Transcript

AI summary - Q1 FY27 revenue grew 16.5% y-y to INR 1,581 crore; EBITDA margin 9.6% - KFC posted 3.3% positive same-store sales growth (SSSG) with 12% revenue growth - Pizza Hut SSSG improved sequentially but remained negative at -2.2% - Own brands Biryani By Kilo and Vaango delivered 7%+ SSSG; BBK turnaround on track - International business grew 20%+ y-y with stable gross margins - Merger with Sapphire on track for completion by FY27 end - Management focused on technology adoption, cost control, and store expansion - KFC aims for 5-6% SSSG and 20% Brand Contribution margin in 1.5-2 years - Pizza Hut reset underway; full push expected post-merger in FY28 - Own brands target INR 1,000 crore revenue for Biryani By Kilo in next few years