Speciality Restaurants Limited — Investor Meet, 20-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Speciality Restaurants reports 17 quarters of profit. Q2 FY26 saw Same Store Sales Growth (SSSG) up 1.39%, with gross margins at 70.4% and operational EBITDA 7.1%. Cash on books is 157.42 Cr. The strategy focuses on expanding Oriental brands like Asia Kitchen by Mainland China, the Italian concept Siciliana, and growing QSRs Sweet Bengal and Walter's. The company plans 8-10 new restaurants annually (2,500-3,000 sq ft, ~4 Cr CAPEX per store, aiming for 6-7 Cr revenue). A new CEO search is ongoing. Management is confident, prioritizing focused growth and operational efficiency, including 'kitchen-within-kitchen' models over pure cloud kitchens.