Future growth expectations in sales/revenue/volumes?

FY'25 planned addition of 25 to 30 new restaurants across brands, including 15 in Barbeque Nation India, 3 internationally, 6 Toscano, and 3 Salt. Target to maintain delivery business contribution at around 15-16%, with steady growth. Same-store sales growth (SSSG) expected to be positive around 2-3% in FY'25; aiming for 5-7% SSSG in FY'26. Overall sales growth supported by both delivery and dine-in, with delivery currently growing faster. Broader geographical and brand expansion expected to drive revenue, including international markets cautiously. Network expansion of 100 new stores over the

Future growth expectations in earnings/operating earnings/profits/EPS?

Expectation to sustain gross margin around 68%-69% in FY'25 (Page 12). Adjusted EBITDA margin targeted at ~10% for the full year FY'25 (Page 12). Strong operating performance in H2 FY'24 with adjusted EBITDA margin improving from 5.8% in H1 to 10.3% in H2 (Page 6). SSSG (Same Store Sales Growth) likely to be positive, aiming to reach 5%-7% by FY'26, with FY'25 expected to be 2%-3% (Pages 6 & 12). EBITDA margin expected to stabilize around 10% in FY'25 and improve further from FY'26 (Page 6). Earnings growth supported by network expansion: 25-30 new restaurants planned for FY'25, incl

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United Foodbrands LtdQ1 FY24Leisure Services

United Foodbrands Ltd Q1 FY24 Earnings Call Analysis

Q: Any current/future capex/capital investment/strategic investment?

FY'25 Capex expected around INR 100 crores. Capex breakdown: - Around INR 75 crores towards opening 25 new stores. - INR 15-18 crores for maintenance capex and refurbishments. - INR 8-10 crores for corporate-level expenditures. New stores planned: - 15 Barbeque Nation India restaurants. - 3 international restaurants. - 6 Toscano restaurants. - 3 Salt restaurants. Network expansion plan: 25-30 new restaurants in FY'25. Over the next 3 years, plan to open 100 new stores. Relocations and revamps continue selectively, with about 3-4 relocations annually; revamps for stores over 6-7 y

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹694Market Cap: ₹1.5K CrSector: Leisure Services

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

→FY'25 planned addition of 25 to 30 new restaurants across brands, including 15 in Barbeque Nation India, 3 internationally, 6 Toscano, and 3 Salt.
→Target to maintain delivery business contribution at around 15-16%, with steady growth.
→Same-store sales growth (SSSG) expected to be positive around 2-3% in FY'25; aiming for 5-7% SSSG in FY'26.
→Overall sales growth supported by both delivery and dine-in, with delivery currently growing faster.
→Broader geographical and brand expansion expected to drive revenue, including international markets cautiously.
→Network expansion of 100 new stores over the next 3 years planned.
→Emphasis on improving guest experience and optimizing pricing without major pan-India hikes to drive volume growth.
→Gross margin sustainable at 68-69%, supporting healthy revenue growth.

Margin guidance

Category 3

→Expectation to sustain gross margin around 68%-69% in FY'25 (Page 12).
→Adjusted EBITDA margin targeted at ~10% for the full year FY'25 (Page 12).
→Strong operating performance in H2 FY'24 with adjusted EBITDA margin improving from 5.8% in H1 to 10.3% in H2 (Page 6).
→SSSG (Same Store Sales Growth) likely to be positive, aiming to reach 5%-7% by FY'26, with FY'25 expected to be 2%-3% (Pages 6 & 12).
→EBITDA margin expected to stabilize around 10% in FY'25 and improve further from FY'26 (Page 6).
→Earnings growth supported by network expansion: 25-30 new restaurants planned for FY'25, including broad-based growth across brands (Pages 4 & 17).
→International and non-Barbeque businesses expected to maintain strong margins contributing to overall profitability (Pages 7 & 5).

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Fundraise plans

The transcript provided from Barbeque-Nation Hospitality Limited’s Q4 and Full Year FY2024 earnings call does not mention any plans for current or future fundraising through debt or equity. Key points include: - No explicit discussion of raising funds via debt or equity during the call. - Focus is on operational performance, capex plans of around INR 100 crores for FY2025 primarily for new stores and maintenance. - Emphasis on network expansion with 25-30 new restaurant openings planned across brands. - No commentary on capital raising, fund infusion, or financial restructuring mentioned by management. Therefore, based on the available transcript excerpts, there is no indication of any ongoing or planned fundraising through debt or equity.

Order book

The transcript does not explicitly mention the current or expected order book or pending orders for Barbeque-Nation Hospitality Limited. However, relevant expansion and store opening plans provide some insight: - The company plans to add 25 to 30 new restaurants in FY'25. - 15 new Barbeque Nation India restaurants - 3 international restaurants - 6 Toscano restaurants - 3 Salt restaurants - They have already started construction on 2 Toscano stores and are on verge of signing 2 more. - They have a medium-term plan to open 100 new stores over the next 3 years. - The current network stands at 217 restaurants. - Some relocations and closures (about 4 to 5 stores planned to be closed in FY'25) are planned as part of portfolio rationalization. No explicit numeric order book or pending orders data is given.

Capex plans

Yes

→FY'25 Capex expected around INR 100 crores.
→Capex breakdown:
→ - Around INR 75 crores towards opening 25 new stores.
→ - INR 15-18 crores for maintenance capex and refurbishments.
→ - INR 8-10 crores for corporate-level expenditures.
→New stores planned:
→ - 15 Barbeque Nation India restaurants.
→ - 3 international restaurants.
→ - 6 Toscano restaurants.
→ - 3 Salt restaurants.
→Network expansion plan: 25-30 new restaurants in FY'25.
→Over the next 3 years, plan to open 100 new stores.
→Relocations and revamps continue selectively, with about 3-4 relocations annually; revamps for stores over 6-7 years old.
→Capex per new Indian store approximately INR 3 crores; international stores have higher capex requirements.

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