ALFA Finder| Revenue growth | 11.35% Same Store Sales Growth in Q1 FY27. |
|---|---|
| Margins | Gross margins rose 120 bps to 71.1% through efficiency gains. |
| Demand visibility | Strong tailwinds for Q3; July and early August performance remains robust. |
| Management confidence | High; 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)
Earnings Call Transcript filed with BSE, NSE: SPECIALITY. Summary written with AI assistance from the document.
Speciality Restaurants Ltd: key numbers
- Share price
- ₹139.83
- Market cap
- ₹674.5 Cr
- Revenue (annual)
- ₹476.5 Cr
- Net profit (annual)
- ₹21.82 Cr
- P/E (TTM)
- 26.2×Sector 47.2×
- Promoter holding
- 50.82%+0.11% QoQ
- FII holding
- 0.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Speciality Restaurants Ltd
All →Speciality Restaurants Capacity Expansion
Speciality Restaurants opened a new restaurant, WALTERS, in Borivali West, Mumbai, on 10 November 2026. The company filed the disclosure voluntarily, stating it is not material.
- new restaurant outlets
- 1.0 outlets
Speciality Restaurants Earnings Call Transcript: Key Takeaways
Standalone Q2 FY27 revenue rose 18.24% to ₹129.78 Cr and PAT rose 45.75% to ₹6.94 Cr. Same-store sales slowed from Q1, and delivery mix rose sharply, so growth leans on delivery and new openings.
Speciality Restaurants Investor Presentation: Key Takeaways
Q2FY27 standalone revenue ₹129.8 Cr (+18.2% YoY), PAT ₹6.9 Cr (+45.8%). 125 outlets; multi-format Pan-Asian strategy continues.
Speciality Restaurants Q2 FY27 Results: Net Profit ₹6.8 Cr, Up 51.1% YoY
Speciality Restaurants Ltd reported revenue from operations of ₹135.8 Cr (+16.7% YoY) and net profit of ₹6.8 Cr (+51.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹6.8 Cr · +51.1% YoY
Speciality Restaurants Capacity Expansion
Speciality Restaurants launched a new restaurant named WALTERS in Malad West, Mumbai, on October 28, 2026. The filing is a Reg 30 disclosure of a domestic restaurant launch with no monetary value stated.
- new restaurant outlets
- outlets
Speciality Restaurants Board Meeting Date
Speciality Restaurants will hold a board meeting on 3 November 2026 to consider unaudited quarterly and half-year results. The company also notified a trading window closure from 1 October 2026.