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Westlife Q3 FY26: Revenue Up 2.6% to ₹6.7B; SSSG at -3% with Positive Jan Momentum
Westlife Foodworld reported a modest 2.6% YoY revenue growth to ₹6.7 billion for Q3 FY26, despite a challenging environment where same-store sales growth (SSSG) was negative at 3%. However, the company noted a recovery trend with positive SSSG and mid-single-digit guest count growth in January 2026. Profitability improved with Restaurant Operating Margins up 150 bps YoY and Operating EBITDA margins up 70 bps YoY. The company continues its expansion, adding 10 stores this quarter to reach a total of 458, while maintaining a long-term target of 580-630 stores by 2027.
Key Highlights
Consolidated revenue reached ₹6.7 billion, a 2.6% YoY increase, while 9-month revenue grew 4.4%.
Same-store sales growth (SSSG) was -3% for Q3, but January 2026 turned positive with mid-single-digit guest growth.
Restaurant Operating Margin (ROM) and Operating EBITDA margin improved by 150 bps and 70 bps YoY respectively.
Digital ecosystem remains strong, accounting for 74-75% of sales with 3.5 million monthly active users.
Network expansion continues with 10 new stores in Q3, bringing the total network to 458 restaurants across 73 cities.
💼 Action for Investors
Investors should monitor the sustainability of the January guest count recovery and the impact of the ₹99 value meal on long-term margins. The improvement in operating margins despite negative SSSG suggests strong internal cost optimization.
Westlife Foodworld Q3 FY26: Revenue at ₹6.71B, EBITDA Margin Up 70bps Despite -3.2% SSSG
Westlife Foodworld reported Q3 FY26 revenue of ₹6.71 billion, facing a challenging demand environment with a Same Store Sales Growth (SSSG) of -3.2%. Despite the negative SSSG, the company improved its Operating EBITDA margin by 70 bps YoY to ₹987 million through cost optimization and supply chain efficiencies. A recovery was noted in January with positive SSSG driven by mid-single digit guest count growth. The company continues its expansion, adding 10 new restaurants to reach a total of 458 outlets.
Key Highlights
Revenue reached ₹6.71 billion while Operating EBITDA stood at ₹987 million with a 70 bps margin improvement.
Same Store Sales Growth (SSSG) was -3.2% for the quarter, but turned positive in January 2026.
Restaurant Operating Margin (ROM) expanded by approximately 150 bps YoY due to operational efficiencies.
Digital-led sales accounted for 74% of total revenue, supported by 3.5 million monthly active users.
Network expansion remains on track with 10 new stores added, totaling 458 restaurants across 73 cities.
💼 Action for Investors
Investors should monitor if the positive SSSG momentum from January sustains, as the company's margin resilience is impressive despite weak top-line growth. The success of the ₹99 value platform will be critical for driving guest counts in a high-inflation environment.
Westlife Q3 FY26: Sales Up 2.6% to ₹6.71 Bn; EBITDA Margins Expand to 14.7% Despite -3.2% SSSG
Westlife Foodworld reported a modest 2.6% YoY revenue growth to ₹6.71 billion for Q3 FY26, though Same Store Sales Growth (SSSG) remained negative at -3.2%. Despite the challenging demand environment, particularly in South India, the company improved its Operating EBITDA margin by 70 bps to 14.7% through cost optimization. Cash PAT grew by 12.2% YoY to ₹583 million, supported by a 6% growth in on-premise sales. Management highlighted a recovery in January 2026, with SSSG turning positive driven by mid-single-digit guest count growth.
Key Highlights
Revenue increased 2.6% YoY to ₹6.71 billion, while SSSG declined by 3.2% due to soft consumer demand.
Operating EBITDA grew 8.0% YoY to ₹987 million, with margins improving to 14.7% from 14.0% in the previous year.
Digital sales contribution reached ~74%, led by the McDonald's app and self-ordering kiosks.
Added 10 new restaurants during the quarter, bringing the total network to 458 stores across 73 cities.
Average Sales Per Comparable Store (TTM) stood at ₹60.4 million, a 4.1% decline YoY.
💼 Action for Investors
Investors should focus on the recovery trend in SSSG noted in January and the company's ability to maintain margins via its value platform. The long-term outlook remains tied to the successful execution of the 'Vision 2027' plan to reach 580-630 stores.
Westlife Foodworld Q3 Revenue Up 2.6% YoY; PAT Impacted by ₹9.68 Cr Exceptional Labour Charge
Westlife Foodworld reported a modest 2.6% YoY increase in revenue from operations to ₹670.7 crore for the quarter ended December 31, 2025. While profit before exceptional items grew significantly to ₹11.7 crore from ₹6.5 crore last year, the net profit (PAT) plummeted to ₹0.99 crore due to a one-time exceptional charge of ₹9.68 crore related to the new labour codes. The company's 9-month PAT remains higher at ₹29.9 crore, primarily supported by a property redevelopment gain recorded in the previous quarter. Operational expenses remained high, with cost of materials and other expenses totaling over ₹470 crore.
Key Highlights
Revenue from operations grew 2.6% YoY to ₹670.7 crore in Q3 FY26 compared to ₹653.7 crore in Q3 FY25.
Profit before exceptional items and tax rose 80% YoY to ₹11.7 crore, indicating improved operational efficiency.
Net Profit (PAT) fell sharply to ₹0.99 crore from ₹7.01 crore YoY, hit by a ₹9.68 crore exceptional charge for gratuity under new labour codes.
Nine-month PAT stands at ₹29.96 crore, significantly aided by a ₹58.17 crore redevelopment gain recorded in Q2 FY26.
Finance costs for the quarter increased to ₹36.98 crore from ₹32.92 crore in the corresponding quarter last year.
💼 Action for Investors
Investors should look past the low reported PAT as it was impacted by a non-recurring regulatory charge; the 80% growth in operational profit before tax is a more accurate reflection of performance. Monitor the company's ability to maintain margins amidst rising material costs and the implementation of new labour laws.
Westlife Foodworld Q2 PAT Jumps to ₹27.7 Cr Aided by ₹58 Cr Exceptional Gain
Westlife Foodworld reported a 3.6% YoY revenue growth to ₹637.5 crore for Q2 FY26. However, the company faced an operational loss of ₹15.85 crore before exceptional items, compared to a profit of ₹0.7 crore in the previous year, indicating significant margin pressure. The bottom line was heavily supported by a one-time gain of ₹58.17 crore from a property redevelopment transaction in Mumbai. Consequently, Net Profit stood at ₹27.7 crore, up from ₹0.36 crore YoY, though this growth is non-recurring in nature.
Key Highlights
Revenue from operations grew 3.6% YoY to ₹63,748.30 Lakhs in Q2 FY26
Reported an operational loss before exceptional items of ₹1,585.29 Lakhs vs a profit of ₹70.47 Lakhs YoY
Net Profit surged to ₹2,770.94 Lakhs, primarily driven by a ₹5,816.68 Lakhs gain from a store redevelopment
Total expenses rose to ₹66,840.32 Lakhs from ₹62,376.65 Lakhs, reflecting higher input and operating costs
H1 FY26 PAT stands at ₹2,893.69 Lakhs compared to ₹361.24 Lakhs in the previous year
💼 Action for Investors
Investors should discount the high PAT growth as it is driven by a one-time real estate gain rather than core business performance. Focus on the operational loss and rising cost structures which indicate a challenging environment for the QSR sector.