Devyani International Limited — PPTs, 15-05-2026: Investor Presentation

Devyani International (DIL) reported Q4 FY26 consolidated revenue of 1,436.9 Cr (+18.5% YoY), driven by strong performance in India (+18.1% YoY) and International business (+20.0% YoY). Consolidated EBITDA was 229.5 Cr with a 16% margin, while the company posted a Q4 net loss of 9.8 Cr.

KFC India delivered its strongest performance in 14 quarters with 4.9% SSSG. BBK saw 3.2% SSSG, with Vaango, Costa, and International operations also maintaining positive SSSG trends.

A key strategic focus is the proposed merger with Sapphire Foods, aiming to create one of the largest global QSR platforms, unlocking synergies and accelerating growth. DIL is also transforming its management team and focusing on technology and data-led decision-making. The company added 217 net new stores in FY26, bringing the global network to 2,256 stores.

Management is optimistic about demand conditions, noting improved consumption trends due to value-led initiatives. Future plans prioritize disciplined expansion, stronger profitability, and enhanced consumer relevance.