BSECompany Update3d ago · 4 Aug 2026, 01:09 pm

Earnings Presentation on quarterly financial results of the Company for the quarter ended June 30, 2026

United Foodbrands Ltd · 543283

✦ AI Summary▲ PositiveResults

United Foodbrands Ltd reported strong Q1 FY27 results with 43.4% YoY revenue growth, driven by 63.5% YoY dine-in volume growth and 61.9% YoY delivery revenue growth. The company added 5 new restaurants in Q1 FY27, taking its total network to 266 restaurants, and is on track to reach 300+ restaurants by FY27 and 400-425 by FY30.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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United Foodbrands Ltd - 543283 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Date: August 4, 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 June 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 June 30, 2026, which has been prepared in connection with the Earnings Conference Call scheduled to be held today, i.e., Tuesday, August 4, 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 Q1 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. Q1 FY27 - Key highlights Strong ▪ Q1 consolidated SSSG at +28.7% SSSG & ▪ Q1 FY27 revenue of ₹ 4,259 million; Y-o-Y growth of 43.4% revenue growth ▪ Y-o-Y revenue growth of 43.4% in BBQ India; 46.6% in BBQ International and 36.2% in Premium CDR Driven by ▪ Consolidated dine-in volumes grew +63.5% with strong growth across all business segments transaction ▪ Y-o-Y dine-in volume growth of 68.6% in BBQ India; 45.2% in International and 39.6% in Premium CDR growth ▪ >65% BBQ India dine-in transaction routed through own digital channels (vs 60.1% in Q4FY26) Increased ▪ Y-o-Y growth of 81.6% in Pre INDAS restaurant operating profit (margin at 14.6%) operating ▪ Pre Ind AS restaurant operating margin of 16.2% in the matured portfolio (+290bps vs. 13.3% last year) profit ▪ Adjusted operating EBIDTA# grew 2.5x Y-o-Y in Q1FY27; margin expanded from 4.6% to 8.1% New store ▪ Launched 5 new restaurants in Q1 FY27; total network of 266 restaurants expansion ▪ Restaurants expansion across all 3 segments; 3 in BBQ India, 1 in BBQ International & 1 in Premium CDR on track ▪ On track to reach 300+ restaurants by FY27 and plan to achieve 400-425 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 Q1 FY27 (Y-o-Y) Q1 FY27 Y-o-Y (₹ Mn) Same store sales growth +28.7% Operating Revenue 4,259 +43.4% Dine-in volume growth +63.5% Gross Profit 2,801 +39.4% Restaurant Operating Profit Delivery revenue growth +61.9% 621 +81.6% (Pre IND AS) Restaurant count Adjusted Operating EBITDA* (#) 266 343 +152.3% (5 new restaurants added in Q1FY27) (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 +33.5% +8.5% +13.6% +28.7% Operating revenue +43.4% +46.6% +36.2% +43.4% Dine-in volume growth +68.6% +45.2% +39.6% +63.5% Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Strong growth across channels Dine-in Delivery 40.3% Y-o-Y Revenue growth 61.9% Y-o-Y Revenue growth 443 474 583 633 717 2,525 2,566 3,183 2,970 3,542 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Share of business (IN %) Share of business (IN %) 85.1% 84.4% 84.5% 82.5% 83.2% 14.9% 15.6% 15.5% 17.5% 16.8% ▪ Y-o-Y dine in revenue growth of 40.3% in Q1 FY27; Driven by 63.5% y- ▪ Y-o-Y delivery revenue growth of 61.9% in Q1 FY27 o-y dine in volume growth ▪ Strong delivery growth across all brands Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Network expansion: Added 5 new restaurants in Q1 FY27 Expansion of Restaurant Network Restaurant Composition 4-Year CAGR: 9% 266 Restaurants 210 42 BBQN BBQN India International Premium 185 216 217 230 262 266 FY22 FY23 FY24 FY25 FY26 Q1 YTD FY27 ▪ 5 restaurants are opened in Q1 FY27; 1 closure. PRESENCE Mar-26 Jun-26 ▪ 15 restaurants currently under construction; to be operational METROS & TIER I 207 211 in Q2/Q3 FY27 TIER II & III CITIES 55 55 ▪ On track to reach 300+ restaurants by FY27 and plan to achieve TOTAL NETWORK 262 266 400-425 restaurants by FY30 Consolidated Barbeque Nation India Barbeque Nation International Premium CDR restaurant Inorbit Malad, Mumbai (Barbeque Nation) MGF Metropolitan mall, Gurgaon (Barbeque Nation) launches in Q 1 F Y 2 7 Sahara centre, Sharjah (Barbeque Nation) Inorbit Malad, Mumbai (Salt) Creating memorable guest experiences through modern, vibrant spaces Consolidated Barbeque Nation India Barbeque Nation International Premium CDR Consolidated quarterly performance Network Revenue from Operations ▪ 5 new restaurantsopened in Q1; 1 (IN #) (IN ₹MN) closure 4,259 ▪ Consolidated revenue grew 43.4% 3,766 3,604 249 YoY; led by growth across channels & 236 2,970 3,048 segments Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 ▪ SSSG at 28.7% driven by robust Annualized Revenue/Outlet (IN ₹ Mn) SSSG (IN %) transaction growth 54 54 64 60 66 (3.4)% (2.2)% +8.2% +14.4% +28.7% ▪ Gross profit grew 39.4% YoY, with gross margins expanding 30 bps QoQ Gross Profit Pre IND-AS Restaurant Operating Margin led by margin expansion in BBQN (IN ₹MN) (IN ₹MN) India 2,802 2,499 ▪ Pre Ind- AS restaurant operating 2,361 454 342 profit grew81.6% YoY;margins at 2,010 2,019 250 14.6% Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Gross Margin (IN %) ROM (IN %) ▪ Matured restaurants delivered 16.2% restaurant operating margins (vs. 67.7% 66.2% 66.4% 65.5% 65.8% 11.5% 8.2% 15.7% 12.6% 14.6% 13.3% last year) 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 4.7% 15.7% 16.2% 14.6% 6.1% 17.2% 12.6% 1.9% 11.5% 14.4% 1.2% 13.3% 49 8.2% 9.6% 43 42 47 50 (2.1)% 56 56 67 62 71 54 54 64 60 66 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 ▪ Matured restaurants generated annualized ▪ Improved n [Showing first 8,000 characters — download PDF for full document]