Sapphire Foods India Limited (SAPPHIRE) Earnings Call Transcripts

Sapphire Foods India Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Sapphire Foods India Limited reported a strong performance, achieving revenue of INR 7.9 billion, reflecting an 11% year-over-year growth, driven primarily by KFC's 15% revenue increase, the highest in eight quarters. Adjusted EBITDA grew 20% year-over-year to INR 610 million, although the full year adjusted EBITDA declined by 9% to 7.6%. Management indicated confidence moving into FY '27, citing a successful consumer recruitment strategy and positive trends in April, suggesting potential for continued growth despite inflationary pressures.

Reported metrics

Guidance from management

Management expressed confidence in continued growth, stating that April trends are similar to Q4, and they expect to maintain positive SSSG moving into FY '27.

What management said

Let me take the Pizza Hut business performance. It continues to be challenging. However, our strategy of Diamond forward omnichannel with emphasis on great food and great dine-in experience, it continues to deliver double-digit SSSG and EBITDA delta in Tamil Nadu, the only exclusive Sapphire market versus the rest of the country. So we believe very strongly that this is the pay book for the future. For our #2 brand, ...

Our Sri Lanka performance was very healthy. We delivered our sixth consecutive quarter of double-digit SSSG along with healthy transaction growth. We opened 9 restaurants during the financial year. This has been the highest in the next -- over the last 3 years. And this really shows that Srilanka is a highly promising market for CA. We should be able to continue this restaurant pace of expansion going forward in th...

What analysts pressed on

Analysts raised concerns about the sustainability of KFC's growth amid inflationary pressures and the ongoing challenges faced by Pizza Hut. There were questions about the impact of rising costs on margins and the effectiveness of the consumer recruitment strategy in a cautious market environment.

Main topics on the call

• Strong KFC Performance — KFC revenue grew by 15%, marking the highest growth in eight quarters. Management noted, "This uplift in performance is really encouraging as we move into the new fiscal."
• Challenges in Pizza Hut — Pizza Hut faced a revenue decline of 6% year-over-year, with management stating, "Our strategy of Diamond forward omnichannel... continues to deliver double-digit SSSG and EBITDA delta in Tamil Nadu."
• Expansion Plans — The company opened 19 KFC restaurants and 5 Pizza Huts in the quarter, contributing to a total of 1,052 restaurants. Management highlighted, "We should be able to continue this restaurant pace of expansion going forward ...
• Inflationary Pressures — Management acknowledged inflationary challenges, particularly in LPG prices, stating, "The bigger challenge right now is the LPG price where the impact could be anywhere between 25% to 40% increase in terms of the cost."

Read the full Sapphire Foods India Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 17 Sapphire Foods India Limited earnings call transcripts on record, spanning May 17, 2022 to July 24, 2026. Based on this history, Sapphire Foods India Limited reports quarterly. The most recent call on file is dated July 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SAPPHIRE

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

17

First call

May 17, 2022

Most recent

July 24, 2026

Reporting cadence

quarterly