Speciality Restaurants Limited — Investor Meet, 09-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Speciality Restaurants reported Q1 FY26 results with total income growing 3.04%. Gross margins improved to 70.2% due to favorable inflation, and operational EBITDA margins rose from 4.5% to 6.2%. A strong ₹163.8 Cr treasury supports expansion, with new restaurants expected to breakeven in 3-6 months. New Italian brand Siciliana and QSR Walters Burger show promise, with Walters achieving 40% repeat customers. Renovations of older restaurants are boosting revenue by 20-30%. The company focuses on Maharashtra and Eastern India for expansion. Management is confident about future growth.