Devyani International Limited has informed the Exchange about Investor Presentation
DEVYANI · price
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Awaiting price reaction for this filing.
Devyani International reported Q1 FY26 consolidated revenue of Rs 1,357 Cr, up 11.1% year-on-year, driven by KFC India (+10.5%), Pizza Hut India (+3%), and international business (+11.2%). However, EBITDA margins slipped to 15.1% from 18.3% a year ago, and brand contribution margin fell to 13.1% from 15.3%, with management blaming lower average daily sales and higher marketing spend. Profit after tax plunged to Rs 2.2 Cr from Rs 22.4 Cr YoY. The company completed the acquisition of Sky Gate Hospitality (Biryani by Kilo, Goila Butter Chicken brands), investing about Rs 103 Cr to raise its stake to 86.13%, adding 105 stores and taking total store count to 2,145. KFC same-store sales growth was flat to mildly negative, while Pizza Hut posted a -1.1% SSSG.
Shares may react negatively to the sharp margin compression and weak PAT despite decent top-line growth, but the Sky Gate acquisition expands the company into the large biryani and Indian cuisine segment, offering a future growth lever for investors to watch.