Barbeque Nation Q4 2025 Conference Call

Barbeque Nation Q4 2025 Conference Call #conferencecall #concall #earningscall #barbequenation

Here are the highlights from the Barbecq Nation Hospitality Limited Q4 and FY25 conference call:

  1. Overall Performance:
  • Total revenue for FY25 was ₹1,233 crores, a decline of 1.7% compared to the previous year.
  • EBITDA was flat at ₹211 crores, with a margin of 17.1%.
  • Adjusted EBITDA was ₹91 crores, with a margin of 7.4%.
  1. Business Segments:
  • Barbecq Nation India: Revenue of ₹981 crores, down 6% year-on-year. The restaurant operating margin improved by 70 basis points to 12%.
  • International Business: Revenue grew by 8% to ₹97 crores, with a strong operating margin of over 25%.
  • Premium CDR (Tuscano and Salt): Revenue increased by over 30% to ₹160 crores, with a restaurant operating margin of around 18%.
  1. Store Expansion:
  • The company added five new restaurants in Q4, bringing the total to 230 (191 in India, 9 international, and 30 in Premium CDR).
  • Plans to open 30-35 new restaurants in FY26, with a focus on Barbecq Nation India.
  1. SSSG (Same Store Sales Growth):
  • Negative SSSG of -2% for Q4, but showing signs of improvement compared to previous quarters.
  • The company is optimistic about returning to positive SSSG in the future.
  1. Cost Management:
  • Gross margin improved by 160 basis points to 68.2% due to better cost management and input cost efficiencies.
  • The company is focused on maintaining profitability despite challenging market conditions.
  1. Future Outlook:
  • The company aims to grow its India business network by 10-12% over the medium term and expects to reach 300-325 restaurants by FY27.
  • Anticipates that a 5-6% SSSG will help achieve a 15% restaurant operating margin in the future.
  1. Acquisitions and New Ventures:
  • The acquisition of Moule Gourmet is expected to enhance profitability, with plans to expand cloud kitchens.
  • The company is focused on improving its delivery business and has seen positive SSSG in its delivery brands.
  1. Capex Plans:
  • Estimated capex for opening 35-40 restaurants is around ₹100-110 crores, with additional funds for maintenance and corporate capex.
  1. Market Conditions:
  • The management noted that the dining out market has been slow, particularly in the South, but remains optimistic about recovery and growth.
  1. Q&A Session:
    • Participants raised questions about store openings, SSSG trends, competitive landscape, and cost efficiencies, indicating a keen interest in the company’s strategic direction and financial health.

Overall, Barbecq Nation is navigating a challenging market environment while focusing on operational efficiency, strategic expansion, and maintaining profitability.

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