ALFA Finder| Management target | Revenue FY28 |
|---|
| Revenue growth | System sales up 18%; consolidated revenue up 20.6% YoY. |
|---|---|
| Margins | EBITDA margin moderated to 35.8% due to expansion costs. |
| Demand visibility | Strong domestic bounce-back; international traffic recovery expected by H2. |
| Management confidence | Optimistic about long-term aviation tailwinds despite temporary geopolitical disruptions. |
Growth
System-wide sales grew 18% YoY, driven by 87 new travel QSR outlets and lounge ramp-ups.
Outlook
50 outlets under development; significant revenue uplift expected over next 12-18 months as units mature.
Risks
EBITDA margin compression due to high employee and pre-operative costs at new airport sites.
Last quarter's promises, checked
Delivered
- Guided 80%-83% Gross Margin → delivered 87.3% (= BEAT)
- Guided 50+ outlet pipeline → delivered 76 units mobilized (= BEAT)
- Guided debt-free status → delivered 0 debt with 8.4B INR cash (= BEAT)
Partly delivered
- Guided 40-45 debtor days → delivered 264cr receivables (ramp-up delay) (= PARTIAL)
Missed
- Guided 7%-10% traffic growth → delivered 1.2% (= MISS)
Earnings Call Transcript 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.