United Foodbrands Limited · NSE:UFBL
United Foodbrands — Q2 FY2026 Earnings Presentation
20 slides from United Foodbrands's earnings presentation, November 2025
Slide 1: Earnings Presentation Q2 FY2026
Earnings Presentation Q2 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: Key Updates
03 Key Updates 03 Positive ▪ Q2 SSSG at +0.8% excluding 9 days of Navratri*; Q2 SSSG at (2.2)% impacted by Navratri SSSG ▪ 4 months (Jul-Oct’25) SSSG at +0.3% Driven by ▪ Q2 consolidated transactions grew 2.1% excluding Navratri days; flattish for Q2 transaction ▪ 4M (Jul-Oct’25) dine-in volumes gre
Slide 4: Q2 FY26 Key Financial Highlights
04 Q2 FY26 Key Financial Highlights RESTAURANT NETWORK REVENUE FROM SSSG DINE-IN/ (IN #) OPERATIONS (IN ₹ MN) (IN %) DELIVERY MIX Pre Navaratri* Q2 FY26 241 3,048 0.8% (2.2)% 84% / 16% Q2 FY25: 222 Y-o-Y: (0.3)% Q2 FY25: (2.5)% Q2 FY25: 85% / 15% GROSS PROFIT OPERATING EBITDA RESTAURANT OPERATING AD
Slide 5: Network Expansion: Added 6 New Restaurants in Q2 FY26
0 1 / / C O N S O L I D A TE D Network Expansion: Added 6 New Restaurants in Q2 FY26 05 Expansion of Restaurant Network Restaurant Composition Added 6 restaurants and 4-year CAGR : ~9% closed 1 restaurant 241 Restaurants 7 6 1 1 12 34 195 BBQN BBQN India International Premium CDR 164 185 216 217 230
Slide 6: Restaurant launches in Q2FY26
0 1 / / C O N S O L I D A TE D 06 Riyadh, Saudi Arabia (Barbeque Nation) New Garia, Kolkata (Barbeque Nation) restaurant launches in Q2FY26 Nikol, Ahmedabad (Barbeque Nation) VSD, Hyderabad (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 5 net restaurants in Q2 (IN #) (IN ₹ MN) 3,289 ▪ Revenue grew 2.6% Q-o-Q; 3,057 2,928 2,970 3,048 flattish Y-o-Y 222 226 230 236 241 ▪ Q2 SSSG at 0.8% excluding 9 days of Na
Slide 8: Dine-in & Delivery Business
0 1 / / C O N S O L I D A TE D Dine-in & Delivery Business 08 Dine – in Sales Delivery (IN #) (IN ₹ MN) 2,775 2,585 2,525 2,566 514 2,442 480 474 453 443 x Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Share of business ( I N % ) Share of business ( I N % ) 84.6% 84
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 9.6% 17.4% 16.5% 7.0% 13.8% 12.4% 12.6% 13.3% 13.3% 5.8% 11.5% 9.6% 8.2% 1.9% 42 46 48 45 43 (2.1)% 57 62 54 56 56
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 • Expanded network with a net (IN ₹ MN) (IN #) addition of 2 new restaurants in 187 190 191 193 195 Q2 FY26 2,443 2,618 2,280 2,289 2,300 • Revenue grew 0.5% Q-o-Q • Q2
Slide 11: Driving Volume Growth by Leveraging Value Led Group Offers
0 2 / / B A R B E Q U E N A TI O N I N D I A Driving Volume Growth by Leveraging Value Led Group Offers 11
Slide 12: Hosting Curated Events to Elevate Overall Guest Experience
0 2 / / B A R B E Q U E N A TI O N I N D I A Hosting Curated Events to Elevate Overall Guest Experience 12
Slide 13: 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 Curating Themed Food Events to Enhance Guest Engagement 13
Slide 14: 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 14 Increase in Dine-in Transactions from Own Digital Channels Cumulative App Downloads Dine-in Transactions – Own Digital Channels User !!! (IN ₹ MN) (IN %) 8.5 42.3% 7.9 7.2 7.4 7.1 33.6% 31.7% 30.8% 29.9% Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q2 FY25
Slide 15: 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 15 Network Revenue from Operations (IN #) (IN ₹ MN) 12 264 263 276 11 253 9 218 Strong Growth and Profitability 8 8 • Launched 1 new restaurant in Riyadh, Saudi Arabia Q2 FY25 Q3 FY
Slide 16: Premium CDR Performance – Quarterly Trend
0 4 / / P R E MI U M C D R Premium CDR Performance – Quarterly Trend 16 Network Revenue from Operations (IN #) (IN ₹ MN) 473 32 34 406 432 431 397 27 28 30 Strong Growth and Profitability • Expanded network with a net addition of 2 new restaurants Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q3 F
Slide 17: New Offerings at Premium CDR
0 4 / / P R E MI U M C D R 17 New Offerings at Premium CDR Creating memorable guest experiences through culinary innovation
Slide 18: Consolidated P&L
Consolidated P&L 18 PARTICULARS (₹ Million) Q2 FY26 Q2 FY25 Y-o-Y Gr% Q1 FY26 Q-o-Q Gr% H1 FY26 H1 FY25 Y-o-Y Gr% REVENUE FROM OPERATIONS 3,048 3,057 (0.3)% 2,970 2.6% 6,017 6,114 (1.6)% COST OF FOOD AND BEVERAGES CONSUMED 1029 976 5.4% 960 7.2% 1,988 1,952 1.8% EMPLOYEE RELATED EXPENSES 761 765 (0.
Slide 19: Strategic focus areas
Strategic focus areas 19 Deliver best-in-category guest experience to accelerate dine-in growth Scale brand through Expand network to 300+ restaurants by FY27; 400+ by FY30 network expansion & volume driven SSSG growth; Build a portfolio of scalable, high-potential brands Penetrate Premium CDR brand
Slide 20: Thank You
Thank You 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: co