Q3 2025 Westlife Foodworld Ltd Earnings Call Transcript
Key Points
- Westlife Foodworld Ltd (BOM:505533) reported a 9% year-on-year revenue growth, reaching INR6.54 billion for the last quarter.
- Same-store sales growth turned positive at 3% year-on-year, driven by increased footfalls and transactions.
- The company successfully launched the McCrispy platform, which has been well-received and is driving growth in the premium segment.
- Digital sales now account for almost 70% of the top line, with over 3 million monthly active users on their mobile apps.
- Westlife Foodworld Ltd opened a record 46 new restaurants in 2024, expanding their network to 421 stores across 67 cities.
- The operating environment remains challenging with no significant increase in dining out trends observed.
- Restaurant operating margin and operating EBITDA were lower by approximately 200 bps year-on-year due to operating deleverage and higher A&P spend.
- Despite growth, the average unit volume (AUV) is lower due to new store additions not yet reaching system levels.
- Inflation in key commodities like oil, coffee, and cocoa continues to pressure margins, despite mitigation efforts.
- The company faces a weak demand environment, impacting the full realization of digital-led sales benefits.
Ladies and gentlemen, good day, and welcome to the Westlife Foodworld Limited Q3 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
We would like to remind you that certain statements made by the management in today's call may be forward-looking statements. These forward-looking statements reflect management's best judgment and analysis as of today. The actual results may differ materially from the current expectations based on a number of factors affecting the business. Please refer to the Safe Harbor disclosure in the earnings presentation.
I now hand the conference over to Mr. Chintan Jajal. Thank you, and over to you, sir.
Thanks, [Joven]. Welcome, everyone, and thank you for joining us on Westlife Foodworld earnings conference call for the third quarter ended December 31, 2024. I am Chintan, Lead IR at Westlife. From the management team, I have with me Mr. Saurabh Kalra, Managing Director; Mr. Akshay Jatia, Executive
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