BSECompany Update9h ago · 26 Oct 2026, 04:17 pm

Submission of Transcript of earnings conference call for the quarter ended 30th September 2026.

Westlife Foodworld Ltd · 505533

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Westlife Foodworld Ltd has announced its Q2 FY27 earnings conference call transcript, highlighting a strong performance with double-digit growth in guest count and same-store sales, driven by a broad-based strength across markets and channels, with revenue growing 16%.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Westlife Foodworld Ltd - 505533 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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WESTLIFE FOODWORLD LTD. Regd. Off.: 1001, Tower-3, 10th Floor • One International Center Senapati Bapat Marg • Prabhadevi • Mumbai 400 013 Tel : 022-4913 5000 Fax : 022-4913 5001 CIN No. : L65990MH1982PLC028593 Website: www.westlife.co.in | E-mail id :shatadru@mcdonaldsindia.com Date: 26th October, 2026 To, To, BSE Ltd. (‘the BSE) The National Stock Exchange of India Limited (‘the NSE’) Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra Kurla Complex, Bandra (East) Mumbai 400 001 Mumbai – 400051 Sub : Compliance with Regulation 30 of the SEBI (LODR) Regulations, 2015, Submission of transcript of earnings conference call for the quarter ended 30th September, 2026. Re : Westlife Foodworld Limited (“the Company”): Scrip Code-505533 and WESTLIFE (NSE) Dear Sirs, In compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith transcript of earnings conference call for the quarter ended 30th September, 2026, held post the Board Meeting of the Company on 23rd October, 2026. In this regard, the transcript of the said earnings conference call has been uploaded on the Company’s website and can be accessed at the weblink: https://www.westlife.co.in/investors/financial-news-and-information/. You are requested to take the same on record. Thanking you, Yours faithfully, For Westlife Foodworld Ltd. Dr. Shatadru Sengupta Company Secretary Encl: as above Westlife Foodworld Limited Q2 FY27 Earnings Conference Call October 23, 2026 MANAGEMENT: ▪ Mr. Akshay Jatia – President & Chief Executive Officer ▪ Mr. Saurabh Kalra – Managing Director ▪ Mr. Shardul Doshi – Chief Financial Officer ▪ Mr. Chintan Jajal – Lead Investor Relations Page 1 of 19 Moderator: Ladies and gentlemen, good day, and welcome to the Westlife Foodworld Limited Q2 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen- only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. We would like to remind you that certain statements made by the management in today's call may be forward-looking statements. These forward-looking statements reflect management's best judgment and analysis as of today. The actual results may differ materially from the current expectations based on a number of factors affecting the business. Please refer to the safe harbor disclosure in the earnings presentation. I now hand the conference over to Mr. Chintan Jajal. Thank you, and over to you, sir. Chintan Jajal: Thank you. Good evening, everyone and thank you for joining us on Westlife Foodworld Earnings Conference Call for the second quarter ended 30th September, 2026. I am Chintan, Head IR at Westlife Foodworld. From the management team, I have with me Mr. Akshay Jatia, President and CEO; Mr. Saurabh Kalra, Managing Director and Mr. Shardul Doshi, Chief Financial Officer. As always, we will begin today's session with Akshay sharing his perspective on company's overall strategy and outlook. This will be followed by Saurabh taking us through the key operational and financial highlights. We will then open the forum for question-and-answer session. Throughout the call, we will refer to earnings presentation and financial releases, which are available on the NSE BSE as well as Investors section of our website. With that, I now request Akshay to commence the session. Thank you, and over to you, Akshay. Akshay Jatia: Good evening, everyone, and thank you for joining us. This was a significant quarter for us. October marks 30 years of McDonald's West and South in India. And next week, we'll be opening our 500th restaurant. These milestones are a reminder of how far we've come, but more importantly, they reinforce our confidence in the opportunity the market presents ahead. This quarter, we delivered our strongest performance in 13 quarters with double-digit growth in both guest count and same-store sales. Revenue grew 16%, reflecting broad-based strength across markets and channels. What is particularly encouraging is that this growth was driven by more customers choosing McDonald's more often. Page 2 of 19 At the heart of this performance is a strategy that remains simple and consistent. We are focused on strengthening our value leadership, staying relevant to customers and delivering a great restaurant experience every time they visit us. Our everyday value platform continues to resonate strongly, helping drive guest growth and frequency. Through our Let's Family at McDonald's platform, we continue to strengthen the emotional and cultural relevance of the brand, reinforcing McDonalds' place in the lives of consumers across generations. The consistency of these results reinforces our belief that value, relevance and execution remain the right levers to drive long-term growth. Importantly, we are also growing responsibly. Strong same-store sales growth translated into healthy margin expansion with operating EBITDA growing 29% year- on-year during the quarter. Our focus remains on building a business that can deliver sustainable growth while creating long-term value for all stakeholders. We continue to see significant opportunities ahead. Our restaurant expansion strategy remains disciplined, and we remain focused on building presence in the right markets through the right formats while maintaining prudent capital allocation. As we celebrate 30 years in India, our focus is firmly on the future. The momentum we saw through the quarter has continued into October, giving us confidence as we enter the festive season. Our priorities remain unchanged: strengthen our value leadership, grow guest counts, run great restaurants and expand profitably. With a strong brand, a growing restaurant network and significant runway ahead, we remain excited about the next phase of growth. Thank you. And with that, let me hand it over to our Managing Director, Saurabh Kalra, to take you through the quarter in great detail. Saurabh Kalra: Thank you, Akshay, and good evening, everyone. Best wishes for the Dussehra and the upcoming festive season. Q2 marks expected acceleration in our business performance. Revenue grew 16% year-on-year to INR7.47 billion, our strongest top line growth in the last 13 quarters, while same-store sales also grew at a double-digit 10.1%. Most encouraging, guest count grew in double digits in each month of this quarter, demonstrating the strength of consumer demand and effectiveness of our brand plus value strategy. Our Let's Family at McDonald's and Everyday Value platform continue Page 3 of 19 to be the key driver of consumer traffic, helping us strengthen frequency and drive higher restaurant sales. Both on-premise and off-premise channels delivered a healthy growth of 17% and 15%, respectively. These results reinforce our belief that the customers continue to respond positively to a combination of brand value, convenience and consistently strong restaurant experiences. Digital also continued to play an important role in our business. Digital channels contributed over 75% of sales during the quarter, increasing by around 60 basis points year-on-year. We now have more than 58 million cumulative app downloads and approximately 4.2 million monthly active users. As we have said before, we view digital not simply as a channel, but as an important enabler of convenience, frequency and customer loyalty. The strong top line growth also translated into meaningful profit expansion. Operating EBITDA grew 29% year- on-year with margins expanding by 130 basis points to 13.1%. This was achieved despite absorbing over 190 basis points of inflationary pressure across commodities, utilities and employee costs. The quarter once again demonstrated the strength of our business model. With higher sales flowing throu [Showing first 8,000 characters — download PDF for full document]