Leisure Services
Technicals: Bullish SharesGuru indicator.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Size: Market Cap wise it is among the top 20% companies of india.
Smart Money: Smart money has been increasing their position in the stock.
Momentum: Stock has a weak negative price momentum.
Past Returns: Underperforming stock! In past three years, the stock has provided -10.4% return compared to 13.6% by NIFTY 50.
Valuation | |
|---|---|
| Market Cap | 8.39 kCr |
| Price/Earnings (Trailing) | 223.32 |
| Price/Sales (Trailing) | 3.24 |
| EV/EBITDA | 20.9 |
| Price/Free Cashflow | 74.66 |
| MarketCap/EBT | 180.73 |
| Enterprise Value | 8.38 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 2.59 kCr |
| Rev. Growth (Yr) | 4.5% |
| Earnings (TTM) | 37.47 Cr |
| Earnings Growth (Yr) | 7.64% |
Profitability | |
|---|---|
| Operating Margin | 0.00% |
| EBT Margin | 2% |
| Return on Equity | 6.01% |
| Return on Assets | 1.41% |
| Free Cashflow Yield | 1.34% |
Growth & Returns | |
|---|---|
| Price Change 1W | 1% |
| Price Change 1M | -3.3% |
| Price Change 6M | -28.4% |
| Price Change 1Y | -34.3% |
| 3Y Cumulative Return | -10.4% |
| 5Y Cumulative Return | 4.6% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -220.93 Cr |
| Cash Flow from Operations (TTM) | 344.9 Cr |
| Cash Flow from Financing (TTM) | -79.42 Cr |
| Cash & Equivalents | 14.27 Cr |
| Free Cash Flow (TTM) | 127.19 Cr |
| Free Cash Flow/Share (TTM) | 8.16 |
Balance Sheet | |
|---|---|
| Total Assets | 2.66 kCr |
| Total Liabilities | 2.03 kCr |
| Shareholder Equity | 623.02 Cr |
| Net PPE | 859.69 Cr |
| Inventory | 70.98 Cr |
| Goodwill | 46.6 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | -0.66 |
| Interest/Cashflow Ops | 3.6 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 0.75 |
| Dividend Yield | 0.14% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.00% |
Summary of WESTLIFE FOODWORLD's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Last updated:
Management at Westlife Foodworld Ltd. provided an optimistic outlook despite recent challenges. For the quarter ended September 30, 2025, the company reported consolidated revenue of Rs. 6.42 billion, showing a 3.8% year-on-year growth. The operating environment is expected to gradually improve, with management highlighting an encouraging recovery in October.
Key forward-looking points include:
Sales Growth: The on-premise business grew by 5%, while off-premise sales remained stable. Management anticipates that the digital ecosystem, particularly McDelivery, will grow at double-digit rates, contributing approximately 3% to 5% to same-store sales growth over the next two years.
Expansion Plans: The company plans to reach 580 to 630 restaurants by December 2027, utilizing advanced location intelligence for optimal site selection. They recently opened 8 new restaurants, increasing the total to 450.
Cash Flow Projections: A robust pipeline of initiatives expected to generate Rs. 40 to 50 crores in incremental cash flow over the next year was noted. Management remains optimistic about maintaining margins amid challenging conditions, with gross margins reported at 72.4%.
Customer Engagement: Digital sales made up 75% of revenue, with significant growth in monthly active users and app downloads. New products, such as the Protein Plus Slice and Big Yummy Burgers, have received positive consumer feedback.
These developments align with the overall strategy of maintaining cost discipline, enhancing customer engagement, and leveraging innovation to capture market share.
Last updated:
Question 1:
Avi Mehta from Macquarie Capital asked about the demand environment, specifically if they experienced negative trends during the Navratri season and regional divergences in demand.
Answer:
In terms of demand, we saw a contraction in both informal eating out and the QSR market. While July was decent, there was a downturn in August and September, particularly in Bangalore. However, we're noticing encouraging signs of recovery in October, with growth over September. The festive season in December is critical for us as well.
Question 2:
Devanshu Bansal from Emkay Global inquired about the strategic initiatives mentioned, focusing on delivery app investments and cash flow expectations.
Answer:
We are optimistic about our delivery app project, expecting to double sales from it within 1 to 1.5 years. Our cost-saving initiatives have matured, allowing us to maintain profitability even in challenging markets, and we aim to generate additional cash flow of Rs. 40 to 50 crores from these strategies.
Question 3:
Saurabh Kundan from Goldman Sachs questioned the unpredictability of aggregator performance and potential weaknesses in off-premise sales.
Answer:
We maintain our market share despite challenging conditions. While aggregator platforms' growth may appear strong, our performance has remained stable within our operational markets. We are focused on strengthening our own McDelivery channel instead of engaging in unsustainable discounting.
Question 4:
Gaurav Jogani from JM Financial asked about the sustainability of gross margins and if they retain guidance for future margins.
Answer:
We anticipate stable gross margins and have no immediate plans to improve them significantly, focusing instead on operating margins. We maintain our commitment to the Vision 2027 margin targets and believe in sustainable numbers to support long-term growth.
Question 5:
Amnish Aggarwal inquired whether October's performance had turned positive and any potential impact on Q3.
Answer:
While we don't disclose specific numbers, October showed significant improvement over September. We remain optimistic for Q3, but the overall macroeconomic environment is still a challenge.
Question 6:
Harit Kapoor from Investec questioned the cost implications of the McDelivery initiatives and whether they include execution investments.
Answer:
The upfront costs have already been recognized in our P&L. As for execution strategies, most investments for growth have been made, and any further investments will depend on project outcomes, ensuring we maintain optimal growth.
These responses encapsulate management's perspective on market performance, strategic initiatives, and financial expectations without missing key data points or guidance.
Understand WESTLIFE FOODWORLD ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Horizon Impex Pvt Ltd | 30.35% |
| Subh Ashish Exim Pvt Ltd | 21.43% |
| Sbi Equity Hybrid Fund | 9.84% |
| Aksr Corporate Advisors Private Limited | 5.53% |
| Dsp Small Cap Fund | 3.57% |
| Franklin Templeton Investment Funds - Franklin India Fund | 2.43% |
| Makino Holdings Limited | 2% |
| Achal Jatia | 1.91% |
| Icici Prudential Life Insurance Company Limited | 1.8% |
| Canara Robeco Mutual Fund A/C Canara Robeco Small Cap Fund | 1.53% |
| Mirae Asset Great Consumer Fund | 1.28% |
| Aditya Birla Sun Life Insurance Company Limited | 1.11% |
| Hdfc Trustee Company Limited - Hdfc Tax Saverfund | 1.11% |
| Anurag Jatia | 0.37% |
| Banwari Lal Jatia | 0.1% |
| Winmore Leasing And Holdings Ltd | 0.03% |
| Amit Jatia | 0.03% |
| Admas Industries Private Limited | 0.03% |
| Akshay Ayush Impex Private Limited | 0% |
| Acacia Impex Private Limited | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of WESTLIFE FOODWORLD against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| JUBLFOOD | Jubilant Foodworks | 37.19 kCr | 8.92 kCr | -4.30% | -20.00% | 100.82 | 4.17 | - | - |
| SAPPHIRE | Sapphire Foods India | 8.1 kCr | 3.03 kCr | -1.00% | -22.40% | -8400 | 2.68 | - | - |
| SPECIALITY | Speciality Restaurants | 540.34 Cr | 470.62 Cr | -10.40% | -22.90% | 25.23 | 1.15 | - | - |
Comprehensive comparison against sector averages
WESTLIFE metrics compared to Leisure
| Category | WESTLIFE | Leisure |
|---|---|---|
| PE | 223.32 | 54.44 |
| PS | 3.24 | 4.83 |
| Growth | 7 % | 17.3 % |
Westlife Foodworld Limited, through its subsidiary, Hardcastle Restaurants Private Limited, owns and operates a chain of McDonald's restaurants in Western and Southern India. It operates through various formats and brand extensions, such as freestanding, food court, in-store, mall stores, McDelivery, McCafe, McBreakfast, and Dessert Kiosks. The company was formerly known as Westlife Development Limited and changed its name to Westlife Foodworld Limited in November 2022. The company was incorporated in 1982 and is based in Mumbai, India.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
WESTLIFE vs Leisure (2021 - 2025)