Sapphire Foods ne post-Covid ka sabse best performance dikhaya hai. KFC India mein **26%** ki jump ne sabko surprise kar diya hai, lekin Pizza Hut aur Sri Lanka ke margins par abhi bhi tension bani hui hai.
Sapphire Foods ka Dhamaka Performance
Is baar company ne pichle 16 quarters ka record tod diya hai. Restaurant sales mein 20% YoY ki growth aayi hai, jo total ₹8,853 Mn par pahunch gayi hai. Adjusted EBITDA bhi 39% badh kar ₹624 Mn ho gaya hai.
KFC India: Asli Rockstar
KFC India ne toh kamaal hi kar diya! 14% ki SSSG (Same-store sales growth) aur 26% ki revenue growth ke sath, company ka 'everyday value' strategy kaam kar gaya hai. Rs 99 wala Krisper Burger meal customer magnet ban gaya hai aur margins mein bhi 70 bps ka expansion hua hai.
Pizza Hut aur Sri Lanka ki dikkat
Sab kuch green nahi hai. Pizza Hut India ne revenue mein 7% growth toh dikhayi, par EBITDA margins 2.8% negative mein chale gaye hain, jiska bada reason badhti hui energy costs hain. Wahi dusri taraf, Sri Lanka market mein bhi inflation ki wajah se margins 290 bps contract huye hain.
Operational Highlights
Company rukne ke mood mein nahi hai, is quarter mein 12 naye restaurants add kiye gaye hain, jiske baad total count 1,086 ho gaya hai. Digital adoption ka impact dekho, app downloads 75 million cross kar chuke hain.
Investor Note
Ab agle quarters mein management Pizza Hut ke cost-cutting measures par kya bolega, us par nazar rakhni hogi. Jab tak Pizza Hut ke margins stabilize nahi hote, thoda cautious rehna zaroori hai.