UFBLNSE31 July 2025

Barbeque Nation Hospitality Limited has informed the Exchange about Investor Presentation

United Foodbrands Limited

To, The Manager Listing Department BSE Limited P.J. Towers, Dalal Street, Mumbai – 400001

Date: July 31, 2025

The Manager Listing & Compliance Department National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex, Bandra East, Mumbai – 400051

Scrip Code: 543283

Scrip Symbol: BARBEQUE

Dear Sirs,

Subject: Earnings Presentation on Un-Audited Financial Results of the Company for

the Quarter ended June 30, 2025

Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby enclose the Earnings Presentation on Un-Audited Financial Results of the Company for the Quarter ended June 30, 2025, which will be placed on the Company’s website, for the Earnings Conference Call scheduled today i.e. Thursday, July 31, 2025 at 5:30 PM (IST).

This is for your information and records.

Thanking you.

Yours faithfully, For Barbeque-Nation Hospitality Limited

Nagamani C Y Company Secretary & Compliance Officer M. No.: A27475

Encl.: As above

BARBEQUE-NATION HOSPITALITY LIMITED Registered & Corporate Office: “Saket Callipolis”, Unit No. 601 & 602, 6th Floor, Doddakannalli Village, Varthur Hobli, Sarjapur Road, Bengaluru-560035, Karnataka, India. T: +91 80 69134900, E-mail: corporate@barbequenation.com,CIN: L55101KA2006PLC073031 www.barbequenation.com

Q1 FY2026

Disclaimer

This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Barbeque-Nation Hospitality Ltd (“Barbeque Nation” or the Company) future business developments and economic performance.

While these forward-looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations.

These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, legislative developments, and other key factors that could affect our business and financial performance. Barbeque Nation undertakes no obligation to publicly revise any forward-looking statements to reflect future / likely events or circumstances.

All the numbers are on consolidated basis and without adjustment for the minority interest of in Red Apple Kitchen Consultancy and in Blue Planet Foods unless otherwise mentioned. All margin calculation are on Revenue from operations, unless otherwise mentioned.

Q1 FY26 Key Financial Highlights

Restaurant Network

236

Q1 FY25: 219

Gross Profit

₹ 2,010 mn

(3.4)% y-o-y Margin: 67.7%

Revenue from Operations

SSSG (%)

Dine-in/ Delivery Mix

₹ 2,970 mn

(3.4)%

85%/15%

(2.8)% y-o-y

Q1 FY25: (7.4)%

Q1 FY25: 85%/15%

Operating EBITDA

₹ 460 mn

(9.5)% y-o-y Margin: 15.5%

Adjusted Operating EBITDA*

₹ 136 mn

(35.9)% y-o-y Margin: 4.6%

Cash Profit

₹ 105 mn

(41.0)% y-o-y % of Revenue: 3.5%

*Adjusted Operating EBITDA is calculated without the impact of IND AS 116, excludes other income and non cash ESOP provisions

Q1 FY26 Key Business Updates

Business Segments

Performance Updates

1. Barbeque Nation India

2. Barbeque Nation International

• Added 3 new restaurants in Q1 FY26, taking the total network to 193 restaurants, with 5 additional restaurants

currently under construction

• Revenues declined 7% Y-o-Y, primarily driven by SSSG of (5.2)%; performance impacted by softer dine-in demand

• Gross margins remained healthy at 66%

• Pre IND-AS restaurant operating margin stood at 9.6% in Q1 FY26, with profitability expected to improve as demand

recovers and new restaurants ramp up

• Launched 2 new restaurants in Q1 FY26, expanding the network to 11 restaurants, with 1 additional restaurant

currently under construction

• Delivered ~10% Y-o-Y revenue growth, supported by a strong SSSG of +8.5% • Gross margin robust at ~73% • Pre IND-AS restaurant operating margin at 22.5% in Q1 FY26, reflecting strong unit-level economics

• Added 2 new restaurants in Q1 FY26, taking the network to 32 restaurants, with 5 more restaurants currently

under construction

3. Premium CDR

• Achieved strong 19% Y-o-Y revenue growth, supported by SSSG of +1.6%

• Gross margins healthy at ~74%

• Pre IND-AS restaurant operating margin at 14.5% in Q1 FY26; The margin profile was impacted by new restaurant

additions, while mature restaurants continue to deliver stronger profitability

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

Launched 7 New Restaurants in Q1FY26

Expansion of Restaurant Network

Restaurant Composition

Added 7 restaurants and closed 1 restaurants in Q1 FY26

236 Restaurants

164

185

216

217

230

229

236

FY21

FY22

FY23

FY24

FY25

YTD FY26

11 Sites under construction; To be operational in Q2/Q3 FY26

193 BBQN India

11 BBQN International

Presence Metros & Tier I Tier II & III Cities Total Network

Mar-25 180 50 230

32 Premium CDR

Jun-26 185 51 236

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

New restaurant launches in Q1FY26

Aparna Neo Mall, Hyderabad (Barbeque Nation)

Behala, Kolkata (Barbeque Nation)

Andheri, Mumbai (Toscano)

Sharjah, UAE (Barbeque Nation)

Knowledge City (Barbeque Nation)

Creating memorable guest experiences through modern, vibrant spaces

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

Consolidated Financial Performance – Quarterly Trend

Network (#) and Annualized Revenue/Outlet (₹ Mn)

Revenue from Operations (₹ Mn)

219

222

226

230

236

3,057

3,289

2,928

2,970

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Annualized Revenue/Outlet (₹ Mn)

SSSG (%)

(7.4)%

(2.5)%

(2.0)%

(3.4)%

Gross Profit (₹ Mn) and Margin (%)

Pre IND-AS Restaurant Operating Margin (₹ Mn)

2,081

2,244

2,006

2,010

421

380

543

368

342

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Gross Margin (%)

Q1 FY25 ROM (%)

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

68.1%

68.2%

68.5%

67.7%

13.8%

12.4%

16.5%

12.6%

11.5%

▪ Revenue down 2.8% Y-o-Y,

primarily due to softer sales in the India business; other segments continued to perform well

▪ Consolidated SSSG at (3.4%),

reflecting macro headwinds but showing signs of gradual stabilization

▪ Gross margins remained strong

at 67.7%

▪ Pre-IND AS restaurant operating margin at 11.5%, temporarily impacted by new restaurants ramp-up, higher marketing spend and operating deleverage

▪ Matured restaurants continue to

deliver higher profitability

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

Dine-in & Delivery Business

Dine – in Sales (₹ million)

Delivery (₹ million)

2,600

2,585

2,775

2,442

2,525

448

453

514

480

443

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Share of business (%)

85.0%

84.6%

84.4%

83.6%

85.1%

14.7%

14.8%

15.6%

16.4%

14.9%

▪ Channel mix remains balanced at 85% dine-in and 15% delivery

▪ Dum Safar and Barbeque Nation delivery brands reported positive SSSG, while UBQ saw a temporary dip due to brand repositioning

Matured

17.4%

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

Operating Performance: Matured vs New

Average Annual Revenue/Restaurant (₹ Mn) and Pre IND-AS Restaurant Operating Margin (%)

New

Consolidated

15.0%

13.3%

13.8%

13.3%

8.2%

5.8%

9.6%

7.0%

1.9%

13.8%

12.4%

16.5%

12.6%

11.5%

Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26

▪ Matured restaurants delivered strong

▪ New restaurants, still in the ramp-up phase,

▪ Overall average revenue per restaurant

annualized revenues of ₹ 56 mn with 13.3% operating margins

delivered 1.9% operating margins

was ₹ 54 mn with a Pre IND-AS restaurant operating margin of 11.5%

Note: Revenues are annualized basis the respective quarterly revenue; Restaurants with operations of more than 2 years are considered as “Matured”

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

010

Barbeque Nation India Performance – Quarterly Trend

Network (#) and Annualized Revenue/Outlet (₹ Mn)

Revenue from Operations (₹ Mn)

186

187

190

191

193

2,466

2,443

2,618

2,280

2,289

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Annualized Revenue/Outlet (₹ Mn)

SSSG (%)

(8.8)%

(3.0)%

(2.6)%

(2.9)%

(5.2)%

▪ Expanded network with a net

addition of 2 new restaurants in Q1 FY26

▪ Revenue declined 7% Y-o-Y,

primarily due to negative SSSG

▪ Gross margins remained healthy

Gross Profit (₹ Mn) and Margin (%)

Pre IND-AS Restaurant Operating Margin (₹ Mn)

at 66.1%

1,641

1,626

1,746

1,526

1,513

293

269

389

231

220

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Gross Margin (%)

Q1 FY25 ROM (%)

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

66.5%

66.6%

66.7%

66.9%

66.1%

11.9%

11.0%

14.9%

10.1%

9.6%

▪ Pre-IND AS restaurant operating

margin at 9.6%, reflecting temporary operating deleverage

▪ Matured restaurants continue to

deliver higher profitability

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

011

Strengthening experience via themed food festivals & marketing initiatives

Kukkad Carnival

Value Based Promotions

Special day Celebrations

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

012

Honored with “Legends” title by Great Place to Work

▪ BNHL has been conferred the prestigious

“Legends” title by Great Place to Work® for

being consistently ranked among India’s best

workplaces for 10 consecutive years

▪ BNHL was also recognized among India’s 100

Best Companies To Work For, securing an

impressive 14th position in the Great Place to

Work® India 2025 rankings

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

013

~31% dine-in bookings from Barbeque Nation App and website

User !!!

Cumulative App Downloads (In Mn)

7.9

7.2

7.4

6.8

7.1

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Dine-in bookings – App & Website (%)

29.6%

29.9%

31.7%

33.6%

30.8%

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Increase in share of business through in-house call center in Q1 FY26

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

014

Near Term Priorities

Position Barbeque Nation as the preferred celebration destination

Elevate guest experience through culinary and service innovation

Revive same-store sales growth by driving volume growth

Pursue network expansion of 8-10% annually

Strengthen operating margins through disciplined cost control

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

015

Barbeque Nation International Performance – Quarterly Trend

Network (#) and Annualized Revenue/Outlet (₹ Mn)

Revenue from Operations (₹ Mn)

239

218

253

264

263

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Annualized Revenue/Outlet (₹ Mn)

SSSG (%)

119

109

126

132

105

(8.6)%

2.0%

5.2%

10.9%

8.5%

Strong Growth and Profitability

▪ Launched 2 new restaurants in Q1 FY26 – one each in Sharjah and Kuala Lumpur

▪ Revenue grew 10% Y-o-Y,

supported by strong SSSG of +8.5%

Gross Profit (₹ Mn) and Margin (%)

Pre IND-AS Restaurant Operating Margin (₹ Mn)

▪ Gross margins robust at ~73%

178

159

188

198

191

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Gross Margin (%)

Q1 FY25 ROM (%)

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

74.6%

73.1%

74.5%

74.8%

72.8%

25.0%

20.3%

26.2%

29.6%

22.5%

▪ Pre-IND AS restaurant operating margin at ~23%, reflecting strong operating performance

▪ Matured restaurants continue to perform well with ~27% Pre-IND AS restaurant operating margin

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

016

Launched 2 new restaurants in Barbeque Nation International

New Restaurant Launch in Sharjah

New Restaurant Launch in Kuala Lumpur

New stores feature vibrant and modern designs focused on enhanced guest experience

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

017

Near Term Priorities

Enhance guest experience through culinary and service innovation

Drive consistent same-store sales growth (SSSG)

1 restaurant under construction; Entering Saudi Arabia

Pursue calibrated market expansion with 4-6 new restaurants annually

Leverage strong operating cash flow to fund network growth

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

018

Premium CDR Performance – Quarterly Trend

Network (#) and Annualized Revenue/Outlet (₹ Mn)

Revenue from Operations (₹ Mn)

363

406

432

397

431

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Annualized Revenue/Outlet (₹ Mn)

SSSG (%)

0.9%

(1.6)%

(2.7)%

(5.5)%

1.6%

Gross Profit (₹ Mn) and Margin (%)

Pre IND-AS Restaurant Operating Margin (₹ Mn)

273

305

324

296

317

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Gross Margin (%)

Q1 FY25 ROM (%)

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

75.2%

75.1%

75.0%

74.5%

73.6%

18.9%

16.4%

20.2%

14.9%

14.5%

Strong Growth & profitability

▪ Added 2 new restaurants in Q1

FY26

▪ SSSG of +1.6%

▪ Achieved ~19% Y-o-Y revenue

growth

▪ Gross margins healthy at 73.6%

▪ Pre-IND AS restaurant operating

margin at 14.5%

▪ Matured portfolio delivered a stronger Pre-IND AS restaurant operating margin of 19.5%

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

019

Driving guest excitement through menu innovation at Toscano

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

020

Culinary innovation to elevate Salt’s dining experience

Consolidated

Barbeque Nation India

Barbeque Nation International

Premium CDR

021

Near Term Priorities

Sustain guest experience through continuous culinary and service innovation

Drive ~30% network expansion growth

Scale Toscano in newly launched cities - Delhi, Mumbai and Hyderabad

Expand Salt into additional metro markets

Preserve strong operating margins while growing the portfolio

Consolidated P&L

Particulars (INR Millions)

Total Revenue

Cost of food and beverages consumed

Employee related expenses

Occupancy and other expenses

Operating EBITDA

Operating EBITDA%

Other Income

Finance costs

Depreciation and amortisation

Profit before tax

Tax expense

Profit/(loss) after tax

Profit/(loss) after tax%

Adjusted profitability*

Adjusted Operating EBITDA

Adjusted Operating EBITDA%

Cash Profit

Cash Profit%

022

Q1 FY26

2,970

Q1 FY25

3,057

960

729

821

460

15.5%

200

449

(170)

(3)

(167)

(5.6)%

136

4.6%

105

3.5%

976

728

844

509

16.6%

186

405

(55)

(11)

(43)

(1.4)%

212

6.9%

178

5.8%

Y-o-Y Gr%

(2.8)%

(1.7)%

0.2%

(2.7)%

(9.5)%

(27.7)%

7.7%

11.0%

(35.9)%

(41.0)%

Q4 FY25

2,928

922

708

765

533

18.2%

209

523

(165)

(206)

(7.0)%

190

6.5%

158

5.4%

Q-o-Q Gr%

1.4%

4.1%

3.0%

7.3%

(13.6)%

(43.7)%

(4.1)%

(14.1)%

(28.4)%

(33.8)%

*Adjusted Operating EBITDA is calculated without the impact of IND AS 116, excludes other income and non cash ESOP provisions

Strategic focus areas

Deliver best-in-category guest experience to accelerate dine-in growth

Expand network to 300-325 restaurants by FY27

023

Establish Barbeque Nation as preferred celebration destination

Build a portfolio of scalable, high-potential brands

Grow International business

Sustain industry-leading margins and robust cash flow generation

Maintain leadership in casual dining industry

Aggressive expansion of premium CDR presence

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Barbeque Nation Hospitality Limited has informed the Exchange about Investor Presentation

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