ALFA Finder| Revenue growth | 15% revenue growth, strongest in 11 quarters. |
|---|---|
| Margins | Consolidated Adj. EBITDA margin 8.4%; Sri Lanka margins under pressure. |
| Demand visibility | Similar demand environment; KFC seeing recruitment through value meals. |
| Management confidence | Balanced; optimistic on KFC India, cautious on Sri Lanka. |
Growth
Revenue up 15% led by KFC (17%) and Sri Lanka (13% LKR). Positive SSSG across all brands.
Outlook
KFC expansion remains steady at 60-80 stores annually; Pizza Hut expansion remains cautious.
Risks
High energy/fuel costs and Sri Lankan currency depreciation impact restaurant EBITDA margins.
Last quarter's promises, checked
Delivered
- Guided 60-80 KFC store additions annually → delivered 73 stores (= BEAT)
- Guided positive SSSG for KFC → delivered 4% SSSG (6% ex-Navratri) (= BEAT)
- Guided 150-store pilot of ₹99 value meals → delivered rollout to all stores except TN (= BEAT)
Partly delivered
- Guided Sri Lanka store additions → delivered 9 stores (highest in 3 years but cautious) (= PARTIAL)
- Guided 12-15 month merger timeline → delivered process on track but subject to NCLT/CCI (= PARTIAL)
Missed
- Guided Pizza Hut revenue growth → delivered -7% revenue decline (= MISS)
- Guided Pizza Hut restaurant EBITDA → delivered -3.3% (= MISS)
Earnings Call Transcript filed with NSE, NSE: SAPPHIRE. Summary written with AI assistance from the document.
Sapphire Foods India Ltd: key numbers
- Share price
- ₹220.07
- Market cap
- ₹7,073 Cr
- Revenue (annual)
- ₹3,125 Cr
- Net profit (annual)
- ₹-31.96 Cr
- P/E (TTM)
- -1073.1×Sector 47.2×
- Promoter holding
- 26.07%+0.00% QoQ
- FII holding
- 24.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sapphire Foods India Ltd
All →Sapphire Foods India Merger & Restructuring
Sapphire Foods received CCI approval under Section 31(1) for its proposed merger into Devyani International under a Scheme of Arrangement. The detailed CCI order is still awaited.
Sapphire Foods India Earnings Call Transcript: Key Takeaways
Sapphire delivered record revenue growth driven by aggressive value-pricing and store expansion, though severe inflationary pressures are squeezing restaurant-level margins.
Sapphire Foods India Investor Presentation: Key Takeaways
Sapphire Foods reported its best revenue and Adj. EBITDA growth in 16 quarters. The company focus remains on consumer recruitment through value-driven strategies like 'Every Day Value'.
Sapphire Foods India Q2 FY27 Results: Net Loss of ₹1.5 Cr, Loss Narrows
Sapphire Foods India Ltd reported revenue from operations of ₹888 Cr (+19.6% YoY) and a net loss of ₹1.5 Cr for Q2 FY27.
- Key figure
- Net loss ₹1.5 Cr
Sapphire Foods India Credit Rating
ICRA Limited has upgraded the credit ratings for various bank facilities of Sapphire Foods India Limited. The company has informed the Exchange about this rating revision.
Sapphire Foods India Legal & Regulatory
Sapphire Foods received a show cause notice from UP GST authorities alleging short payment of Rs. 2.15 Crore. The company stated the claim is not maintainable.
- Value
- ₹2.15 Cr