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

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United Foodbrands Limited has informed the Exchange about Investor Presentation

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BARBEQUE_02112026130725_EarningsPresentation.pdf

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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]