Devyani International Limited — PPTs, 06-11-2025: Investor Presentation

Devyani International saw consolidated revenue hit ₹1,376.7 Cr, up 12.6% YoY, despite Q2 being a challenging quarter impacted by festivals and unseasonal rains. KFC India revenue grew 5.3% to ₹572.3 Cr, while Pizza Hut India was flat at ₹186 Cr. International business showed strong growth, up 14% to ₹449.5 Cr with slightly better margins.

The company added 39 net new stores, including 30 KFC outlets. A key development was the successful test-launch of 6 Tealive stores, which received positive customer feedback, with plans for further expansion. Integration of the Skygate portfolio (Biryani By Kilo, Goila Butter Chicken) is on track to achieve brand contribution break-even by March 2026.

Key financials include a reported EBITDA of ₹194.3 Cr (14.1% margin) and a net loss of ₹23.9 Cr for the quarter. Gross margin stood at 67.8%. Management is optimistic about the recent GST 2.0 transition boosting consumption and remains focused on disciplined execution and diversified brands for sustainable, profitable growth.