Devyani International Limited — Investor Meet, 04-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Consolidated revenue grew 16.5% YoY to INR 1,581 Cr. Operating EBITDA hit an all-time high of INR 151 Cr (9.6% margin), soaring 38% YoY. KFC SSSG was +3.3%, while Biryani By Kilo and Vaango saw +7% SSSG. Pizza Hut improved sequentially despite -2.2% SSSG. Management is confident in turnaround, aiming for positive SSSG, improved efficiency, and opening new stores.

Dine-in focus is boosting KFC offline sales. Merger with Sapphire Foods is on track for FY27 end. The company is bullish on Indian food categories like Biryani By Kilo, aiming for it to be an INR 1,000 Cr brand. New leadership and tech adoption are key for DIL 2.0. Outlook remains positive despite macro challenges.