NSEAnalysts/Institutional Investor Meet/Con. Call Updates6d ago · 2 Nov 2026, 01:08 pm
Analysts/Institutional Investor Meet/Con. Call Updates
United Foodbrands Limited · UFBL
✦ AI Summary▲ PositiveResults
United Foodbrands Limited has reported strong Q2 FY27 results with a 40.9% YoY revenue growth, driven by a 56.2% YoY increase in dine-in volumes and a 47.4% YoY growth in delivery revenue. The company has also launched 9 new restaurants in Q2 FY27, taking its total network to 274 restaurants, with 19 restaurants under construction.
Analysis Scores
Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment9/10
✦ Ask a Question
Ask anything about this announcement — AI will answer based on the filing content.
Full Announcement
United Foodbrands Limited has informed the Exchange about Investor Presentation
Attachments (1)
📄pdf
Download →
BARBEQUE_02112026130725_EarningsPresentation.pdf
View document text
Date: November 2, 2026
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
Scrip Code: 543283 Scrip Symbol: UFBL
Dear Sirs,
Subject: Earnings Presentation on Un-Audited Financial Results of the Company for
the Quarter ended September 30, 2026
Pursuant to Regulations 30(6) and 46(2)(oa) read with Para A of Part A of Schedule III of the
SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby
enclose the Earnings Presentation on Un-Audited Financial Results of the Company for the
quarter ended September 30, 2026, which has been prepared in connection with the Earnings
Conference Call scheduled to be held today, i.e., Monday, November 2, 2026 at 05:00 PM
(IST).
The aforementioned presentation will be made available on the Company’s website at
www.unitedfoodbrands.in under Investors section.
This is for your information and records.
Thanking you.
Yours faithfully,
For United Foodbrands Limited
(Formerly known as Barbeque-Nation Hospitality Limited)
Nagamani C Y
Company Secretary & Compliance Officer
M. No.: A27475
Encl.: As above
Earnings Presentation
Q2 FY2 7
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 economic performance.
While these forward-looking statements indicate our assessment and future expectations
concerning the development of our business, a number of risks, uncertainties and other
unknown factors could cause actual developments and results to differ materially from our
expectations.
These factors include, but are not limited to, general market, macro-economic,
governmental and regulatory trends, movements in currency exchange and interest rates,
competitive pressures, technological developments, changes in the financial conditions of
third parties dealing with us, legislative developments, and other key factors that could
affect our business and financial performance. The Company undertakes no obligation to
publicly revise any forward-looking statements to reflect future / likely events or
circumstances.
All the numbers are on consolidated basis and without adjustment for the minority interest
of Red Apple Kitchen Consultancy, Blue Planet Foods and Willow Gourmet unless otherwise
mentioned. All margin calculation are on Revenue from operations, unless otherwise
mentioned.
Q2 FY27 - Key highlights
Strong
▪ Q2 consolidated SSSG at +24.5%
SSSG &
▪ Q2 FY27 revenue of ₹ 4,293 million; Y-o-Y growth of +40.9%
revenue
growth ▪ Y-o-Y revenue growth of +41.4% in BBQ India; +59.0% in BBQ International and +28.5% in Premium CDR
Driven by ▪ Consolidated dine-in volumes grew +56.2% with strong growth across all business segments
transaction ▪ Y-o-Y dine-in volume growth of 60.8% in BBQ India; 64.1% in International and 25.1% in Premium CDR
growth ▪ >65% BBQ India dine-in transaction routed through own digital channels
Increased ▪ Y-o-Y growth of +129.6% in Pre INDAS restaurant operating profit (margin at 13.4%)
operating
▪ Pre Ind AS restaurant operating margin of 14.7% in the matured portfolio (+510bps vs. 9.6% last year)
profit
▪ Adjusted operating EBIDTA# grew ~8x Y-o-Y in Q2FY27; margin expanded from 1.1% to 6.1%
New store ▪ Launched 9 new restaurants in Q2 FY27; 7 in BBQ India and 2 in BBQ International
expansion ▪ Total network of 274 restaurants; 19 restaurants under construction
on track
▪ On track to reach 300+ restaurants by FY27 and plan to achieve 425-450 restaurants by FY30
#Adjusted Operating EBITDA is calculated without the impact of IND AS 116, excludes interest income and noncash ESOP provisions
Robust operating performance driven by volume growth
Q2 FY27 (Y-o-Y) Q2 FY27 Y-o-Y
(₹ Mn)
Same store sales growth +24.5% Operating Revenue 4,293 +40.9%
Dine-in volume growth +56.2% Gross Profit 2,812 +39.3%
Restaurant Operating Profit
Delivery revenue growth +47.4% 574 +129.6%
(Pre IND AS)
Restaurant count Adjusted Operating EBITDA*
(#) 274 262 +698.3%
(9 new restaurants added in Q2FY27) (Pre IND AS)
*Adjusted Operating EBITDA is calculated without the impact of IND AS 116, excludes interest income and noncash ESOP provisions
Strong performance across segments
Q1 FY26 (Y-o-Y growth) BBQ India International Premium CDR Consolidated
Same store sales growth +27.8% +26.5% +7.8% +24.5%
Operating revenue +41.4% +59.0% +28.5% +40.9%
Dine-in volume growth +60.8% +64.1% +25.1% +56.2%
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR
Strong growth across dine-in & delivery
Dine-in Delivery
+39.8% YoY +40.1% YoY +47.4% YoY +54.5% YoY
2,566 3,542 3,604 5,091 7,147 462 717 681 905 1,398
Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27
Share of business (IN %) Share of business (IN %)
84.4% 83.2% 84.1% 84.7% 83.7% 15.6% 16.8% 15.9% 15.3% 16.3%
▪ Y-o-Y dine in revenue growth of 39.8% in Q2 FY27; Driven by 56.2% y- ▪ Y-o-Y delivery revenue growth of 47.4% in Q2 FY27
o-y dine in volume growth
▪ Strong delivery growth across all brands
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR
Network expansion: 9 new restaurants opened in Q2 FY27
Expansion of Restaurant Network Restaurant Composition
9 274
Restaurants
216 42
BBQN
BBQN India International Premium
185 216 217 230 262 274
FY22 FY23 FY24 FY25 FY26 Q1 Q2 YTD FY27
▪ 14 new restaurants opened YTD FY27.
PRESENCE MAR-26 Sep-26
▪ 19 restaurants currently under construction; to be operational
METROS & TIER I 207 216
in Q3/Q4 FY27
TIER II & III CITIES 55 58
▪ On track to reach 300+ restaurants by FY27 and plan to achieve
TOTAL NETWORK 262 274
425-450 restaurants by FY30
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR
Creating memorable guest experiences through modern, vibrant spaces
restaurant
Aurum Mall, Mumbai (Barbeque Nation) Zirakpur, Punjab (Barbeque Nation)
launches in
Q 2 F Y 2 7
Hyatt Regency, Bangkok (Barbeque Nation)
Al Ghurair, Dubai (Barbeque Nation)
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR
Consolidated quarterly performance
Network (IN #) Revenue from Operations (IN ₹MN) ▪ 9 new restaurantsopened in Q2; 1
closed
+40.9% YoY +42.1% YoY
▪ Consolidated revenue grew 40.9%
274 8,552
274 4,259 4,293 YoY; led by growth across channels
& segments
241 241
3,048 6,017
▪ SSSG at 24.5% driven by robust
Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27
transaction growth
Annualized Revenue/Outlet (IN ₹ Mn) SSSG (IN %)
54 66 65 54 65 (2.2)% +28.7 +24.5% (3.4)% +26.1% ▪ Gross profit grew 39.3% YoY
Gross Profit (IN ₹MN) Pre IND-AS Restaurant Operating Margin (IN ₹MN) ▪ Pre Ind- AS restaurant operating
profit grew129.6% YoY; Margin
+39.3% YoY +39.3% YoY +129.6% YoY +102.2% YoY
expanded YoY by ~520 bps
2,802 2,812 5,614 1,195
621 ▪ Matured restaurants delivered
14.7% ROM (vs. 9.6% last year)
4,029
2,019 250
Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27
Gross margin (IN %) ROM (IN %)
66.2% 65.8% 65.5% 67.0% 65.6% 8.2% 14.6% 13.4% 9.8% 14.0%
Consolidated Barbeque Nation India Barbeque Nation International Premium CDR
Mature portfolio delivered strong unit economics
Average Annual Revenue/Restaurant (₹ Mn) and Pre IND-AS Restaurant Operating Margin (%)
Matured New Consolidated
16.2% 14.7% 15.5% 7.4% 14.6% 13.4% 14.0%
cv cv cv
6.1% 6.9%
11.4% 10.2%
9.6%
(0.3)% 8.2%
(2.1)%
56 71 68 56 70 42 50 56 38 49 54 66 65 54 65
Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27
▪ Matured restaurants generated annualized ▪ Improved new-store margin profile is ▪ Strong portfolio economics, wit
[Showing first 8,000 characters — download PDF for full document]