Devyani International Limited
2,662words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
86.13%
Rs. 1,357
11.1%
11.2%
Rs. 205
15.1%
rs.
3
Rs 103
68.2%
1%
13.1%
Guidance — 7 items
Sub
opening
“Sky Gate Hospitality has 105 outlets at present, and we are confident that these brands will be one of the key contributors to our expansion plans going forward.”
Sky-Gate Acquisition updates
opening
“Q1 FY26 Store count includes 105 Sky- Gate stores 2.”
Sky-Gate Acquisition updates
opening
“Q1 FY25 Q4 FY25 Q1 FY26 ALL FIGURES IN INR MILLION, UNLESS SPECIFIED 6 PERFORMANCE TREND – DIL INDIA STORE COUNT (NOS) AT END OF PERIOD REVENUE FROM OPERATIONS GROSS MARGIN 1,767 * 1,664 1,473 8,399 8,012 9,319 71.9% 71.0% 6,037 5,691 69.6% 6,487 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 BRAND CONTRIBUTION OPERATING EBITDA REPORTED EBITDA 16.2% 1,362 13.4% 12.1% 1,070 1,131 11.9% 8.6% 7.0% 20.5% 18.8% 16.0% 1,001 689 654 1,724 1,504 1,492 Q4 FY25 Note: 1.”
Sky-Gate Acquisition updates
opening
“Q1 FY26 Store count includes 105 Sky- Gate stores Q1 FY26 Q1 FY25 2.”
Sky-Gate Acquisition updates
opening
“Q1 FY26 Store count includes 105 Sky- Gate stores 2.”
Sky-Gate Acquisition updates
opening
“The results will be announced earlier the same day.”
Sky-Gate Acquisition updates
opening
“The senior management of the Company will be present to address the call.”
Speaking time
1
1
Opening remarks
Sub
Regulation 30: Presentation on Unaudited Financial Results of the Company for the Quarter ended June 30, 2025 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, 2025. 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’26 Results Presentation Aug 13th, 2025 Disclaimer The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase any securities (“Securities”) of Devyani International Limited (the “Company”) in India, the United States or any other jurisdi
Sky-Gate Acquisition updates
• Sky-Gate acquisition complete. • Invested ~ Rs 103 crs in Sky-Gate; Equity stake increased to ~ 86.13% • Blackvelvet and Say Chefs have become fully-owned subsidiaries of Sky Gate. • Integration on track Margin Performance Gross Margin Q1 FY26 at 68.2%; -1% vs Q1 FY25 Brand Contribution Q1 FY26 at 13.1%; -2.2% vs Q1 FY25; Continued Revenue growth Q1 FY26 INR 13,570 Mn; +11.1% vs Q1 FY25 KFC India INR 6,126 Mn ; +10.5% vs Q1 FY25 PH India INR 1,873 Mn ; +3% vs Q1 FY25 International business INR 4,332 Mn; +11.2% vs Q1 FY25 Earnings Performance Consolidated EBITDA Q1 FY26 INR 2,049 Mn EBITDA Margin at 15.1% 4 NEW STORE OPENINGS * * ** * Includes 105 Sky-Gate stores ** Includes 2 Tea live stores opened in Q1 FY26. NNU = Gross additions less Closures 5 PERFORMANCE TREND – DIL CONSOLIDATED STORE COUNT (NOS) AT END OF PERIOD REVENUE FROM OPERATIONS GROSS MARGIN * 2,145 2,039 1,836 12,219 12,126 13,570 69.2% 68.5% 68.2% 8,450 8,306 9,252 100% 90% 80% 70% 60% 50% 40% 30% 20% 10%