SUPER HI INTERNATIONAL HOLDING LTD. Sponsored ADR (HDL) AI Stock Analysis

Company Guidance

Management guided that it will continue to expand cautiously while converting traffic into per-store revenue and profitability, targeting double-digit new store openings for the full year (several openings expected in H2 with some in July–August) across North America, East Asia and Southeast Asia; they reaffirmed no uniform price hike (markets adjust locally), a standard new-store payback of ~3–4 years (faster in Southeast Asia, slower in Europe/US), continued investment in the Pomegranate Plan (12 brands, 22 second‑brand restaurants cumulatively) with controlled small‑scale rollouts, and disciplined FX and cash management (natural hedging plus selective hedges). Guidance was supported by Q2 operating metrics: total revenue $219M (+10% YoY), Haidilao restaurant revenue $198M (+4.6%), 8.1M customer visits (+5.2%), overall table turnover 3.9 turns/day (same‑store 4.0, both +0.1), delivery $7.562M (+105%), other revenue $13.39M (+119.7%) (delivery+other $21M, +114.3%, ~9.6% of revenue vs ~5% prior year), operating profit $8.1M (+118.9%) with operating margin 3.7% (+1.8 pp), operating cash inflow $28M (+6.2%), cash reserves ~$266M, 129 overseas Haidilao restaurants at quarter end (111 same‑store restaurants; same‑store sales ~$179M, -0.8%) and signed-but-not-opened stores in the double digits.