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Investor Presentation

Westlife Foodworld Investor Presentation: Key Takeaways

Westlife Foodworld reported record Q1 FY27 revenue of INR 7.36 billion (up 12% YoY) with 4.3% SSSG, driven by double-digit footfall growth and a value-led strategy.

Guidance and delivery
Management target Revenue 15.0% Vision 2027
Highlights
Revenue growth12% YoY growth in Q1 FY27.
MarginsGross margin stable at 67.6%; EBITDA margins impacted by inflation.
Demand visibilityPositive momentum in July; strong everyday value meal traction.
Management confidenceHigh, citing 'inflection point' and sustainable volume-led momentum.

Growth

Revenue grew 12% YoY; EBITDA reached INR 946 million, up 11% YoY; Cash PAT was INR 516 million.

Outlook

Targeting 60+ new restaurants in FY27; Vision 2027 goal of 580-630 stores and 100-150 bps annual margin expansion.

Risks

Inflationary headwinds in fuel, food, and packaging impacted margins by over 200 basis points.

Last quarter's promises, checked

Delivered

  • Guided 21 new restaurants in Q4 → delivered 21 (= BEAT)
  • Guided 2-4% annual price hike → delivered 3% (= BEAT)
  • Guided South region improvement → delivered significant improvement (= BEAT)

Partly delivered

  • Guided 67% plus gross margin → delivered 67.6% (= PARTIAL)
  • Guided mid-single digit SSSG → delivered 4.3% (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: WESTLIFE. Summary written with AI assistance from the document.

Read the document ↗

Westlife Foodworld Ltd: key numbers

Share price
₹578.10
Market cap
₹9,015 Cr
Revenue (annual)
₹2,626 Cr
Net profit (annual)
₹32.33 Cr
P/E (TTM)
284.4×Sector 43.7×
Promoter holding
56.40%+0.04% QoQ
FII holding
6.94%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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