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Sapphire Foods India Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- KFC margins expected to hold with low single-digit SSSG; Pizza Hut EBITDA to remain low single-digit
- FY26 guidance: KFC to add 60-80 stores, Pizza Hut cautious with 20-25 net additions
- KFC had negative 4% SSSG but improved delivery mix and launched KFC Gold premium burger
- Pizza Hut ended FY25 with -1% SSSG; mass media ad pullback impacted Q4 performance
- Corporate cost growth controlled; capex includes new stores, refurbishments, tech investments
- Sri Lanka business grew 14% in LKR, EBITDA margin above 15% for first time in 3 years
- FY25 consolidated EBITDA margin was 17.3%; Q4 EBITDA margin 7.2% with PAT at 0.3%
- FY25 revenue grew 11% with 10% restaurant count increase to 963
- Own delivery channel grew 3x aggregator growth, now ~10% of delivery revenue
- Management confident of resolving Pizza Hut advertising differences in next 1-2 quarters
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.