facility and Bank Loan Facility, should the Group require access to additional funds, all repayable beyond 12 months The Consolidated Financial Statements include the financial statements of the parent entity, Collins Foods Limited (the Company) and its subsidiaries (together referred to as the Group) (see Note H1 on subsidiaries). All transactions and balances between companies in the Group are eliminated on consolidation. Subsidiaries are all those entities over which the Company has the power to govern the financial and operating results and policies and often accompanies a shareholding of more than one-half of the voting rights. The results of subsidiaries acquired or disposed of during the reporting period are included in the Consolidated Statement of Comprehensive Income from the effective date of acquisition or up to the effective date of disposal, as appropriate. Consistent accounting policies are employed in the preparation and presentation of the consolidated The Group utilises a fifty-two, fifty-three week reporting period ending on the Sunday nearest to 30 April. The 2023 reporting period comprised the fifty-two weeks which ended on 30 April 2023 (2022: a fifty-two week reporting period which ended on 1 Items included in the financial statements of each of the Group entities are measured using the currency of the primary economic environment in which the entity operates (the functional currency). The Consolidated Financial Statements are presented in Australian dollars, which is the functional and presentation currency of the Company. Transactions in foreign currencies are converted at the exchange rates in effect at the dates of each transaction. Amounts payable to or by the Group in foreign currencies have been translated into Australian currency at the exchange rates ruling on balance date. Gains and losses arising from fluctuations in exchange rates on monetary assets and liabilities are included in the Consolidated Income Statement in the period in which the exchange rates change, except when deferred in equity as qualifying cash flow hedges. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 83 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 84 of 97 83 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) I: BASIS OF PREPARATION AND OTHER ACCOUNTING POLICIES Notes to the Consolidated Financial Statements I1: Basis of preparation I2: Changes to accounting policies I3: Other accounting policies I1: Basis of preparation COMPLIANCE These financial statements have been prepared as a general purpose financial report in accordance with Australian Accounting Standards, other authoritative pronouncements of the Australian Accounting Standards Board, Urgent Issues Group Interpretations and the Corporations Act 2001. Collins Foods Limited is a for-profit entity for the purpose of preparing the consolidated financial statements. The Consolidated Financial Statements of the Group comply with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB). MEASUREMENT Collins Foods Limited is a for-profit entity for the purpose of preparing the Consolidated Financial Statements. The financial statements have also been prepared under the historical cost convention, as modified by the revaluation of financial assets and liabilities (including derivative instruments). GOING CONCERN The financial report has been prepared on a going concern basis. The Directors are of the opinion that the Group will be able to continue to operate as a going concern having regard to available non-current debt facilities and the Group’s internally generated cash resources. In the current reporting period, the Group has a net current liability position of $48.9 million. The predominant reason for this net current liability position is the application of AASB16, with lease payments due in the next financial year recognised as current liabilities. The Group does not deem this to be a risk to its’ going concern, as excluding lease liabilities there would be a net current liability position of $4.2 million with undrawn bank loan facilities of $83.1 million and undrawn working capital facilities of $23.3 million. The Group’s loan covenants are based on results excluding the impact of AASB16. The current covenant ratios have significant headroom at current performance and there are sufficient undrawn facilities available, both within the Working Capital Facility and Bank Loan Facility, should the Group require access to additional funds, all repayable beyond 12 months (refer to Note B2). CONSOLIDATION The Consolidated Financial Statements include the financial statements of the parent entity, Collins Foods Limited (the Company) and its subsidiaries (together referred to as the Group) (see Note H1 on subsidiaries). All transactions and balances between companies in the Group are eliminated on consolidation. Subsidiaries are all those entities over which the Company has the power to govern the financial and operating results and policies and often accompanies a shareholding of more than one-half of the voting rights. The results of subsidiaries acquired or disposed of during the reporting period are included in the Consolidated Statement of Comprehensive Income from the effective date of acquisition or up to the effective date of disposal, as appropriate. Consistent accounting policies are employed in the preparation and presentation of the consolidated financial statements. REPORTING PERIOD The Group utilises a fifty-two, fifty-three week reporting period ending on the Sunday nearest to 30 April. The 2023 reporting period comprised the fifty-two weeks which ended on 30 April 2023 (2022: a fifty-two week reporting period which ended on 1 May 2022). FOREIGN CURRENCIES Items included in the financial statements of each of the Group entities are measured using the currency of the primary economic environment in which the entity operates (the functional currency). The Consolidated Financial Statements are presented in Australian dollars, which is the functional and presentation currency of the Company. Transactions in foreign currencies are converted at the exchange rates in effect at the dates of each transaction. Amounts payable to or by the Group in foreign currencies have been translated into Australian currency at the exchange rates ruling on balance date. Gains and losses arising from fluctuations in exchange rates on monetary assets and liabilities are included in the Consolidated Income Statement in the period in which the exchange rates change, except when deferred in equity as qualifying cash flow hedges. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 84 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 84 Notes to the Consolidated Financial Statements Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) I1: Basis of preparation continued The foreign currency results and financial position of foreign operations are translated into Australian dollars as follows: • assets and liabilities at the exchange rate at the end of the reporting period; • income and expenses at the average exchange rates for the reporting period; with • all resulting exchange differences recognised in other comprehensive income and accumulated in equity. On consolidation, exchange differences arising from the translation of any net investment in foreign entities, and of borrowings and other financial instruments designated as hedges of such investments, are recognised in other comprehensive income. Goodwill and fair value adjustments arising on the acquisition of a foreign operation are treated as assets and liabilities of the foreign operation and translated at the exchange rate at the end of the reporting period. SIGNIFICANT ACCOUNTING JUDGEMENTS, ESTIMATES AND ASSUMPTIONS Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that may have a financial impact on the Group and that are believed to be reasonable under the circumstances. The carrying amounts of certain assets and liabilities are often determined based on estimates and assumptions of future events. The key estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of certain assets and liabilities within the next annual reporting period are included in the following notes: • Note A2 Business combinations; • Note G5 Property, plant and equipment; • Note G6 Non-current assets - intangible assets; • Note G7 Impairment of assets; • Note G8 Leases; and • Note G10 Provisions. ROUNDING OF AMOUNTS The Company is of a kind referred to in ASIC Corporations (Rounding in Financial/Directors’ Reports) Instrument 2016/191, issued by the Australian Securities and Investments Commission, relating to the ‘rounding off’ of amounts in the financial report. Amounts in the financial report have been rounded off in accordance with that Instrument to the nearest thousand dollars, or in certain cases, the nearest dollar. COMPARATIVES AND RESTATEMENTS OF PRIOR YEAR BALANCES Comparatives have been reclassified where appropriate to enhance comparability. NEW AND AMENDED STANDARDS ADOPTED BY THE GROUP The Group has not applied any new standards or amendments for the first time for their annual reporting period commencing 2 May 2022. NEW STANDARDS AND INTERPRETATIONS NOT YET ADOPTED Certain new accounting standards and interpretations have been published that are not mandatory for 30 April 2023 reporting periods and have not been early adopted by the group. The Group’s assessment of the impact of these new standards and interpretations is that the impact to the Group is immaterial. At this stage the Group does not intend to adopt any of the new standards before the effective dates. I2: Changes in accounting policies The accounting policies adopted in this report have been consistently applied to each entity in the Group and are consistent with those of the prior reporting period. I3: Other accounting policies GOODS AND SERVICES TAX Revenues, expenses and assets are recognised net of the amount of goods and services tax (GST) except: • where the amount of GST incurred is not recoverable from the taxation authority, it is recognised as part of the cost of acquisition of an asset or as part of an item of expense; or • for receivables and payables which are recognised inclusive of GST. The net amount of GST payable to the taxation authority is included as part of trade and other payables (see Note G9). Cash flows are included in the Consolidated Statement of Cash Flows on a gross basis. The GST component of cash flows arising from investing and financing activities which is recoverable from, or payable to, the taxation authority is classified as operating For the purposes of the Consolidated Income Statement, cost of sales includes the carrying amount of inventories sold during the reporting period and an estimated allocation of labour incurred in relation to preparing those inventories for sale. Occupancy expenses include: fixed rentals, contingent rentals, land tax, outgoings and depreciation relating to buildings and Restaurant related expenses include: utilities, maintenance, labour and on-costs (except those allocated to cost of sales), cleaning costs, depreciation of plant and equipment (owned and leased) located in restaurants and amortisation of franchise cash flows. COST OF SALES OCCUPANCY EXPENSES leasehold improvements. RESTAURANT RELATED EXPENSES rights. INVENTORIES OTHER INCOME Inventories are valued at the lower of cost and net realisable value. Cost is assigned on a first-in first-out basis and includes expenditure incurred in acquiring the stock and bringing it to the existing condition and location. Interest income is recognised on a time proportion basis using the effective interest method. Also included in other income is development agreement income, which is related to achieving targets included in development agreements. This is recognised at a point in time when the targets are achieved. Other items of miscellaneous income are also included in this amount. GOVERNMENT GRANTS Grants from Australian and overseas governments are recognised at their fair value where there is a reasonable assurance that the grant will be received, and the Group will comply with all attached conditions. Government grants relating to costs are deferred and recognised in profit or loss over the period necessary to match them with the costs that they are intended to compensate. The grant is recognised under the profit or loss by deducting the value from the related expense the grant was received for. Traineeship grants are accounted for as a reduction of the related expense. Government grants were received by the Group in the current year for traineeships, amounting to $6.1 million. BUSINESS COMBINATIONS UNDER COMMON CONTROL When an entity within the Group acquires an entity under common control, the acquiring entity consolidates the carrying values of the acquired entity’s asset and liabilities from the date of acquisition. The consolidated financial statements of the Group include the income and expenditures from the date of acquisition. Any difference between the fair value of the consideration paid/transferred by the acquirer and the net assets / (liabilities) of the acquired are taken to the common control reserve in the equity section of the balance sheet. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 85 of 97 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 86 of 97 85 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) I3: Other accounting policies GOODS AND SERVICES TAX Revenues, expenses and assets are recognised net of the amount of goods and services tax (GST) except: • where the amount of GST incurred is not recoverable from the taxation authority, it is recognised as part of the cost of acquisition of an asset or as part of an item of expense; or • for receivables and payables which are recognised inclusive of GST. The net amount of GST payable to the taxation authority is included as part of trade and other payables (see Note G9). Cash flows are included in the Consolidated Statement of Cash Flows on a gross basis. The GST component of cash flows arising from investing and financing activities which is recoverable from, or payable to, the taxation authority is classified as operating cash flows. COST OF SALES For the purposes of the Consolidated Income Statement, cost of sales includes the carrying amount of inventories sold during the reporting period and an estimated allocation of labour incurred in relation to preparing those inventories for sale. OCCUPANCY EXPENSES Occupancy expenses include: fixed rentals, contingent rentals, land tax, outgoings and depreciation relating to buildings and leasehold improvements. RESTAURANT RELATED EXPENSES Restaurant related expenses include: utilities, maintenance, labour and on-costs (except those allocated to cost of sales), cleaning costs, depreciation of plant and equipment (owned and leased) located in restaurants and amortisation of franchise rights. INVENTORIES Inventories are valued at the lower of cost and net realisable value. Cost is assigned on a first-in first-out basis and includes expenditure incurred in acquiring the stock and bringing it to the existing condition and location. OTHER INCOME Interest income is recognised on a time proportion basis using the effective interest method. Also included in other income is development agreement income, which is related to achieving targets included in development agreements. This is recognised at a point in time when the targets are achieved. Other items of miscellaneous income are also included in this amount. GOVERNMENT GRANTS Grants from Australian and overseas governments are recognised at their fair value where there is a reasonable assurance that the grant will be received, and the Group will comply with all attached conditions. Government grants relating to costs are deferred and recognised in profit or loss over the period necessary to match them with the costs that they are intended to compensate. The grant is recognised under the profit or loss by deducting the value from the related expense the grant was received for. Traineeship grants are accounted for as a reduction of the related expense. Government grants were received by the Group in the current year for traineeships, amounting to $6.1 million. BUSINESS COMBINATIONS UNDER COMMON CONTROL When an entity within the Group acquires an entity under common control, the acquiring entity consolidates the carrying values of the acquired entity’s asset and liabilities from the date of acquisition. The consolidated financial statements of the Group include the income and expenditures from the date of acquisition. Any difference between the fair value of the consideration paid/transferred by the acquirer and the net assets / (liabilities) of the acquired are taken to the common control reserve in the equity section of the balance sheet. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 86 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 86 Notes to the Consolidated Financial Statements NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS (CONTINUED) J: SUBSEQUENT EVENTS J1: Subsequent events MATTERS SUBSEQUENT TO THE END OF THE FINANCIAL PERIOD On 2 May 2023, Collins Foods announced that its wholly owned Dutch subsidiary, Collins Foods Netherlands Operations B.V. completed the acquisition of eight KFC restaurants in the Netherlands from R. Sambo Holding B.V. The financial effects of this transaction have not been recognised at 30 April 2023 and the operating results and assets and liabilities of the acquired company will be consolidated from 2 May 2023. The acquisition is expected to deliver additional scale and to support in further leveraging the Group’s experience and operational capabilities in the Netherlands. The purchase price payable was €8.0 million ($13.3 million), subject to adjustments. In addition, contingent consideration is also payable as a component of consideration. At the time the financial statements were authorised for issue, the Group had not completed the accounting for the acquisition. In particular, the fair values of the assets and liabilities acquired are unable to be fully determined as the independent valuations have not been completed. Further, the fair value of the contingent consideration is unable to be determined at this time. Full purchase price accounting will be finalised and disclosed in the 2024 half-year interim financial report. This declaration is made in accordance with a resolution of the Directors. On 23 February 2023, the Group signed a non-binding memorandum of understanding to sell the 100% owned SingCo Trading Pte. Ltd Group (SingCo) for SGD20.2 million. The associated SingCo assets and liabilities are consequently presented as available for sale and is reported as a discontinued operation as SingCo represents an identifiable, single geographical area of operations. The transaction is anticipated to complete in mid July 2023 and the full impact, including any gain on sale, will be disclosed in the 2024 half-year interim financial report. Other than noted above, the Group is not aware of any matters or circumstances that have arisen since the end of the financial year which have significantly or may significantly affect the operations and results of the Group. Robert Kaye SC Chair Brisbane 27 June 2023 DIRECTOR’S DECLARATION In the Directors’ opinion: ­ ­ reporting requirements; and for the period ended on that date; due and payable; and • the financial statements and notes set out on pages 30 to 87 are in accordance with the Corporations Act 2001, including: complying with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional giving a true and fair view of the consolidated entity’s financial position as at 30 April 2023 and of its performance • there are reasonable grounds to believe that Collins Foods Limited will be able to pay its debts as and when they become • at the date of this declaration, there are reasonable grounds to believe that the members of the extended closed group identified in Note H1 will be able to meet any obligations or liabilities to which they are, or may become, subject by virtue of the Deed of Cross Guarantee (Amended and Restated) described in Note H1. Note I1 confirms that the financial statements also comply with International Financial Reporting Standards as issued by the International Accounting Standards Board. The Directors have been given the declarations by the Managing Director & Chief Executive Officer and the Group Chief Financial Officer required by section 295A of the Corporations Act 2001. This report is made in accordance with a resolution of Directors. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 87 of 97 87 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 88 of 97 DIRECTORS' DECLARATION DIRECTOR’S DECLARATION In the Directors’ opinion: • the financial statements and notes set out on pages 30 to 87 are in accordance with the Corporations Act 2001, including: ­ ­ complying with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements; and giving a true and fair view of the consolidated entity’s financial position as at 30 April 2023 and of its performance for the period ended on that date; • there are reasonable grounds to believe that Collins Foods Limited will be able to pay its debts as and when they become due and payable; and • at the date of this declaration, there are reasonable grounds to believe that the members of the extended closed group identified in Note H1 will be able to meet any obligations or liabilities to which they are, or may become, subject by virtue of the Deed of Cross Guarantee (Amended and Restated) described in Note H1. Note I1 confirms that the financial statements also comply with International Financial Reporting Standards as issued by the International Accounting Standards Board. The Directors have been given the declarations by the Managing Director & Chief Executive Officer and the Group Chief Financial Officer required by section 295A of the Corporations Act 2001. This declaration is made in accordance with a resolution of the Directors. This report is made in accordance with a resolution of Directors. Robert Kaye SC Chair Brisbane 27 June 2023 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 88 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 88 Independent auditor’s report Independent auditor’s report To the members of Collins Foods Limited To the members of Collins Foods Limited Report on the audit of the financial report Report on the audit of the financial report Our opinion Our opinion In our opinion: In our opinion: The accompanying financial report of Collins Foods Limited (the Company) and its controlled entities The accompanying financial report of Collins Foods Limited (the Company) and its controlled entities (together the Group) is in accordance with the Corporations Act 2001, including: (together the Group) is in accordance with the Corporations Act 2001, including: (a) giving a true and fair view of the Group's financial position as at 30 April 2023 and of its financial (a) giving a true and fair view of the Group's financial position as at 30 April 2023 and of its financial performance for the period 2 May 2022 to 30 April 2023 performance for the period 2 May 2022 to 30 April 2023 (b) complying with Australian Accounting Standards and the Corporations Regulations 2001. (b) complying with Australian Accounting Standards and the Corporations Regulations 2001. What we have audited What we have audited The Group financial report comprises: The Group financial report comprises: ● ● ● ● ● ● the consolidated balance sheet as at 30 April 2023 the consolidated balance sheet as at 30 April 2023 the consolidated income statement for the period 2 May 2022 to 30 April 2023 the consolidated income statement for the period 2 May 2022 to 30 April 2023 the consolidated statement of comprehensive income for the period 2 May 2022 to 30 April the consolidated statement of comprehensive income for the period 2 May 2022 to 30 April 2023 2023 the consolidated statement of changes in equity for the period 2 May 2022 to 30 April 2023 the consolidated statement of changes in equity for the period 2 May 2022 to 30 April 2023 the consolidated statement of cash flows for the period 2 May 2022 to 30 April 2023 the consolidated statement of cash flows for the period 2 May 2022 to 30 April 2023 the notes to the consolidated financial statements, which include significant accounting policies the notes to the consolidated financial statements, which include significant accounting policies and other explanatory information and other explanatory information the directors’ declaration. the directors’ declaration. ● ● ● ● ● ● ● ● Basis for opinion Basis for opinion We conducted our audit in accordance with Australian Auditing Standards. Our responsibilities under We conducted our audit in accordance with Australian Auditing Standards. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial those standards are further described in the Auditor’s responsibilities for the audit of the financial report section of our report. report section of our report. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. for our opinion. Independence Independence We are independent of the Group in accordance with the auditor independence requirements of the We are independent of the Group in accordance with the auditor independence requirements of the Corporations Act 2001 and the ethical requirements of the Accounting Professional & Ethical Corporations Act 2001 and the ethical requirements of the Accounting Professional & Ethical Standards Board’s APES 110 Code of Ethics for Professional Accountants (including Independence Standards Board’s APES 110 Code of Ethics for Professional Accountants (including Independence Standards) (the Code) that are relevant to our audit of the financial report in Australia. We have also Standards) (the Code) that are relevant to our audit of the financial report in Australia. We have also fulfilled our other ethical responsibilities in accordance with the Code. fulfilled our other ethical responsibilities in accordance with the Code. PricewaterhouseCoopers, ABN 52 780 433 757 PricewaterhouseCoopers, ABN 52 780 433 757 480 Queen Street, BRISBANE QLD 4000, GPO Box 150, BRISBANE QLD 4001 480 Queen Street, BRISBANE QLD 4000, GPO Box 150, BRISBANE QLD 4001 T: +61 7 3257 5000, F: +61 7 3257 5999 T: +61 7 3257 5000, F: +61 7 3257 5999 Liability limited by a scheme approved under Professional Standards Legislation. Liability limited by a scheme approved under Professional Standards Legislation. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 89 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Page 89 of 97 Page 89 of 97 INDEPENDENT AUDITOR'S REPORT (CONTINUED) Independent Auditor’s Report Our audit approach An audit is designed to provide reasonable assurance about whether the financial report is free from material misstatement. Misstatements may arise due to fraud or error. They are considered material if individually or in aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of the financial report. We tailored the scope of our audit to ensure that we performed enough work to be able to give an opinion on the financial report as a whole, taking into account the geographic and management structure of the Group, its accounting processes and controls and the industry in which it operates. Materiality Audit scope Key audit matters ● For the purpose of our audit we used overall Group materiality of $3.4m, which represents approximately 5% of the profit from continuing operations before income tax, adjusted for the Taco Bell impairment and asset write- offs, onerous provision and restaurant closure costs. ● We applied this threshold, together with qualitative considerations, to determine the scope of our audit and the nature, timing and extent of our audit procedures and to evaluate the effect of misstatements on the financial report as a whole. ● We chose Group profit from continuing operations before income tax because, in our view, it is the benchmark against which the performance of the Group is most commonly measured. We adjusted for the Taco Bell impairment and asset write- offs, onerous provision and restaurant closure costs as they are unusual or ● Our audit focused on where the ● Amongst other relevant topics, we communicated the following key audit matters to the Audit and Risk Committee: − − Impairment of Taco Bell restaurant assets Accounting for leases in accordance with AASB 16 Leases ● These are further described in the Key audit matters section of our report. ● Group made subjective judgements; for example, significant accounting estimates involving assumptions and inherently uncertain future events. In establishing the overall approach to the Group audit, we determined the type of audit work that needed to be performed by us, as the Group engagement team, and by component auditors in the Netherlands and Germany operating under our instruction. ● We structured our audit as follows: − We performed audit procedures over the Australian & Asian operations, in addition to auditing the consolidation of the Group's reporting units into the Group's financial report. Component auditors in the Netherlands and Germany performed audit procedures over the Group’s European operations. - ● For the work performed by component auditors in the Netherlands and Germany, we determined the level of involvement we needed to have in the audit work Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 90 Page 90 of 97 INDEPENDENT AUDITOR'S REPORT (CONTINUED) Independent Auditor’s Report infrequently occurring items impacting profit and loss. ● We utilised a 5% threshold based on our professional judgement, noting it is within the range of commonly acceptable thresholds. at these locations to be satisfied that sufficient audit evidence had been obtained as a basis for our opinion on the Group financial report as a whole. This included active dialogue throughout the year through discussions, issuing written instructions, receiving formal interoffice reporting, as well as attending meetings with local management. Key audit matters Key audit matters are those matters that, in our professional judgement, were of most significance in our audit of the financial report for the current period. The key audit matters were addressed in the context of our audit of the financial report as a whole, and in forming our opinion thereon, and we do not provide a separate opinion on these matters. Further, any commentary on the outcomes of a particular audit procedure is made in that context. Key audit matter How our audit addressed the key audit matter Impairment of Taco Bell restaurant assets Impairment charge comprises of Property, plant and equipment $20.2 million, Franchise rights $1.1 million and Right-of-use assets $27.8 million (Refer to note G7) The Group assesses recoverability of the Taco Bell restaurant assets for each individual restaurant. An impairment indicators analysis is performed, and where indicators are present, impairment models are then prepared on a value in use basis to determine whether the carrying amount is recoverable. Following the Group’s assessment, a pre-tax impairment charge of $49.1 million was recorded in relation to the Taco Bell stores, largely comprising $20.2 million for Property, plant and equipment, $1.1 million for Franchise rights, and $27.8 million for Right-of-use assets. We considered this a key audit matter given the financial significance of the Taco Bell restaurant asset balances in the Group’s balance sheet and the significant level of judgement and estimation involved in determining the value in use for each restaurant with indicators of impairment. We performed the following audit procedures in relation to the Group’s impairment assessment of Taco Bell restaurant assets, amongst others: ● Evaluated the reasonableness of management’s impairment indicator assessment. ● Developed an understanding of the process undertaken by the Group in the preparation of the impairment models used to assess the recoverable amount of the restaurant assets (the “impairment models”). Tested the mathematical accuracy of the underlying calculations in the impairment models. ● ● Compared the FY2023 actual results with ● ● ● prior corresponding reporting period forecasts to assess the historical accuracy of the Group’s forecasting processes. Assessed the reasonableness of growth rates used with reference to historical results. Evaluated the appropriateness of the discount rate and long-term growth rate assumptions in the impairment models, with the support of PwC valuation experts. Evaluated the adequacy of the disclosures made in note G7: Impairment of assets to the financial report in light of the requirements of Australian Accounting Standards. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 91 of 97 91 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED INDEPENDENT AUDITOR'S REPORT (CONTINUED) Independent Auditor’s Report Key audit matter How our audit addressed the key audit matter Accounting for leases in accordance with AASB 16 Leases Right-of-use assets $465.8 million, Lease liabilities $551.5 million (Refer to note G8) The Group applies Australian Accounting Standard AASB 16 Leases in accounting for the Group’s portfolio of restaurant leases. As a result, Right-of-use assets and Lease liabilities are recognised in the balance sheet. We considered this a key audit matter given the financial significance of the related balances in the Group’s balance sheet and the critical judgements used in determining the lease term assumptions in the lease calculations, as well as the significant amount of audit effort in auditing the balances. We performed the following audit procedures in relation the accounting for leases in accordance with AASB 16 Leases: ● ● ● Assessed whether the Group's accounting policies are in accordance with the requirements of AASB 16 Leases. Evaluated the adequacy of the disclosures made in note G8 in light of the requirements of Australian Accounting Standards. Evaluated the judgements applied by the Group in determining the probability of exercising extension options for each of the Group’s operating segments. For a sample of lease agreements, we: ● ● ● Evaluated the lease calculation against the terms of the lease agreement and the requirements of AASB 16 Leases. Tested the mathematical accuracy of the lease calculations. Evaluated the appropriateness of the lease term applied and the Group’s assumptions relating to the exercise of option periods. Other information The directors are responsible for the other information. The other information comprises the information included in the annual report for the period 2 May 2022 to 30 April 2023, but does not include the financial report and our auditor’s report thereon. Prior to the date of this auditor's report, the other information we obtained included the Directors Report, Shareholder Information and Corporate Directory. We expect the remaining other information to be made available to us after the date of this auditor's report. Our opinion on the financial report does not cover the other information and we do not and will not express an opinion or any form of assurance conclusion thereon. In connection with our audit of the financial report, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial report or our knowledge obtained in the audit, or otherwise appears to be materially misstated. If, based on the work we have performed on the other information that we obtained prior to the date of this auditor’s report, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard. When we read the other information not yet received, if we conclude that there is a material misstatement therein, we are required to communicate the matter to the directors and use our professional judgement to determine the appropriate action to take. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 92 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 92 INDEPENDENT AUDITOR'S REPORT (CONTINUED) Independent Auditor’s Report Responsibilities of the directors for the financial report The directors of the Company are responsible for the preparation of the financial report that gives a true and fair view in accordance with Australian Accounting Standards and the Corporations Act 2001 and for such internal control as the directors determine is necessary to enable the preparation of the financial report that gives a true and fair view and is free from material misstatement, whether due to fraud or error. In preparing the financial report, the directors are responsible for assessing the ability of the Group to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the directors either intend to liquidate the Group or to cease operations, or have no realistic alternative but to do so. Auditor’s responsibilities for the audit of the financial report Our objectives are to obtain reasonable assurance about whether the financial report as a whole is free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with the Australian Auditing Standards will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of the financial report. A further description of our responsibilities for the audit of the financial report is located at the Auditing and Assurance Standards Board website at: https://www.auasb.gov.au/admin/file/content102/c3/ar1_2020.pdf. This description forms part of our auditor's report. Report on the remuneration report Our opinion on the remuneration report We have audited the remuneration report included in pages 11 to 25 of the directors’ report for the period 2 May 2022 to 30 April 2023. In our opinion, the remuneration report of Collins Foods Limited for the period 2 May 2022 to 30 April 2023 complies with section 300A of the Corporations Act 2001. Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 93 of 97 93 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED INDEPENDENT AUDITOR'S REPORT (CONTINUED) Independent Auditor’s Report Responsibilities The directors of the Company are responsible for the preparation and presentation of the remuneration report in accordance with section 300A of the Corporations Act 2001. Our responsibility is to express an opinion on the remuneration report, based on our audit conducted in accordance with Australian Auditing Standards. PricewaterhouseCoopers Michael Crowe Partner Brisbane 27 June 2023 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 94 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 94 SHAREHOLDER INFORMATION Shareholder information that has not been stated elsewhere in the Annual Report is set out below. The shareholder information set out below was applicable as at the close of trading on 19 June 2023. Distribution of equity securities Analysis of the number of equity security holders by size of holding and the total percentage of securities in that class held by the holders in each category: Number of shareholders of ordinary shares Percentage of total ordinary shares on issue % Number of holders of performance rights Percentage of performance rights on issue % Number of holders of ownership share plan rights Percentage of ownership share plan rights on issue % Holding 1 - 1000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 and over TOTAL 6,447 4,069 736 452 44 11,748 2.24 8.18 4.54 8.67 76.37 100.00 15 24 1 9 - 29 2.98 8.37 1.16 87.49 - 100.00 391 100% - - - - - - - - 391 100% 117,322,572 890,255 239,535 TOTAL ORDINARY SHARES ON ISSUE TOTAL UNQUOTED PERFORMANCE RIGHTS ON ISSUE TOTAL UNQUOTED OWNERSHIP SHARE PLAN RIGHTS ON ISSUE There were 716 holders of less than a marketable parcel of ordinary shares. Equity security holders The names of the 20 largest holders of the only class of quoted equity securities are listed below: Name HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED J P MORGAN NOMINEES AUSTRALIA PTY LIMITED CITICORP NOMINEES PTY LIMITED MR KEVIN WILLIAM JOSEPH PERKINS NATIONAL NOMINEES LIMITED BNP PARIBAS NOMINEES PTY LTD BNP PARIBAS NOMS PTY LTD HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED BNP PARIBAS NOMINEES PTY LTD HUB24 CUSTODIAL SERV LTD CHRIKIM PTY LTD MRS HEATHER LYNNETTE GRACE ANACACIA PTY LTD CHRIKIM PTY LTD PERKINS FAMILY INVESTMENT CORPORATION PTY LTD CITICORP NOMINEES PTY LIMITED MICHAEL KEMP PTY LTD BNP PARIBAS NOMS PTY LTD CITICORP NOMINEES PTY LIMITED MS DEBORAH LEE CHOW + MR EDWARD CHOW MICHELE TAYLOR PTY LTD TOTAL Number held ORDINARY SHARES Percentage of issued shares % 24,829,100 18,707,975 16,531,416 6,750,574 6,709,741 2,932,541 2,835,004 1,711,889 888,636 796,585 429,801 388,093 369,421 327,273 308,329 300,910 284,212 280,845 272,703 266,319 21.16 15.95 14.09 5.75 5.72 2.50 2.42 1.46 0.76 0.68 0.37 0.33 0.31 0.28 0.26 0.26 0.24 0.24 0.23 0.23 85,921,367 73.24 Stock exchange listings Collins Foods Limited shares are listed on the Australian Securities Exchange Website address www.collinsfoods.com The Collins Foods Corporate Governance Statement is located at www.collinsfoods.com/investors/corporate-governance/ CORPORATE DIRECTORY Directors Robert Kaye SC, Chair Drew O’Malley, Managing Director & CEO Company Secretary Principal registered office in Australia Level 3, KSD1, 485 Kingsford Smith Drive Share and debenture register Computershare Investor Services Pty Ltd Nicki Anderson Mark Hawthorne Christine Holman Kevin Perkins Russell Tate Frances Finucan Hamilton QLD 4007 Telephone: +61 7 3352 0800 Level 1, 200 Mary Street Brisbane QLD 4000 Telephone: 1300 850 505 Outside Australia: +61 3 9415 4000 PricewaterhouseCoopers 480 Queen Street Brisbane QLD 4000 Auditor Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 95 of 97 95 FINANCIAL REPORT 2023 | COLLINS FOODS LIMITED Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 97 of 97 Substantial holders Substantial holders (including associate holdings) in the Company, based on the most recent substantial holder notices lodged with the Company and ASX, are set out below: Shareholder information Kevin Perkins Yarra Capital Management Limited Challenger Limited Restricted Securities and share buy-backs A voluntary holding lock will be applied to: ORDINARY SHARES Number held Percentage % 7,241,484 7,230,900 7,730,844 6.18 6.16 6.59 • 8,340 fully paid ordinary shares for a period of 12 months, if they are issued, upon the vesting of 8,340 performance rights in accordance with the rules of the LTIP; and • 32,508 fully paid ordinary shares for a period of 24 months, if they are issued, upon the vesting of 32,508 performance rights in accordance with the rules of the LTIP. The Company is not currently conducting an on-market share buy-back. Voting rights FULLY PAID ORDINARY SHARES On a show of hands every member present at a meeting in person or by proxy shall have one vote. Upon a poll, each share shall have one vote. PERFORMANCE RIGHTS The performance rights do not have any voting rights. The fully paid ordinary shares to be allotted on the exercise of the performance rights will have the voting rights noted above for fully paid ordinary shares. CORPORATE DIRECTORY Directors Robert Kaye SC, Chair Drew O’Malley, Managing Director & CEO Nicki Anderson Mark Hawthorne Christine Holman Kevin Perkins Russell Tate Company Secretary Frances Finucan Principal registered office in Australia Share and debenture register Auditor Level 3, KSD1, 485 Kingsford Smith Drive Hamilton QLD 4007 Telephone: +61 7 3352 0800 Computershare Investor Services Pty Ltd Level 1, 200 Mary Street Brisbane QLD 4000 Telephone: 1300 850 505 Outside Australia: +61 3 9415 4000 PricewaterhouseCoopers 480 Queen Street Brisbane QLD 4000 Stock exchange listings Collins Foods Limited shares are listed on the Australian Securities Exchange Website address www.collinsfoods.com The Collins Foods Corporate Governance Statement is located at www.collinsfoods.com/investors/corporate-governance/ Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 96 of 97 COLLINS FOODS LIMITED | FINANCIAL REPORT 2023 96 Collins Foods Limited ACN 151 420 781 | Financial Report - for the reporting period ended 30 April 2023 Page 97 of 97 ecoStar+ is an environmentally responsible paper made Carbon Neutral and the fibre source is FSC (CoC) Recycled certified. ecoStar+ is manufactured from 100% post consumer recycled paper in a process chlorine free environment under the ISO 14001 environmental management system.

Continue reading text version or see original annual report in PDF format above