Devyani International Limited share price

NSE: DEVYANI · ISIN INE872J01023

Key numbers

Market cap
₹ 16,647 Cr
Current price
₹ 135.02
52-week high / low
₹ 173 / 92
Stock P/E
-
Book value
₹ 12.5
Dividend yield
0.00%
ROCE
4.6%
ROE
-2.9%
Debt to equity
2.45
Sales growth (3 yrs)
23.3%
Profit growth (3 yrs)
-
1-year return
-23.7%

About Devyani International Limited

Devyani International Limited develops, manages, and operates quick service restaurants and food courts in India, Nepal, Nigeria, Thailand, and internationally. It operates outlets under the KFC, Pizza Hut, Costa Coffee, Vaango and other brands. The company serves retail consumers for quick service food and beverages through dine in, takeaway, and delivery channels. The company was incorporated in 1991 and is based in Gurugram, India. Devyani International Limited operates as a subsidiary of RJ Corp Limited.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales1,2131,3571,4411,4371,581
Operating profit201205227230255
Net profit-154-10-1015
EPS (₹)-0.120.03-0.08-0.080.12

Concall summary (2026-08-04)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • The momentum we built through the second half of FY 26, anchored by KFC's strong same -store sales performance has continued into Q1 FY27.
  • The RBI, in its June policy held the repo rate steady but moderated its FY 27 growth outlook to 6.6% and raised its inflation projection to 5.1%, reflecting these very pressures.

Growth & demand

  • KFC continues to post double-digit sales growth and delivered another positive SSSG of 3.3% during the quarter.
  • Our brands in the portfolio like Biryani By Kilo, Costa and Vaango maintained a 7% plus SSSG growth trajectory.

Margins & costs

  • Our consolidated Operating EBITDA grew nearly 38% year-on-year and represents an EBITDA margin of 9.6%.
  • Gross Margin improved to 76.3% during the quarter, but higher costs and operating deleverage led to Brand Contribution margin eroding slightly.

Capex & expansion

  • BBK continues to progress well on both top line as well as bottom line and we are on track to rea lize the acquisition case turnaround of BBK.
  • At the same time, we also have to look at the capex, which gets involved in the new rollouts because obviously, the Western markets look at capex very differently versus the way we look at it.

Balance sheet & cash

  • Effective cost management and operating leverage helped improve the Brand Contribution margin by 1.5% compared to last year and posted Brand Contribution of 18.2% for the quarter.
  • Assuming that SSSG remains at a 3%-4% level, I am assuming that you might not get much of a leverage from that.

Peers in Restaurants

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