| 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
- ₹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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