DIL reports a solid Q3 FY26, with consolidated revenues reaching INR 1,440.9 Cr, an 11.3% jump YoY. India operations grew 12.1%, and international business saw a 10.1% rise, showing improved profitability. The company continued its expansion spree, adding 95 net new stores this quarter, bringing the total count to 2,279. This included 54 new KFCs in India and 20 international outlets in Thailand and Nepal.
A significant win is Biryani By Kilo (BBK) hitting Brand EBITDA breakeven well ahead of its March 2026 target. DIL is strategizing a Pizza Hut turnaround by optimizing loss-making stores and focusing new openings to maximize asset utilization and reduce capex. January saw positive same-store sales growth across all brands except Pizza Hut. For Q3 FY26, consolidated Operating EBITDA was INR 226.7 Cr (15.7% margin), though a net loss of INR 11 Cr was reported. Leadership is also evolving, with Manish Dawar elevated to President & CEO and Anupam Kumar as the new CFO. Management views DIL at a crucial growth inflection point, with strong momentum expected to drive future expansion.