Q3 2026 United Foodbrands Ltd Earnings Call Transcript
Key Points
- United Foodbrands Ltd (BOM:543283) achieved its highest ever quarterly revenue, driven by record dine-in walk-ins.
- The company reported a same-store sales growth of 8.2%, indicating strong brand strength and customer loyalty.
- International business grew by 47% year-on-year, supported by strong same-store sales growth and new restaurant additions.
- The Premium CDR segment delivered a strong year-on-year revenue growth of 19.7%, driven by strong same-store sales growth.
- The company successfully launched eight new restaurants during the quarter, expanding its total portfolio to 249 restaurants.
- Gross profit margin only improved by 20 basis points quarter-on-quarter, indicating limited margin expansion.
- Pre-Ind AS restaurant operating margin decreased to 15.7% from 16.5% in the same quarter last year, due to new store ramp-ups.
- The company is making measured investments in gross margin and marketing, which may impact short-term profitability.
- Despite strong revenue growth, the company faces challenges in maintaining its previous gross margin levels of 67-68%.
- The company has a net debt of INR 80 crores, although it has decreased from the previous quarter.
Ladies and gentlemen, good day, and welcome to United Foodbrands Limited Q3 FY26 earnings conference call. (Operator Instructions). I now hand the conference over to Mr. Vijay Sharma. Thank you, and over to you, Mr. Sharma.
Thank you, Rutuja. Welcome, everyone, to United Foodbrands Limited Q3 FY26 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. Before we begin the call, I would like to remind that some of the statements made in today's conference call may be forward-looking in nature and may involve risks and uncertainties.
Kindly refer to our earnings presentation for a detailed disclaimer. We'll start the call with Mr. Kayum Dhanani sharing his perspective on overall demand and key highlights for the quarter.
This will be followed by a detailed discussion on business and performance by Mr. Rahul Agrawal. Post that, we'll open the forum for a Q&A session
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