DEVYANI / language trends

Read confidence between the lines.

Devyani International · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q2-FY26 · Manish Dawer

The demand environment in our view continues to be weak. And therefore we've seen that whenever let's say we do some promotions or promotion intensity it kind of picks up very well and the moment you kind of withdraw that it falls back.

tracked

Q2-FY26 · Ravi Jaipurya

Our goal is to achieve brand contribution break even by March 2026 and we are pleased to report steady progress towards this milestone.

tracked

Q2-FY26 · Manish Dawer

As far as we are concerned all of our agreements are well protected and in case of any such event there's no difference that is going to impact us as far as the India business or any of the other businesses where we have Pizza Hut.

tracked

Q3-FY26 · Ravi Jaipurya

We have achieved break even brand contribution for Biryani by Kilo much ahead of our target as guided earlier.

tracked

Q3-FY26 · Manish Dawer

Our biggest priority will be to turn around the SSSG and ADS numbers and this can only happen with multiple measures.

tracked

Q3-FY26 · Ravi Jaipurya

We have seen positive SSSG across all our brands in the month of January except Pizza Hut where the losses are being contained.

tracked

Q4-FY26 · Ravi Jaipuria

KFC delivered its strongest performance in the last 14 quarters, posting 4.9% positive SSSG and nearly 15% year-on-year growth during the quarter.

tracked

Q4-FY26 · Manish

We need to give a reason to the consumer to come into the store... if you give a reason to the consumer to come into the store they will come into the store.

tracked

Q4-FY26 · Manish

We are going back to basics as far as Pizza Hut is concerned in terms of identifying the gaps on the portfolio from a product point of view, identifying the pricing layers which are kind of missing in our portfolio.

tracked