Summary

Westlife Foodworld, the company that owns and operates McDonald’s restaurants in West and South India, announced its financial results for the quarter ended December 31, 2025. Despite a challenging operating environment, the company reported steady revenue and improved profitability, driven by cost optimization and supply chain efficiencies.

Key Highlights

1. 1

   Revenue: 36.71 billion, reflecting steady performance

2. 2

   Adj. Gross Margin: Expanded by 130 bps YoY

3. 3

   Restaurant Operating Margin (ROM): Improved by ~150 bps YoY

4. 4

   Operating EBITDA Margin: At 3987 million, improved by 70 bps YoY

5. 5

   Network Expansion: Added 10 restaurants; presence now at 458 restaurants across 73 cities

6. 6

   Positive SSSG in January driven by a mid-single digit increase in guest counts

7. 7

   Gross margins remained broadly stable sequentially, driven by supply chain efficiencies

8. 8

   Cash PAT stood at 2583 million, accounting for 8.7% of sales

9. 9

   Approximately 3.5 million Monthly Active Users (MAUs) and ~50 million cumulative app downloads