ALFA Finder| Revenue growth | 20.6% YoY consolidated sales growth. |
|---|---|
| Margins | EBITDA margin at 35.8%; PAT margin expanded 315bps to 28.5%. |
| Order book | 8.41 years average concession duration; 92.1% contract retention rate. |
| Demand visibility | Mixed near-term due to geopolitics; strong long-term structural aviation growth. |
| Management confidence | High; focusing on operational agility and network expansion. |
Growth
System-wide sales grew 18.0% YoY; Consolidated sales rose 20.6% to ₹4,522 million. Consolidated PAT reached ₹1,288 million.
Outlook
Commenced operations at Noida International Airport; pursuing APAC and Middle East lounge expansion and expressway QSR growth drive.
Risks
Passenger traffic volatility due to Middle East conflict; inflationary pressures on input costs; temporary traffic migration in specific terminals.
Last quarter's promises, checked
Delivered
- Gross margin 80-83% → delivered 87.3% (= BEAT)
- Capex ₹50-60cr annually → delivered within range (= BEAT)
- Noida Airport commencement → operations started (= BEAT)
Partly delivered
- LFL growth 7-10% → delivered 6.1% (= PARTIAL)
Investor Presentation filed with BSE, NSE: TRAVELFOOD. Summary written with AI assistance from the document.
Travel Food Services Ltd: key numbers
- Share price
- ₹1,192.80
- Market cap
- ₹15,711 Cr
- Revenue (annual)
- ₹1,648 Cr
- Net profit (annual)
- ₹441.0 Cr
- P/E (TTM)
- 33.0×Sector 47.2×
- Promoter holding
- 86.17%-0.02% QoQ
- FII holding
- 1.51%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Travel Food Services Ltd
All →Travel Food Services Board Meeting Date
Travel Food Services will hold a board meeting on 12 November 2026 to approve unaudited quarterly and half-year results. Trading window stays closed until 14 November.
Travel Food Services Management Change
Travel Food Services appointed Avinash Yogeshwar as Senior Managerial Personnel, effective 29 October 2026. It is a senior leadership change with no financial impact.
Travel Food Services Other Announcement
Travel Food Services Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026. This is a routine periodic regulatory filing.
Travel Food Services Employee Stock Options
Travel Food Services allotted 6,040 fully paid equity shares against stock option exercise under its ESOP Plan. Paid-up capital increased to Rs. 13,17,16,193.
Travel Food Services Management Change
Travel Food Services Ltd announced the resignation of Mr. Vikas Kapoor from his roles as Whole-time Director and CFO. He resigned effective 7th October 2026.
Travel Food Services Dividend
Travel Food Services is remitting its FY 2025-26 final dividend of ₹10.25 per share. Payment was credited via DR/RTGS/NEFT/NACH with a record date of September 9, 2026.