Speciality Restaurants Limited has informed the Exchange about Transcript
SPECIALITY · price
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Speciality Restaurants reported Q4 FY25 standalone revenue of INR 102.52 crore, up 8.33% YoY, with reported EBITDA rising 18.37% to INR 19.58 crore and PAT jumping 62% to INR 2.66 crore. Operational EBITDA (ex-IndAS) grew 89.3% YoY, supported by a steady 70% gross margin and operating leverage, while same-store sales grew 5.2% for the quarter and 2.1% for full-year FY25. Management indicated guidance of 10-15% revenue growth driven by 8-10 new restaurant openings annually, with strategic focus on the Asia Kitchen hybrid model, expansion of Sweet Bengal and Episode One, and a new Siciliana by Mezzuna concept. The company holds INR 160 crore in treasury investments and is actively pursuing acquisitions via a dedicated team, with management hinting at closing a strategic deal this fiscal year. Key challenges flagged include trained manpower shortage, real estate costs, discretionary spending pressure, and a slowdown at its Chourangi outlet in London.
The 62% PAT growth and 89% operational EBITDA expansion signal a margin recovery story, but management's refusal to share 2-3 year revenue/EBITDA targets may temper near-term investor enthusiasm. The acquisition pipeline and 10-15% growth guidance offer optionality, though execution risk on manpower and London operations remains a watchpoint.