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Investor Presentation

Sapphire Foods India Investor Presentation: Key Takeaways

Sapphire Foods reported strong Q1 FY27 performance with 15% revenue growth and 37% Adj. EBITDA growth, driven by positive SSSG across KFC, Pizza Hut India, and Sri Lanka verticals.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth15% YoY growth reaching ₹8,882 Mn.
MarginsConsol Adj. EBITDA margin up 130 bps to 8.4%.
Demand visibilityPositive SSSG across all brands; KFC SSSG at 5%.
Management confidenceHigh; 2nd consecutive quarter of strong performance.

Growth

Revenue reached ₹8,882 Mn (+15% YoY). Consol Adj. EBITDA grew 37% to ₹749 Mn; PAT reached ₹140.2 Mn.

Outlook

Targeting 60-80 new KFC stores per year. Aiming for India's best restaurant operator status through brand expansion.

Risks

Higher energy (gas) costs and minimum wage revisions in Sri Lanka impacted margins; Pizza Hut Rest. EBITDA negative.

Last quarter's promises, checked

Delivered

  • Target 2-3 years store expansion in Sri Lanka → delivered 14% LKR growth in Q1 (= BEAT)
  • Implement digital kiosks in 73% of stores → delivered 75%+ estate coverage (= BEAT)
  • Maintain 12-15 month merger timeline → Progressing with SEBI/NCLT approvals (= BEAT)

Partly delivered

  • Target 60-80 new KFC stores per year → delivered 22 net adds in Q1 (= PARTIAL)

Missed

  • Maintain Pizza Hut India restaurant EBITDA → delivered negative EBITDA (= MISS)
Source

Investor Presentation filed with NSE, 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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