Speciality Restaurants Ltd
Speciality Restaurants Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company aims to triple revenues in the next 6 years, focusing on organic growth and brand building internally rather than acquisitions. The company targets a revenue growth of 10% to 15% annually over the next 3 years as a bare minimum, with ambitions to achieve 20% to 25% EBITDA margins.
From Speciality Restaurants Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company aims to triple revenues in the next 6 years, focusing on organic growth and brand building internally rather than acquisitions.
- Expected revenue growth rate is projected between 10% to 15% annually as a bare minimum, with aspirations of 20%-25% EBITDA margins.
- Store expansion plans include opening around 25 new stores over the next 2-3 years, mostly company-owned and operated with a payback period of 3 to 5 years.
- Renovations and new formats like Asia Kitchen and Bizarre Asia are expected to add 20%-30% revenue growth in renovated stores.
- Focus on increasing footprints in malls (300+ anticipated in India), targeting modern Asian cuisine segments and new customer groups.
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Profitability & Margins
See what Speciality Restaurants Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company plans to open about 25 new stores over the next 2 to 3 years.
- Each new store requires a capex of approximately INR 3.5 crores.
- The payback period for new stores ranges from 3 to 5 years, with P&L breakeven typically between 6 to 8 months after opening.
- The new stores will primarily be company-owned and company-operated.
- Focus is on quality real estate locations, with expansion sometimes delayed due to real estate delivery issues.
- Renovations of existing restaurants are ongoing to boost revenue by 20-30%.
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Top-ranked in Leisure Services
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
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Order Book & Pipeline
- The main delay in store additions (e.g., 25 new stores planned over 2-3 years) is due to real estate delivery issues.
- Examples of delayed real estate projects include Borivali Asia Kitchen in The Oberoi Mall and a Godrej building in Pune.
- Fit-out for such delayed locations typically takes 3 to 4 months once the space is delivered.
- The company is very cautious about choosing quality locations with good store metrics.
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Speciality Restaurants Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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 Q3 FY25 results?
The company aims to triple revenues in the next 6 years, focusing on organic growth and brand building internally rather than acquisitions. The company targets a revenue growth of 10% to 15% annually over the next 3 years as a bare minimum, with ambitions to achieve 20% to 25% EBITDA margins.
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?
The company plans to open about 25 new stores over the next 2 to 3 years. - Each new store requires a capex of approximately INR 3.5 crores. - The payback period for new stores ranges from 3 to 5 years, with P&L breakeven typically between 6 to 8 months after opening. - The new stores will primarily be company-owned and company-operated. - Focus is on quality real estate locations, with expansion sometimes delayed due to real estate delivery issues. - Renovations of existing restaurants are ongoing to boost revenue by 20-30%. - The company is internally capable of organic growth but open to attractive inorganic growth opportunities. - Investment is also targeted at new formats like Asia Kitchen, Bizarre Asia (a 10,000 sq.
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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.