Sapphire Foods India Limited has informed the Exchange about Investor Presentation
SAPPHIRE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Sapphire Foods filed its Q2 FY26 corporate presentation showing Restaurant Sales of ₹7,401 MN, up 7% year-on-year, driven by 997 total outlets (529 KFC, 457 Pizza Hut, 11 Taco Bell). However, profitability weakened significantly with EBITDA at ₹1,062 MN (down 8% YoY) and EBITDA margin contracting 230 basis points to 14.3%. Pizza Hut India turned EBITDA negative at -2.1% for 6M FY26 with declining same-store sales, while KFC India margin slipped to 14.8% from 17.3% in FY25. The company highlighted cost-reduction initiatives like zero-based cost budgeting and PACE SETTER benchmarking program to counter the pressure. Net cash position stood at ₹2,560 MN as of September 30, 2025, and management reiterated plans to explore acquisition of scalable QSR brands while continuing organic expansion of 60-80 KFC stores per year.
Shareholders should note the clear margin pressure across both core brands, with Pizza Hut turning EBITDA negative and KFC margins compressing meaningfully. The cost initiatives and net cash buffer of ₹2,560 MN provide some comfort, but near-term profitability headwinds could weigh on the stock until same-store sales recover.