Q3 2026 Westlife Foodworld Ltd Earnings Call Transcript
Key Points
- Westlife Foodworld Ltd (BOM:505533) reported positive same-store sales growth in January, supported by healthy mid-single-digit guest count growth.
- The company launched a successful everyday value meal priced at INR99, which has seen healthy momentum in dine-in footfalls.
- Digital campaigns have been effective, achieving a record single-day guest count milestone on the McDonald's app.
- Restaurant operating margin improved by 150 basis points year-on-year, driven by internal cost optimization initiatives.
- Westlife Foodworld Ltd (BOM:505533) opened 10 new restaurants during the quarter, taking the total count to 458, and remains on track to reach its target of 580 to 630 restaurants by 2027.
- Same-store sales growth for the quarter was negative at 3%, indicating challenges in maintaining consistent growth.
- The Southern markets underperformed compared to the Western markets, showing regional disparities in performance.
- Off-premise sales saw a slight decline, largely due to volatility in aggregator numbers.
- There is an optical impact of approximately 400 to 500 basis points in gross margin this quarter due to the regrouping of processing charges.
- The company faces challenges with third-party aggregators, impacting growth in optimized channels.
Ladies and gentlemen, good day, and welcome to the Westlife Foodworld Limited Q3 FY26 earnings conference call. (Operator Instructions)
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, Rayo. Welcome, everyone, and thank you for joining us on Westlife Foodworld Earnings Conference Call for the third quarter ended December 31, 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, Managing Director; and Mr. Shardul Doshi,
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