Sapphire Foods India Ltd (SAPPHIRE) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported a reasonable quarter with a consolidated revenue growth of 7% YoY, despite the full impact of Navratri shifting into this quarter, which negatively affected performance.
- KFC's revenue grew by 7%, but management noted that excluding the Navratri impact, the brand would have achieved double-digit growth, with transactions showing positive momentum.
- Pizza Hut's revenue declined by 6%; however, the exclusive territory of Tamil Nadu demonstrated a strong double-digit revenue growth, validating the company's dine-in forward, omnichannel strategy.
- The Sri Lankan business delivered a robust performance with 18% revenue growth in LKR terms (23% in INR), driven by sustained investments in brand, innovation, and value, successfully mitigating the impact of a significant minimum wage hike.
- The company achieved a major milestone by inaugurating its 1,000th restaurant, a KFC outlet in Tamil Nadu, bringing the total count to 997 as of September 30th.
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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