United Foodbrands Ltd
United Foodbrands Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #7 of 30 in Leisure Services
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The short version
The company is cautiously optimistic about maintaining positive transaction growth momentum seen in recent months, focusing on increasing transactions and volumes in restaurants. The company is cautiously optimistic about maintaining momentum in transaction growth and building the business (Page 18).
From United Foodbrands Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company is cautiously optimistic about maintaining positive transaction growth momentum seen in recent months, focusing on increasing transactions and volumes in restaurants.
- Positive same-store sales growth (SSSG) is expected to reflect in revenue numbers over the next few quarters.
- Tactical tweaks in offerings, pricing, and cost structures aim to achieve mid-teens restaurant operating margins, eventually targeting 18%-20%, similar to earlier performance levels.
- Transaction growth is occurring both in delivery and dine-in segments, with dine-in walk-ins increasing this year.
- The buffet "all-you-can-eat" model is considered valuable and sustainable in India, supporting future growth.
2 more points from United Foodbrands Ltd's call on revenue
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Profitability & Margins
See what United Foodbrands Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- United Foodbrands Limited plans a total CAPEX of around INR 125 crores for the full financial year FY2026 to support approximately 35 new restaurant openings.
- The CAPEX includes maintenance, renovation, and some corporate expenses.
- In H1 FY2026, higher CAPEX was due to opening 3 international restaurants, which are capital-intensive.
- For H2 FY2026, CAPEX is expected to be lower with the opening of only 1 or 2 international restaurants.
- Debt is expected to increase alongside CAPEX but the net incremental debt for the year ahead of current levels is targeted around INR 15 crores.
2 more points from United Foodbrands Ltd's call on capex
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Top-ranked in Leisure Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what United Foodbrands Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company currently has 15 new restaurants under construction.
- United Foodbrands Limited added 6 new restaurants during the reported quarter, taking the total network to 241 outlets.
- They are on track to open 35 new restaurants in FY26.
- The company has a full FY27 target of 300+ restaurants.
2 more points from United Foodbrands Ltd's call on order book
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United Foodbrands Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹360 Cr, net loss ₹15 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What United Foodbrands Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
Others in Leisure Services this season
- Ventive Hospitality Ltd (Q2 FY26)
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- DU Digital (Q2 FY26)
Consolidated revenue for H1FY26: Rs 308 Mn, up 20% YoY (from Rs 257 Mn in H1FY25) (Page 7, 12) . Key investor presentation takeaways from DU Digital's Q2 FY26 i
- Apollo Sindoori Hotels Ltd (Q2 FY26)
Q2 FY26 consolidated revenue: ₹150 Cr, up 10% YoY from ₹136 Cr in Q2 FY25 (Page 16, 7). Key investor presentation takeaways from Apollo Sindoori's Q2 FY26 inves
- Sinclairs Hotels Ltd (Q2 FY26)
Year-on-year revenue growth for October 2025 is approximately 35% (Page 18). Key investor presentation takeaways from Sinclairs Hotels's Q2 FY26 investor presen
Potential multibaggers · Q2 FY27
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on management's own guidance
- Jubilant Foodworks LtdGood growth2
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- Le Travenues Technology LtdGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were United Foodbrands Ltd Q2 FY26 results?
The company is cautiously optimistic about maintaining positive transaction growth momentum seen in recent months, focusing on increasing transactions and volumes in restaurants. The company is cautiously optimistic about maintaining momentum in transaction growth and building the business (Page 18).
What is United Foodbrands Ltd share price analysis?
United Foodbrands Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹2,953 Cr. Investors should review the full earnings analysis for detailed insights.
Is United Foodbrands Ltd planning capital expenditure?
United Foodbrands Limited plans a total CAPEX of around INR 125 crores for the full financial year FY2026 to support approximately 35 new restaurant openings.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.