United Foodbrands Limited · NSE:UFBL

United Foodbrands — Investor Presentation (August 2026)

38 slides from United Foodbrands's investor presentation, August 2026

  1. Slide 1: Building India's leading dining platform

    Building India’s leading dining platform Corporate Presentation | Aug 2026

  2. 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

  3. Slide 3: Building India's leading dining platform

    Building India’s leading dining platform 3 A scaled, multi-brand dining platform with proven unit economics, a captive customer base, and significant expansion headroom 1. Leading CDR operator 2. Strong captive customer base India's largest casual dining company — #1 position in the 90% of dine-in v

  4. Slide 4: United Foodbrands at a glance

    United Foodbrands at a glance 4 Brand platform Performance Financials SSSG ₹ 4,259 Mn 3 delivery 28.7% Q1FY27 Revenue 3 CDR In Q1FY27 brands brands 43.4% Y-o-Y growth Dine-in volume growth 83% / 17% Dine-in/ 63.5% 7.8% annualized delivery mix In Q1FY27 4-year CAGR Scale Unit economics* Q1FY27 perfor

  5. Slide 5: Three distinct business segments

    Three distinct business segments 5 A unified portfolio of domestic dominance, International expansion and aspirational tiering Segment BBQ India BBQ International Premium CDR •All-you-can-eat format •All-you-can-eat & selective A- •A-la-Carte format •Over the table barbeque la-Carte format •Indian a

  6. Slide 6: The evolution

    The evolution 6 2026 Multi brand platform 2016 2006 The Scale Up The Origin Cuisine Indian Indian Indian, Italian, Biryani Network 4 restaurants 76 restaurants 266 restaurants Revenue run rate ₹ 10 million ₹ 3500 million ₹ 17,036 million Dine-in / delivery 100% / Nil 100% / Nil 83% / 17%

  7. Slide 7: Built on a strong business fundamentals

    Built on a strong business fundamentals 7 An engineered approach to long term market leadership Brand Strong unit Powered by ownership economics technology Operational Scalability Guest-centric & financial & expansion approach excellence

  8. Slide 8: Owns a portfolio of scalable high potential brands

    Brand ownership Economics Technology Scalability Guest focus Financials Owns a portfolio of scalable high potential brands 8 Barbeque Omm Nom Brand Dum Safar UBQ Toscano Salt Nation Nomm Vintage 2006 2023 2018 2008 2012 2018 Dine-in + Dine-in + Dine-in + Format Delivery Delivery Delivery Delivery De

  9. Slide 9: Strong unit economics

    Brand ownership Economics Technology Scalability Guest focus Financials Strong unit economics 9 Unit economics* BBQ India BBQ International Premium CDR Revenue/Restaurant (₹ mn) 67 133 71 Pre IND-AS Restaurant 15.5% 26.3% 20.0% Operating margin (%) Avg per store Capex (₹ mn) 25 65 30 Store level ROC

  10. Slide 10: Robust technology platform

    Brand ownership Economics Technology Scalability Guest focus Financials Robust technology platform 10 Direct demand & Access Guest management ~ 90% 9.7M+ • CRM led targeted campaigns Dine-in via App downloads driving repeat consumption owned channels • QR based ordering and in- Omni-channel reservat

  11. Slide 11: Strong captive digital ecosystem

    Brand ownership Economics Technology Scalability Guest focus Financials 11 Strong captive digital ecosystem Cumulative App Downloads Dine-in Transactions – Own Digital Channels (IN ₹ MN) (IN %) 9.7 65.1% 60.9% 9.1 53.3% 8.8 8.5 42.3% 7.9 30.8% Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26

  12. Slide 12: Barbeque Nation is capitalizing on the 'aspirational' dining market

    Brand ownership Economics Technology Scalability Guest focus Financials Barbeque Nation is capitalizing on the ‘aspirational’ dining market 12 Market landscape Brand engine Target consumer ₹ 5.69 lakh crores “India is an aspirational dining market at scale and premium Aspirational Total Indian food

  13. Slide 13: A large market opportunity

    Brand ownership Economics Technology Scalability Guest focus Financials A large market opportunity 13 Market sizing & potential Supported by structural growth drivers Urbanisation every new resident is a potential AMC resident 330M Total households | All of India 36% urbanisation Income growth Urban

  14. Slide 14: Wide geographical presence

    Brand ownership Economics Technology Scalability Guest focus Financials Wide geographical presence 14 Restaurant Composition 266 Restaurants 14 42 210 BBQN BBQN India International Premium CDR PRESENCE Mar-26 METROS & TIER I 211 TIER II & III CITIES 55 TOTAL NETWORK 266 ▪ Presence in 93 cities acros

  15. Slide 15: Brands built on strong guest focused culture

    Brand ownership Economics Technology Scalability Guest focus Financials Brands built on strong guest focused culture 15 Aspirational offering Guest Strong value proposition satisfaction index (GSI) Menu innovation • Calls to gather qualitative feedbacks on various parameters including food, ambience

  16. Slide 16: Curating themed events to enhance guest engagement

    Brand ownership Economics Technology Scalability Guest focus Financials Curating themed events to enhance guest engagement 16

  17. Slide 17: Occasion driven customized value offers

    Brand ownership Economics Technology Scalability Guest focus Financials Occasion driven customized value offers 17

  18. Slide 18: Launched double-flavoured Kulfi

    Brand ownership Economics Technology Scalability Guest focus Financials Launched double-flavoured Kulfi 18

  19. Slide 19: High impact brand films to strengthen guest engagement & brand salience

    Brand ownership Economics Technology Scalability Guest focus Financials High impact brand films to strengthen guest engagement & brand salience 19 https://youtu.be/sYLF8mEezbE?si=dIamNhcBc1LtC54f https://youtu.be/KeNjAq7fOco?si=7GSPqD12YBcuPJ5- https://www.youtube.com/watch?v=3G03ig48IeQ

  20. Slide 20: Guest engagement activities in International segment

    Brand ownership Economics Technology Scalability Guest focus Financials Guest engagement activities in International segment 20

  21. Slide 21: Guest engagement activities in premium CDR

    Brand ownership Economics Technology Scalability Guest focus Financials Guest engagement activities in premium CDR 21

  22. Slide 22: Guest engagement activities in premium CDR

    Brand ownership Economics Technology Scalability Guest focus Financials Guest engagement activities in premium CDR 22

  23. Slide 23: Delivered long term SSSG of 5.4%

    Financials Consolidated Barbeque Nation India International Premium CDR Delivered long term SSSG of 5.4% 23 64.7% Last 12 years 27.5% average SSSG: 5.4% 28.7% 7.2% 5.5% 4.2% 5.5% 4.7% 1.9% (2.2)% (3.8)% (6.5)% (44.3)% FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Q1FY27

  24. Slide 24: Consolidated quarterly performance

    Financials Consolidated Barbeque Nation India International Premium CDR Consolidated quarterly performance 024 Network Revenue from Operations ▪ 5 new restaurants opened in Q1; 1 (IN #) (IN ₹MN) closure 266 4,259 262 3,766 ▪ Consolidated revenue grew 43.4% 3,604 249 YoY; led by growth across channel

  25. Slide 25: Strong growth across channels

    Financials Consolidated Barbeque Nation India International Premium CDR Strong growth across channels 025 Dine-in Delivery 40.3% Y-o-Y Revenue growth 61.9% Y-o-Y Revenue growth x 2,525 2,566 3,183 2,970 3,542 443 474 583 633 717 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26

  26. Slide 26: Barbeque Nation India quarterly performance

    Financials Consolidated Barbeque Nation India International Premium CDR Barbeque Nation India quarterly performance 26 Network Revenue from Operations (IN #) (IN ₹MN) ▪ 3 new restaurants opened in Q1 3,284 ▪ Revenue grew 43.4% YoY; led by 210 207 2,883 2,782 growth across dine-in & delivery 199 193

  27. Slide 27: Strategic pivot to value driven volume growth is delivering strong results

    Financials Consolidated Barbeque Nation India International Premium CDR Strategic pivot to value driven volume growth is delivering strong results 27 Focused interventions Outcome Targeted value campaigns to drive ▪ Same store sales growth of 33.5% higher throughput across daypart, driven by transac

  28. Slide 28: International: Resilient performance amid macro headwinds

    Financials Consolidated Barbeque Nation India International Premium CDR International: Resilient performance amid macro headwinds 28 Network Revenue from Operations (IN #) (IN ₹MN) 14 385 372 13 336 ▪ Revenue grew by 46.6%; supported 12 12 by network expansion & SSSG 11 263 276 Q1 FY26 Q2 FY26 Q3 FY

  29. Slide 29: Premium CDR: Strong and consistent performance

    Financials Consolidated Barbeque Nation India International Premium CDR Premium CDR: Strong and consistent performance 29 Network Revenue from Operations (IN #) (IN ₹MN) 42 42 587 38 ▪ Added 1 new restaurant in Q1; 1 517 34 489 32 473 closure 431 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY

  30. Slide 30: Consolidated P&L

    Consolidated P&L 30 PARTICULARS (₹ Mn) Q1 FY27 Q1 FY26 Y-o-Y Gr% FY26 FY25 Y-o-Y Gr% REVENUE FROM OPERATIONS 4,259 2,970 43.4% 13,387 12,330 8.6% COST OF FOOD AND BEVERAGES CONSUMED 1,457 960 51.8% 4,498 3,919 14.8% EMPLOYEE RELATED EXPENSES 870 729 19.3% 3,230 2,967 8.9% OCCUPANCY AND OTHER EXPENSE

  31. Slide 31: Consolidated balance sheet

    Consolidated balance sheet 31 Particulars (₹ Mn) March 31, 2026 March 31, 2025 Particulars March 31, 2026 March 31, 2025 Equity share capital 195 195 Non-current assets Other equity 2,908 3,431 Property, plant and equipment 4,341 3,930 Non-controlling interest 110 82 Capital work-in-progress 136 140

  32. Slide 32: Led by team of professionals with diverse experience

    Led by team of professionals with diverse experience 32 Tenure with the Name & Role Education Experience Previous companies Company Rahul Agrawal IIM Bangalore 9 years 21+ years CX Partners, Ernst & Young CEO & Whole-time Director SRCC Vipul Goel SIBM Pune 1 year 19+ years Amazon, MTR Foods, Whirlpo

  33. Slide 33: Eminent Board ensuring high standards of corporate governance

    Eminent Board ensuring high standards of corporate governance 33 Abhay Revathy Tharun Kayum Raoof Suchitra Azhar Rahul Chaudhari Ashok Khanna Dhanani Dhanani Dhanani Dhanani Agrawal Chairman & Independent Independent Managing Non executive Non executive Non executive CEO & whole- Independent directo

  34. Slide 34: Awards & accolades

    Awards & accolades 34 • Ranked among India’s Best Companies to Work For 2026 by The Economic Times & Great Place to Work® (Ranked #40). • Won ‘Barbeque Restaurant of the Year’ at Karnataka Restaurant Awards 2026. • Won 'Barbeque Restaurant of the Year' at Restaurant Awards 2026 – West India Edition

  35. Slide 35: Commitment to environmental, social, and governance (ESG) principle

    Commitment to environmental, social, and governance (ESG) principle 35 ▪ Responsible sourcing: Protein raw materials sourced from suppliers adhering to globally recognized certifications such as BAP and HACCP across seafood and meat categories ▪ Environmental infrastructure: Deployment of air scrubb

  36. Slide 36: Shareholding

    Shareholding 36 Jubilant 9% Institutions As on 28% Shareholding Pattern % Promoters June 30, 2026 35% Promoters & Promoter Group 34.6% Jubilant Foodworks 9.3% Institutional investors 27.8% Others 28.3% Total 100% Others 28%

  37. Slide 37: Clear Path to Sustained Growth and Value Creation

    Clear Path to Sustained Growth and Value Creation 37 A scaled, multi-brand dining platform with proven unit economics, a captive customer base, and multiple levers for margin expansion Scalable multi-brand platform Strong unit economics Established presence across 6 brands enabling 2Profitable store

  38. Slide 38: For further information, please contact

    For further information, please contact: Bijay Sharma Sumeet Khaitan Head of Investor Relations sumeet.khaitan@in.mpms.mufg.com Investors@ufbl.in Meeting Request Link

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