Devyani International Ltd
Devyani International Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects to add approximately 200 to 225 net new stores in FY27 (calendar year 2026). Devyani International Limited expects growth in FY27 with plans to add approximately 200-225 net new stores, led by KFC (100-110 stores), Costa Coffee, Vaango, and Biryani By Kilo.
From Devyani International Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects to add approximately 200 to 225 net new stores in FY27 (calendar year 2026).
- Around 100 to 110 of these new stores will be KFC outlets, with the remainder from Costa Coffee, Biryani By Kilo, and international businesses.
- The proposed merger with Sapphire Foods aims to create one of the largest QSR platforms globally, unlocking synergies and accelerating growth.
- KFC showed strong momentum with a 4.9% positive same-store sales growth (SSSG) in Q4, supporting confidence in continued growth.
- Biryani By Kilo has turned profitable, with plans to expand offline Express formats, indicating growth potential.
- The company is bullish on travel segment growth via food courts in highways and malls.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Devyani International Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No significant changes in capex per store are planned; tech-related changes will be managed within existing budgets, including Yum! charges.
- Focus on digital transformation, automation, and AI to enhance operational execution and customer engagement without increasing capex.
- Development of own technology stack and apps is in progress with a tech partner, building in-house technology capabilities.
- Expansion plans include opening approximately 200-225 new stores in FY27, with KFC contributing 100-110 stores; other brands include Costa Coffee, Biryani By Kilo, and international.
- Strategy involves consolidating portfolios by closing loss-making/nonprofitable stores and opening higher-quality locations.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Devyani International Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention current or expected orderbook or pending orders figures.
- Store expansion plans indicate adding approximately 200 to 225 net new stores in FY27.
- KFC is expected to contribute 100 to 110 of these new stores.
- The balance of new stores will come from Costa Coffee, Biryani By Kilo, and international businesses.
2 more points management made on order book & pipeline
Devyani International Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.4K Cr, net loss ₹10 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Devyani Intl.'s management said in earlier quarters
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Frequently Asked Questions
What were Devyani International Ltd Q4 FY26 results?
The company expects to add approximately 200 to 225 net new stores in FY27 (calendar year 2026). Devyani International Limited expects growth in FY27 with plans to add approximately 200-225 net new stores, led by KFC (100-110 stores), Costa Coffee, Vaango, and Biryani By Kilo.
What is Devyani International Ltd share price analysis?
Devyani International Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹15,423 Cr. Investors should review the full earnings analysis for detailed insights.
Is Devyani International Ltd planning capital expenditure?
No significant changes in capex per store are planned; tech-related changes will be managed within existing budgets, including Yum! charges.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.