United Foodbrands Limited · NSE:UFBL
United Foodbrands — Barbeque-Nation Hospitality — Q1 FY2026 Earnings Presentation
24 slides from United Foodbrands's earnings presentation, July 2025
Slide 1: Earnings Presentation Q1 FY2026
BARBEQUE-NATION HOSPITALITY LIMITED Earnings Presentation Qi FY2026
Slide 2: Disclaimer
02 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 Barbeque-Nation Hospitality Ltd (“Barbeque Nation” or the Company) fut
Slide 3: Q1 FY26 Key Financial Highlights
03 Q1 FY26 Key Financial Highlights Restaurant Revenue from SSSG (%) Dine-in/ Network Operations Delivery Mix 236 ₹ 2,970 mn (3.4)% 85%/15% Q1 FY25: 219 (2.8)% y-o-y Q1 FY25: (7.4)% Q1 FY25: 85%/15% Gross Operating Adjusted Operating Cash Profit Profit EBITDA EBITDA* ₹ 2,010 mn ₹ 460 mn ₹ 136 mn ₹ 1
Slide 4: Q1 FY26 Key Business Updates
04 Q1 FY26 Key Business Updates Business Segments Performance Updates • Added 3 new restaurants in Q1 FY26, taking the total network to 193 restaurants, with 5 additional restaurants currently under construction • Revenues declined 7% Y-o-Y, primarily driven by SSSG of (5.2)%; performance impacted b
Slide 5: Launched 7 New Restaurants in Q1FY26
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 05 Launched 7 New Restaurants in Q1FY26 Expansion of Restaurant Network Restaurant Composition Added 7 restaurants and closed 1 restaurants in Q1 FY26 236 Restaurants 7 193 11 32 1 BBQN Premium BBQN India International CDR
Slide 6: New restaurant launches in Q1FY26
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 06 New restaurant launches in Q1FY26 Aparna Neo Mall, Hyderabad (Barbeque Nation) Behala, Kolkata (Barbeque Nation) Knowledge City (Barbeque Nation) Andheri, Mumbai (Toscano) Sharjah, UAE (Barbeque Nation) Creating memorabl
Slide 7: Consolidated Financial Performance – Quarterly Trend
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 07 Consolidated Financial Performance – Quarterly Trend Network (#) and Annualized Revenue/Outlet (₹ Mn) Revenue from Operations (₹ Mn) ▪ Revenue down 2.8% Y-o-Y, primarily due to softer sales in the India business; other s
Slide 8: Dine-in & Delivery Business
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 08 Dine-in & Delivery Business Dine – in Sales (₹ million) Delivery (₹ million) 2,600 2,585 2,775 2,442 2,525 448 453 514 480 443 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Share of busi
Slide 9: Operating Performance: Matured vs New
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 09 Operating Performance: Matured vs New Average Annual Revenue/Restaurant (₹ Mn) and Pre IND-AS Restaurant Operating Margin (%) Matured New Consolidated 17.4% 13.8% 16.5% 12.4% 12.6% 11.5% 15.0% 13.3% 13.8% 13.3% 9.6% 8.2%
Slide 10: Barbeque Nation India Performance – Quarterly Trend
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 010 Barbeque Nation India Performance – Quarterly Trend Network (#) and Annualized Revenue/Outlet (₹ Mn) Revenue from Operations (₹ Mn) ▪ Expanded network with a net 186 187 190 191 193 2,466 2,443 2,618 2,280 2,289 additio
Slide 11: Strengthening experience via themed food festivals & marketing initiatives
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 011 Strengthening experience via themed food festivals & marketing initiatives Kukkad Carnival Value Based Promotions Special day Celebrations
Slide 12: Honored with “Legends” title by Great Place to Work
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 012 Honored with “Legends” title by Great Place to Work ▪ BNHL has been conferred the prestigious “Legends” title by Great Place to Work® for being consistently ranked among India’s best workplaces for 10 consecutive years
Slide 13: ~31% dine-in bookings from Barbeque Nation App and website
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 013 ~31% dine-in bookings from Barbeque Nation App and website Cumulative App Downloads (In Mn) User !!! 7.9 7.2 7.4 7.1 6.8 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Dine-in bookings – App & Website (%) 31.7% 33.6% 29.6% 29.
Slide 14: Near Term Priorities
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 014 Near Term Priorities Position Barbeque Nation as the preferred celebration destination Elevate guest experience through culinary and service innovation Revive same-store sales growth by driving volume growth Pursue netw
Slide 15: Barbeque Nation International Performance – Quarterly Trend
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 015 Barbeque Nation International Performance – Quarterly Trend Network (#) and Annualized Revenue/Outlet (₹ Mn) Revenue from Operations (₹ Mn) Strong Growth and Profitability ▪ Launched 2 new restaurants in 8 8 8 9 11 239
Slide 16: Launched 2 new restaurants in Barbeque Nation International
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 016 Launched 2 new restaurants in Barbeque Nation International New Restaurant Launch in Sharjah New Restaurant Launch in Kuala Lumpur New stores feature vibrant and modern designs focused on enhanced guest experience
Slide 17: Near Term Priorities
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 017 Near Term Priorities Enhance guest experience through culinary and service innovation Drive consistent same-store sales growth (SSSG) 1 restaurant under construction; Entering Saudi Arabia Pursue calibrated market expan
Slide 18: Premium CDR Performance – Quarterly Trend
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 018 Premium CDR Performance – Quarterly Trend Network (#) and Annualized Revenue/Outlet (₹ Mn) Revenue from Operations (₹ Mn) Strong Growth & profitability ▪ Added 2 new restaurants in Q1 25 27 28 30 32 363 406 432 397 431
Slide 19: Driving guest excitement through menu innovation at Toscano
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 019 Driving guest excitement through menu innovation at Toscano
Slide 20: Culinary innovation to elevate Salt’s dining experience
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 020 Culinary innovation to elevate Salt’s dining experience
Slide 21: Near Term Priorities
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 021 Near Term Priorities Sustain guest experience through continuous culinary and service innovation Drive ~30% network expansion growth Scale Toscano in newly launched cities - Delhi, Mumbai and Hyderabad Expand Salt into
Slide 22: Consolidated P&L
022 Consolidated P&L Particulars (INR Millions) Q1 FY26 Q1 FY25 Y-o-Y Gr% Q4 FY25 Q-o-Q Gr% Total Revenue 2,970 3,057 (2.8)% 2,928 1.4% Cost of food and beverages consumed 960 976 (1.7)% 922 4.1% Employee related expenses 729 728 0.2% 708 3.0% Occupancy and other expenses 821 844 (2.7)% 765 7.3% Ope
Slide 23: Strategic focus areas
023 Strategic focus areas Deliver best-in-category guest experience to accelerate dine-in growth Establish Barbeque Nation as preferred celebration destination Expand network to 300-325 restaurants by FY27 Build a portfolio of scalable, high-potential brands Grow International business Sustain indus
Slide 24: Barbeque-Nation Hospitality Ltd. contact
_ Vy BARBEQUE —— NATION7— BARBEQUE-NATION HOSPITALITY LTD. HEAD OFFICE Saket Callipolis, Unit No 601 & 602, 6' Floor, Doddakannalli Village, Varthur Hobli, Sarjapur Road, Bengaluru, Karnataka 560035 India. E: corporate@barbequenation.com W: www.barbequenation.com T: +91 8069134900 For further inform
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