Kafelaku Coffee: Interim Loss Narrows as Revenue Falls 36.3%; Liquidity Pressure Persists

Bulletin Express
08/26

Hong Kong-listed Kafelaku Coffee Holding Limited reported interim revenue of HK$40.97 million for the six months ended 30 June 2026, a 36.3% drop from HK$64.29 million a year earlier, reflecting the closure of several restaurants and soft consumer demand in mainland China.

Loss attributable to shareholders narrowed 11.9% to HK$10.22 million from HK$11.62 million, aided by a one-off HK$4.79 million gain from early lease terminations and a 36.2% reduction in staff costs to HK$16.23 million. Basic loss per share improved to HK0.72 cent from HK0.82 cent.

Gross profit declined 33.5% to HK$25.47 million, yet gross margin expanded to 62.2% from 59.6% on lower material costs following store rationalisation.

Liquidity remains tight. Cash and cash equivalents stood at HK$3.51 million, against current liabilities of HK$143.22 million, producing net current liabilities of HK$97.15 million. Total liabilities were HK$154.00 million, exceeding total assets of HK$77.54 million and resulting in negative equity of HK$76.47 million. Management highlighted a HK$91.00 million shareholder loan facility, prospective bank financing and planned equity fund-raisings as key support measures for going-concern status.

Segment performance showed food-catering revenue falling 35.1% to HK$40.17 million, while beverage revenue (coffee operations) slid 66.6% to HK$0.80 million. Mainland China contributed 98.5% of group revenue.

During the period, the group exited its loss-making Uniwalk restaurant in Shenzhen and completed the acquisition of Maylon Bay (Guangzhou) Operations Management for HK$2.32 million, adding one coffee shop and HK$1.37 million of goodwill.

Post-period events include: • A placing of 282.05 million new shares on 14 July 2026, raising net proceeds of approximately HK$20.90 million. • A second placing announced on 12 August 2026 to issue another 282.05 million shares, expected to net about HK$10.77 million. • Disposal of a 24.2% stake by former chairman Mr. Cui Zhiqiang on 24 July 2026, followed by his resignation on 4 August 2026.

No interim dividend was declared. Management plans to prioritise cost controls, expand coffee trading, and pursue the proposed Coffeenergy youth-focused coffee brand while continuing to seek additional financing.

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