United Foodbrands Ltd (BOM:543283)
₹ 701.4 -14.55 (-2.03%) Market Cap: 27.44 Bil Enterprise Value: 36.12 Bil PE Ratio: 0 PB Ratio: 9.13 GF Score: 60/100

Q2 2025 Barbeque-Nation Hospitality Ltd Earnings Call Transcript

Nov 12, 2024 / 11:30 AM GMT
Release Date Price: ₹524.5 (-3.08%)

Key Points

Positve
  • Barbeque-Nation Hospitality Ltd (BOM:543283) reported a 23% increase in operating EBITDA compared to the same period last year, indicating improved profitability.
  • The company achieved a 100 basis points improvement in pre-Ind AS EBITDA margins year-on-year, showcasing effective cost management.
  • Barbeque-Nation Hospitality Ltd (BOM:543283) added eight new restaurants in the first half of the fiscal year and is on track to add 25 new restaurants by the end of FY25.
  • The company has successfully expanded its premium CDR brands, Toscano and Salt, to new locations such as Hyderabad, with plans to enter Mumbai and Delhi.
  • Barbeque-Nation Hospitality Ltd (BOM:543283) maintained robust cash conversion, delivering a 17% increase in cash profit compared to the same period last year.
Negative
  • The company reported a negative same-store sales growth of 2.5% during the quarter, indicating challenges in driving sales at existing locations.
  • Despite a seasonally weak quarter, revenues were flat on a sequential basis, reflecting a slowdown in consumption across the mass category.
  • The premium CDR segment experienced reduced margins due to the impact of new store openings, affecting overall profitability.
  • Barbeque-Nation Hospitality Ltd (BOM:543283) faced regional performance disparities, with South India struggling and remaining in negative territory.
  • The company has not taken significant price hikes across its portfolio, which may impact its ability to offset inflationary pressures on costs.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BARQ.NS - Barbeque-Nation Hospitality Ltd
Q2 2025 Barbeque-Nation Hospitality Ltd Earnings Call
Nov 12, 2024 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Barbeque Nation Hospitality Limited Q2 FY25 earnings conference call. As a reminder, all participant lines will be in listen-only mode and there will be an opportunity for you to ask question 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. Please note that this conference is being recorded. I now hand the conference over to Mr Bja Sharma, Head of Investor Relations. Thank you and over to you, sir.

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Unidentified_2 [2]
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