Earnings Presentation - Q4 & FY26
UFBL · price
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United Foodbrands reported its highest ever Q4 revenue of ₹3,604 million, up 23.1% YoY, driven by strong same-store sales growth of 14.4% and 43% dine-in volume growth. The company added 35 new restaurants in FY26, expanding its network to 262 restaurants, and is on track to reach 300+ restaurants by FY27 with plans for 400-425 by FY30. Pre-IND AS restaurant operating margin expanded to 14.4% in the matured portfolio (vs 13.8% last year) as operating leverage offset a 2.9% gross margin decline caused by value initiatives and business mix changes. FY26 full-year revenue grew 8.6% to ₹13,387 million with SSSG rebounding to +4.7%.
Strong Q4 performance with volume-driven growth and margin expansion signals successful execution of the company's value-led volume strategy. The aggressive network expansion plans and improving unit economics are positive for long-term shareholders, though the stock may face pressure from the lower adjusted operating EBITDA margin of 5.5%.