UFBLNSEUnited Foodbrands LimitedMediumNeutral
Announced Tue, 27 May · 17:54 IST

Barbeque Nation Hospitality Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Barbeque Nation Hospitality shared its FY2025 Corporate Presentation with the exchanges, outlining its diversified restaurant business. The company operates 230 restaurants across 85+ cities under three brands: Barbeque Nation India (79% of revenue, ₹9,807 mn), Barbeque Nation International (8%, ₹973 mn), and Premium CDR brands like Toscano and Salt (13%, ₹1,598 mn). FY25 consolidated revenue stood at ₹12,330 mn, up 67% over six years, while gross margins expanded to 68.2%. Reported EBITDA margin was 17.1% and adjusted operating EBITDA margin stood at 7.4%. Store-level ROIC ranges from 34% to 59.6%, with payback periods of 2.5 to 4 years. The company targets 300–325 restaurants by FY27, with focus on growing international business and expanding the premium CDR portfolio.

Likely market impact

The presentation reinforces Barbeque Nation's growth runway with a clear expansion target and improving unit economics, which is positive for long-term shareholders. However, EBITDA margins have compressed from FY20 levels (19.4% to 17.1%), so investors should watch for margin recovery as the network scales toward 300+ outlets.