United Foodbrands Ltd (BOM:543283)

Q2 2026 United Foodbrands Ltd Earnings Call Transcript

Nov 11, 2025 / 12:00 PM GMT

Release Date Price: ₹193.55 (-1.50%)

Transcript

Key Points

Positve

United Foodbrands Ltd (BOM:543283) reported a 2.6% increase in revenues over Q1, reaching approximately 305 crores, despite Q2 being a seasonally softer period.
The company achieved a reduction in overhead costs by 6%, demonstrating strong cost control discipline.
International operations delivered a robust 27% revenue growth, with mature restaurants achieving over 20% operating margins.
The premium casual dining segment showed strong performance with a 17% year-on-year revenue growth and mature store margins of around 50%.
The company added 6 new restaurants during the quarter, bringing the total network to 241 outlets, and remains on track to open 35 restaurants in FY26.

Negative

Overall consumption demand remains subdued, with the industry and dining segment facing challenges and flattish or negative sales growth.
Gross margins were affected by lower realization from value-based group offers and higher food costs due to a month-long food festival.
Same store sales growth (SSSG) was only 0.8% for the quarter, indicating slow recovery in sales momentum.
The company experienced a significant decline in margins, even at gross levels, due to increased food costs and promotional offers.
There is a concern about increasing debt levels, with the company borrowing an additional 40 crores in the first half of the year.

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

UITF.NS - United Foodbrands Ltd
Q2 2026 United Foodbrands Ltd Earnings Call
Nov 11, 2025 / 12:00PM 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 United Food Brands Limited, Q2 FY26 earnings conference call. As a reminder, all participants lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call, please signal an operator by pressing 100 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Vijay Sharma.

Thank you and over to you, sir.

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Unidentified_2 [2]
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