ALFA Finder| Revenue growth | 15% YoY consolidated growth; KFC system growth at 17%. |
|---|---|
| Margins | KFC gross margins improved 160 bps; restaurant EBITDA at 16.9%. |
| Demand visibility | Demand environment similar-ish; growth driven by specific internal value strategies. |
| Management confidence | High; citing second consecutive quarter of strong performance. |
Growth
Q1 Revenue at INR 888 Cr (+15% YoY). Adjusted EBITDA reached INR 75 Cr (+37% YoY).
Outlook
KFC expansion guidance maintained at 60-80 stores for the year. Aiming to double store count in 5 years.
Risks
Inflationary pressures in Sri Lanka (currency depreciation, wage hikes) and elevated energy/gas costs in India impact margins.
Last quarter's promises, checked
Delivered
- Guided KFC North/West value rollout → 100% stores on INR 99 offer (= BEAT)
- Guided 12-15 month merger timeline → SEBI/NCLT process on track (= BEAT)
- Guided KFC store expansion → 73 stores opened in FY26 (= BEAT)
Partly delivered
- Guided Sri Lanka SSSG → Double-digit SSSG delivered but margins hit by wages (= PARTIAL)
Missed
- Guided Pizza Hut revenue growth → -7% YoY decline (= MISS)
- Guided consolidated adj. EBITDA margin → 7.6% vs 9.1% prev year (= MISS)
Investor Presentation filed with BSE, 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
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Sapphire Foods India Investor Presentation: Key Takeaways
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- 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.
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- Value
- ₹2.15 Cr