Devyani International Ltd. · NSE:DEVYANI
Devyani International — Q4 FY26 Earnings Presentation
26 slides from Devyani International's earnings presentation, May 15, 2026
Slide 1: Cover letter to stock exchanges
May 15, 2026 To, 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: 5433
Slide 2: Q4 FY'26 Results Presentation
Q4 FY’26 Results Presentation May 15, 2026 Bangchak Narathiwat
Slide 3: Disclaimer
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 Uni
Slide 4: Chairman Comments
CHAIRMAN COMMENTS The year has been a defining one for Devyani International — a year in which we navigated a challenging operating environment while taking transformational steps that position the company strongly for the future. Our proposed merger with Sapphire Foods is a strategic combination of
Slide 5: FY26 Q4 - Business Highlights
FY26 Q4 - BUSINESS HIGHLIGHTS Strong SSSG performance in a seasonally soft quarter KFC (India) posted SSSG of +4.9% ; highest in last 14 quarters BBK delivered +3.2% SSSG. Vaango and Costa continue the +ve SSSG trend. Growth strategy Disruptive value – combos and meals that provide value to cu
Slide 6: FY26 - Q4/FY - Performance Highlights
FY26 - Q4/FY - PERFORMANCE HIGHLIGHTS Store snapshot Continued Revenue growth 2,256 Stores as of Mar 31, 2026 Q4 FY26 INR 14,369 Mn; +18.5% YoY India Revenue INR 9,459 Mn; +18.1% YoY Added 217 net new stores in FY26 KFC India INR 5,855 Mn; +14.6% YoY LPG issue: effectively managed Intern
Slide 7: New Store Openings and Store Count
NEW STORE OPENINGS AND STORE COUNT *Does not include Tealive stores & Costa PVR 6 ** Includes 20 BBK express format stores NNU = Gross additions less Closures
Slide 8: Performance Trend – DIL Consolidated
PERFORMANCE TREND – DIL CONSOLIDATED ALL FIGURES IN INR MILLION, UNLESS SPECIFIED STORE COUNT (NOS) AT END OF PERIOD REVENUE FROM OPERATIONS GROSS MARGIN 13.3% 10.6% 68.5% 68.9% 68.8% 68.9% 68.4% 50,000 18.5% 45,000 2,268 2,256 56,115 38,396 40,000 2,039 49,511 34,123 35,000 14,409 14,369 9,928 9,88
Slide 9: Performance Trend – DIL India
PERFORMANCE TREND – DIL INDIA All figures in INR Million, unless specified STORE COUNT (NOS) AT END OF PERIOD REVENUE FROM OPERATIONS GROSS MARGIN 11.6% 13.3% 70.3% 71.0% 71.0% 70.9% 71.4% 18.1% 30,000 1,877 37,932 26,665 1,857 33,493 23,928 25,000 1,664 6,943 6,705 20,000 9,782 9,459 8,012 5,691 15
Slide 10: Performance Trend – DIL International
PERFORMANCE TREND – DIL INTERNATIONAL STORE COUNT (NOS) AT END OF PERIOD KFC ADS (‘000) 7.2% 375 399 399 Q4 FY25 Q3 FY26 Q4 FY26 FY 25 FY 26 Thailand (THB) 55 54 55 57 55 Nigeria (Naira) 944 1,061 1,011 1,020 1,027 Nepal (NPR) 133 180 146 140 159 Q4 FY25 Q3 FY26 Q4 FY26 REVENUE FROM OPERATIONS GROSS
Slide 11: Core Brands – KFC – India
AMBIENCE MALL, GURUGRAM Core Brands – KFC – India
Slide 12: Q4 New Stores
Q4 New Stores Adoni, Andhra Pradesh Paras Sec-59, Gurgaon Adilabad, Telangana Chityala Highway, Telangana
Slide 13: Business Performance – KFC India
BUSINESS PERFORMANCE – KFC INDIA All figures in INR Million, unless specified REVENUE AND SALES MIX ADS’000 AND SSSG 696 788 783 696 783 Stores SSSG% -6.4% -0.8% -6.1% -2.9% 4.9% 5,109 6,032 5,855 21,787 23,737 94 90 90 84 83 45% 45% 45% 43% 46% Off-Premise On-Premise 55% 55% 55% 57% 54% Q4 FY25 Q3
Slide 14: Customers Are Loving It!!
CUSTOMERS ARE LOVING IT!! ¢ dil ANNIVERSARY pou! Ti
Slide 15: Core Brands – Pizza Hut – India
Core Brands – Pizza Hut – India 14
Slide 16: Q4 New Stores
Q4 New Stores Nirjuli,Andhra Pradesh Phoenix Mall Bareilly,UP.
Slide 17: Business Performance – PH India
BUSINESS PERFORMANCE – PH INDIA All figures in INR Million, unless specified Revenue and Sales mix ADS’000 and SSSG 639 630 639 Stores SSSG% 630 639 1.0% -9.1% -3.7% -3.8% -5.3% 1,754 1,781 1,692 7,322 7,206 34 31 31 32 30 56% 52% 54% 55% 54% Off-Premise On-Premise 44% 48% 46% 45% 46% Q4 FY25 Q3 FY2
Slide 18: PH Marketing Campaigns
PH MARKETING CAMPAIGNS PIZZA FRIDAY 299 UNLIMITED PAN PIZZA, GARLIC BREAD STIX & PEPSI CHOTI KHUSHI, ( BADI SLICE PIZZAS STARTING@ - ~~ RUSH TO YOUR NEAREST STORE
Slide 19: Performance Trend – Own Brands
PERFORMANCE TREND – OWN BRANDS All figures in INR Million, unless specified STORE COUNT (NOS) AT END OF PERIOD ADS (‘000) 218 217 * Q4 FY25 Q3 FY26 Q4 FY26 Vaango 23 22 25 96 BBK: cloud/dine-In 78 72 express format 18 Q4 FY25 Q3 FY26 Q4 FY26 REVENUE FROM OPERATIONS Gross Margin BRAND CONTRIBUTION 79
Slide 20: Performance Trend – Franchisee Brands
PERFORMANCE TREND – FRANCHISEE BRANDS All figures in INR Million, unless specified STORE COUNT (NOS) AT END OF PERIOD ADS (‘000) 220 203 189 Q4 FY25 Q3 FY26 Q4 FY26 Costa 27 27 28 Q4 FY25 Q3 FY26 Q4 FY26 REVENUE RevenueFROM from Operations OPERATIONS Gross Margin BRAND BrandCONTRIBUTION Contribution
Slide 21: Summary Financials
Summary Financials
Slide 22: Consolidated Profit & Loss Statement
CONSOLIDATED PROFIT & LOSS STATEMENT* Particulars (INR Million) Q4’ FY25 Q3’ FY26 Q4’ FY26 FY25 FY26 Revenue from Operations 12,126 14,409 14,369 49,511 56,115 Other Income 132 123 141 370 451 Total Income 12,258 14,532 14,510 49,880 56,566 Raw Material Cost 3,819 4,481 4,483 15,388 17,719 Gross Pro
Slide 23: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET* Particulars (INR Million) 31-Mar-25 31-Mar-26 Particulars (INR Million) 31-Mar-25 31-Mar-26 Equity Share Capital 1,206 1,233 (a) Property, plant and equipment 16,331 17,581 Other equity 9,738 14,185 (b) Capital work-in-progress 35 78 Non-controlling Interest 3,079 3,434 (
Slide 24: Q4 & FY2026 Conference Call
Devyani International’s Q4 & FY2026 Conference Call on Friday, May 15, 2026 at 2:30 PM IST Devyani International Limited (DIL), among the largest QSR players in India, will host a conference call for investors and analysts on Friday, May 15, 2026 at 2:30 PM IST to discuss its results and development
Slide 25: About Us
About Us Devyani International Limited is one of India’s largest chain quick service restaurant (QSR) operators, with a network of over 2,500 stores across more than 350 cities in India, Thailand, Nigeria, and Nepal. The Company’s portfolio represents a compelling blend of iconic global brands and s
Slide 26: Thank You!
DEVYANI INTERNATIONAL LIMITED Thank You!
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