Speciality Restaurants Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Speciality Restaurants delivered strong Q3FY26 results with highest-ever revenues, up 9% YoY. Operational EBITDA margins improved to 12.75% from 11.85%, and gross margins rose to 70.8%. Despite a gratuity provision, management is bullish. The company plans 8-10 new restaurants and 3-5 QSRs in FY27, funded by internal cash. Delivery sales now comprise 24%. International expansion in UAE/Saudi is asset-light via master franchises. Management is confident, focusing on optimizing space and boosting dine-in with CRM initiatives.