Q4 2026 Sapphire Foods India Ltd Earnings Call Transcript
Key Points
- Sapphire Foods India Ltd (BOM:543397) reported its best quarter in the last 12 quarters in terms of same-store sales growth (SSSG) and adjusted EBITDA growth.
- The company achieved a revenue of INR7.9 billion with an 11% year-over-year growth in the quarter, driven by a 15% revenue increase for KFC.
- Sri Lanka operations showed strong performance with a 15% revenue growth in local currency terms and continued double-digit SSSG.
- The company successfully added 19 KFC restaurants, two Pizza Huts in India, and three Pizza Huts in Sri Lanka during the quarter.
- Sapphire Foods India Ltd (BOM:543397) has implemented digital kiosks in 73% of its restaurants, leading to an average per customer (APC) upside compared to counter sales.
- Pizza Hut's revenue in India declined by 6% for the quarter, with a reported EBITDA of minus 3.3%, indicating ongoing challenges.
- Consolidated profit before tax (PBT) with exceptional items was negative INR15.5 crores, impacted by labor code changes and merger-related costs.
- The company faced inflationary challenges and LPG-related availability issues in both India and Sri Lanka, affecting operations.
- Despite a strong quarter, the full-year adjusted EBITDA declined by 9%, with a 150 basis points drop in margin.
- The increase in LPG prices could potentially impact EBITDA by 30 to 50 basis points, posing a risk to future profitability.
(technical difficulty) this conference call may contain forward-looking statements about the company, which are based on the beliefs, opinion and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions).
I now hand the conference over to Mr. Sanjay Purohit from Sapphire Foods. Thank you, and over to you, sir.
Good afternoon, everybody. Welcome to the quarter four and full year '25, '26 business performance highlights.
I'm joined by my colleague and fellow Board member, Vijay Jain, who is our Executive Director and CFO. Both of us will take you through the presentation. Quarter four FY26 has been our best quarter in the last 12 quarters in terms of both SSSG and adjusted EBITDA growth.
This has come on the back of a strong new consumer recruitment performance by KFC as well as strong
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
