Submission of transcript of earnings conference call for the quarter ended 31st March 2026
WESTLIFE · price
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Westlife Foodworld reported Q4 FY26 revenue of INR 6.6 billion (up 9% YoY) with same-store sales growth of 1.5%, driven by mid-single-digit guest count improvement across all three months of the quarter. Full-year FY26 revenue stood at INR 26.3 billion (up 5% YoY). Gross margin was maintained at 68.1% for Q4 and 67.7% for the full year, supported by supply chain efficiencies and cost optimization programs despite inflationary pressures on cocoa and coffee. Restaurant operating margin improved ~100 bps YoY to 20.3% for FY26. The company opened a record 48 new restaurants in FY26, taking its total footprint to 478 restaurants across 78 cities, and guided for 60+ annual openings going forward. Digital sales contributed 76% of revenue. The company reaffirmed its Vision 2027 targets of INR 3,000 crore revenue and 13-15% EBITDA margins, citing improving guest count momentum as the key driver.
Positive sentiment from consistent guest count recovery, strong margin performance, and accelerated store expansion guidance (60+ vs. prior 45-50 annually) signals management confidence in sustaining growth momentum. Near-term gross margin guidance of 67%+ reflects caution on inflation but remains healthy.