Investor Presentation

Here's a summary of the investor presentation for United Foodbrands Limited: **1. Business Performance:** The company delivered strong growth in Q1 FY27, with consolidated revenue jumping 43.4% year-on-year to ₹4,259 million.

This was driven by a significant 43.4% increase in BBQ India revenue, along with strong contributions from BBQ International (+46.6%) and Premium CDR (+36.2%). Dine-in volumes surged by 63.5% across all segments, indicating a healthy recovery in customer traffic. **2. Growth Drivers or Strategy:** United Foodbrands is focused on a volume-led strategy to drive dine-in growth, expanding its network and leveraging value-driven campaigns.

A key initiative is strengthening its digital ecosystem, with over 65% of BBQ India's dine-in transactions now flowing through its own digital channels, enhancing guest engagement and loyalty. **3. Recent Developments:** The company opened 5 new restaurants in Q1 FY27, bringing the total network to 266. Expansion is on track to reach over 300 restaurants by FY27 and aims for 400-425 by FY30. **4. Key Financial Metrics:** Same-store sales growth (SSSG) stood at a robust 28.7%. Restaurant operating profit (Pre IND AS) saw an impressive 81.6% year-on-year increase, with margins at 14.6%. Adjusted operating EBITDA also grew 2.5x year-on-year, with margins expanding to 8.1%. **5. Management Commentary / Outlook:** The management is optimistic about sustaining industry-leading margins and robust cash flow generation.

They plan to scale brands through network expansion and volume-driven SSSG growth, while also penetrating Premium CDR brands into newer markets and growing delivery brands.