| Management target | Revenue FY27 |
|---|
| Revenue growth | 16.5% YoY growth reaching ₹1,581 crore consolidated revenue. |
|---|---|
| Margins | KFC margins expanded; consolidated operating EBITDA at 9.6%. |
| Demand visibility | Stable demand but macro factors like El Niño pose risks. |
| Management confidence | Confident, focusing on 'DIL 2.0' and post-merger integration with Sapphire. |
Growth
Consolidated revenue grew 16.5% YoY to ₹1,581 crore, with gross margins improving to 69.1%.
Outlook
KFC targeting 5-6% SSSG and 20% brand contribution margins within two years.
Risks
Persistent inflation in LPG, wages, and El Niño risks threaten consumption recovery.
Last quarter's promises, checked
Delivered
- Guided 200-225 new stores → delivered 217 net additions (= BEAT)
- Guided KFC 100-110 stores → delivered 110 stores (= BEAT)
- Guided Sapphire merger completion by FY27 end → process on track (= BEAT)
Partly delivered
- Guided KFC 5-6% SSSG → delivered 3.3% SSSG (= PARTIAL)
Missed
- Guided consolidate and realign Pizza Hut → SSSG at -2.2% (= MISS)
- Guided stable revenue growth → revenue 1,581cr vs 1,437cr previous quarter (= MISS)
Earnings Call Transcript filed with BSE, NSE: DEVYANI. Summary written with AI assistance from the document.
Devyani International Ltd: key numbers
- Share price
- ₹129.53
- Market cap
- ₹15,970 Cr
- Revenue (annual)
- ₹5,611 Cr
- Net profit (annual)
- ₹-38.63 Cr
- P/E (TTM)
- -577.1×Sector 43.2×
- Promoter holding
- 61.36%+0.00% QoQ
- FII holding
- 6.81%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Devyani International Ltd
All →Devyani International Other Announcement
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