Westlife Development Ltd
NSE:WESTLIFE
Westlife Development Ltd
Westlife Development Ltd., a name that resonates with quick-service dining in India, is principally known as the master franchisee for McDonald's in the west and south regions of India. The company, under the leadership of the energetic Amit Jatia, has skillfully woven the golden arches into the Indian culinary tapestry. With a strategic emphasis on local adaptation and innovation, Westlife has successfully catered to the diverse palate of Indian customers while maintaining the core of McDonald's global experience. By introducing offerings like the McSpicy and the McAloo Tikki, they've skillfully bridged the gap between global brand consistency and regional tastes. This strategy of local customization has solidified its presence, ensuring its outlets become community favorites across major Indian metropolitan areas.
Beyond the enticing aroma wafting from its kitchens, Westlife Development Ltd.'s economic engine is fueled by a multi-faceted business model that harnesses the power of strategic real estate choices and a robust supply chain management system. The company thrives on its ability to manage operational costs effectively while maximizing footfall across its 300+ restaurants. Furthermore, its foray into new digital advancements like the McDelivery app and self-order kiosks is not just about convenience but also about tapping into the growing digital economy, expanding revenue streams beyond traditional brick-and-mortar setups. Each restaurant serves not just burgers and fries but an experience of efficiency, quality, and the joy of modern eating—all contributing to Westlife's financial well-being and a promising growth trajectory in India's dynamic food industry.
Westlife Development Ltd., a name that resonates with quick-service dining in India, is principally known as the master franchisee for McDonald's in the west and south regions of India. The company, under the leadership of the energetic Amit Jatia, has skillfully woven the golden arches into the Indian culinary tapestry. With a strategic emphasis on local adaptation and innovation, Westlife has successfully catered to the diverse palate of Indian customers while maintaining the core of McDonald's global experience. By introducing offerings like the McSpicy and the McAloo Tikki, they've skillfully bridged the gap between global brand consistency and regional tastes. This strategy of local customization has solidified its presence, ensuring its outlets become community favorites across major Indian metropolitan areas.
Beyond the enticing aroma wafting from its kitchens, Westlife Development Ltd.'s economic engine is fueled by a multi-faceted business model that harnesses the power of strategic real estate choices and a robust supply chain management system. The company thrives on its ability to manage operational costs effectively while maximizing footfall across its 300+ restaurants. Furthermore, its foray into new digital advancements like the McDelivery app and self-order kiosks is not just about convenience but also about tapping into the growing digital economy, expanding revenue streams beyond traditional brick-and-mortar setups. Each restaurant serves not just burgers and fries but an experience of efficiency, quality, and the joy of modern eating—all contributing to Westlife's financial well-being and a promising growth trajectory in India's dynamic food industry.
Revenue Growth: Revenue for the quarter reached INR 6.7 billion, up 2.6% year-on-year, despite a challenging operating environment.
Same-Store Sales: Same-store sales growth was negative at -3% for the quarter, but guest counts were stable year-on-year and turned positive in late Q3 and January.
Margin Improvement: Restaurant operating margin rose by 150 basis points year-on-year, and operating EBITDA margin improved by 70 basis points year-on-year, driven by cost optimization.
Value Proposition: The INR 99 everyday value meal launched in December in the West region gained strong traction and was not margin dilutive.
Digital Strength: Digital sales remained high (74–75%) with nearly 50 million cumulative app downloads and around 3.5 million monthly active users.
Store Expansion: 10 new restaurants opened in the quarter (total 458 stores), with plans on track for 580 to 630 outlets by 2027.
Regional Trends: The West region continued to outperform South, but recent initiatives are expected to drive growth across both geographies.
Delivery Channels: Own delivery platform (McDelivery) showed strong growth, while aggregator performance was mixed but is improving through partnership efforts.
