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Earnings Call

Sapphire Foods India Earnings Call: Key Takeaways

Sapphire Foods reported its best quarter in 12 quarters for Q4 FY26, driven by strong KFC performance and Sri Lanka recovery, despite LPG shortages.

Highlights
Revenue growth11% YoY in Q4 FY26; KFC grew 15%.
MarginsRestaurant EBITDA improved in Q3/Q4; gross margin aided by vendor support.
Demand visibilityPositive momentum in April SSSG (6% ex-Navratri).
Management confidenceHigh for KFC strategy; cautious but optimistic for Sri Lanka recovery.

Growth

Q4 revenue grew 11% YoY to INR 7.9bn; KFC revenue up 15%; consolidated adjusted EBITDA grew 20%.

Outlook

Guided for accelerated store expansion in Sri Lanka; KFC focus on permanent value layers; FY27 capex similar to FY26.

Risks

LPG availability and significant cost inflation (25-40%) impact margins; Pizza Hut India remains challenged with 6% revenue decline.

Source

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

Read the document ↗

Sapphire Foods India Ltd: key numbers

Share price
₹223.61
Market cap
₹7,186 Cr
Revenue (annual)
₹3,125 Cr
Net profit (annual)
₹-31.96 Cr
P/E (TTM)
-402.2×Sector 43.7×
Promoter holding
26.07%+0.00% QoQ
FII holding
25.25%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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