Curefoods revenue rises 23% to ₹916 crore in FY26 as IPO plan pauses
Cloud-kitchen operator Curefoods reported FY26 operating revenue of ₹916.2 crore, while net loss widened 13% to ₹192.2 crore. Its EBITDA loss narrowed to ₹69.3 crore and margin improved to -7.6% from -11.5%. The company has paused its proposed ₹800 crore IPO amid market volatility.
What happened
Curefoods reported 23% FY26 revenue growth to Rs 916.2 crore, while net loss widened to Rs 192.2 crore. EBITDA loss narrowed as margins improved. The
Key facts
- FY26 operating revenue: Rs 916.2 crore, up 23% from Rs 745.8 crore in FY25
- FY26 net loss: Rs 192.2 crore, up 13% from Rs 170 crore in FY25
- FY26 EBITDA loss: Rs 69.3 crore versus Rs 86 crore in FY25
- FY26 EBITDA margin: -7.6% versus -11.5% in FY25
- India revenue: Rs 893.3 crore
- Overseas revenue: Rs 22.85 crore, up 4x
- Network: 281 cloud kitchens, 99 kiosks and 122 restaurants
- Cash and bank balance: Rs 39.4 crore, down 51%
- Proposed IPO size: Rs 800 crore
Why this matters
Curefoods’ scale-up to ₹916 crore in revenue and improving unit economics could make it a more credible partnership or acquisition target, although sustained losses may strengthen counterparties’ negotiating leverage.
What to watch
- Quarterly revenue growth relative to the FY26 23% rate.
- EBITDA-loss trend and whether EBITDA margin improves from -7.6% toward breakeven.
- Cash burn, liquidity runway and any new equity, debt or strategic-investor fundraising.
- Order frequency, average order value, delivery-platform commissions and customer-acquisition spending.
- Kitchen count, utilization, brand closures or consolidation actions.
- Renewed IPO preparation, draft filing activity or commentary on listing timing.
- Food-delivery market discounting and competitive expansion by major cloud-kitchen and restaurant operators.
- Prioritize contribution-margin expansion through menu engineering, procurement scale and kitchen utilization improvements.
- Rationalize weaker brands, low-density delivery zones and underperforming kitchens while concentrating investment behind higher-repeat concepts.
- Seek pre-IPO private financing, strategic capital or debt refinancing to extend runway while public-market conditions remain volatile.
- Delay IPO filing or launch until EBITDA losses narrow materially and market comparables support a stronger valuation.
- Increase direct ordering, loyalty and corporate catering to reduce dependence on food-delivery aggregators and their commissions.