BSECompany Update6d ago · 29 Jul 2026, 12:54 pm

Investor Presentation

Devyani International Ltd · 543330

✦ AI Summary▲ PositiveResults

Devyani International Ltd has released an investor presentation for Q1 FY'27, showing a strong start to the new financial year with most brands delivering positive same-store sales growth (SSSG). KFC continues to post double-digit sales growth, and the company has achieved its highest ever EBITDA of Rs. 255 crs at 16.1% of revenues.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment9/10

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Full Announcement

Devyani International Ltd - 543330 - Announcement under Regulation 30 (LODR)-Investor Presentation

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July 29, 2026 National Stock Exchange of India Ltd. BSE Limited Exchange Plaza, Block G, C/1, Bandra Kurla Phiroze Jeejeebhoy Towers, Complex, Bandra (E), Mumbai – 400 051 Dalal Street, Mumbai – 400 001 Email: cmlist@nse.co.in Email: corp.relations@bseindia.com Symbol: DEVYANI Security Code: 543330 Sub: Regulation 30: Presentation on Unaudited Financial Results of the Company for the Quarter ended June 30, 2026 Dear Sir/ Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached a copy of the Presentation on Unaudited Financial Results of the Company for the Quarter ended June 30, 2026. The same is also being uploaded on website of the Company at www.dil-rjcorp.com. You are requested to take the above on record. Yours faithfully, For Devyani International Limited Pankaj Virmani Chief Sustainability Officer & Company Secretary Encl.: As above Q1 FY’27 Results Presentation FOOD COURT –MANDI, HP PH -HYDERABAD BBK -AGRA July 29, 2026 COSTA –AMBIENCE MALL KFC –NOIDA SEC 50 KFC –VIZAG Disclaimer The information containedin this presentation isforinformation purposes onlyand does notconstitute an offerorinvitation to sell orthe solicitation of an offerorinvitation to purchase anysecurities (“Securities”)ofDevyani International Limited(the “Company”) in India,the United States oranyotherjurisdiction.This presentation should not,norshouldanything contained in it,form the basis of, or be relied upon in anyconnection with anycontract or commitment whatsoever. This presentation isnot an offer of securities for sale in the United States or elsewhere.This presentation doesnot constitute a prospectus, a statement in lieu of a prospectus, an offering circular, information memorandum, an invitation or advertisement or an offer document under the Companies Act, 2013, together with the rules thereunder, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018 each as amended, or any other applicable law in India. This presentation may contain forward‐looking statements that involve risks and uncertainties. Forward‐looking statements are based on certain assumptions and expectations of future events. Actual future performance, outcomes and results may differ materially from those expressed in forward‐looking statements as a result of a number of risks, uncertainties and assumptions. There is no obligation on the Company or any of its directors, officers, employees, agents or advisers, or any of their respective affiliates, advisers or representatives to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise and none of them shall have any liability (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. You are cautioned not to place undue reliance on these forward-looking statements, which are based on currentviewoftheCompany’smanagementonfutureevents. ThedataandopinionexpressedhereinwithrespecttotheCompanyisbasedonanumberofassumptionsandissubjecttoanumberofknownandunknownrisks,whichmaycausetheCompany’s actual results or performance to differmaterially from any projected future results or performance expressed or implied by such statements. Further, certain figures (including amounts, percentages andnumbers),asapplicable,have beenrounded-offtothenearestnumberandmaynotdepicttheexactnumber. We use a variety of financial and operational performance indicators to measure and analyze our financial performance and financial condition from period to period and to manage our business. Further, financial or performance indicators used here, have limitations as analytical tools, and should not be considered in isolation from, or as a substitute for, analysis of our historical financial performance,asreportedandpresentedinourfinancialstatements.Further,pastperformanceisnotnecessarilyindicativeoffutureresults. This presentation has been prepared by the Company. This document is a summary only and does not purport to contain all of the information that may be required to evaluate any potential transaction and any recipient hereof should conduct its own independent analysis of the Company and their businesses, including the consulting of independent legal, business, tax and financial advisers. The information in this presentation has not been independently verified and has not been and will not be reviewed or approved by any statutory or regulatory authority or stock exchange in India. No representation, warranty, express or implied, ismade as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions in thispresentation.Further,nothinginthisdocumentshouldbeconstruedasconstitutinglegal,business,taxorfinancialadvice. CHAIRMAN COMMENTS We begin the new financial year on a strong note. The momentum we built through the second half of FY26 - anchored by KFC's strong same-store sales performance - has continued into Q1 FY27. I am pleased that most of our brand portfolio delivered positive SSSG during the quarter. KFC continues to post double-digit sales growth and delivered another positive SSSG of 3.3% during the quarter. Other brands in the portfolio like Biryani by Kilo, Costa, and Vaango maintained a 7%+ SSSG growth trajectory. Pizza Hut also delivered a sequentially better SSSG. The business has improved profitability and posted its highest ever EBITDA of Rs. 255 crs at 16.1% of the revenues. This is a testament to our capability and commitment to deliver sustainable profitable growth, despite the cost inflation on LPG and wage hike. The operating environment has remained volatile, along with the usual seasonal complexities. While the demand has remained stable so far, the forecast of a below-normal season, combined with El Niño risk, is a reminder that consumption recovery in India rarely moves in a straight line. The merger process with Sapphire Foods continues to progress along expected timelines. We received approvals from both the NSE and the BSE in June, bringing us closer to the next phase of regulatory filings. The timelines are broadly on track with our stated target of completion by the end of FY27. I want to once again thank Yum! Brands for their continued confidence in DIL and RJ Corp as their long-term partners. Under Manish's leadership, we have continued to strengthen our management bench. The new team is fully in place now and settling in well in their respective roles. I am encouraged by the early cultural and operational shifts that I see across the organization as we build what the team has called "DIL 2.0." Q1 FY27 - BUSINESS HIGHLIGHTS Positive SSSG growth continues… ✓ KFC posted SSSG growth of +3.3% ; PH Sequentially better ✓ Costa Coffee SSSG +10.2% ✓ BBK and Vaango delivered +7.2% and +7.1% respectively. Dine-in focussed strategy working as per plan ✓ Revenue improvement in Dine-in & Takeaway channels for both KFC & PH. ✓ Dine-in exclusive offers and campaigns delivered desired results. ✓ 2-pronged strategy – offline for recruitment & value ; online for convenience & accessibility. Delivered lifetime-high Operating & Reported EBITDA of INR 151 Cr & INR 255 Cr respectively ✓ Operating EBITDA grew +38% yoy. Reported EBITDA margin at 16.1%. ✓ Small inflation in Raw materials, LPG and wage costs. ✓ Highest PBT in 8 quarters at INR 22.9 Cr. FY27 Q1 - PERFORMANCE HIGHLIGHTS Continued Revenue growth Store snapshot Q1 FY27 INR 15,805 Mn; +16.5% vs Q1 FY26 ✓ KFC - added 11 net new stores in India and ✓ India Revenue INR 10,709 Mn; +14.9% vs Q1 FY26 2 in Thailand ✓ KFC India INR 6,842 Mn; +11.7% vs Q1 FY26 ✓ BBK- 3 net additions ✓ Yearly store opening plan as per initial ✓ International business INR 5,230 Mn; +20.7% vs Q1 guidance FY26 Margin Performance Earnings Performance Consolidated Gross Margin C [Showing first 8,000 characters — download PDF for full document]