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Speciality Restaurants Limited Q3 FY26 earnings call summary

NSE: SPECIALITY · BSE: 534425

Earnings call of 11 Feb 2026, summarised by AI from the filing.

Q3 FY26 standalone revenue grew 9% and gross margin improved to 70.8%; management plans 8-10 new restaurants in FY27.

Key takeaways

  1. Revenue Standalone revenue grew 9% year on year in Q3 FY26.
  2. Guidance 8 to 10 new restaurants planned for FY27, plus 3 to 5 Walters QSR outlets next year.
  3. Change Gross margin improved to 70.8% from 69.3% on efficiencies and higher Oriental brand revenue.
  4. Driver Delivery share rose from 5-6% to 24% of revenue as ordering-in became a habit.

Original filing on BSE

Speciality Restaurants Limited Q1 FY27 results

As filed: Revenue ₹127 cr (+17% year on year), EBITDA ₹24.4 cr (+43% year on year), PAT ₹7.1 cr (+42% year on year), EBITDA margin 19.2% (+357 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹116 cr (+13% year on year), EBITDA ₹17.5 cr (+10% year on year), PAT ₹2.9 cr (+43% year on year), EBITDA margin 15.1% (−48 bps). Score 53 of 100, In line with trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was in line with it. EBITDA margin fell 48 bps year on year. Other income 121% of PBT. Tax rate 9%. Revenue fell 14% from last quarter. Share price after the results: +7.3% in 30 days (Nifty 500: +3.0%).
  • Q3 FY26: Revenue ₹135 cr (+7% year on year), EBITDA ₹28.4 cr (+5% year on year), PAT ₹8.3 cr (+19% year on year), EBITDA margin 21.1% (−34 bps). Score 43 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was in line with it; profit before exceptional items growth was above it. EBITDA margin fell 34 bps year on year. Other income 41% of PBT. Share price after the results: −9.8% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹116 cr (+12% year on year), EBITDA ₹20.0 cr (+25% year on year), PAT ₹4.0 cr (+33% year on year), EBITDA margin 17.2% (+186 bps). Score 67 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 186 bps year on year. Other income 67% of PBT. Profit fell 20% from last quarter. Share price after the results: −5.7% in 28 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹109 cr (+6% year on year), EBITDA ₹17.0 cr (+6% year on year), PAT ₹5.0 cr (−38% year on year), EBITDA margin 15.6% (+6 bps). Score 36 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA growth was above it; profit growth was well below it. EBITDA margin was flat year on year. Other income 100% of PBT. Share price after the results: −3.7% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹103 cr (+7% year on year), EBITDA ₹16.0 cr (+23% year on year), PAT ₹2.0 cr (−33% year on year), EBITDA margin 15.5% (+199 bps). Score 42 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was well above it; profit growth was below it. EBITDA margin rose 199 bps year on year. Other income 133% of PBT. Tax rate 0%. Consolidated profit -33% but standalone +50%. Revenue fell 18% from last quarter. Share price after the results: +0.2% in 30 days (Nifty 500: +3.7%).
  • Q3 FY25: Revenue ₹126 cr (+9% year on year), EBITDA ₹27.0 cr (+13% year on year), PAT ₹9.0 cr (−36% year on year), EBITDA margin 21.4% (+74 bps). Score 62 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was well above it; profit growth was below it. EBITDA margin rose 74 bps year on year.
  • Q2 FY25: Revenue ₹104 cr (+6% year on year), EBITDA ₹16.0 cr (0% year on year), PAT ₹3.0 cr (−50% year on year), EBITDA margin 15.4% (−94 bps). Score 14 of 100, Below trend. EBITDA margin fell 94 bps year on year. Other income 75% of PBT. Tax rate 0%. Not enough history for a trend yet: scored on growth alone. Profit fell 63% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Speciality Restaurants Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.