United Foodbrands Limited has informed the Exchange about Transcript of Earnings Conference Call held on May 20, 2026
UFBL · price
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United Foodbrands delivered its strongest two-quarter SSSG performance in recent history with Q4 FY26 SSSG of 14.4% on top of 8.2% in Q3, driven entirely by volume growth. Consolidated revenue grew 23.1% YoY to INR 360 crores in Q4, with dine-in volumes up 43%. Barbeque Nation India led the recovery with 47% dine-in volume growth. The company operates 262 restaurants and added 35 new restaurants in FY26. Gross margins compressed 300 bps due to deliberate value campaigns and mix shift, but management expects 100-150 bps recovery in FY27. For FY27, management targets 9-10% pre-Ind AS operating EBITDA margin and plans to open 40 new restaurants, reaching 300+ total network.
The strong volume-led growth validates the multi-engine portfolio strategy and captive demand model. With clear margin expansion roadmap and restaurant expansion targets of 400-425 by FY30, the company appears well-positioned for sustained growth, though near-term margin pressure from new store ramp-up and gross margin headwinds warrant monitoring.