Sapphire Foods India Limited — PPTs, 13-02-2026: Investor Presentation

Sapphire Foods (KFC, Pizza Hut, Taco Bell franchisee) reported Q3 FY26 Restaurant Sales up 7% year-on-year to ₹811.2 Cr. However, EBITDA declined 3% to ₹136 Cr (margin 16.8%), and Adj. PBT dropped 7% to ₹23.8 Cr. For 9M FY26, sales rose 7% to ₹2,326.1 Cr, though EBITDA fell 6% to ₹355.5 Cr (margin 15.3%). The company added 31 net restaurants in Q3.

Strategic focus areas include zero-based cost budgeting, optimizing restaurant size for smaller omni-channel outlets, and enhancing digital sales, with delivery now accounting for 44% of revenue. KFC is driving penetration with value offers and aims for 60-80 new stores annually. Pizza Hut is prioritizing differentiated dine-in, taste innovation (e.g., Crafted Flatzz), and competitive value, with cautious expansion.

Notably, the board has approved a merger scheme with Devyani International, pending necessary approvals. The company continues to prioritize operational excellence across its 1028 restaurants.