Devyani International Limited — Investor Meet, 13-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

DIL and Sapphire Foods are merging, forming a massive F&B platform with 3,000+ stores and ~INR 8,000 Cr annual turnover, aiming for $1B USD. This unifies KFC, Pizza Hut, and more under one entity. DIL will manage Pizza Hut's marketing, tech & supply chain, plus KFC's tech & SCM. They forecast INR 210-225 Cr net annual synergies, 60% in year one. Pizza Hut revival is key, with flexible expansion and focus on positive brand contribution. A unified tech strategy and calibrated KFC growth are priorities. Management is confident about future operational improvements and strong financials.