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Pizza Hut underperformance
View Risks →Devyani International Limited — Q4 FY26
Devyani International reported a strong Q4 FY26 with consolidated revenue of INR 437 crores, up 18.5% YoY, driven by KFC's best performance in 14 quarters with 4.9% SSSG and nearly 15% revenue growth.
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Devyani International reported a strong Q4 FY26 with consolidated revenue of INR 437 crores, up 18.5% YoY, driven by KFC's best performance in 14 quarters with 4.9% SSSG and nearly 15% revenue growth. EBITDA came in at INR 123 crores (8.6% margin), growing 13.8% YoY. The turnaround was led by a strategic shift to dine-in promotions, reducing online discounts, and stable raw material costs. International business crossed INR 500 crores for the first time, growing 20% YoY. Management guided for 200-225 net new stores in FY27, with KFC contributing 100-110. The proposed merger with Sapphire Foods remains on track for completion by end of FY27. Key risk: Pizza Hut continues to struggle with negative SSSG (-3.7%) and negative brand contribution, and the gas crisis remains an issue in some regions.
देवयानी इंटरनेशनल ने वित्त वर्ष 2026 की चौथी तिमाही में मजबूत प्रदर्शन किया। कंपनी की कुल आय 437 करोड़ रुपये रही, जो पिछले साल से 18.5% अधिक है। यह वृद्धि KFC के बेहतरीन प्रदर्शन से आई, जिसने 14 तिमाहियों में सबसे अच्छा कारोबार किया। कंपनी ने ऑनलाइन डिस्काउंट कम करके और रेस्तरां में खाने पर जोर देकर मुनाफा बढ़ाया। EBITDA 123 करोड़ रुपये रहा, जो पिछले साल से 13.8% ज्यादा है। अंतरराष्ट्रीय कारोबार ने पहली बार 500 करोड़ रुपये पार किए। कंपनी अगले साल 200-225 नए स्टोर खोलने की योजना बना रही है। हालांकि, पिज्जा हट का प्रदर्शन कमजोर रहा और कुछ इलाकों में गैस संकट भी चिंता का विषय है।
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KFC SSSG
4.9%
+4.9pp YoY
Strongest performance in 14 quarters, driven by dine-in focus and value initiatives.
KFC Revenue
INR 586 crores
+15% YoY
Nearly 15% year-on-year growth, anchoring overall momentum.
International Revenue
INR 500+ crores
+20% YoY
Crossed INR 500 crores for the first time, with Nepal up 46% and Thailand up 19%.
Net Store Additions Guidance
200-225 stores
Flat vs FY26 additions (217)
FY27 guidance: KFC 100-110, balance from Costa, Biryani by Kilo, and international.
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Management expects to add 200-225 net new stores in FY27, with KFC contributing 100-110 stores and the balance from Costa Coffee, Biryani by Kilo,...
Pizza Hut reported negative SSSG of -3.7% and slightly negative brand contribution due to operating leverage.
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