ALFA Finder| 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
- ₹131.85
- Market cap
- ₹16,256 Cr
- Revenue (annual)
- ₹5,611 Cr
- Net profit (annual)
- ₹-38.63 Cr
- P/E (TTM)
- -2697.4×Sector 47.2×
- Promoter holding
- 61.36%+0.00% QoQ
- FII holding
- 6.12%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 Earnings Call Transcript: Key Takeaways
Management maintains expansion optimism despite inflation and seasonality pressures affecting brand margins.
Devyani International Results Update
Devyani International reported Q2 FY27 revenue of INR 1,519 Cr (up 10.4% YoY) and EBITDA of INR 229 Cr. Store network reached 2,325 with 70 net additions; CCI merger approval also noted.
- QSR store network
- 2325 stores
Devyani International Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 1,519 Cr (+10.4% YoY), EBITDA INR 229 Cr (+18%), PAT INR 3.5 Cr vs prior loss. Growth led by SSSG recovery and cost control.
Devyani International Q2 FY27 Results: Turns Profitable, Net Profit ₹3.5 Cr
Devyani International Ltd reported revenue from operations of ₹1,519 Cr (+10.4% YoY) and net profit of ₹3.5 Cr for Q2 FY27.
- Key figure
- Net profit ₹3.5 Cr
Devyani International Acquisition
Devyani International got CCI approval for its proposed merger with Sapphire Foods India. The detailed CCI order is awaited; no monetary value is disclosed.
Devyani International Board Meeting Date
Devyani International will hold a board meeting on November 2, 2026 to approve unaudited quarterly and half-year results. The trading window stays closed until November 4, 2026.