Speciality Restaurants Ltd
Speciality Restaurants Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Speciality Restaurants Limited expects to open 8 to 10 new restaurants annually over the next 1-2 years, focusing on Asian cuisine and select growth brands like Siciliana (Italian), Sweet Bengal (QSR confectionery), Walter's Burger, and Gong (Modern Asian, wet-led format). - Same store sales growth (SSSG) showed improvement to +1.39%, with management targeting higher growth, potentially 2.5% to 5% in the best quarter (Oct-Dec), though full-year revenue growth guidance is moderate at 10%-15%. - The company plans consolidation rather than experimenting with new brand formats, leveraging existing successful brands to increase sales. - New restaurants typically break even within 6 to 9 months, with average CAPEX around ₹4 crore and expected turnovers between ₹6-7 crore each. - Revenue growth depends heavily on the performance of the key growing cuisines and improved weekday dine-in covers. The company expects revenue growth of 10%-15% for the full year FY26, depending significantly on performance in the October-November-December (OND) quarter.
From Speciality Restaurants Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Speciality Restaurants Limited expects to open 8 to 10 new restaurants annually over the next 1-2 years, focusing on Asian cuisine and select growth brands like Siciliana (Italian), Sweet Bengal (QSR confectionery), Walter's Burger, and Gong (Modern Asian, wet-led format).
- Same store sales growth (SSSG) showed improvement to +1.39%, with management targeting higher growth, potentially 2.5% to 5% in the best quarter (Oct-Dec), though full-year revenue growth guidance is moderate at 10%-15%.
- The company plans consolidation rather than experimenting with new brand formats, leveraging existing successful brands to increase sales.
- New restaurants typically break even within 6 to 9 months, with average CAPEX around ₹4 crore and expected turnovers between ₹6-7 crore each.
- Revenue growth depends heavily on the performance of the key growing cuisines and improved weekday dine-in covers. Management is cautiously optimistic about achieving higher revenue growth in the near term.
Profitability & Margins
See what Speciality Restaurants Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Several new restaurants are planned, including Siciliana in Bangalore and Gong in Basant Kunj, with premises around 2,500 to 3,000 sq. ft.
- CAPEX for new restaurants like Siciliana Bangalore is estimated around ₹3-4 crores, with expected revenues of ₹6-7 crores per restaurant.
- Capital work-in-progress reduced from ₹32 crores to ₹13.22 crores during the quarter due to capitalization of multiple units.
- Two land parcels in Durgapur and Bhubaneswar are under demerger to Speciality Hotels India Pvt Ltd for joint development; no immediate CAPEX planned there.
- The company envisages opening 8 to 10 new restaurants annually, balancing growth with skilled manpower availability.
- Focus remains on profitable restaurants and expanding primarily in Oriental cuisine, Italian (Siciliana), and select QSR formats (Sweet Bengal, Walter’s).
- Cloud kitchens will be tactically placed, mostly as "kitchen-within-kitchen" formats in existing restaurants, reducing standalone cloud kitchen CAPEX.
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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 Speciality Restaurants Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Speciality Restaurants Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹112 Cr, net profit ₹4 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Speciality Restaurants Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Speciality Restaurants Ltd Q2 FY26 results?
Speciality Restaurants Limited expects to open 8 to 10 new restaurants annually over the next 1-2 years, focusing on Asian cuisine and select growth brands like Siciliana (Italian), Sweet Bengal (QSR confectionery), Walter's Burger, and Gong (Modern Asian, wet-led format). - Same store sales growth (SSSG) showed improvement to +1.39%, with management targeting higher growth, potentially 2.5% to 5% in the best quarter (Oct-Dec), though full-year revenue growth guidance is moderate at 10%-15%. - The company plans consolidation rather than experimenting with new brand formats, leveraging existing successful brands to increase sales. - New restaurants typically break even within 6 to 9 months, with average CAPEX around ₹4 crore and expected turnovers between ₹6-7 crore each. - Revenue growth depends heavily on the performance of the key growing cuisines and improved weekday dine-in covers. The company expects revenue growth of 10%-15% for the full year FY26, depending significantly on performance in the October-November-December (OND) quarter.
What is Speciality Restaurants Ltd share price analysis?
Speciality Restaurants Ltd currently shows a neutral. The stock trades at a P/E of 27.8 with a market cap of ₹679 Cr. Investors should review the full earnings analysis for detailed insights.
Is Speciality Restaurants Ltd planning capital expenditure?
Several new restaurants are planned, including Siciliana in Bangalore and Gong in Basant Kunj, with premises around 2,500 to 3,000 sq.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.