Devyani International Limited — Investor Meet, 21-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Devyani International's Q1 FY26 consolidated revenue hit INR 1,357 Cr (+11.1% YoY), with EBITDA at INR 205 Cr (15.1% margin). KFC India's SSSG stabilized at -0.7% but online growth was strong. Pizza Hut's SSSG was -4.2%. Margins faced pressure from marketing investments & higher costs.

The company acquired Sky Gate Hospitality (Biryani by Kilo, Goila Butter Chicken), aiming for positive brand contribution in 12 months. New international brands (New York Fries, Tealive, Sanook Kitchen) are launching. Management focuses on optimizing promotions and balancing online/dine-in strategies for future SSSG improvement and profitability. Sentiment is confident about QSR sector growth.