United Foodbrands Limited — Q1FY27 earnings call summary

Filed 04 August 2026 · Company audio recording

Q1 FY27 revenue grew 43.4% YoY to Rs.426cr; same-store sales growth (SSSG) at 28.7%, driven entirely by volume without price hikes.
SSSG moderation expected due to tough comparables in H2 FY27.
Expansion on track to reach 300 restaurants by FY27; 15 under construction, 5 added in Q1.
Delivery business growing (+62% YoY) but with lower margin contribution due to commissions and packaging costs.
BBQ Nation India SSSG at 33.5%, dining volume +68.6%; international business revenue +46.6%, SSSG +8.5%; premium casual dining revenue +36%, SSSG +13.6%.
Management expects moderation in SSSG due to high base but remains confident in volume-led growth and captive customer engagement.
Capex funded largely by internal accruals; debt marginally increased to Rs.106cr.
Backend costs reduced as % of sales from 7.1% to 6.5% QoQ despite investments in culinary, marketing, and digital teams.