Q4 2025 Sapphire Foods India Ltd Earnings Call Transcript
Key Points
- Sapphire Foods India Ltd (BOM:543397) achieved a 10% increase in the number of restaurants, adding 91 new locations to reach a total of 963.
- The company reported an 11% growth in sales for the year, demonstrating resilience in a challenging market environment.
- Sapphire Foods India Ltd was recognized as the number one QSR in India for the second consecutive year on the Dow Jones Sustainability Index.
- The Sri Lanka segment experienced a strong turnaround with a 14% revenue growth in LKR terms and improved restaurant EBITDA margins of 15.4%.
- The company was acknowledged as the world's top 4 Pizza Hut franchisee and the world's best KFC franchisee, highlighting its strong operational capabilities.
- Adjusted EBITDA for the year declined by 4%, indicating challenges in maintaining profitability.
- Pizza Hut's performance declined in the fourth quarter, resulting in a negative 1% SSSG for the year.
- The company faced a decline in consolidated restaurant EBITDA by 1% year-on-year, with margins dropping to 12%.
- There was a reported 7% decline in adjusted EBITDA for the fourth quarter, reflecting operational challenges.
- The company experienced a drop in gross margins, particularly in the Pizza Hut segment, due to increased value and promotional offerings.
Ladies and gentlemen, thank you for patiently holding. The conference is expected to start shortly. Please stay connected. Ladies and gentlemen, good day and welcome to the Sapphire Foods Q4 and full-year FY25 earnings conference call hosted by Vogabe Advisors.
(Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Sanjay from Sapphire Foods. Thank you and over to you, sir.
Welcome to Sapphire Foods quarter 4 and financial year '25 consolidated financial highlights. I'm joined by my colleague, Vijay Jain, who's our CFO. First, a quick briefing on the full year performance highlights. In what was a difficult year, we still delivered double digit restaurant count and restaurant growth.
Number of restaurants grew at 10%. We added 91 restaurants during the year to close at 963 restaurants. Our sales grew at 11%, adjusted EBITDA grew -- declined by 4%, in the entire year. KFC, for the
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