The call has ended.
Key takeaways
Standalone Q2 FY27 revenue rose 18.24% to ₹129.78 Cr and PAT rose 45.75% to ₹6.94 Cr. Same-store sales slowed from Q1, and delivery mix rose sharply, so growth leans on delivery and new openings.
| Revenue growth | Standalone revenue +18.24% YoY to ₹129.78 Cr. |
|---|---|
| Margins | EBITDA margin expanded to ~7.9-8.0% from ~6.8%. |
| Demand visibility | Seasonal H2 demand optimistic; same-store growth decelerating from Q1. |
| Management confidence | Over-optimistic on festive quarter; hedged on targets. |
Growth
Revenue +18.24%, PAT +45.75%; same-store sales slowed to 8.1% from 11.32% in Q1.
Outlook
No quantified FY guidance given. Capex of about ₹50 Cr a year over three years; 200-outlet target by FY30 was raised by an analyst and not confirmed.
Risks
Rising delivery mix pressures margins, and the QSR margin question went unanswered. Inflation is handled only through vendor renegotiation.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Speciality Restaurants Q2 FY27 Results: Net Profit ₹6.8 Cr, Up 51.1% YoY
Speciality Restaurants Ltd reported revenue from operations of ₹135.8 Cr (+16.7% YoY) and net profit of ₹6.8 Cr (+51.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹6.8 Cr · +51.1% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting 10-15 new Walters stores; aiming to maintain ₹162 Cr cash reserves while funding capex.
Growth they described
SSSG at 11.35%; gross margins improved 1.2% to 71.1% via portion control and vendor negotiations.
Call details
| Company | Speciality Restaurants Limited |
|---|---|
| NSE symbol | SPECIALITY |
| ISIN | INE247M01014 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 4:00 PM IST |
Speciality Restaurants Limited: key numbers
- Share price
- ₹140.00
- Market cap
- ₹675.3 Cr
- Revenue (annual)
- ₹476.5 Cr
- Net profit (annual)
- ₹21.82 Cr
- P/E (TTM)
- 26.3×Sector 44.8×
- Promoter holding
- 50.82%+0.11% QoQ
- FII holding
- 0.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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