Devyani International Ltd

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.

Devyani International Other Announcement

Devyani International Limited received an ESG rating of '64' from NSE Sustainability Ratings and Analytics Limited. This disclosure aligns with SEBI regulatory requirements.

Devyani International Other Announcement

Devyani International Ltd has received an ESG rating of '63' from Niche Ninety Nine Capability and Certifications (OPC) Private Limited.

Devyani International Acquisition

Devyani International Limited and Sapphire Foods India Limited have filed a joint application with the Competition Commission of India for their proposed merger.

Devyani International Management Change

Mr. Rohan Kichlu has resigned as CEO of Sanook Kitchen, a senior management role at Devyani International Limited, effective August 31, 2026.

Devyani International Acquisition

Devyani International updated the Exchange on its ongoing merger with Sapphire Foods. The previously planned share sale between SFML and Arctic was terminated by mutual consent.

Devyani International Board Meeting Outcome

Devyani International’s board approved an amended scheme of arrangement with Sapphire Foods following the termination of a secondary share sale agreement.

Devyani International Merger & Restructuring

Devyani International's non-operational subsidiary, Devyani RK Private Limited, has been dissolved following a voluntary strike-off by the Registrar of Companies.

Devyani International Annual General Meeting

Devyani International Ltd concluded its 35th Annual General Meeting on August 14, 2026. Members approved the audited financial statements and re-appointments of directors.

Devyani International Earnings Call Transcript: Key Takeaways

Devyani International delivered its highest-ever EBITDA despite macroeconomic volatility and inflationary headwinds. KFC's double-digit sales growth and operational rebalancing toward dine-in channels are driving a recovery narrative, while Pizza Hut remains in a foundational reset phase.

Devyani International Employee Stock Options

Devyani International granted 27,13,700 stock options under its ESOP 2021 scheme. The options are convertible into equity shares with a face value of ₹1.

Devyani International Results Update

Devyani International reported Q1 FY2027 results with revenues of ₹1,580.50 Crore and EBITDA of ₹255 Crore. EBITDA margins expanded to 16.1% during the period.

Value

₹1,580 Cr

Devyani International Investor Presentation: Key Takeaways

DIL reported lifetime-high EBITDA of INR 2.55 Cr (16.1% margin) for Q1 FY27, driven by strong KFC performance and positive SSSG across most brands.

Devyani International Q1 FY27 Results: Net Profit ₹17.1 Cr, Up 677.3% YoY

Devyani International Ltd reported revenue from operations of ₹1,580 Cr (+16.5% YoY) and net profit of ₹17.1 Cr (+677.3% YoY) for Q1 FY27.

Key figure

Net profit ₹17.1 Cr · +677.3% YoY

Devyani International Annual Report

Devyani International Limited has filed its Annual Report for the financial year ended March 31, 2026, alongside the notice for its 35th Annual General Meeting.

Devyani International Annual General Meeting

Devyani International released its 35th Annual General Meeting notice and Annual Report for FY 2025-26. The AGM is scheduled for August 14, 2026.

Devyani International Board Meeting Date

Devyani International Ltd has scheduled a Board meeting for July 29, 2026, to consider and approve the unaudited financial results for the quarter ended June 30, 2026.

Devyani International Other Announcement

Devyani International Ltd filed its quarterly shareholding pattern under SEBI Regulation 31(1)(b) for the period ended June 30, 2026.

Devyani International Merger & Restructuring Worth ₹11.48 Cr

Devyani International completed its acquisition of Restaurants Development Co. and Yellow Pam Co. Net investment amounted to ₹11.48 Crore.

Value

₹11.48 Cr

Devyani International Other Announcement

Devyani International Ltd’s representatives will attend the Citi India Consumption Tour conference in Gurugram on 19 June 2026. This participation highlights the company’s engagement with industry stakeholders.

Devyani International Acquisition

Nippon India Mutual Fund acquired 949,925 shares (0.077%) of Devyani International via open market. Post-acquisition holding stands at 7.06%.

Devyani International Acquisition

Devyani International received NSE and BSE observation letters with no objection for its scheme of arrangement with Sapphire Foods India. The scheme now requires shareholder, creditor, and regulatory approvals before NCLT filing.

Devyani International Legal & Regulatory

Devyani International's subsidiary Sky Gate Hospitality received a rectification order quashing a ₹5.95 Crore income tax demand. The tax liability has been fully resolved, removing a contingent risk.

Value

₹5.95 Cr

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.

Devyani International Earnings Call: Key Takeaways

Management projects optimism through leadership overhaul and Sapphire Foods merger despite Pizza Hut underperformance and gas crisis headwinds.