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Latest filing: 2026-08-04 15:41
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12% Revenue Growth and 4.3% SSSG in Q1 FY27; Interim Dividend of ₹0.40 Declared
Westlife Foodworld reported record quarterly revenue of ₹736 crore (₹7.36 billion) for Q1 FY27, marking a 12% YoY increase. Same-store sales growth (SSSG) turned positive at 4.3%, driven by double-digit footfall growth and a recovery in the South India market. Despite a 200 bps inflationary headwind in food and fuel, operating EBITDA margins remained broadly stable due to cost efficiencies. The company maintained its guidance of opening 60+ new restaurants in FY27 and declared an interim dividend of ₹0.40 per share.
Confidence: HIGH
What changedThe company has pivoted back to positive SSSG and double-digit topline growth after a period of sluggishness, particularly showing improvement in the South India region.
Why it mattersPositive SSSG and footfall-led growth are critical for Westlife to justify its high P/E valuation (257x) and demonstrate the success of its 'Vision 2027' expansion strategy.
Q1 FY27 Revenue: ₹736 croreRevenue vs TTM Revenue: 28.03%Same-Store Sales Growth (SSSG): 4.3%Interim Dividend: ₹0.40 per shareFY27 Store Opening Guidance: 60+ unitsInflationary Headwind: 200 bps
📅 Short termThe stock may see positive sentiment due to the return to positive SSSG and the dividend declaration, indicating operational recovery.
📈 Long termStructural growth depends on achieving the 'Vision 2027' target of 580-630 stores and maintaining the 70%+ gross margins through its robust supply chain.
⚠ Risk flags
- Slow store addition in Q1 (only 5 net additions)
- High valuation (P/E 257.3)
- Persistent inflation in food and fuel costs
Key Highlights
Consolidated revenue reached a record ₹736 crore, up 12% year-on-year.
Same-store sales growth (SSSG) stood at 4.3%, with positive growth in all three months of the quarter.
Management reaffirmed guidance to open 60+ new restaurants in FY27, despite only 5 net additions in Q1.
Absorbed approximately 200 bps of inflation through supply chain efficiencies and cost governance.
Interim dividend of ₹0.40 per equity share approved by the Board of Directors.
👀 What to Watch
Watch for the acceleration of store openings in the coming quarters to reach the 60-store annual target, and monitor if the mid-single-digit SSSG momentum persists through the upcoming festive season.
Westlife Foodworld Declares ₹0.40 Interim Dividend; Sets Record Date for August 7, 2026
Westlife Foodworld has announced an interim dividend of ₹0.40 per equity share (20% of face value) for the financial year 2026-27. The Board of Directors approved this payout during their meeting on July 30, 2026, following the June quarter results. The company has fixed August 7, 2026, as the record date to determine shareholder eligibility. This comes against a backdrop of TTM PAT of ₹32 Cr and a current market price of ₹488.9.
Confidence: HIGH
What changedThe company has formalized the first interim dividend for the current fiscal year and established the timeline for shareholder payouts.
Why it mattersWhile the dividend yield is low (approximately 0.08%), the payout indicates a policy of consistent shareholder returns despite recent pressure on margins and negative same-store sales growth (-2.9% in FY25).
Interim Dividend: ₹0.40 per shareRecord Date: August 7, 2026Dividend Yield: ~0.08%TTM PAT: ₹32 CrFace Value: ₹2.00
📅 Short termThe stock may see minor activity leading up to the ex-dividend date, though the small payout size is unlikely to drive significant price movement.
📈 Long termLimited structural impact from this announcement; long-term value depends on the execution of 'Vision 2027' to reach 580-630 stores and improving SSSG.
⚠ Risk flags
- Low dividend yield
- Negative SSSG impacting operating leverage
- High royalty fees (5.6% of sales) squeezing margins
Key Highlights
Interim dividend of ₹0.40 per equity share declared for FY 2026-27
Record date for dividend eligibility set for August 7, 2026
Dividend represents 20% of the ₹2 face value per share
Company reported TTM Revenue of ₹2,626 Cr and TTM PAT of ₹32 Cr
Notice issued for the 43rd Annual General Meeting to be held via VC/OAVM
👀 What to Watch
Investors should ensure their bank account details and email addresses are updated with their Depository Participants before the August 7 record date to ensure seamless dividend credit.
₹0.40 Interim Dividend Declared by Westlife Foodworld; Record Date August 7, 2026
Westlife Foodworld has declared an interim dividend of ₹0.40 per equity share for the quarter ended June 30, 2026. The Board of Directors approved this payout during their meeting on July 30, 2026, following the review of Q1 FY27 financial performance. The company has fixed August 7, 2026, as the record date to determine shareholder eligibility for the payout. This dividend comes despite a challenging period where TTM PAT stood at ₹32.33 Cr against a market cap of ₹7600 Cr.
Confidence: HIGH
What changedThe company has formally transitioned from its FY26 results to initiating shareholder payouts for FY27 with this interim dividend declaration.
Why it mattersIt signals management's commitment to maintaining dividend continuity even while trading at a high P/E of 235.0 and navigating a period of low net profit margins (TTM PAT of ₹32 Cr on ₹2626 Cr revenue).
Dividend per share: ₹0.40Record Date: August 7, 2026Dividend Yield (at current price): 0.08%Face Value: ₹2.00TTM Revenue: ₹2626 Cr
📅 Short termThe stock may see neutral to slightly positive sentiment as it goes ex-dividend in early August, though the low yield is unlikely to trigger major price movement.
📈 Long termLimited structural significance; the company's long-term value remains tied to its 'Vision 2027' store expansion (targeting 580-630 stores) rather than dividend payouts.
⚠ Risk flags
- High valuation (P/E 235.0) relative to current earnings growth
- Low dividend yield of 0.08%
Key Highlights
Interim dividend of ₹0.40 per share declared on a face value of ₹2.00
Record date for dividend eligibility set for August 7, 2026
Dividend payout represents approximately 19% of the TTM EPS of ₹2.08
Company remains debt-free with a D/E ratio of 0.00 as per latest context
Board meeting for this declaration was concluded on July 30, 2026
👀 What to Watch
Ensure demat account bank details are updated before the August 7 record date; watch for the full Q1 FY27 earnings report to see if Same-Store Sales Growth (SSSG) has improved from the -2.9% seen in FY25.
₹0.40 Interim Dividend Declared; Record Date Set for August 7, 2026
Westlife Foodworld has declared an interim dividend of ₹0.40 per equity share (20% of face value) for the quarter ended June 30, 2026. The Board of Directors approved this payout during their meeting on July 30, 2026. The company has fixed August 7, 2026, as the record date to determine shareholder eligibility. This payout follows a fiscal year (FY26) where the company generated a net profit of ₹32.33 Cr.
Confidence: HIGH
What changedThe company has officially announced the record date and payment details for its first interim dividend of the 2026-27 financial year.
Why it mattersWhile the dividend yield is low (~0.08%), the payout indicates a consistent policy of returning capital to shareholders, even as the company focuses on its 'Vision 2027' expansion strategy.
Interim Dividend: ₹0.40 per shareRecord Date: August 7, 2026Dividend Yield: 0.08%Approximate Total Payout: ₹6.2 CrPayout vs TTM PAT: ~19.2%
📅 Short termThe stock may see neutral to slightly positive movement as it approaches the ex-dividend date, though the small dividend amount is unlikely to trigger significant price action.
📈 Long termLimited structural impact; the long-term value remains tied to the company's ability to improve Same-Store Sales Growth (SSSG) and execute its plan to reach 580-630 restaurants by 2027.
⚠ Risk flags
- Low dividend yield
- High valuation (P/E 235) relative to current earnings growth
Key Highlights
Interim dividend of ₹0.40 per equity share on a face value of ₹2.00
Record date for dividend eligibility fixed as August 7, 2026
Dividend declared based on financial performance for the quarter ended June 30, 2026
Board approval for the dividend was granted on July 30, 2026
👀 What to Watch
Investors should ensure their bank account details and email addresses are updated with their Depository Participants or the RTA (Link Intime India) before August 7, 2026, to ensure seamless credit.
12% Revenue Growth and 4.3% SSSG in Q1 FY27; Store Network Reaches 482
Westlife Foodworld reported a 12% YoY revenue growth to ₹735.6 cr for Q1 FY27, driven by a recovery in Same-Store Sales Growth (SSSG) to 4.3%. Operating EBITDA grew 11% YoY to ₹94.6 cr, though margins remained relatively flat at 12.9% due to input cost pressures in food and fuel. The company added 5 new stores in the quarter, bringing the total to 482, and remains on track for its 'Vision 2027' target of 580-630 stores. Digital sales now account for 74% of total revenue, reflecting strong omnichannel adoption.
Confidence: HIGH
What changedThe company has successfully reversed the trend of negative or flat SSSG seen in FY25, moving to a healthy 4.3% growth led by footfalls.
Why it mattersSSSG is the critical driver for operating leverage in the QSR industry; this recovery is essential to offset inflationary pressures on food and packaging costs and maintain profitability.
Q1 FY27 Revenue: ₹735.6 crSSSG: 4.3%Operating EBITDA Margin: 12.9%Digital Sales Contribution: 74%FY27 Store Opening Target: 60+Revenue vs TTM Revenue: ~28%
📅 Short termThe stock may see positive sentiment as the SSSG turnaround indicates improving consumer demand and successful value-platform initiatives.
📈 Long termStructural growth is tied to the 'Vision 2027' plan to reach 580-630 stores, representing a ~29-40% increase in capacity over the next 18 months.
⚠ Risk flags
- Input cost pressures across fuel, food, and packaging impacting gross margins
- High royalty fees fixed at 5.6% of sales
- Intense competition in the QSR value segment
Key Highlights
SSSG improved to 4.3% in Q1 FY27, a significant recovery from 0.5% in Q1 FY26 and 1.5% in Q4 FY26.
Revenue reached ₹735.6 cr, a 12% YoY increase, supported by double-digit guest count growth.
Digital sales contribution stood at 74%, growing by 150 bps YoY through apps and self-ordering kiosks.
Store network expanded to 482 restaurants across 79 cities, with a target of 60+ new openings in FY27.
Cash PAT stood at ₹51.7 cr, representing 7% of sales, despite a 130 bps YoY decline in Restaurant Operating Margin (ROM) to 18.6%.
👀 What to Watch
Investors should monitor if the mid-single-digit SSSG momentum is sustained in Q2 and Q3, and track the execution of the 60+ store opening target for FY27 to ensure the 'Vision 2027' growth trajectory remains intact.
12% Revenue Growth in Q1 FY27: Westlife Reports ₹736 Cr Revenue and 4.3% SSSG Recovery
Westlife Foodworld reported a strong start to FY27 with Q1 revenue growing 12% YoY to ₹736 crore. A key highlight is the recovery in Same-Store Sales Growth (SSSG) to 4.3%, driven by double-digit guest count growth, reversing the negative trends seen in FY25. Operating EBITDA rose 11% YoY to ₹94.6 crore, maintaining a steady margin of 12.9%. The company added 5 new restaurants, reaching a total of 482, and remains committed to its 'Vision 2027' target of 580-630 stores.
Confidence: HIGH
What changedWestlife has successfully pivoted back to positive SSSG (4.3%) from a negative trend (-2.9% in FY25) through a value-led strategy and digital engagement.
Why it mattersThe recovery in guest counts and SSSG is critical for Westlife to justify its high P/E valuation (235x) and demonstrates the effectiveness of its ₹99 'Everyday Value' platform in a competitive QSR market.
Q1 FY27 Revenue: ₹7.36 billionQ1 Revenue vs TTM Revenue: 28.02%SSSG: 4.3%Operating EBITDA Margin: 12.9%Digital Sales Contribution: 74%Total Restaurant Count: 482
📅 Short termThe stock may see positive sentiment in the short term as the company demonstrates a clear recovery in sales momentum and guest counts compared to previous quarters.
📈 Long termStructurally, the company is scaling toward its 600-store goal; however, long-term profitability will depend on managing inflationary pressures and improving operating leverage.
⚠ Risk flags
- Near-term inflationary pressures on margins
- High valuation (P/E 235) leaves little room for execution misses
- Intense competition in the Western fast-food category
Key Highlights
Revenue increased 12% YoY to ₹7.36 billion (₹736 Cr) for the quarter ended June 30, 2026.
Same-Store Sales Growth (SSSG) improved to 4.3%, the strongest momentum in recent quarters.
Operating EBITDA grew 11% YoY to ₹946 million with a margin of 12.9%.
Digital channels now contribute 74% of total sales, with the McDonald's app crossing 55 million downloads.
Added 5 new restaurants in Q1, expanding the total footprint to 482 restaurants across 79 cities.
👀 What to Watch
Investors should monitor the sustainability of the 4.3% SSSG momentum in upcoming quarters and track the execution of the 580-630 store expansion target by December 2027.
Rs 0.40 Interim Dividend: Westlife Foodworld Sets Aug 7 as Record Date
Westlife Foodworld has declared an interim dividend of Rs 0.40 per equity share for the first quarter of FY27. The company has fixed August 7, 2026, as the record date to determine shareholder eligibility for this payout. Based on the current market price of Rs 488.9, the dividend yield is approximately 0.08%. The total estimated payout of ~Rs 6.2 crore represents roughly 19% of the company's TTM PAT of Rs 32 crore.
Confidence: HIGH
What changedThe company has officially declared its first interim dividend for the financial year 2026-27 and established the timeline for shareholder distribution.
Why it mattersWhile the dividend yield is low, the payout indicates management's commitment to returning capital to shareholders despite a high P/E of 235 and recent pressure on net profits (TTM PAT of Rs 32 Cr vs FY24 PAT of Rs 69.2 Cr).
Interim Dividend: Rs 0.40 per shareRecord Date: 07-Aug-2026Dividend Yield: 0.08%Approx. Total Payout: Rs 6.2 CrPayout vs TTM PAT: 19.4%
📅 Short termThe stock is likely to see minor adjustments around the ex-dividend date; however, the small dividend amount is unlikely to drive significant price action.
📈 Long termLimited structural impact from this routine dividend; long-term value depends on the execution of 'Vision 2027' to expand the store network to 580-630 units.
⚠ Risk flags
- Low dividend yield
- High valuation (P/E 235.0)
- Negative SSSG trend (-2.9% in FY25)
Key Highlights
Interim dividend declared at Rs 0.40 per equity share of face value Rs 2 each.
Record date for eligibility fixed as August 7, 2026.
Dividend payment to be completed on or before August 29, 2026.
Payout is based on the quarterly financial performance ended June 30, 2026.
👀 What to Watch
Investors should monitor the full Q1 FY27 earnings release to assess if operating margins (currently 12.8%) and Same-Store Sales Growth (SSSG) are improving to support future payouts.
Rs 0.40 Interim Dividend Declared by Westlife Foodworld; Record Date Aug 7, 2026
Westlife Foodworld has declared an interim dividend of Rs 0.40 per equity share for the first quarter of FY27. The record date to determine shareholder eligibility is fixed for August 7, 2026, with the payout scheduled to be completed by August 29, 2026. Based on the current stock price of Rs 488.9, this represents a nominal dividend yield of approximately 0.08%. The estimated total payout of ~Rs 6.2 crore accounts for roughly 19% of the company's TTM PAT of Rs 32 crore.
Confidence: HIGH
What changedThe company has initiated its first dividend payout for the 2026-27 financial year following its July 30 board meeting.
Why it mattersWhile the yield is low, the dividend signifies consistent cash flow generation despite recent challenges like negative Same-Store Sales Growth (-2.9% in FY25). It maintains shareholder discipline while the company remains debt-free.
Interim Dividend: Rs 0.40 per shareDividend Yield: ~0.08%Estimated Payout vs TTM PAT: ~19.4%Record Date: 7th August, 2026Payment Deadline: 29th August, 2026
📅 Short termThe stock price may see minor adjustments around the ex-dividend date, though the low yield suggests the impact will be negligible compared to broader market movements.
📈 Long termLimited structural impact; the company's long-term value remains tied to its 'Vision 2027' store expansion (targeting 580-630 units) and recovery in SSSG.
⚠ Risk flags
- Low dividend yield relative to high P/E valuation (235x)
- Recent margin compression (OPM at 12.8% vs 15.5% in FY24)
Key Highlights
Interim dividend of Rs 0.40 per equity share of face value Rs 2 declared.
Record date for eligibility fixed as August 7, 2026.
Payment to be completed on or before August 29, 2026.
Dividend declared based on quarterly financial performance ended June 30, 2026.
👀 What to Watch
Investors should note the ex-dividend date (typically one day before the record date) to be eligible for the payout. Monitor the full Q1 FY27 results to assess if operational margins are recovering from the 12.8% TTM level.
Westlife Q1 FY27: Revenue Up 11.8% to ₹735.6 Cr; ₹0.40 Interim Dividend Declared
Westlife Foodworld reported a consolidated revenue of ₹735.64 Cr for Q1 FY27, marking an 11.8% growth over the ₹657.64 Cr reported in the same quarter last year. However, consolidated Profit After Tax (PAT) saw a sharp decline of 52%, falling to ₹0.59 Cr from ₹1.23 Cr YoY, primarily due to a 27.8% surge in material costs. The company declared an interim dividend of ₹0.40 per share (20% of face value) with a record date of August 07, 2026. Despite the top-line growth, operating margins remain under significant pressure as total expenses rose to ₹741.44 Cr.
Confidence: HIGH
What changedWestlife has reported its first-quarter results for FY27, showing continued revenue growth but a significant contraction in net profit, alongside the declaration of an interim dividend.
Why it mattersThe results highlight a disconnect between sales growth and profitability in the QSR sector, where rising input costs are outpacing revenue gains. This is critical for a stock trading at a high P/E of 235x.
Consolidated Revenue (Q1 FY27): ₹735.64 CrConsolidated PAT (Q1 FY27): ₹0.59 CrInterim Dividend: ₹0.40 per shareMaterial Cost Increase (YoY): 27.8%Q1 Revenue vs TTM Revenue: 28.01%
📅 Short termThe stock may see neutral to slightly negative sentiment as the market digests the sharp decline in bottom-line profitability despite the revenue growth and dividend.
📈 Long termLong-term value depends on the company's ability to scale to 580-630 restaurants by 2027 and recover its operating margins through digital integration and menu premiumization.
⚠ Risk flags
- Significant raw material cost inflation
- Margin contraction (PAT down 52% YoY)
- High valuation risk with P/E at 235x
Key Highlights
Consolidated Revenue from operations increased 11.8% YoY to ₹735.64 Cr.
Consolidated PAT declined to ₹0.59 Cr from ₹1.23 Cr in the corresponding previous year quarter.
Cost of materials consumed surged by 27.8% YoY to ₹238.66 Cr.
Interim dividend of ₹0.40 per equity share declared on a face value of ₹2.
Record date for dividend entitlement fixed as August 07, 2026, with payment by August 29, 2026.
👀 What to Watch
Investors should monitor the trajectory of Same-Store Sales Growth (SSSG) and raw material inflation, which are currently compressing margins. Watch for management commentary on the 'Vision 2027' expansion plan to see if store additions can offset current profitability headwinds.
Westlife Subsidiary Hardcastle Restaurants Declares Rs 72/Share Final Dividend for FY26
Westlife Foodworld's wholly-owned subsidiary, Hardcastle Restaurants Private Limited (HRPL), has declared a final dividend of Rs. 72 per equity share for FY 2025-26. The dividend was approved during HRPL's Annual General Meeting held on June 18, 2026. Since HRPL is a 100% subsidiary, the entire dividend amount will be received by the parent company, Westlife Foodworld Limited. This internal cash transfer strengthens the parent company's liquidity and cash flow position.
Key Highlights
Subsidiary Hardcastle Restaurants declared a final dividend of Rs. 72 per share for FY 2025-26.
The dividend is based on a face value of Rs. 1,000 per equity share.
Westlife Foodworld Limited will receive the full dividend amount as the sole owner of the subsidiary.
The declaration was finalized at the subsidiary's AGM on June 18, 2026.
👀 What to Watch
Investors should view this as a positive internal cash movement that bolsters the parent company's balance sheet. Monitor if this leads to a higher dividend payout from Westlife Foodworld to its own shareholders in the future.
Westlife Foodworld Q4 FY26: Revenue Up 9% to ₹6.6B with 1.5% SSG and Positive Guest Count
Westlife Foodworld reported a steady Q4 FY26 with revenue growing 9% YoY to ₹6.6 billion, supported by a 1.5% same-store sales growth (SSG). A key highlight was the mid-single-digit growth in guest counts, signaling a recovery in footfalls across both West and South regions. Despite inflationary pressures in cocoa and coffee, gross margins reached 68.1%, and the company opened a record 48 stores in FY26. Management plans to accelerate expansion to over 60 stores annually, leveraging a strong digital sales contribution of 76%.
Key Highlights
Revenue grew 9% YoY to ₹6.6 billion in Q4 FY26, with full-year revenue reaching ₹26.3 billion.
Same-store sales growth (SSG) stood at 1.5%, driven by mid-single-digit growth in guest counts.
Gross margins improved to 68.1% in Q4, while restaurant operating margins rose 70 bps YoY.
The company added 48 new restaurants in FY26, bringing the total count to 478 across 78 cities.
Digital sales now contribute 76% of total revenue, with cumulative app downloads exceeding 52 million.
👀 What to Watch
Investors should monitor the sustainability of the guest count recovery and the impact of the planned 60+ annual store expansion on capital efficiency. The company's ability to maintain high gross margins despite commodity inflation makes it a resilient pick in the QSR space.
Westlife Foodworld Q4 FY26 Sales Up 8.7% to ₹6.55 Bn; SSSG Returns to Positive at 1.5%
Westlife Foodworld reported a steady Q4 FY26 with revenue growing 8.7% YoY to ₹6.55 billion, supported by a return to positive Same Store Sales Growth (SSSG) of 1.5%. Operating EBITDA rose 9.6% YoY to ₹870 million, maintaining a stable margin of 13.3% despite inflationary pressures in commodities like coffee. The company aggressively expanded its footprint, adding 21 new stores in Q4 to reach a total of 478, while digital sales now contribute over 76% of total revenue. For the full year FY26, Cash PAT grew significantly by 23.4% to ₹2.35 billion, reflecting improved operational efficiencies.
Key Highlights
Q4 FY26 Revenue grew 8.7% YoY to ₹6.55 billion with SSSG turning positive at 1.5%.
Operating EBITDA increased by 9.6% YoY to ₹870 million with a 13.3% margin.
Full-year FY26 Cash PAT surged 23.4% YoY to ₹2.35 billion.
Added 48 new restaurants in FY26, bringing the total count to 478 across 78 cities.
Digital sales contribution reached an all-time high of over 76% of total sales.
👀 What to Watch
Investors should monitor the recovery in SSSG and the company's aggressive expansion target of 60+ stores for FY27. The stock remains a strong play on the Indian QSR segment given its margin resilience and robust digital integration.
Westlife Foodworld Q4 FY26: Sales Up 8.7% to ₹6.55 Bn; SSSG Returns to Positive 1.5%
Westlife Foodworld (McDonald's West & South) reported a resilient Q4 FY26 with revenue growing 8.7% YoY to ₹6.55 billion and SSSG turning positive at 1.5%. Operating EBITDA increased by 9.6% YoY to ₹870 million, maintaining a stable margin of 13.3% despite inflationary pressures in commodities like coffee and cocoa. The company added 21 new restaurants in Q4, bringing the total FY26 additions to 48 and the total network to 478 stores. Digital sales continue to be a major driver, now contributing 76% of total sales, while the company remains on track for its Vision 2027 target of 580-630 stores.
Key Highlights
Quarterly revenue grew 8.7% YoY to ₹6.55 billion with a positive SSSG of 1.5%.
Operating EBITDA rose 9.6% YoY to ₹870 million with a stable margin of 13.3%.
Added 48 new restaurants in FY26, with a target to accelerate to 60+ new stores in FY27.
Digital sales contribution reached a record 76%, supported by 52 million cumulative app downloads.
Full-year FY26 Cash PAT increased by 23.4% YoY to ₹2.35 billion, reflecting improved operational efficiency.
👀 What to Watch
Investors should take confidence in the positive SSSG reversal and aggressive store expansion plans which underpin the Vision 2027 growth strategy. Monitor the South market's recovery and the impact of commodity inflation on gross margins in the coming quarters.
Westlife Foodworld Q4 FY26: Revenue Up 8.7% to ₹6.55B, EBITDA Grows 9.6%
Westlife Foodworld reported a steady performance for Q4 FY26 with revenue growing 8.7% YoY to ₹6.55 billion and a positive SSSG of 1.5%. Operating EBITDA increased by 9.6% YoY to ₹870 million, supported by a 70 bps improvement in Restaurant Operating Margins despite inflationary pressures. The company added 21 new restaurants during the quarter, bringing its total count to 478, and remains on track for its 2027 target of 580-630 outlets. Digital channels continue to dominate, contributing approximately 76% of total sales.
Key Highlights
Revenue grew 8.7% YoY to ₹6.55 billion with a positive Same Store Sales Growth (SSSG) of 1.5%
Operating EBITDA improved 9.6% YoY to ₹870 million with a stable margin of 13.3%
Restaurant Operating Margin (ROM) expanded by ~70 bps YoY due to supply chain efficiencies
Network expanded by 21 restaurants in Q4, reaching 478 total outlets with a goal of 60+ additions in FY27
Digital sales contribution stood at ~76% of total revenue with 3.5 million Monthly Active Users
👀 What to Watch
Investors should focus on the company's ability to maintain margins through cost optimization and its aggressive store expansion strategy for FY27. The strong digital adoption and value-based menu offerings position the company well for long-term growth in the QSR segment.
Westlife Q3 FY26: Revenue Up 2.6% to ₹6.7B; SSSG at -3% with Positive Jan Momentum
Westlife Foodworld reported a modest 2.6% YoY revenue growth to ₹6.7 billion for Q3 FY26, despite a challenging environment where same-store sales growth (SSSG) was negative at 3%. However, the company noted a recovery trend with positive SSSG and mid-single-digit guest count growth in January 2026. Profitability improved with Restaurant Operating Margins up 150 bps YoY and Operating EBITDA margins up 70 bps YoY. The company continues its expansion, adding 10 stores this quarter to reach a total of 458, while maintaining a long-term target of 580-630 stores by 2027.
Key Highlights
Consolidated revenue reached ₹6.7 billion, a 2.6% YoY increase, while 9-month revenue grew 4.4%.
Same-store sales growth (SSSG) was -3% for Q3, but January 2026 turned positive with mid-single-digit guest growth.
Restaurant Operating Margin (ROM) and Operating EBITDA margin improved by 150 bps and 70 bps YoY respectively.
Digital ecosystem remains strong, accounting for 74-75% of sales with 3.5 million monthly active users.
Network expansion continues with 10 new stores in Q3, bringing the total network to 458 restaurants across 73 cities.
👀 What to Watch
Investors should monitor the sustainability of the January guest count recovery and the impact of the ₹99 value meal on long-term margins. The improvement in operating margins despite negative SSSG suggests strong internal cost optimization.
Westlife Foodworld Q3 FY26: Revenue at ₹6.71B, EBITDA Margin Up 70bps Despite -3.2% SSSG
Westlife Foodworld reported Q3 FY26 revenue of ₹6.71 billion, facing a challenging demand environment with a Same Store Sales Growth (SSSG) of -3.2%. Despite the negative SSSG, the company improved its Operating EBITDA margin by 70 bps YoY to ₹987 million through cost optimization and supply chain efficiencies. A recovery was noted in January with positive SSSG driven by mid-single digit guest count growth. The company continues its expansion, adding 10 new restaurants to reach a total of 458 outlets.
Key Highlights
Revenue reached ₹6.71 billion while Operating EBITDA stood at ₹987 million with a 70 bps margin improvement.
Same Store Sales Growth (SSSG) was -3.2% for the quarter, but turned positive in January 2026.
Restaurant Operating Margin (ROM) expanded by approximately 150 bps YoY due to operational efficiencies.
Digital-led sales accounted for 74% of total revenue, supported by 3.5 million monthly active users.
Network expansion remains on track with 10 new stores added, totaling 458 restaurants across 73 cities.
👀 What to Watch
Investors should monitor if the positive SSSG momentum from January sustains, as the company's margin resilience is impressive despite weak top-line growth. The success of the ₹99 value platform will be critical for driving guest counts in a high-inflation environment.
Westlife Q3 FY26: Sales Up 2.6% to ₹6.71 Bn; EBITDA Margins Expand to 14.7% Despite -3.2% SSSG
Westlife Foodworld reported a modest 2.6% YoY revenue growth to ₹6.71 billion for Q3 FY26, though Same Store Sales Growth (SSSG) remained negative at -3.2%. Despite the challenging demand environment, particularly in South India, the company improved its Operating EBITDA margin by 70 bps to 14.7% through cost optimization. Cash PAT grew by 12.2% YoY to ₹583 million, supported by a 6% growth in on-premise sales. Management highlighted a recovery in January 2026, with SSSG turning positive driven by mid-single-digit guest count growth.
Key Highlights
Revenue increased 2.6% YoY to ₹6.71 billion, while SSSG declined by 3.2% due to soft consumer demand.
Operating EBITDA grew 8.0% YoY to ₹987 million, with margins improving to 14.7% from 14.0% in the previous year.
Digital sales contribution reached ~74%, led by the McDonald's app and self-ordering kiosks.
Added 10 new restaurants during the quarter, bringing the total network to 458 stores across 73 cities.
Average Sales Per Comparable Store (TTM) stood at ₹60.4 million, a 4.1% decline YoY.
👀 What to Watch
Investors should focus on the recovery trend in SSSG noted in January and the company's ability to maintain margins via its value platform. The long-term outlook remains tied to the successful execution of the 'Vision 2027' plan to reach 580-630 stores.
Westlife Foodworld Q3 Revenue Up 2.6% YoY; PAT Impacted by ₹9.68 Cr Exceptional Labour Charge
Westlife Foodworld reported a modest 2.6% YoY increase in revenue from operations to ₹670.7 crore for the quarter ended December 31, 2025. While profit before exceptional items grew significantly to ₹11.7 crore from ₹6.5 crore last year, the net profit (PAT) plummeted to ₹0.99 crore due to a one-time exceptional charge of ₹9.68 crore related to the new labour codes. The company's 9-month PAT remains higher at ₹29.9 crore, primarily supported by a property redevelopment gain recorded in the previous quarter. Operational expenses remained high, with cost of materials and other expenses totaling over ₹470 crore.
Key Highlights
Revenue from operations grew 2.6% YoY to ₹670.7 crore in Q3 FY26 compared to ₹653.7 crore in Q3 FY25.
Profit before exceptional items and tax rose 80% YoY to ₹11.7 crore, indicating improved operational efficiency.
Net Profit (PAT) fell sharply to ₹0.99 crore from ₹7.01 crore YoY, hit by a ₹9.68 crore exceptional charge for gratuity under new labour codes.
Nine-month PAT stands at ₹29.96 crore, significantly aided by a ₹58.17 crore redevelopment gain recorded in Q2 FY26.
Finance costs for the quarter increased to ₹36.98 crore from ₹32.92 crore in the corresponding quarter last year.
👀 What to Watch
Investors should look past the low reported PAT as it was impacted by a non-recurring regulatory charge; the 80% growth in operational profit before tax is a more accurate reflection of performance. Monitor the company's ability to maintain margins amidst rising material costs and the implementation of new labour laws.
Westlife Foodworld Appoints Shardul Doshi as Chief Financial Officer Effective Dec 15, 2025
Westlife Foodworld Limited has announced the appointment of Mr. Shardul Doshi as the Chief Financial Officer (CFO) of the company and its subsidiary. The appointment was approved by the Board of Directors and is effective from December 15, 2025. As a Key Managerial Personnel (KMP), Mr. Doshi will oversee the financial operations of the company, which operates McDonald's restaurants in West and South India. This transition is part of the company's regular governance and regulatory compliance under SEBI guidelines.
Key Highlights
Mr. Shardul Doshi appointed as Chief Financial Officer (CFO) effective December 15, 2025.
The appointment extends to both the parent company, Westlife Foodworld, and its subsidiary.
The change in Key Managerial Personnel (KMP) was ratified by the Board of Directors.
Compliance filing made under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
👀 What to Watch
Investors should monitor the new CFO's approach to capital allocation and margin management in upcoming quarterly calls. No immediate portfolio action is required as this appears to be a standard leadership transition.
Westlife Foodworld Q2 PAT Jumps to ₹27.7 Cr Aided by ₹58 Cr Exceptional Gain
Westlife Foodworld reported a 3.6% YoY revenue growth to ₹637.5 crore for Q2 FY26. However, the company faced an operational loss of ₹15.85 crore before exceptional items, compared to a profit of ₹0.7 crore in the previous year, indicating significant margin pressure. The bottom line was heavily supported by a one-time gain of ₹58.17 crore from a property redevelopment transaction in Mumbai. Consequently, Net Profit stood at ₹27.7 crore, up from ₹0.36 crore YoY, though this growth is non-recurring in nature.
Key Highlights
Revenue from operations grew 3.6% YoY to ₹63,748.30 Lakhs in Q2 FY26
Reported an operational loss before exceptional items of ₹1,585.29 Lakhs vs a profit of ₹70.47 Lakhs YoY
Net Profit surged to ₹2,770.94 Lakhs, primarily driven by a ₹5,816.68 Lakhs gain from a store redevelopment
Total expenses rose to ₹66,840.32 Lakhs from ₹62,376.65 Lakhs, reflecting higher input and operating costs
H1 FY26 PAT stands at ₹2,893.69 Lakhs compared to ₹361.24 Lakhs in the previous year
👀 What to Watch
Investors should discount the high PAT growth as it is driven by a one-time real estate gain rather than core business performance. Focus on the operational loss and rising cost structures which indicate a challenging environment for the QSR sector.
