Speciality Restaurants Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Speciality Restaurants reported its 20th profitable quarter, with Q1 FY27 same-store sales growth at 11.35%. Gross margins improved to 71.1% due to efficiencies, despite inflationary trends. Management is focusing on three growth verticals: Oriental, Italian (Siciliana), and QSR (Sweet Bengal, Walters Burger), while phasing out older brands. Delivery now contributes 29% of revenue, alongside strong dine-in growth. The company plans to add 8-10 restaurants and 10-15 Walters Burger QSRs this fiscal year, maintaining its INR 162 Cr cash balance. Enhanced liquor sales and Sweet Bengal's expanded market reach via new technology are also strategic priorities. Demand in Q2 remains robust, reflecting management's confident outlook on disciplined growth.