External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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Equity Bottom-Up

Barbeque Nation Hospitality / Equity Bottom-Up

<ul><li>Barbeque Nation Hospitality’s (BBQN) consolidated revenue was flat YoY at INR3.3b (miss), impacted by competition in South India and sluggish demand.</li><li>The Same-Store Sales Growth (SSSG) remained weak and reported -2% YoY in 3QFY25 despite a favorable base of -4.9% in 3QFY24 (- 2.5% in 2QFY25).</li><li>Dine-in revenue declined 2% YoY to INR2.8b, while delivery was up 7% to INR0.5m.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Barbeque Nation Hospitality’s (BBQN) consolidated revenue was flat YoY at INR3.3b (miss), impacted by competition in South India and sluggish demand.The Same-Store Sales Growth (SSSG) remained weak and reported -2% YoY in 3QFY25 despite a favorable base of -4.9% in 3QFY24 (- 2.5% in 2QFY25).Dine-in revenue declined 2% YoY to INR2.8b, while delivery was up 7% to INR0.5m.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Barbeque Nation Hospitality - Uninspiring Performance; Recovery Delays Continue

<div><ul><li>Omicron-led disruptions hurt sales and impair profitability - <span style="font-size: var(--content-font-size);">BARBEQUE’s dine-in focused business (as opposed to QSRs) meant that higher-than-expected Omicron impact for the sector adversely affected the company more.</span></li><li><span style="font-size: var(--content-font-size);">Sales miss leads to lower operating leverage - </span><span style="font-size: var(--content-font-size);">Sales grew 10.9% YoY to INR2.5b. (est. INR2.7b), with SSSG of 5.5% (est.</span><span style="font-size: var(--content-font-size);">13%).</span></li></ul><div><ul><li>Highlights from the management commentary - <span style="font-size: var(--content-font-size);">BARBEQUE took an effective 5% cumulative price hike in Apr-May’22 put together, which along with other cost saving efforts will be able to revive its gross margin to earlier levels.</span></li></ul></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Omicron-led disruptions hurt sales and impair profitability - BARBEQUE’s dine-in focused business (as opposed to QSRs) meant that higher-than-expected Omicron impact for the sector adversely affected the company more.Sales miss leads to lower operating leverage - Sales grew 10.9% YoY to INR2.5b. (est. INR2.7b), with SSSG of 5.5% (est.13%).Highlights from the management commentary - BARBEQUE took an effective 5% cumulative price hike in Apr-May’22 put together, which along with other cost saving efforts will be able to revive its gross margin to earlier levels.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

4QFY22 Results Update - Barbeque Nation Hospitality

India

Barbeque Nation Hospitality Ltd. operates as a restaurant. The Company offers soups, vegetarian entrees, non-vegetarian starters, main courses, dessert, and buffet services. Barbeque Nation Hospitality serves customers throughout India. 

Barbeque Nation Hospitality (BARBEQUE IN)

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Barbeque Nation Hospitality - Uninspiring Performance; Recovery Delays Continue

Barbeque Nation Hospitality’s (BBQN) consolidated revenue was flat YoY at INR3.3b (miss), impacted by competition in South India and sluggish demand.

Motilal Oswal

4QFY22 Results Update - Barbeque Nation Hospitality

BARBEQUE’s dine-in focused business (as opposed to QSRs) meant that higher-than-expected Omicron impact for the sector adversely affected the...

Motilal Oswal