India · Delayed Price · Currency is INR Westlife Foodworld Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY26 delivered 9% revenue growth and 1.5% same-store sales growth, with strong guest count momentum and digital engagement. Gross margin reached 68.1%, and 48 new stores were opened, with guidance for 60+ annual openings. Focus remains on value, digital, and disciplined expansion.
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Revenue grew 2.6% YoY to INR 6.7 billion, with guest counts stabilizing and early signs of recovery in SSSG. Margins improved despite a challenging environment, driven by value-led strategies, digital growth, and operational efficiencies. Positive momentum is seen in both on-premise and digital channels.
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Revenue grew 3.8% YoY despite industry softness, with gross margin at a record 72.4% and digital sales at 75% of revenue. On-premise grew 5% YoY, while off-premise was flat; new store openings and innovation drive future growth. Vision 2027 and margin guidance remain on track.
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Revenue grew 7% YoY to INR 6.6 billion, with gross margin reaching a record 71.6% and operating EBITDA up 7%. Strategic focus on South India, digital engagement, and long-term growth continues, while Vision 2027 targets and margin aspirations remain unchanged.
Fiscal Year 2025
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Q4 FY2025 sales rose 7% YoY to INR 6 billion, with adjusted SSSG at 1.7%. Expansion continued with 47 new stores, digital sales reached 75% of total, and margins remained stable despite sector headwinds. Vision 2027 targets 580-630 outlets, funded by internal accruals.
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Revenue grew 9% year-over-year to INR 6.54 billion, with same-store sales up 3% led by guest counts. Gross margin improved to 70.1%, and digital sales reached 70% of revenue. Store expansion and product innovation continue, with profitability expected to improve sequentially.
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Revenue grew 1% YoY to INR 6.18 billion, with SSSG at -6.5% amid challenging demand and input cost pressures. Gross margin was 69.7%, but is expected to rebound above 70% in H2. Eight new stores were added, and digital sales now comprise nearly 75% of total sales.
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Q1 FY25 saw modest revenue growth and a milestone of 400 restaurants, but same-store sales declined 6.7% year-over-year. Gross margin improved to 70.8%, while profitability was impacted by negative operating leverage and higher marketing spend. H2 is expected to show sequential improvement.