United Foodbrands Limited · NSE:UFBL
United Foodbrands — Q4 FY26 Earnings Presentation
32 slides from United Foodbrands's earnings presentation, May 2026
Slide 1: Earnings Presentation Q4 & FY26
Earnings Presentation Q4 & FY26
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: Q4 FY26 - Key highlights
03 Q4 FY26 - Key highlights 03 Strong SSSG & ▪ Q4 consolidated SSSG at +14.4% revenue ▪ Q4 FY26 revenue of ₹ 3,604 million; Y-o-Y growth of 23.1%; Highest ever Q4 revenue growth ▪ Y-o-Y revenue growth of 22.0% in BBQ India; 27.5% in BBQ International and 23.3% in Premium CDR Driven by ▪ Consolidated
Slide 4: Robust operating performance driven by volume growth
Robust operating performance driven by volume growth 04 Q4 FY26 (Y-o-Y) Q4 FY26 Y-o-Y (₹ Mn) Same store sales growth +14.4% Operating Revenue 3,604 +23.1% Dine-in volume growth +43.4% Gross Profit 2,361 +17.7% Delivery revenue growth +31.9% Restaurant Operating Profit 454 +23.4% (Pre IND AS) Restaur
Slide 5: Strong performance across segments
Strong performance across segments 05 Q4 FY26 (Y-o-Y growth) BBQ India International Premium CDR Consolidated Same store sales growth +16.7% +5.5% +7.0% +14.4% Operating revenue +22.0% +27.5% +23.3% +23.1% Dine-in volume growth +46.9% +26.6% +27.5% +43.4%
Slide 6: Strong growth across channels
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Strong growth across channels 06 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
Slide 7: Network expansion: added 14 new restaurants in Q4 FY26
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Network expansion: added 14 new restaurants in Q4 FY26 07 Restaurant Network Restaurant Composition 14 8 7 6 1 262 Restaurants 1 1 13 42 207 BBQN BBQN India International Premium CDR 185 216 217 230 249 262 FY22 FY23 FY24 F
Slide 8: New restaurant launches in Q4FY26
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 08 New Sekaran Mall, Chennai (Barbeque Nation) restaurant Mansa Vega Street, Faridabad (Barbeque Nation) launches in Q4FY26 Inorbit Mall, Mumbai (Toscano) Amanora, Pune (Salt) Creating memorable guest experiences through mo
Slide 9: Consolidated quarterly performance
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Consolidated quarterly performance 09 ▪ Consolidated revenue grew 23.1% Network Revenue from Operations YoY; led by growth across channels (IN #) (IN ₹MN) & segments 262 3,766 ▪ SSSG at 14.4% driven by robust 3,604 249 tran
Slide 10: Mature portfolio delivered strong and improving unit economics
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Mature portfolio delivered strong and improving unit economics 10 Average Annual Revenue/Restaurant (₹ Mn) and Pre IND-AS Restaurant Operating Margin (%) Matured New Consolidated 7.0% 4.7% 15.7% 17.2% 14.4% 12.6% 1.9% 13.8%
Slide 11: Strong operating leverage offsets investments to drive volume growth
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Strong operating leverage offsets investments to drive volume growth 11 Pre IND-AS restaurant operating margin (ROM) bridge of the mature portfolio 13.8% 2.9% 4.6% 14.4% 1.1% 5 Q4 FY25 Investment in Increase in Operating Q4
Slide 12: Barbeque Nation India quarterly performance
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Barbeque Nation India quarterly performance 12 ▪ Revenue grew 22.0% YoY; led by Network Revenue from Operations growth across dine-in & delivery (IN #) (IN ₹MN) ▪ SSSG at 16.7% driven by robust 2,883 transaction growth 2,78
Slide 13: Strategic pivot to value driven volume growth is delivering strong results
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Strategic pivot to value driven volume growth is delivering strong results 13 Focused interventions Outcome Targeted value campaigns to drive ▪ Same store sales growth accelerates to higher throughput across daypart, +16.7%
Slide 14: Strengthening the captive digital ecosystem
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 14 Strengthening the 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
Slide 15: Launched high impact brand films to strengthen guest engagement
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Launched high impact brand films to strengthen guest engagement & brand salience 15 https://youtu.be/sYLF8mEezbE?si=dIamNhcBc1LtC54f https://youtu.be/KeNjAq7fOco?si=7GSPqD12YBcuPJ5- https://www.youtube.com/watch?v=3G03ig48I
Slide 16: Curating themed events to enhance guest engagement
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 16 Curating themed events to enhance guest engagement
Slide 17: Occasion driven customized value offers
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR 17 Occasion driven customized value offers
Slide 18: International: Resilient performance amid macro headwinds
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR International: Resilient performance amid macro headwinds 18 Network Revenue from Operations (IN #) (IN ₹MN) 13 372 12 12 336 ▪ Revenue grew by 27.5%; supported 11 276 by network expansion & SSSG 9 264 263 ▪ SSSG at 5.5% dr
Slide 19: Guest engagement in International segment
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Guest engagement in International segment 19
Slide 20: Premium CDR: Strong and consistent performance
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Premium CDR: Strong and consistent performance 20 Network Revenue from Operations (IN #) (IN ₹MN) 42 517 38 473 489 ▪ Added 4 new restaurant in Q4 34 32 431 30 397 ▪ Revenue grew by 23.3% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4
Slide 21: Guest engagement activity in premium CDR
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Guest engagement activity in premium CDR 21
Slide 22: Annual Financial Summary
Annual Financial Summary United Foodbrands
Slide 23: Rebound in H2 FY26 following stable performance across FY23–FY25
Consolidated Barbeque Nation India Barbeque Nation 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
Slide 24: Strong turnaround in H2
Consolidated Barbeque Nation India Barbeque Nation 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 % ) Res
Slide 25: Barbeque Nation India: returning to growth
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Barbeque Nation India: returning to growth 25 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 restau
Slide 26: H2 marked a strong inflection in performance versus H1
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR H2 marked a strong inflection in performance versus H1 26 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
Slide 27: Barbeque Nation International: high margin growth engine
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Barbeque Nation International: high margin growth engine 27 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 FY2
Slide 28: Premium CDR: sustained double digit growth with healthy margins
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Premium CDR: sustained double digit growth with healthy margins 28 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 46
Slide 29: Consolidated P&L
Consolidated P&L 29 PARTICULARS (₹ Mn) Q4 FY26 Q4 FY25 Y-o-Y Gr% Q3 FY26 Q-o-Q Gr% FY26 FY25 Y-o-Y Gr% REVENUE FROM OPERATIONS 3,604 2,928 23.1% 3,766 (4.3)% 13,387 12,330 8.6% COST OF FOOD AND BEVERAGES CONSUMED 1,243 922 34.8% 1,267 (1.9)% 4,498 3,919 14.8% EMPLOYEE RELATED EXPENSES 790 708 11.6%
Slide 30: Consolidated balance sheet
Consolidated balance sheet 30 Particulars 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 Goodwi
Slide 31: Strategic focus areas
Strategic focus areas 31 Drive dine-in growth through a volume-led strategy Scale brand through network expansion Expand network to 300+ restaurants by FY27; 400-425 by FY30 & volume driven SSSG growth; Strengthen portfolio of scalable, high-potential brands Penetrate Premium CDR brands in newer mar
Slide 32: 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