| Revenue: guided vs achieved | 425.00% achieved Guided 400.00%, 6.2% above the top of the range |
|---|
| Revenue growth | 43.4% YoY growth to INR 426 Crores. |
|---|---|
| Margins | Pre-Ind AS EBITDA margin improved to 8.1% from 5.5% sequentially. |
| Demand visibility | Strong momentum continuing into July; volume-led growth strategy. |
| Management confidence | High; cited strongest operating quarter in recent years. |
Growth
Consolidated revenue grew 43.4% YoY; SSSG at 28.7%. Dine-in volumes surged 63.5% while delivery business grew 62% YoY.
Outlook
Targeting 300 restaurants by FY27; planned FY27 capex of INR140Cr for new outlets and maintenance.
Risks
Higher food inflation impacted International margins; Middle East geopolitical crisis remains a headwind for cost stability.
Last quarter's promises, checked
Delivered
- Guided 22%-25% revenue growth → delivered 43.4% (= BEAT)
- Guided double-digit SSSG → delivered 28.7% (= BEAT)
- Guided back-end cost compression to 6.5% → delivered 6.5% (= BEAT)
Partly delivered
- Guided 9%-10% pre-Ind AS EBITDA margin → delivered 8.1% (= PARTIAL)
- Guided 100-150 bps gross margin recovery → delivered sequential improvement (= PARTIAL)
Missed
- Guided net debt to remain same (INR 102Cr) → delivered INR 106Cr (= MISS)
Investor Presentation filed with BSE, NSE: UFBL. Summary written with AI assistance from the document.
United Foodbrands Ltd: key numbers
- Share price
- ₹532.65
- Market cap
- ₹2,084 Cr
- Revenue (annual)
- ₹1,339 Cr
- Net profit (annual)
- ₹-59.13 Cr
- P/E (TTM)
- -88.5×Sector 47.2×
- Promoter holding
- 34.59%-0.02% QoQ
- FII holding
- 10.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from United Foodbrands Ltd
All →United Foodbrands Earnings Call Transcript: Key Takeaways
Consolidated revenue rose 40.9% YoY to INR 429 Cr on volume-led SSSG of 24.5%. Margins lag: pre-Ind AS adjusted operating margin is 6.1%, corporate cost rose to 10.3% of revenue, and management did not reaffirm the FY27 9-10% margin target.
United Foodbrands Employee Stock Options
United Foodbrands allotted 8,656 equity shares against vested ESOP exercises. Post-allotment paid-up capital increases to 3.91 crore shares.
United Foodbrands Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹4,293 Mn (+40.9% YoY), SSSG +24.5%, dine-in volumes +56.2%. Reported net loss narrowed to ₹64 Mn; adjusted operating EBITDA margin 6.1%. Network 274 restaurants, targeting 300+ by FY27.
United Foodbrands Q2 FY27 Results: Net Loss of ₹6.4 Cr, Loss Narrows
United Foodbrands Ltd reported revenue from operations of ₹429.3 Cr (+40.8% YoY) and a net loss of ₹6.4 Cr for Q2 FY27.
- Key figure
- Net loss ₹6.4 Cr
United Foodbrands Board Meeting Date
United Foodbrands will hold a board meeting on 2 November 2026 to approve September-quarter and half-year unaudited results. The trading window stays closed until 4 November 2026.
United Foodbrands Other Announcement
United Foodbrands Ltd filed its quarterly shareholding pattern report for the period ended September 30, 2026. This is a routine regulatory disclosure under Regulation 31.