Q4 2025 Barbeque-Nation Hospitality Ltd Earnings Call Transcript
Key Points
- Barbeque-Nation Hospitality Ltd (BOM:543283) reported a stable performance for FY'25, maintaining profitability despite challenging business conditions.
- The international business segment showed robust performance with an 8% year-on-year growth in revenues, driven by positive SSSG and faster ramp-up of newly launched restaurants.
- The Premium CDR business recorded a significant growth of over 30% year-on-year, primarily led by network expansion.
- Efficient cost management led to an improvement in restaurant operating margins, with a 70 basis point increase in the Pre IND-AS restaurant operating margin for the India business.
- The company plans to expand its footprint significantly, targeting 300 to 325 restaurants by FY'27, indicating a strong growth trajectory.
- Total revenue for FY'25 was marginally lower by 1.7% compared to the previous year, primarily due to negative SSSG.
- The India business recorded a revenue decline of 6% compared to last year, reflecting challenges in the domestic market.
- The SSSG for Barbeque-Nation India business remained negative, indicating ongoing demand challenges.
- The Premium CDR segment experienced a decline in margins due to new and yet-to-mature stores, impacting overall profitability.
- The company anticipates the need for external debt to fund expansion plans, indicating potential financial strain.
Ladies and gentlemen, good day and welcome to Q4 and FY'25 conference call of Barbecue-Nation Hospitality Limited. (Operator Instructions) I now hand the conference over to Mr. Bijay Sharma, Head of Investor Relations. Thank you and over to you, sir.
Thank you, Steve. Welcome everyone to Barbecue-Nation Hospitality Limited Q4 and full year FY'25 earnings conference call. For today's call, I have with me Mr. Kayum Dhanani, Managing Director; Mr. Rahul Agrawal, CEO and whole time Director; and Mr. Amit Betala, CFO.
We will begin the call with Mr. Kayum sharing his perspective on overall demand scenario and key highlights for the year. This will be followed by a detailed discussion on business performance and outlook by Mr. Rahul. Post that we'll open the forum for a Q&A session.
Before we begin the presentation, I would like to remind you that some of the statements made in today's conference call may be forward-looking in nature and may involve risk and uncertainties.
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