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 positive momentum in late Q3 and January. Restaurant operating margin improved 150 bps YoY, and digital sales remained strong at 74-75% of total. Management remains cautious on sustained recovery.
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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 grew 7% YoY to INR 6 billion, with adjusted SSSG at 1.7% and strong digital sales. Expansion continued with 47 new stores, and profitability was supported by stable margins and internal accruals. The company remains confident in its 2027 growth vision.
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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 and digital sales now at 70% of revenue. Gross margin improved to 70.1%, while profitability saw sequential gains despite ongoing cost pressures. Store expansion and digital transformation remain key growth levers.
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Revenue grew 1% YoY to INR 6.18 billion, with same-store sales down 6.5% amid challenging demand and margin pressure. Digital sales now comprise 75% of total, and new product launches plus network expansion support long-term growth targets.
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Q1 FY25 saw modest revenue growth and a milestone of 400 restaurants, but negative same-store sales and subdued margins due to external pressures and higher marketing spend. Gross margin improved to 70.8%, and digital sales reached 69% of total. Expansion and Vision 2027 targets remain on track.