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.

Search Keyword: Barbeque Nation share, Barbeque Nation news, Barbeque Nation update, Barbeque Nation business, Barbeque Nation conference call, Barbeque Nation stock, Barbeque Nation share price, Barbeque Nation quarterly results, Barbeque Nation investor update, Barbeque Nation earnings call, Barbeque Nation financials, Barbeque Nation management update, Barbeque Nation latest news, Barbeque Nation stock analysis, Barbeque Nation revenue, Barbeque Nation profit, Barbeque Nation EBITDA, Barbeque Nation net income, Barbeque Nation dividend, Barbeque Nation AGM, Barbeque Nation future outlook, Barbeque Nation company update, Barbeque Nation business model, Barbeque Nation restaurant expansion, Barbeque Nation annual report, Barbeque Nation shareholding pattern, Barbeque Nation promoter holding, Barbeque Nation investor call, Barbeque Nation market cap, Barbeque Nation stock performance, Barbeque Nation technical analysis, Barbeque Nation fundamental analysis, Barbeque Nation brokerage report, Barbeque Nation buy rating, Barbeque Nation stock recommendation, Barbeque Nation expansion plan, Barbeque Nation international operations, Barbeque Nation product portfolio, Barbeque Nation industry news, Barbeque Nation competitor analysis, Barbeque Nation R&D update, Barbeque Nation merger news, Barbeque Nation joint venture, Barbeque Nation investor relations, Barbeque Nation share target, Barbeque Nation NSE, Barbeque Nation BSE, Barbeque Nation company profile, Barbeque Nation growth potential,