WESTLIFE FOODWORLD LIMITED has informed the Exchange about Investor Presentation
WESTLIFE · price
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Westlife Foodworld, the operator of McDonald's restaurants in India, reported Q2 FY26 sales of ₹6.42 bn, up 3.8% YoY but with same-store sales declining 2.8%. Operating EBITDA fell 4.1% YoY to ₹759 mn with margin contracting ~100 bps to 11.8% due to operating deleverage, though cash PAT rose 78.5% to ₹809 mn. Gross margin expanded 270 bps YoY to 72.4% on supply chain efficiencies, and restaurant operating margin improved ~60 bps to 19.2%. The company added 8 stores in the quarter, taking the network to 450 across 72 cities, and reiterated its Vision 2027 target of 580-630 stores. Management flagged a 4-6% YoY decline in industry out-of-home food consumption during August-September but noted encouraging recovery signs in October.
Mixed quarter for shareholders — topline growth held up but profitability was pressured by deleverage and a one-time exceptional charge. The 100 bps Op EBITDA margin compression and negative SSSG are negatives, while the store expansion runway to CY27, expanding gross margin, and October recovery signals offer medium-term comfort.