Westlife Foodworld Ltd (BOM:505533)
₹ 741.05 -12.6 (-1.67%) Market Cap: 115.18 Bil Enterprise Value: 129.72 Bil PE Ratio: 533.90 PB Ratio: 19.37 GF Score: 83/100

Q2 2025 Westlife Foodworld Ltd Earnings Call Transcript

Oct 24, 2024 / 12:00PM GMT
Release Date Price: ₹802.1 (-2.53%)

Key Points

Positve
  • Westlife Foodworld Ltd (BOM:505533) has launched new products, including globally successful items like McChrystal fried chicken, which are expected to boost sales during the festive season.
  • The company is experiencing healthy growth in the off-premise channel, particularly through food delivery platforms, indicating strong market positioning.
  • Westlife Foodworld Ltd (BOM:505533) is collaborating with major oil companies to expand its business, which could enhance its market reach and customer base.
  • The company maintains a strong focus on cost governance and strategic initiatives, which are expected to improve profitability and market competitiveness.
  • Westlife Foodworld Ltd (BOM:505533) is committed to opening 45 to 50 new stores this financial year, demonstrating confidence in its growth strategy and market potential.
Negative
  • The company has faced significant margin deterioration over the past two quarters due to industry headwinds and geopolitical factors.
  • There is a noticeable slowdown in some stores, which have not yet returned to pre-crisis levels, impacting overall performance.
  • Westlife Foodworld Ltd (BOM:505533) has not been able to achieve the previously articulated EBITDA margin targets, raising concerns about future profitability.
  • The company is dealing with increased royalty payments, which could affect its financial performance.
  • There is a competitive environment in the industry, with inconsistent store expansions by competitors, which could impact Westlife Foodworld Ltd (BOM:505533)'s market share.
Operator

And recorded. As a matter of fact, guest counts and sales and the second numerous product evolution. We are stepping up with people with the launch of globally successful mix by key buckets. The platform by the name suggests these products offer a high crunch and an indulgent experience to our customers and our premium above insulin lobby, 50 Chicken Burger King, Philip, actually fairly unique, what at least one of the 50 veggie burgers offer the best examples like zucchini corporately and bell peppers. We also introduced McChrystal fried chicken to our bone-in chicken portfolio knowable available across the health market. We officially launched number for October and are planning to amplified further during the upcoming festive season. We are very, very proud of the product, if you haven't already of at least give us that or if you don't you let us know. Second lever is a robust cost, and it is critical for maintain that discipline and achieving our strategic goals. While these productivity program are helping us navigate current challenges ofconsciousness and shared responsibility will position us

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