Devyani International Ltd (NSE:DEVYANI)

Q4 2026 Devyani International Ltd Earnings Call Transcript

May 15, 2026 / 09:00 AM GMT

Release Date Price: ₹118.08 (+0.04%)

Transcript

Key Points

Positve

Devyani International Ltd (BOM:543330) reported a strong performance for KFC, with a 4.9% positive same-store sales growth (SSSG) and nearly 15% year-on-year growth during the quarter.
The proposed merger with Sapphire Foods is expected to create one of the largest QSR platforms globally, enhancing operational capabilities and unlocking meaningful synergies.
The company achieved more than 80% digital kiosk penetration across its KFC store network, enhancing customer experience and engagement.
International business showed robust growth, with Nepal recording a 46% year-on-year increase in sales and Thailand growing revenues by 19%.
Devyani International Ltd (BOM:543330) ended the year with a global network of 2,256 stores, reflecting disciplined execution and a focus on protecting unit economics.

Negative

Pizza Hut's performance was slightly negative due to operating leverage from lower same-store sales, with no net additions during the quarter.
Elevated coffee and cocoa prices impacted input costs for Costa Coffee, leading to a 1.2% year-on-year decline in gross margins.
The gas crisis in the country, due to the Middle East war, continues to pose challenges, although the company managed to mitigate its impact.
There were store closures across formats as part of a strategy to shut loss-making stores and focus on better quality store openings.
The company is discontinuing the T-Live brand in India and Thailand after testing, indicating challenges in brand performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DEVY.NS - Devyani International Ltd
Q4 2026 Devyani International Ltd Earnings Call
May 15, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, and welcome to the Devyani International's Earnings Conference Call.

As a reminder, all participant lines will be in the listen-only mode and anyone who wishes to ask a question may enter and 1 on the touchtone phone. To remove yourself from the queue, please enter and 2.

Should you need assistance during the conference call, please signal an operator by pressing and 0 on the touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Anu Pujari from CBR India.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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