SAPPHIRENSESapphire Foods India LimitedMediumNeutral
Announced Wed, 23 Jul · 13:48 IST

Sapphire Foods India Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

SAPPHIRE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Sapphire Foods reported Q1 FY26 revenue of ₹7,748 Mn, up 8% YoY, with total restaurant count reaching 974 after adding 11 new outlets. However, profitability took a hit: Consolidated Restaurant EBITDA fell 13% YoY with margin contracting 290 bps to 12.2%, and Adjusted EBITDA dropped 22% to ₹548 Mn (margin 7.1%). The company slipped into a small consolidated loss with PAT at -₹17 Mn. KFC India grew restaurant revenue 11% but its Restaurant EBITDA margin fell 310 bps to 15.7% on operating deleverage and higher delivery mix. Pizza Hut India remained weak with revenue down 5% and Restaurant EBITDA turning negative at -2.5%. Sri Lanka delivered strong double-digit same-store sales growth but wage hikes pressured margins.

Likely market impact

Mixed-to-negative for shareholders: top-line growth is intact but sharp margin compression across all three businesses points to cost and demand pressure. Negative PAT and weakening Pizza Hut performance could weigh on the stock, though KFC's improving transaction trends and Sri Lanka's growth offer some support.