Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Speciality Restaurants Earnings Call Transcript: Key Takeaways

Speciality Restaurants reported its 20th consecutive profitable quarter with 11.35% SSSG, driven by a strategic pivot toward multi-brand Oriental dominance and high-margin delivery expansion.

Highlights
Revenue growth11.35% Same Store Sales Growth in Q1 FY27.
MarginsGross margins rose 120 bps to 71.1% through efficiency gains.
Demand visibilityStrong tailwinds for Q3; July and early August performance remains robust.
Management confidenceHigh; emphasizing multi-brand Oriental, Italian, and QSR verticals.

Growth

SSSG at 11.35%; gross margins improved 1.2% to 71.1% via portion control and vendor negotiations.

Outlook

Targeting 10-15 new Walters stores; aiming to maintain ₹162 Cr cash reserves while funding capex.

Risks

High dependency on weekend footfalls (50% of sales); training manpower for scale remains a constraint.

Last quarter's promises, checked

Delivered

  • Guided double-digit SSSG for April 2026 → delivered 11.57% (= BEAT)
  • Guided 15% restaurant-level EBITDA post-rentals → delivered 15% (= BEAT)
  • Guided gross margin improvement from 69.1% → delivered 70.4% (= BEAT)

Partly delivered

  • Guided 32 new outlets (8 restaurants, 15 Walters, 10 Sweet Bengal) → 121 total as of March 31 (= PARTIAL)

Missed

  • Guided FY26 SSSG (full year) → delivered 1.49% (= MISS)
Source

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

Read the document ↗

Speciality Restaurants Ltd: key numbers

Share price
₹152.76
Market cap
₹736.9 Cr
Revenue (annual)
₹476.5 Cr
Net profit (annual)
₹21.82 Cr
P/E (TTM)
31.4×Sector 43.7×
Promoter holding
50.71%+0.00% QoQ
FII holding
0.46%Current quarter

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

More from Speciality Restaurants Ltd

All →
18:16 IST BSE
Capacity Expansion

Speciality Restaurants Capacity Expansion

Speciality Restaurants Limited has launched a new restaurant, 'SICILIANA', in Pune. This expansion strengthens the company's physical footprint in the domestic dining segment.

new restaurant location
1.0 restaurant
17:35 IST BSE
ED Probe / Tax Survey

Speciality Restaurants ED Probe / Tax Survey

Speciality Restaurants received a provisional attachment order from the Enforcement Directorate for ₹14.50 Crore regarding forfeited warrant proceeds. The company is not an accused.

Value
₹14.50 Cr
15:02 IST BSE
Promoter Buying

Speciality Restaurants Promoter Buying: ₹0.15 Cr

Mr. Anjan Chatterjee, a promoter and director of Speciality Restaurants Ltd, acquired 9,703 equity shares via market purchase. This transaction increased the promoter's stake from 25.96% to 25.98%.

Value
₹0.15 Cr
Promoter stake change
+0.02%
14:58 IST BSE
Promoter Buying

Speciality Restaurants Promoter Buying: ₹0.1 Cr

Mr. Anjan Chatterjee, a promoter and director of Speciality Restaurants Ltd, acquired 7,245 equity shares via market purchase. The transaction valued at ₹0.10 Crore increased the promoter's stake to 25.96%.

Value
₹0.10 Cr
Promoter stake change
+0.01%
19:06 IST BSE
Promoter Buying

Speciality Restaurants Promoter Buying: ₹0.36 Cr

Promoter Anjan Chatterjee acquired 25,268 equity shares of Speciality Restaurants Ltd through open market purchases, increasing his stake by 0.06%.

Value
₹0.36 Cr
Promoter stake change
+0.06%
22:09 IST NSE
Annual General Meeting

Speciality Restaurants Annual General Meeting

Speciality Restaurants Limited held its 27th AGM on September 11, 2026. Shareholders approved audited financial statements, a ₹1.00 per share dividend, and director re-appointments.