Devyani International Ltd. · NSE:DEVYANI

Devyani International — Q2 FY27 Earnings Presentation

24 slides from Devyani International's earnings presentation, Nov 2, 2026

  1. Slide 1: Regulation 30 filing letter to stock exchanges

    November 2, 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: [email protected] Email: [email protected] Symbol: DEVYANI Security Code:

  2. Slide 2: Q2 FY'27 Results Presentation

    Q2 FY’27 Results Presentation KOLANCHERRY - KERALA SECURA MALL - KODUNGALLUR GUWAHATI - ASSAM 2nd Nov, 2026 BHARAT MALL - MANGALORE KISHANGARH - RAJASTHAN HAMIRPUR – HIMACHAL PRADESH

  3. 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

  4. Slide 4: Chairman's Comments

    Chairman’s Comments Commenting on the performance, Mr. Ravi Jaipuria, Chairman said: Our growth momentum carried on firmly into the second quarter. We have had a good quarter with positive SSSGs ranging from 4% to 9% across our brand portfolio in India except PH which saw sequentially better numbers

  5. Slide 5: FY27 Q2 - Business Highlights

    FY27 Q2 - BUSINESS HIGHLIGHTS SSSG momentum maintained ✓ KFC delivered +4.4% SSSG, improving QoQ ✓ Costa and BBK delivered more than 8.0% SSSG ✓ Pizza Hut SSSG also improved on a sequential basis. Focus on customer value proposition ✓ INR 99 Krisper meal leading KFC’s new customer recruitment ✓ Trip

  6. Slide 6: FY27 Q2 & H1 - Performance Highlights

    FY27 Q2 & H1 - PERFORMANCE HIGHLIGHTS Store additions during the quarter Continued Revenue growth H1 FY27 INR 30,999 Mn; +13.4% vs H1 FY26 ✓ 70 NNU. KFC added 50 net new stores India Revenue INR 20,935 Mn; +12.0% vs H1 FY26 ✓ BBK- 6 net additions KFC India INR 13,266 Mn; +12.0% vs H1 FY26 ✓ Yearly s

  7. Slide 7: New Store Openings and Store Count

    NEW STORE OPENINGS AND STORE COUNT Net New Units Stores as at Stores as at Brand Q2 FY26 Q1 FY27 Q2 FY27 30 June 26 30 Sep 26 YUM BRANDS 33 -2 56 1,420 1,476 KFC 30 11 50 794 844 PH 3 -13 6 626 632 FRANCHISEE BRANDS* -4 -1 5 197 202 OWN BRANDS 0 1 7 218 225 Food-Courts/ Airports 0 0 0 20 20 Total In

  8. 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 6.9% 35,000 13.4% 67.8% 69.1% 68.5% 68.0% 68.8% 10.4% 30,000 2,255 2,325 25,000 2,175 30,999 21,318 27,337 10,915 18,581 15,805 15,194 10,403 20,0

  9. 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 7.1% 12.0% 69.7% 70.9% 70.4% 69.6% 70.7% 9.1% 20,000 1,923 1,796 1,855 20,935 14,793 18,691 7,597 7,197 13,017 15,000 10,709 10,226 6,530 9,371 10,000 5,

  10. Slide 10: Performance Trend - DIL International

    PERFORMANCE TREND – DIL INTERNATIONAL REVENUE FROM OPERATIONS GROSS MARGIN STORE COUNT (NOS) AT END OF PERIOD 64.0% 65.4% 64.8% 64.8% 65.1% 6.1% 16.9% 12,000 13.2% 10,318 400 402 10,000 6,715 379 8,828 5,723 8,000 3,418 5,230 5,087 3,297 4,495 2,879 6,000 4,000 2,000 - Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY2

  11. Slide 11: KFC: Q2 FY27 New Stores

    KFC: Q2 FY27 New Stores Six Miles, Guwahati Kuthiathode Eramalloor, Kerala KFC Makali, Bangalore Guwahati -Shillong

  12. Slide 12: Business Performance - KFC India

    BUSINESS PERFORMANCE – KFC INDIA All figures in INR Million, unless specified REVENUE AND SALES MIX ADS’000 AND SSSG 794 Stores SSSG% 734 844 734 844 -4.2% 3.3% 4.4% -2.4% 3.9% 6,842 6,424 13,266 94 93 5,723 11,849 98 89 88 46% 43% 44% 46% 43% Off-Premise On-Premise 54% 57% 56% 54% 57% Q2 FY26 Q1 FY

  13. Slide 13: Customers Are Loving It!!

    CUSTOMERS ARE LOVING IT!! KFC BIGFEAST DAYS UN Hey DOUBLE DEAL \j DOUBLE ety BUY 8 PCs+2DIPS & GET 8 PCs +2DIPS FREE BUY APCS +1 DIP & GET 4 PCs +1 DIP Fite

  14. Slide 14: PH: Q2 FY27 New Stores

    PH : Q2 FY27 New Stores Kadamba, Goa Lehariya, Jaipur Bhilwara, Rajasthan SRP, Saharanpur

  15. Slide 15: Business Performance - PH India

    BUSINESS PERFORMANCE – PH INDIA All figures in INR Million, unless specified Revenue and Sales mix ADS’000 and SSSG 621 626 632 621 632 Stores SSSG% -4.1% -2.2% -1.4% -4.1% -1.7% 1,860 1,843 1,836 3,733 3,680 33 32 33 32 32 55% 52% 56% 55% 55% Off-Premise On-Premise 45% 48% 44% 45% 45% Q2 FY26 Q1 FY

  16. Slide 16: PH Marketing Campaigns

    PH MARKETING CAMPAIGNS CELEBRATE _O ARETHE INNWaAIMEDIUNI| DISCOUNT Z2AS @ 4) PEPSI YOUGET! Geta discount equal to your phone number's last two digits Only on 3“ September Minimum order value 2500: Applicable on one Personal Pizza.

  17. Slide 17: Performance Trend - Own Brands

    PERFORMANCE TREND – OWN BRANDS All figures in INR Million, unless specified STORE COUNT (NOS) AT END OF PERIOD ADS (‘000) and SSSG% Q2 FY26 Q1 FY27 Q2 FY27 Vaango ADS 23 26 24 218 225 201 Vaango SSSG% -4.2% 7.1% 6.9% BBK ADS 70 76 72 BBK express ADS 21 21 BBK SSSG% -10.4% 7.2% 8.1% Q2 FY26 Q1 FY27 Q

  18. Slide 18: Performance Trend - Franchisee Brands

    PERFORMANCE TREND – FRANCHISEE BRANDS All figures in INR Million, unless specified STORE COUNT (NOS) AT END OF PERIOD ADS (‘000) and SSSG% 218 197 202 Q2 FY26 Q1 FY27 Q2 FY27 Costa ADS 24 29 28 Costa SSSG% 0.4% 10.2% 9.9% Q2 FY26 Q1 FY27 Q2 FY27 REVENUE RevenueFROM from Operations OPERATIONS Gross M

  19. Slide 19: Summary Financials

    Summary Financials

  20. Slide 20: Consolidated Profit & Loss Statement

    CONSOLIDATED PROFIT & LOSS STATEMENT Particulars (INR Million) Q2’ FY26 Q1’ FY27 Q2’ FY27 FY26 H1 FY27 H1 Revenue from Operations 13,768 15,805 15,194 27,337 30,999 Other Income 51 192 120 186 312 Total Income 13,819 15,997 15,314 27,524 31,311 Raw Material and Packaging Cost* 4,438 4,890 4,791 8,75

  21. Slide 21: Consolidated Balance Sheet

    CONSOLIDATED BALANCE SHEET* Particulars (INR Million) 31-Mar-26 30-Sep-26 Particulars (INR Million) 31-Mar-26 30-Sep-26 Equity Share Capital 1,233 1,233 (a) Property, plant and equipment 17,581 17,267 Other equity 14,185 14,218 (b) Capital work-in-progress 78 137 Non-controlling Interest 3,434 3,538

  22. Slide 22: Q2 & H1 FY2027 Conference Call

    Devyani International’s Q2 & H1 FY2027 Conference Call on Monday, November 02, 2026, at 2:00 PM IST Devyani International Limited (DIL), among the largest QSR players in India, will host a conference call for investors and analysts on Monday, November 02, 2026, at 2:00 PM IST to discuss its results

  23. Slide 23: About Us

    About Us Devyani International Limited is one of India’s largest chain quick service restaurant (QSR) operators, with a network of over 2,200 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

  24. Slide 24: Thank You!

    DEVYANI INTERNATIONAL LIMITED Thank You!

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