Q1 2026 Westlife Foodworld Ltd Earnings Call Transcript
Key Points
- Westlife Foodworld Ltd (BOM:505533) achieved a historic high gross margin of 71.6%, improving by over 160 basis points sequentially due to supply chain efficiencies.
- The company reported a 7% year-over-year growth in consolidated revenue, reaching INR6.6 billion.
- Westlife Foodworld Ltd (BOM:505533) continues to expand its digital business, which contributes around 75% of total sales, with strong engagement through self-ordering kiosks, McDelivery app, and MyMcDonald's Rewards program.
- The company opened nine new restaurants this quarter, increasing the total store count to 444 across 71 cities, aligning with their Vision 2027 target of 580 to 630 restaurants.
- Westlife Foodworld Ltd (BOM:505533) has been ranked 33rd among India's Best Companies to Work For, reflecting its strong people-first culture.
- Same-store sales growth was only 0.5%, indicating pressure on discretionary spending and a soft business environment.
- The South region is experiencing slower growth, impacting overall performance, despite efforts to strengthen regional leadership.
- General and administrative expenses increased due to strategic project investments and people-related costs, affecting overall profitability.
- The company faces challenges in driving guest counts and average check growth amidst a muted macroeconomic environment.
- Despite improvements, the EBITDA margin growth was limited, with pre-India EBITDA growing only 0.5% compared to post-India EBITDA growth of 6.9%.
Ladies and gentlemen, good day, and welcome to the Westlife Foodworld Limited Q1 FY26 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 will 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 expectation 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, Steve. Welcome, everyone, and thank you for joining us on Westlife Foodworld earnings conference call for the first quarter of FY26 ended June 30, 2025. I am Chintan Jajal, Head IR at Westlife. From the management team, I have with me Mr. Akshay Jatia, President and CEO; Mr. Saurabh Kalra,
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