Devyani International Limited has informed the Exchange about Investor Presentation
DEVYANI · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Devyani International reported Q4 FY26 revenue of INR 14,369 million, up 18.5% YoY, with FY26 revenue of INR 56,115 million (+13.3% YoY). EBITDA margin contracted to 16.0% in Q4 and 15.2% for full year FY26 (down from 17.0% in FY25), indicating margin pressure despite revenue growth. The company posted a net loss of INR 98 million in Q4 and INR 425 million for FY26. KFC India delivered its strongest performance in 14 quarters with 4.9% SSSG. The company added 217 net new stores during FY26, ending with 2,256 stores globally. A proposed merger with Sapphire Foods is progressing, which would create one of the largest QSR platforms globally and largest partner for Yum Brands. A new CEO, Manish Dawar, has been appointed with a new management team being formed.
The stock may face pressure due to margin contraction (EBITDA margin fell 180 bps YoY) and continued losses, though strong KFC SSSG recovery and the strategic merger with Sapphire Foods provide long-term growth catalysts. The market will likely focus on the earnings call for management commentary on margin recovery timeline.