United Foodbrands Limited · NSE:UFBL
United Foodbrands — Investor Presentation (May 2026)
41 slides from United Foodbrands's investor presentation, May 28, 2026
Slide 1: Corporate Presentation – May 2026 filing letter to exchanges
Date: May 28, 2026 To, The Manager The Manager Listing Department Listing & Compliance Department BSE Limited, National Stock Exchange of India Limited P.J. Tower, Dalal Street Exchange Plaza, Bandra-Kurla Complex Mumbai – 400001 Bandra (East), Mumbai 400051 Maharashtra, India Maharashtra, India Scr
Slide 2: Building India's leading dining platform
Building India’s leading dining platform Corporate Presentation | May 2026
Slide 3: 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 4: 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
Slide 5: United Foodbrands at a glance
United Foodbrands at a glance 04 Brand platform Performance Financials SSSG ₹ 13,387 Mn 3 delivery 4.7% 11.4% FY26 Revenue 3 CDR In FY26 In H2 brands brands 8.6% Y-o-Y growth Transaction growth 11.7% 4-year CAGR 84% / 16% Dine-in/ delivery mix 19.8% 37.4% In FY26 In H2 Scale Unit economics* H2 perfo
Slide 6: Three distinct business segments
Three distinct business segments 05 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
Slide 7: 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 262 restaurants Revenue run rate ₹ 10 million ₹ 3500 million ₹ 14,740 million Dine-in / delivery 100% / Nil 100% / Nil 84% / 16%
Slide 8: 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
Slide 9: Owns a portfolio of scalable high potential brands
Brand ownership Economics Technology Scalability Guest focus Financials Owns a portfolio of scalable high potential brands 08 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 D
Slide 10: Strong unit economics
Brand ownership Economics Technology Scalability Guest focus Financials Strong unit economics 9 Barbeque Nation Barbeque Nation Premium Unit economics* India International CDR Revenue/Restaurant (₹ mn) 60 133 70 Pre IND-AS Restaurant 14.4% 26.3% 20.2% Operating margin (%) Avg per store Capex (₹ mn)
Slide 11: Robust technology platform
Brand ownership Economics Technology Scalability Guest focus Financials Robust technology platform 10 Direct demand & Access Guest management ~ 90% 9.1M+ • CRM led targeted campaigns Dine-in via App downloads driving repeat consumption owned channels • QR based ordering and in- Omni-channel reservat
Slide 12: 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 %) 9.1 60.9% 53.3% 8.8 8.5 42.3% 33.6% 30.8% 7.9 7.4 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26
Slide 13: 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
Slide 14: 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
Slide 15: Wide geographical presence
Brand ownership Economics Technology Scalability Guest focus Financials Wide geographical presence 14 Restaurant Composition 262 Restaurants 13 42 207 BBQN BBQN India International Premium CDR PRESENCE Mar-26 METROS & TIER I 208 TIER II & III CITIES 54 TOTAL NETWORK 262 ▪ Presence in 92 cities acros
Slide 16: 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
Slide 17: Curating themed events to enhance guest engagements
Brand ownership Economics Technology Scalability Guest focus Financials Curating themed events to enhance guest engagements 16
Slide 18: Occasion driven customized value offers
Brand ownership Economics Technology Scalability Guest focus Financials Occasion driven customized value offers 17
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 18 https://youtu.be/sYLF8mEezbE?si=dIamNhcBc1LtC54f https://youtu.be/KeNjAq7fOco?si=7GSPqD12YBcuPJ5- https://www.youtube.com/watch?v=3G03ig48IeQ
Slide 20: Guest engagement activities in International segment
Brand ownership Economics Technology Scalability Guest focus Financials Guest engagement activities in International segment 19
Slide 21: Guest engagement activities in premium CDR
Brand ownership Economics Technology Scalability Guest focus Financials Guest engagement activities in premium CDR 20
Slide 22: Guest engagement activities in premium CDR
Brand ownership Economics Technology Scalability Guest focus Financials Guest engagement activities in premium CDR 21
Slide 23: Delivered long term SSSG of 5.4%
Financials Consolidated Barbeque Nation India International Premium CDR Delivered long term SSSG of 5.4% 22 64.7% Last 12 years 27.5% average SSSG: 5.4% 7.20% 5.50% 4.20% 5.50% 4.70% 1.90% (2.2)% (3.8)% (6.5)% (44.3)% FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26
Slide 24: Rebound in H2 FY26 following stable performance across FY23–FY25
Financials Consolidated Barbeque Nation India International Premium CDR Rebound in H2 FY26 following stable performance across FY23–FY25 23 Network Revenue from Operations ▪ Strong network expansion in FY26; (IN #) (IN ₹MN) Added net 32 restaurants vs net 14 262 restaurants in previous 2 years 13,38
Slide 25: Strong turnaround in H2
Financials Consolidated Barbeque Nation India International Premium CDR Strong turnaround in H2 24 Revenue from operations (₹ mn) Gross profit (₹ mn) Restaurant operating margin (₹ mn) 6,114 6,017 6,217 7,370 4,161 4,029 4,250 4,860 800 592 911 1,044 H1 H2 H1 H2 H1 H2 Gross margin ( I N % ) Restaura
Slide 26: Two consecutive quarters of strong performance
Financials Consolidated Barbeque Nation India International Premium CDR Two consecutive quarters of strong performance 25 Q4 FY26 performance SSSG Revenue from Operations ▪ Consolidated revenue grew 23.1% (IN %) (IN ₹MN) 14.4% YoY ; led by growth across channels 3,766 & segments 3,604 8.2% ▪ SSSG at
Slide 27: Strong growth across channels
Financials Consolidated Barbeque Nation India International Premium CDR Strong growth across channels 26 Dine-in Delivery 21.6% Y-o-Y Revenue growth 31.9% Y-o-Y Revenue growth x 2,442 2,525 2,566 3,183 2,970 480 443 474 583 633 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26
Slide 28: Barbeque Nation India: leading CDR brand
Financials Consolidated Barbeque Nation India International Premium CDR Barbeque Nation India: leading CDR brand 27 Network Revenue from Operations (IN #) (IN ₹MN) 196 207 186 191 168 10,738 10,456 10,254 9,807 ▪ Strong network expansion in FY26; Added net 16 restaurants vs net 5 7,611 restaurants i
Slide 29: H2 marked a strong inflection in performance versus H1
Financials Consolidated Barbeque Nation India International Premium CDR H2 marked a strong inflection in performance versus H1 28 Revenue from operations (₹ mn) Gross profit (₹ mn) Restaurant operating margin (₹ mn) 4,909 4,589 4,898 5,665 3,267 2,993 3,272 3,598 562 360 620 745 H1 H2 H1 H2 H1 H2 Gr
Slide 30: 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 29 Focused interventions Outcome Targeted value campaigns to drive ▪ Same store sales growth accelerates to higher throughput across daypart, +16.7% in Q
Slide 31: Barbeque Nation International: high margin growth engine
Financials Consolidated Barbeque Nation India International Premium CDR Barbeque Nation International: high margin growth engine 30 Network Revenue from Operations (IN #) (IN ₹MN) 13 1,247 8 9 899 973 ▪ Added 4 new restaurants in FY26 vs 703 3 restaurants over last 2 years 6 6 540 FY22 FY23 FY24 FY2
Slide 32: Premium CDR: sustained double digit growth with healthy margins
Financials Consolidated Barbeque Nation India International Premium CDR Premium CDR: sustained double digit growth with healthy margins 31 Network Revenue from Operations (IN #) (IN ₹MN) 42 1,909 1,598 30 1,232 ▪ Added 12 new restaurants in FY26, 23 911 network expanded from 14 in FY23 11 14 466 to
Slide 33: Consolidated P&L
Consolidated P&L 32 PARTICULARS (₹ Mn) H2 FY26 H2 FY25 Y-o-Y Gr% FY26 FY25 Y-o-Y Gr% REVENUE FROM OPERATIONS 7,370 6,217 18.5% 13,387 12,330 8.6% COST OF FOOD AND BEVERAGES CONSUMED 2,510 1,967 27.6% 4,498 3,919 14.8% EMPLOYEE RELATED EXPENSES 1,739 1,475 17.9% 3,230 2,967 8.9% OCCUPANCY AND OTHER E
Slide 34: Consolidated balance sheet
Consolidated balance sheet 33 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
Slide 35: Led by team of professionals with diverse experience
Led by team of professionals with diverse experience 34 Name & Role Education Tenure with UFBL Experience Previous companies 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, Whirlpool Chie
Slide 36: Eminent Board ensuring high standards of corporate governance
Eminent Board ensuring high standards of corporate governance 35 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
Slide 37: Awards & accolades
Awards & accolades 36 • Ranked among India’s Best Companies to Work For 2025 by The Economic Times & Great Place to Work® (Ranked #14). • Recognized as ‘Best BBQ Restaurant in West India’ at the Food Connoisseurs India Awards (8th Edition). • Won ‘Barbeque Restaurant of the Year’ at the Telangana Re
Slide 38: Commitment to environmental, social, and governance (ESG) principle
Commitment to environmental, social, and governance (ESG) principle 37 ▪ 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
Slide 39: Shareholding
Shareholding 38 Jubilant 9% Institutions As on 26% Shareholding pattern % Promoters March 31, 2026 35% Promotors 34.6% Jubilant Foodworks 9.3% Institutional investors 26.4% Others 29.7% Total 100% Others 30%
Slide 40: Clear Path to Sustained Growth and Value Creation
Clear Path to Sustained Growth and Value Creation 39 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
Slide 41: 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