Travel Food Services Limited — PPTs, 13-08-2026: Investor Presentation

Travel Food Services (TFS) reported a strong Q1FY27. System-wide sales climbed 18.0% YoY to ₹843.7 Cr, with consolidated profit after tax (PAT) soaring 35.6% YoY to ₹128.8 Cr. Consolidated sales grew 20.6% to ₹452.2 Cr, and EPS saw a significant 38.1% YoY increase to ₹9.60. Despite passenger traffic moderation due to Middle East conflicts, TFS showed resilience, with like-for-like sales growing 0.8% YoY (or ~7% excluding temporary market impacts).

Recent highlights include commencing operations at Noida International Airport in June 2026, where TFS launched new QSRs, the airport's first lounge, and passenger services like Meet & Greet. The company expanded its presence to 21 airports, operating 541 QSR outlets and 39 lounges across 153 brands.

Looking ahead, TFS is debt-free with a strong cash balance of ₹969.8 Cr. Its strategy involves optimizing offerings for LFL sales growth, expanding into new markets (including global lounge opportunities in APAC/Middle East), and driving growth in the Expressway QSR segment. Management expects a quick recovery from current volatility, banking on India’s robust aviation market for sustained long-term growth.