Speciality Restaurants Limited has informed the Exchange about Investor Presentation
CIN: L55101WB1999PLC090672 Email : corporate@speciality.co.in
Morya Land Mark – 1, 4th Floor, B-25, Veera Industrial Estate, Off New Link Road, Andheri (W), Mumbai 400 053
Tel. No. (022) 62686700 Website-www.speciality.co.in
November 17, 2025
To,
General Manager, Listing Operations, BSE Limited, P.J. Tower, Dalal Street, Mumbai - 400 001.
Vice President, Listing Compliance Department, National Stock Exchange of India Limited, 'Exchange Plaza', Bandra Kurla Complex, Bandra (E), Mumbai - 400 051.
Scrip Code : 534425 Scrip Code : SPECIALITY
Dear Sir/ Madam,
Sub: Investor Presentation for Q2FY26.
Please find attached the following document on the above matter:-
Speciality Restaurants Limited – Investor Presentation for Q2FY26.
Kindly take the above document on record.
Thanking you.
Yours sincerely, For Speciality Restaurants Limited
Avinash Kinhikar Company Secretary and Legal Head
Encl: As above
Registered Office: ‘Uniworth House’ 3A, Gurusaday Road, Kolkata – 700019.
Speciality Restaurants Limited
Investors Presentation for Q2FY26
Overview
We have successfully put the pandemic behind us and achieved the Seventeenth consecutive quarter of sustained profitable growth.
We continue to dominate with our market leadership in the Pan-Asian/ Oriental cuisine segment. Our USP is the presence of our brands in multiple formats ranging from Fine Dining, Casual Dining, Resto Bar, Cloud kitchens and Confectioneries. We will continue to build on our expertise and also keep innovating with newer formats to cater to the evolving palate of consumers.
We continue to focus on controlling the costs and enhancing the value proposition for our guests. Recognising the convenience and importance of home delivery to customers, our focus on providing last mile delivery continues. It remains a significant proportion of our total revenue. Despite the convenience of home delivery, we are happy to report that dine-in sales are stable.
We have plans to expand by opening new outlets of Oriental Cuisine and dominate the space by upgrading existing Mainland China and Asia Kitchen by Mainland China restaurants as a brand refresh exercise to further improve upon the same store sales growth. Together with Oriental Cuisine restaurants we have also planned expansion with new outlets of Siciliana, Sweet Bengal and Walters.
Given that our versatile brand portfolio enjoys a strong recall and customer loyalty, we hope to further strengthen our brand presence in the minds of our customers by continuing to focus on giving every diner the perfect guest experience and making them feel special.
Investors Presentation Q2FY26
Our Portfolio
After completing 30 years, Mainland China the flagship brand of Speciality Restaurants has undergone a brand refresh with complete makeover, with a revamp of its ambience, décor and menu offerings. Its offerings have
been given a twist by adding in new dishes that are unique and trending in today’s food gastronomy, yet retaining the subtle blending of spices, providing the perfect balance of Ying Yang flavours.
Oh! Calcutta showcases the rich culinary heritage of Calcutta by recreating the lost taste of the 300-year- old recipes of traditional dishes. Our master chefs researched and
unearthed those authentic recipes and recreated them for the modern generation. Since then, Oh! Calcutta has been one of the most talked about traditional fine dine restaurants.
Created by Bengal's finest master craftsmen, Sweet Bengal's legacy dates back in 1995. Since then, every sweet delicacy created here has brought in a special and unique taste along with the heritage of Calcutta's historic nuances. It has been a satisfying and soulful journey in making your moments sweet and special. We have now diversified our offerings into introducing Khari delights from Namking and a variety of cookies from Sweet Bakes in attractive and ready to eat packaging, both being an extension of the Sweet Bengal family.
Asia Kitchen by Mainland China was created as a brand refresh of the mother brand offering a more relaxed and informal space to attract the younger audience. With diverse and trending offerings in the form of Pan Asian cuisine which includes gourmet dishes from Hong Kong, Singapore, Malaysia, Thailand, Japan, Korea, Myanmar in addition to China this semi-casual format is being widely relaunched in malls.
Chourangi was launched in H2FY22 in London under to joint venture. The response food critics connoisseurs large has been the public at to overwhelming. The food, the ambience and the service have all been lauded, resulting in a palpable impact in terms of increasing footfalls and enhanced brand equity. The joint In the last
from
two years, Chourangi has not only become a household name to the Londoners but very recently has also been awarded The Open Table Diner’s Choice.
Sigree Global Grill, offers a unique and immersive culinary experience offering unlimited helpings of a variety of grills and kebabs. It brings to you a varied array of cuisines the Mediterranean,
inspired
from
European, Mexican and Indian regions, enough to tempt the strictest of weight watchers to indulge in a pure ecstasy of flavours. The interactive live grill stations allow guests to customize their dishes and savor the freshly prepared delicacies, making it an unforgettable dining experience.
Investors Presentation Q2FY26
Our Portfolio
Riyasat is a story woven through royal celebrations and victories and is inspired from the stately homes of the royal families of the 19th century. The cuisine is is inspired vibrant, robust and encompasses the healthier culinary techniques and dining experiences to blend in with the changing time and trends.
the North-western
frontiers
from
that
the name suggests
Bohoba, as is inspired by the Bohemian design for those who lead a free-spirited, norm- defying life. The style is eclectic, a juxtaposition of the old
and the new, with an aesthetic that is fascinating and avant-garde. The vibe has a creative energy without being too loud. Young at heart, but with a mature touch. Fun but not wild. Irreverent but genial. Unconventional. Authentic. Spirited.
Fusing a legacy that has been around three decades with innovation & all things new, a
for
one-of-a-kind resto-bar serving delectable food from all over the world along with some beautifully crafted tap tails. Episode One is defined by everything it isn’t.
The main attraction is the state-of-the-art bar brewing delicious Taptails (cocktails on tap) all day long! Episode is divided into 4 experiences – each one serving a different purpose and can be enjoyed by everyone alike.
Step into a world inspired by the colourful chaos of Asia’s most exciting street markets, from the sizzling woks of tantalising Thailand to the bustling neon-lit streets of exotic Japan.
One minute you’re in Malaysia, the other in China, Korea or Vietnam. The choice is yours! Eat all you want, as much as you want. Multiple live kitchens, a massive all-day all-Asian buffet, and a walk-in bottle bar, all under one big roof - is it unusual? Not just! It’s totally bizarre!
GONG has been a very successful innovation and addition to our brand basket offering some outstanding Asian fusion dishes like Asian Crab Ravioli, Asparagus Crisp Rolls or the Chilean Sea Bass in Tamari Soy. It is intriguing with its tantalizing tastes with its completely nouveau recipes!
Haka offers you exactly what your fast-paced city life and the crunched leisure time permits. True to its name Haka is famous for its haka style south-eastern Chinese cuisine in a mouth- watering array of choices. The décor is simple but stylish just for Gen X.
The brand celebrates a journey of flavours that will remind you of the trattorias of Italy, lazy afternoons by the blue Mediterranean, followed with the balsamic aroma of sizzling Seafood delicacies and Artisanal Handmade Ravioli & Risottos.
Investors Presentation Q2FY26
Our Portfolio
The uniqueness of Sigree lies in its menu items which are cooked over slow charcoal fire with a melange of flavours from North Western India using fresh
and pure ingredients. The subtle lighting suited with the ambient decor will definitely transport you to the era of the Nawabs and Sultans, where the sound of the ghungroo, table and the Sarangi will reverberate in unison to glory.
It’s a chain of Confectionery from the house of Speciality Restaurants, with offerings from our master bakers in the state-of-the art bakery creating little masterpieces with flours and ingredients sourced locally. Dariole is a cozy and affectionate neighbourhood
confectionary and café, where the city’s best croissants, buns, puffs, wraps, cakes, cookies, pastries and breads are born every day. In our recent endeavour we have been able to add a few more outlets and as the brand has been accepted due to its newest bakery innovations, we plan to expand this further.
Experience the dining in wild. Be it a break from the mundane routine of everyday life or experiencing an adventure of a lifetime, we give you an opportunity to take a trip to the animal kingdom eventually foraying into a tropical paradise. Flickering of lights that turn into mimic
lighting as you step into the restaurant. Furnished with a thick foliaged wall and tree trunks nicely quipped with a green canopy overhead, provides the look and feel of the space. In short providing a JUNGLE SAFARI with a wild dining experience.
Flame and Grill offers that unique experience that brings the very tandoor to your table sizzling and hot, ready to be sampled with the choice of sauces pre-served on your table. It’s an
unlimited fixed price buffet offering an exciting selection of veg and non-veg options which will leave you with satiated.
offers
ample Mediterranean
Hoppipola and contemporary Indian flavours in the form of finger food, thin crust Pizza’s and bar nibbles. Innovative mocktails at the lively Bar also add to the funky menu sprinkled with some innovative games creating a different experience altogether.
A signature catering experience by Speciality Restaurants that blends creativity with passion, food with culture, & excellence with hospitality. to From unforgettable wedding from seamless
intimate private sit-down dinners
celebrations,
corporate events to large brand integrations, we are here to elevate your special moments with culinary excellence, unparalleled flavors and impeccable service.
Investors Presentation Q2FY26
New Brands
to
the newest addition
Siciliana at Lakeshore Mall, Thane (Mumbai) is the Speciality portfolio with a refined tribute to Southern Italy’s rich culinary heritage. Designed with Sicilian minimalism, the food offers bold, earthy flavours inspired by Sicily, Sardinia, and Calabria, being a reflection of the diverse cultures and
traditions that have influenced southern Italian cuisine—Greek, Arab, Spanish, French, and Roman. In a setting of sunlit elegance and Mediterranean charm, the menu celebrates bold, authentic flavours, fine Sicilian wines, and timeless desserts, offering diners an evocative journey through Sicily’s rustic soul.
Walter’s menu is meticulously crafted aiming to elevate the fast food experience. Facing a struggle of over a year, one of the primary challenges encountered during conceptualization was refining the bun bread to guarantee it effectively
contained the fillings and retained its integrity while being eaten with one hand. Ditch those oversized, messy burgers and embrace a unique twist on gourmet handhelds.
Investors Presentation Q2FY26
Company’s Journey
Raised private equity from SAIF Partners
Restaurants, confectionaries and franchisees network expanded to 100
Opened its first restaurant in London, UK: ‘Chourangi’
1999
2007
2012
2014
2018
2021
03 2025
Incorporated as Speciality Restaurants Private Limited with two restaurants: Mainland China & Oh! Calcutta
Raised ₹ 176.09 crores through IPO
Opened its first franchise restaurant in Dubai : ‘Asia Kitchen by Mainland China’
Company is profitable for consecutive 17 quarters in Q2FY26
Restaurants, confectionaries and franchisees network of 123
Investors Presentation Q2FY26
Mainland China Certificate of Excellence Pan-Asia on a Plate (Oriental) The Telegraph Food Awards 2025
Mainland China Best Chinese – Premium Dining Times Food and Nightlife Awards 2025
Café Mezzuna Global (World Cuisine) - The Telegraph Food Awards 2025
Mainland China Best in Global Flavours (Mumbai) Swiggy Restaurant Awards 2025
Riyasat Desi Flavours (India Cuisine) The Telegraph Food Awards 2025
Awards
#1
Sweet Bengal Best Mithai - Times Food and Nightlife Awards 2024
Oh! Calcutta Bong Bhoj (Bengali Cuisine) - The Telegraph Food Awards 2025
Oh! Calcutta Best Regional Cuisine - Eazydiner Foodie Awards
Mainland China Best in Gourmet (Pune) Swiggy Restaurant Awards 2025
Sigree Best F&B Category Times Food and Nightlife Awards 2025
Flame & Grill Best Barbeque - Times Food and Nightlife Awards 2024
Investors Presentation Q2FY26
Consolidated Financial Results
Particulars
Revenue from operations Other Income Total Income Expenses (a) Cost of food and beverages consumed (b) Employee benefits expense (c) Finance costs (d) Depreciation/amortisation (e) Lease rent (f) Other expenses Total Expenses Profit before tax Tax expense/ (credit) Profit after tax for the period Other comprehensive income (OCI) Total comprehensive income for the period
Total comprehensive income attributable to: -Owners - Non-controlling interests
30.09.2025 11,643.80 355.18 11,998.98
Quarter Ended 31.03.2025 43,624.90 1,924.34 45,549.24
3,368.64 2,574.14 365.06 1,364.02 547.41 3,225.39 11,444.66 554.32 107.77 446.55 30.97
477.52
13,103.62 9,758.94 1,423.39 4,899.82 1,804.29 11,697.93 42,687.99 2,861.25 664.53 2,196.72 67.32
2,264.04
(All figures are in ₹ Lakhs) Half yearly
30.09.2024 10,437.77 346.88 10,784.65
30-09-2025 22,520.99 929.19 23,450.18
30-09-2024 20,748.97 1,187.93 21,936.90
3,121.20 2,356.16 335.76 1,180.06 442.96 2,986.56 10,422.70 361.95 76.99 284.96 116.13
401.09
6,568.98 5,028.66 739.2 2,703.55 995.39 6,213.98 22,249.76 1,200.42 241.75 958.67 175.17
1,133.84
6,245.21 4,717.11 689.19 2,325.10 877.51 5,784.03 20,638.15 1,298.75 249.82 1,048.93 118.12
1,167.05
460.97 (14.42)
2,171.56 25.16
269.8 15.1
1,000.69 (42.02)
1,007.68 41.25
Investors Presentation Q2FY26
Standalone Financial Results
Particulars
Quarter Ended
30.09.2025
31.03.2025
30.09.2024
Revenue from operations
Other Income
Total Income Expenses (a) Cost of food and beverages consumed
(b) Employee benefits expense
(c) Finance costs
(d) Depreciation/amortisation
(e) Lease rent
(f) Other expenses
Total Expenses
Profit before tax
Tax expense/ (credit)
Profit after tax for the period
Other comprehensive income (OCI)
Total comprehensive income for the period
10,975.57
348.98
11,324.55
3,220.85
2,295.65
365.06
1,315.87
442.51
3,100.39
10,740.33
584.22 107.77
476.45
3.48
479.93
41,307.61
1,897.46
43,205.07
12,598.66
8,988.77
1,423.39
4,720.85
1,377.24
11,286.00
40,394.91
2,810.16 665.65
2,144.51
17.78
2,162.29
9,794.13
339.36
10,133.49
2,977.40
2,155.01
336.76
1,134.26
339.08
2,869.32
9,811.83
321.66 69.65
252.01
9.9
261.91
(All figures are in ₹ Lakhs) Half yearly
30-09-2025 21,281.34
30-09-2024 19,506.89
916.34
1,177.99
22,197.68
20,684.88
6,296.19
4,533.13
739.2
2,608.66
784.52
5,949.66
20,911.36
1,286.32 241.75
1,044.57
44.94
1,089.51
5,968.92
4,348.39
689.19
2,234.75
676.81
5,570.00
19,488.06
1,196.82 230.03
966.79
11.49
978.28
Investors Presentation Q2FY26
Quarterly Financial Trends
Revenue from Operations
10,949
10,371
9,378
8,751
9,788
9,465
9,713 9,794
9,108
11,939
10,976
10,306
9,862
Q2 FY23
Q3 FY23
Q4 FY23
Q1 FY24
Q2 FY24
Q3 FY24
Q4 FY24
Q1 FY25
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q1 FY26
(All figures are in ₹ Lakhs)
EBITDA
3,221
2,663
2,343
2,861
2,875
2,054 2,151
2,329
2,369 2,343
1,654
1,793
1,959
Q2 FY23
Q3 FY23
Q4 FY23
Q1 FY24
Q2 FY24
Q3 FY24
Q4 FY24
Q1 FY25
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
PBT
1,988
1,468
1,257
1,446
1,276
734
756
875
702
584
221
322
337
- The figures presented above are standalone.
Q2 FY23
Q3 FY23
Q4 FY23
Q1 FY24
Q2 FY24
Q3 FY24
Q4 FY24
Q1 FY25
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Investors Presentation Q2FY26
Brand-wise Contribution#
(All figures are in ₹ Lakhs)
Q2FY26
Q2FY25
Q2FY26
Flame And Grill; 4%
Dariole; 1%
Count ₹ Lakhs
%
Count ₹ Lakhs
%
Asia Kitchen; 17%
Brands
Mainland China Asia Kitchen Oh! Calcutta Sweet Bengal Sigree & Sigree Global Grill Haka Episode One Café Mezzuna & Siciliana Flame And Grill Gong Riyasat Jungle Safari Bohoba Hoppipola Dariole Others
16 11 9 32
3
4 2 2 2 1 1 1 1 3 8 3
2,600 1,804 1,418 1005
24% 17% 13% 9%
621
635 370 528 376 214 234 187 101 225 67 357
6%
6% 3% 5% 4% 2% 2% 2% 1% 2% 1% 3%
16 11 9 32
3
4 2 2 2 1 1 1 1 3 9 1
2,412 1,517 1,230 912
25% 16% 13% 10%
668
662 390 354 349 210 193 166 150 121 93 113
7%
7% 4% 4% 4% 2% 2% 2% 2% 1% 1% 1%
99**
10,742
100%
98**
9,540
100%
# Excludes Outdoor Catering, Royalty Income and Other Operating Revenues. * The figures presented above are standalone. ** Revenue of 12 Cloud Kitchens is distributed in above brands.
Others; 3%
Jungle Safari; 2%
Riyasat; 2%
Sweet Bengal; 9%
Gong; 2%
Mainland China; 24%
Bohoba; 1%
Hoppipola; 2%
Haka; 6%
Episode One; 3%
Oh! Calcutta; 13%
Café Mezzuna & Siciliana; 5%
Sigree & Sigree Global Grill; 6%
Q2FY25
Flame And Grill; 4%
Dariole; 1%
Asia Kitchen; 16%
Mainland China; 25%
Others; 1%
Jungle Safari; 2%
Riyasat; 2%
Sweet Bengal; 10%
Gong; 2%
Café Mezzuna& Siciliana; 4%
Bohoba; 2%
Hoppipola; 1%
Haka; 7%
Episode One; 4%
Sigree & Global Grill; 7%
Oh! Calcutta; 13%
Investors Presentation Q2FY26
Composition of Sales Restaurants – Dine-in and Delivery
Particulars
Q2FY26
Q1FY26
Q2FY25
(All figures are in ₹ Lakhs)
Dine-In Sales
% to Restaurant Sales
Delivery Sales
% to Restaurant Sales
Total
7,298
75.7%
2,343
24.3%
9,641
7,078
76.2%
2,205
23.8%
9,283
6,362
74.6%
2,162
25.4%
8,524
75.7%
76.2%
74.6%
24.3%
23.8%
25.4%
Q2FY26
Q1FY26
Q2FY25
Dine-in
Delivery
- The figures presented above excludes Sweet Bengal and Dariole.
Investors Presentation Q2FY26
Outlet Synopsis – as on September 30, 2025
Particulars
Owned units
Franchise units $
Total Units
As at beginning of the quarter
Opened during the quarter
Closed during the quarter
As at end of the quarter
113
1
(2)
112
12
-
(1)
11
125
1
(3)
123
Mumbai; 49
Pune; 10
$ These Restaurants are franchisee owned, company operated. * NCR include – Delhi, Gurugram and Noida.
Bangalore; 12
Rest of World London; 1 Dubai; 2 Oman; 1
NCR*; 4
Kolkata; 31
Ranchi; 3
Bhubaneswar; 2
Hyderabad; 2
Chennai; 6
Investors Presentation Q2FY26
Outlet Synopsis – as on September 30, 2025
Dariole, 8
Episode One/ Hoppipola/ Bohoba, 7
[CATEGORY NAME], 8
Haka, 4
[CATEGORY NAME], 34
Brands
Mainland China / Asia Kitchen
Oh! Calcutta
Sigree / Sigree Global Grill
Haka
Flame & Grill
Café Mezzuna, 2
Café Mezzuna
Sweet Bengal, 32
Sigree / Sigree Global Grill, 6
Oh! Calcutta, 9
Cloud Kitchen, 11
Flame & Grill, 2
As on September 30, 2025
Episode One/ Hoppipola/ Bohoba
Cloud Kitchen
Sweet Bengal
Dariole
Others
Grand Total
Units (Nos.)
34
9
6
4
2
2
7
11
32
8
8
123
Investors Presentation Q2FY26
New Openings/ Renovations • Asia Kitchen by Mainland China, Elante Mall, Chandigarh – operational from 8-Oct-25. • Siciliana, Lake Shore Mall, Thane (Conversion of Episode One) – operational from 16-Oct-25.
Updates
Scheduled Openings / Renovations • Walters, Balewadi, Pune – to be operational from Nov-25. • Siciliana, Palladium Mall, Mumbai – to be operational from Nov-25. • Gong, Bandra, Mumbai – to be operational from Jan-26. • Gong, Koregaon Park, Pune – to be operational from Mar-26.
New Restaurants (Planned) • Siciliana, Mall of Asia, Bangalore • Gong, Vasant Kunj, Delhi • Two Restaurants, Phoenix Market City, Bangalore • Asia Kitchen by Mainland China, Phoenix Grand Victoria Mall, Kolkata • Flame & Grill, Phoenix Grand Victoria Mall, Kolkata
Investors Presentation Q2FY26
New/ Renovated Outlets
Investors Presentation Q2FY26
Siciliana – Lake shore, Thane
Investors Presentation Q2FY26
Investors Presentation Q2FY26
Asia Kitchen by Mainland China - Chandigarh
Investors Presentation Q2FY26
Walters Burger Store - Lokhandwala, Mumbai
Investor Presentation Q2FY26
Asia Kitchen - Sky City Mall, Borivali, Mumbai
Investor Presentation Q2FY26
Siciliana by Mezzuna – Forum Mall, Kolkata
Investors Presentation Q2FY26
Bizarre Asia – Salt Lake, Kolkata
Investors Presentation Q2FY26
Asia Kitchen – Phoenix Mall, Wakad, Pune
Investors Presentation Q2FY26
Disclaimer
This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Speciality Restaurants Limited (“the Company”) future business developments and economic performance.
While these forward-looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations.
These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, legislative developments, and other key factors that could affect our business and financial performance. The Company undertakes no obligation to publicly revise any forward-looking statements to reflect future / likely events or circumstances.
Investors Presentation Q2FY26
Investor relation contact for additional information:
Mr. Rajesh Kumar Mohta Executive Director – Finance and CFO Contact No : 62686700/6779 Email ID : rkm@speciality.co.in
Thankyou
Investors Presentation Q2FY26