WESTLIFENSEWESTLIFE FOODWORLD LIMITEDMediumNeutral
Announced Mon, 11 May · 15:18 IST

WESTLIFE FOODWORLD LIMITED has informed the Exchange about Transcript of earnings conference call for the quarter ended 31st March 2026.

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureAnalyst Day Multiyear TargetsInvestor Communications View source PDF

WESTLIFE · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+1.8%1-day move
₹505.00
prior close
₹501.50
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.0+0.7+1.8-3.6-7.7-6.3-6.9-7.3-17.0-14.1-1.0
Up moveDown movePending
AI summary

Westlife Foodworld (McDonald's India operator) 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 growth. Full year revenue stood at INR 26.3 billion (5% growth). Gross margin remained near historic highs at 68.1%, improving 60 bps sequentially, while restaurant operating margins improved 70 bps YoY. The company opened a record 48 restaurants taking the total to 478 across 78 cities. Management guided to 60+ annual store openings going forward (up from previous 45-50 guidance) and targets INR 3,000 crore revenue. Gross margin guidance of 67% was given for the near term due to inflationary pressures on cocoa and coffee. South region showed meaningful improvement turning nearly flattish. Digital sales contribution reached 76% with 52 million app downloads.

Likely market impact

Steady performance with improving footfall trends positions the company well, though margin guidance of 67% signals near-term margin pressure from inflation. The acceleration in store expansion plans and Vision 2027 targets remain intact.