Devyani International Ltd (DEVYANI) Q1FY27 Concall Summary - Jun-2026 Qtr
Performance Overview
- The company started the new financial year on a strong note, continuing the momentum from the second half of FY26, with most of the brand portfolio delivering positive Same-Store Sales Growth (SSSG).
- The business demonstrated improved profitability, achieving its highest-ever EBITDA of 255 crores, which represents a 16.1% margin, showcasing its capability to deliver sustainable growth despite inflationary pressures on LPG and wages.
- The core brand, KFC, maintained its strong performance with double-digit sales growth and a positive SSSG of 3.3%, driven by a strategic rebalancing of marketing efforts towards the dine-in channel.
- The proposed merger with Sapphire Foods is progressing as planned, having received approvals from both NSE and BSE in June, with an expected completion by the end of FY27.
- Management highlighted the successful settlement of the new leadership team (referred to as DIL 2.0), which is focused on disciplined store expansion, maintaining positive SSSG, improving efficiency through technology, and preparing the organization for the merged entity.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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