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LPG cost inflation impacting EBITDA by 30-50 bps
View Risks →Sapphire Foods India Ltd — Q4 FY26
Sapphire Foods delivered a strong Q4 FY26, with consolidated revenue of ₹790 crore (+11% YoY) and adjusted EBITDA of ₹61 crore (+20% YoY).
bullish
high
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Sapphire Foods delivered a strong Q4 FY26, with consolidated revenue of ₹790 crore (+11% YoY) and adjusted EBITDA of ₹61 crore (+20% YoY). KFC was the standout, posting 15% revenue growth and 4% SSSG (6% ex-Navratri), its best in 14 quarters, driven by a two-pronged value strategy: a ₹99 burger meal in north/west and BOGO offers in south. Pizza Hut India remained weak with -7% SSSG, but Sri Lanka continued its strong run with 11% SSSG and 15% revenue growth. Management expressed confidence that the KFC strategy is sustainable and that margins have bottomed, with April trends similar to Q4. Key risk: LPG cost inflation could impact EBITDA by 30-50 bps if not managed.
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KFC SSSG (ex-Navratri)
6%
+6pp YoY
Highest in 14 quarters, driven by new consumer recruitment strategy.
KFC Revenue Growth
15%
+15% YoY
Highest in 8 quarters, supported by 19 new store additions.
Pizza Hut India SSSG
-7%
-7pp YoY
Continues to be challenging; Tamil Nadu outperforms with double-digit SSSG.
Sri Lanka SSSG
11%
+11pp YoY
Sixth consecutive quarter of double-digit SSSG; strong brand momentum.
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Guidance and risk preview
The 99-rupee burger meal is now a permanent value layer across all KFC stores except Tamil Nadu, driving new consumer recruitment.
LPG prices have increased 25-40%, which could impact EBITDA by 30-50 basis points if not offset by price hikes or efficiency.
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