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Earnings Call

Devyani International Earnings Call: Key Takeaways

DIL reported 18.5% YoY revenue growth in Q4 FY26, driven by a 4.9% SSSG in KFC and strong international performance. The company is pursuing a strategic merger with Sapphire Foods.

Highlights
Revenue growth18.5% YoY in Q4; full year crossed ₹5,500 cr milestone.
MarginsConsolidated gross margin 68.8%; KFC brand contribution margin improved to 17%.
Demand visibilityStable to improving; KFC delivered strongest performance in 14 quarters.
Management confidenceHigh; cited transformational steps and strong recovery in SSSG trends.

Growth

Q4 revenue reached ₹1,437 cr; full-year FY26 revenue hit ₹5,611 cr. KFC brand contribution grew 20% YoY.

Outlook

Guidance to add 200-225 net new stores in FY27; merger completion expected by end of fiscal year.

Risks

Geopolitical tensions affecting gas costs and elevated coffee/cocoa prices impacting Costa Coffee margins.

Source

Earnings Call filed with BSE, NSE: DEVYANI. Summary written with AI assistance from the document.

Read the document ↗

Devyani International Ltd: key numbers

Share price
₹135.02
Market cap
₹16,647 Cr
Revenue (annual)
₹5,611 Cr
Net profit (annual)
₹-38.63 Cr
P/E (TTM)
-601.6×Sector 43.7×
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.

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