United Foodbrands Limited · NSE:UFBL
United Foodbrands — Q3 FY2026 Earnings Presentation
19 slides from United Foodbrands's earnings presentation, January 2026
Slide 1: Earnings Presentation Q3 FY2026
Earnings Presentation Q3 FY2026
Slide 2: Disclaimer
Disclaimer This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to United Foodbrands Limited (the Company) future business developments and
Slide 3: Q3 FY26 - Key highlights
03 Q3 FY26 - Key highlights 03 Strong SSSG & ▪ Q3 consolidated SSSG at +8.2% revenue ▪ Q3 FY26 revenue of ₹ 3,766 million; highest ever quarterly revenue; Y-o-Y growth of 14.5% growth ▪ Y-o-Y revenue growth of 10.1% in BBQ India; 47.0% in BBQ International and 19.7% in Premium CDR Driven by ▪ Y-o-Y
Slide 4: Q3 FY26 - Consolidated performance
04 Q3 FY26 - Consolidated performance RESTAURANT NETWORK REVENUE FROM SSSG DINE-IN/ (IN #) OPERATIONS (IN ₹ MN) (IN %) DELIVERY MIX 249 3,766 +8.2% 84% / 16% Q3 FY25: 226 Y-o-Y: +14.5% Q3 FY25: (2.0)% Q3 FY25: 84% / 16% GROSS PROFIT OPERATING EBITDA RESTAURANT OPERATING ADJUSTED OPERATING (IN ₹ MN)
Slide 5: Network expansion - added 8 new restaurants in Q3 FY26
0 1 / / C O N S O L I D A TE D Network expansion - added 8 new restaurants in Q3 FY26 05 Expansion of Restaurant Network Restaurant Composition Added 8 new restaurants in Q3 4-year CAGR : ~9% 249 Restaurants 7 6 8 1 1 12 38 199 BBQN BBQN India International Premium CDR 164 185 216 217 230 241 249 FY
Slide 6: New restaurant launches in Q3FY26
0 1 / / C O N S O L I D A TE D 06 RR Nagar Global Mall, Bangalore (Barbeque Nation) New CP Regal, Delhi (Barbeque Nation) restaurant launches in Q3FY26 WTC, Chennai (Salt) Nariman Point, Mumbai (Toscano) Creating memorable guest experiences through modern, vibrant spaces
Slide 7: Consolidated financial performance – quarterly trend
0 1 / / C O N S O L I D A TE D Consolidated financial performance – quarterly trend 07 Network Revenue from Operations ▪ Added 8 new restaurants in Q3 (IN #) (IN ₹ MN) 249 3,766 ▪ Revenue grew 23.6% Q-o-Q & 226 230 236 241 3,289 14.5% Y-o-Y 2,970 3,048 2,928 ▪ Q3 SSSG at +8.2% Q3 FY25 Q4 FY25 Q1 FY2
Slide 8: Strong growth across dine-in & delivery business
0 1 / / C O N S O L I D A TE D Strong growth across dine-in & delivery business 08 Dine – in Sales Delivery Sales (IN ₹ MN) (IN ₹ MN) 3,183 583 2,775 2,525 2,566 514 2,442 480 474 443 x Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Share of business ( I N % ) Share
Slide 9: Operating performance: matured vs new
0 1 / / C O N S O L I D A TE D Operating performance: matured vs new 09 Average Annual Revenue/Restaurant (₹ Mn) and Pre IND-AS Restaurant Operating Margin (%) Matured New Consolidated 17.2% 9.6% 15.7% 17.4% 7.0% 16.5% 4.7% 13.8% 13.3% 1.9% 12.6% 11.5% 9.6% 8.2% 48 45 43 42 49 62 54 56 56 67 (2.1)%
Slide 10: Barbeque Nation India performance – quarterly trend
0 2 / / B A R B E Q U E N A TI O N I N D I A Barbeque Nation India performance – quarterly trend 10 Network Revenue from Operations ▪ Added 4 new restaurants in Q3 (IN #) (IN ₹ MN) 190 191 193 195 199 2,883 ▪ Revenue grew 25.3% Q-o-Q & 2,618 2,280 2,289 2,300 10.1% Y-o-Y ▪ Q3 SSSG at +8.3% Q3 FY25 Q
Slide 11: Curating themed food events to enhance guest engagement
0 2 / / B A R B E Q U E N A TI O N I N D I A 11 Curating themed food events to enhance guest engagement
Slide 12: Value led pricing initiatives for specific markets
0 2 / / B A R B E Q U E N A TI O N I N D I A 12 Value led pricing initiatives for specific markets
Slide 13: Increase in dine-in transactions from own digital channels
0 2 / / B A R B E Q U E N A TI O N I N D I A 13 Increase in dine-in transactions from own digital channels Cumulative App Downloads Dine-in Transactions – Own Digital Channels User !!! (IN MN) (IN %) 8.8 53.3% 8.5 7.9 7.2 7.4 42.3% 31.7% 33.6% 30.8% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4
Slide 14: Barbeque Nation International performance – quarterly trend
0 3 / / B A R B E Q U E N A TI O N I N TE R N A TI O N A L Barbeque Nation International performance – quarterly trend 14 Network Revenue from Operations (IN #) (IN ₹ MN) 12 12 372 11 9 264 276 8 253 263 ▪ Revenue grew 34.8% Q-o-Q & 47.0% Y-o-Y; supported by network expansion and SSSG Q3 FY25 Q4 FY2
Slide 15: Premium CDR performance – quarterly trend
0 4 / / P R E MI U M C D R Premium CDR performance – quarterly trend 15 Network Revenue from Operations (IN #) (IN ₹ MN) 38 32 34 517 28 30 473 432 397 431 ▪ Added 4 new restaurants in Q3 ▪ Revenue grew 9.3% Q-o-Q & Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 19.7
Slide 16: New offerings at Premium CDR
0 4 / / P R E MI U M C D R New offerings at Premium CDR 16
Slide 17: Consolidated P&L
Consolidated P&L 17 PARTICULARS (₹ Mn) Q3 FY26 Q3 FY25 Y-o-Y Gr% Q2 FY26 Q-o-Q Gr% 9M FY26 9M FY25 Y-o-Y Gr% REVENUE FROM OPERATIONS 3,766 3,289 14.5% 3,048 23.6% 9,783 9,403 4.0% COST OF FOOD AND BEVERAGES CONSUMED 1,267 1,045 21.2% 1,029 23.1% 3,256 2,997 8.6% EMPLOYEE RELATED EXPENSES 815 767 6.3
Slide 18: Strategic focus areas
Strategic focus areas 18 Deliver best-in-category guest experience to accelerate dine-in growth Scale brand through network expansion & volume driven SSSG growth; Expand network to 300+ restaurants by FY27; 400+ by FY30 Scale existing portfolio of high-potential brands Penetrate Premium CDR brands i
Slide 19: Head Office and investor contact
Head Office For further information, please contact: Saket Callipolis, Unit No 601 & 602, 6th Floor, Bijay Sharma Doddakannalli Village, Varthur Hobli, Sarjapur Road, Head of Investor Relations Bengaluru, Karnataka 560035 India. United Foodbrands Limited Investors@unitedfoodbrands.in E: corporate@un