Malaccan Holdings Concert Party Boosts DP Poland PLC Stake to 29.63% with 300,000 Shares Bought at 6.99p

DP Poland's Domino's Pizza Franchise Dominance in Central Europe

DP Poland PLC holds exclusive rights to develop, operate, and sub-franchise Domino's Pizza stores in Poland and Croatia, forming the cornerstone of its business operations and revenue streams. The company manages 142 Domino's Pizza outlets across these two countries, leveraging the global brand's reputation and operational framework.

In addition to Domino's, DP Poland operates Pizzeria 105, a secondary pizza brand with 70 stores in Poland. This dual-brand strategy diversifies revenue sources and optimizes operational efficiencies through shared supply chains and management. The company’s footprint across Poland and Croatia underlines its established market presence and operational capabilities in the region.

Malaccan Holdings Concert Party Raises Stake Close to 30%

The Malaccan Holdings Ltd Concert Party has increased its collective shareholding in DP Poland PLC to 279,725,426 ordinary shares, representing 29.63% of issued share capital, following AMC V Leonardo SARL’s acquisition of 300,000 shares. This significant minority stake highlights the concert party's sustained confidence in DP Poland's strategic direction and operations.

The transaction took place on 27 July 2026 at 6.99 pence per share on the London Stock Exchange. AMC V Leonardo SARL’s involvement suggests a strategic move to consolidate or maintain the concert party’s influence within the company.

PDMR Disclosure and Director Affiliations in the Concert Party

AMC V Leonardo SARL is identified as closely associated with DP Poland’s Non-Executive Directors Przemysław Głębocki and Jakub Chechelski. Under FCA regulations for Persons Discharging Managerial Responsibilities (PDMR) and persons closely associated, such transactions require disclosure to maintain market transparency. This filing represents the initial notification of the transaction.

The concert party’s structure and director involvement indicate coordinated shareholder activity with governance representation, ensuring transparency in share dealings and compliance with AIM market rules.

Details on Shares and Concert Party Composition

DP Poland’s ordinary shares, each with a nominal value of 0.5 pence and ISIN GB00B3Q74M51, constitute the company’s voting equity. The 300,000 shares purchased at 6.99 pence per share represent a strategic investment within the concert party’s cumulative holding. While the full composition of the Malaccan Holdings Ltd Concert Party is not disclosed, AMC V Leonardo SARL is a confirmed member, collectively holding a near 30% stake.

Franchise Model and Growth Potential in Poland and Croatia

DP Poland’s exclusive franchise rights enable operation and expansion of Domino's Pizza stores within Poland and Croatia, generating revenue through store sales, sub-franchising, and royalties. This protected market position offers a competitive advantage in the quick-service restaurant sector.

With 142 Domino's locations and 70 Pizzeria 105 outlets, the company is well-positioned for further expansion, leveraging brand strength and operational expertise to capture additional market share in both countries.

Share Acquisition on the London Stock Exchange

The 300,000 shares were acquired on 27 July 2026 at 6.99 pence per share via the London Stock Exchange’s order book system. The announcement does not specify the seller or whether the transaction was a single block trade or multiple executions. The price reflects market valuation at the time, with such significant shareholder transactions often signaling confidence in the company’s prospects.

Market Dynamics in Poland and Croatia’s Quick-Service Sector

Poland’s population of approximately 38 million and Croatia’s 3.9 million offer distinct but growing markets for quick-service restaurants, including pizza delivery. Urbanization, mobile payments, and evolving consumer preferences fuel demand. DP Poland’s Domino's and Pizzeria 105 brands are positioned to capitalize on these trends amid competition from international and local pizza chains.

Governance and Shareholder Influence Post Stake Increase

Holding 29.63% of issued share capital, the Malaccan Holdings Ltd Concert Party wields significant influence over shareholder votes and board decisions. The involvement of Non-Executive Directors in the concert party suggests alignment between governance and major shareholder interests, potentially shaping long-term strategic initiatives.

This substantial stake enables the concert party to block special resolutions requiring 75% approval and influence ordinary resolutions, reflecting a strong position in corporate governance and capital allocation discussions.

Regulatory Compliance and Disclosure Obligations

Under AIM Rules and the Market Abuse Regulation, concert party holdings exceeding 5% require disclosure. DP Poland’s announcement confirms the concert party’s 29.63% stake, fulfilling regulatory mandates for transparency. The initial notification ensures investors receive timely information on significant shareholding changes, supporting market integrity and informed decision-making.