WESTLIFE FOODWORLD LIMITED — PPTs, 03-11-2025: Investor Presentation

Westlife Foodworld (McDonald's India) reported Q2 FY26 sales of ₹642 Cr, a 3.8% YoY increase, navigating a challenging market with declining out-of-home food consumption. On-premise sales saw a 5% YoY growth. Operating EBITDA stood at ₹75.9 Cr (-4.1% YoY) with an 11.8% margin, affected by operating deleverage, though gross margin improved to 72.4% from supply chain efficiencies.

The company's strategy focuses on achieving Meals leadership through menu innovation, building a seamless Omni-channel experience with ~75% digital-led sales, and aggressive network expansion targeting 580-630 restaurants by CY27 (currently 450).

Recent updates include the launch of the Protein Plus Slice, an industry-first innovation, and the addition of 8 new restaurants in Q2 FY26. The McSaver Meals platform continues to drive affordability for consumers.

Key financial metrics for Q2 FY26 include Cash PAT of ₹80.9 Cr (up 78.5% YoY) and an adjusted Cash PAT of ₹42.1 Cr. Same-store sales growth (SSSG) was -2.8%.

Management notes encouraging signs of recovery in October, anticipating a rebound in out-of-home food consumption, supported by easing inflation and government reforms.