Speciality Restaurants Limited has informed the Exchange about Transcript

Speciality Restaurants reported a 3.04% YoY growth in standalone total income for Q1 FY26, with EBITDA margins on operations basis improving from 4.5% to 6.2% and gross margins expanding from 69.2% to 70.2% on favorable inflation. The withdrawal of service charges from March 29, 2025 (per Delhi High Court order) impacted the topline, while an Ind AS lease modification gain shrank to INR43 lakhs from INR3.73 crores last year. The company holds a treasury of INR163.8 crores as on June 30, 2025 and is not looking at fundraising. New restaurant break-even is typically 3-6 months. Plans include 3 more Walters Burger outlets this quarter and 5 more by FY26 end, an Italian brand 'Siciliana' launched in Kolkata, and conversion of older Mainland China outlets to Asia Kitchens, where renovated stores are seeing 20-30% revenue growth. Same-store growth was flat to slightly negative; management is working toward the earlier 10-15% revenue growth guidance but avoided specific margin guidance, citing seasonal clarity needed by September-December.