Sapphire Foods (1QFY25 Results Review): Pizza Hut, KFC Disappoint, Sri Lanka Surprises.
Sapphire Foods’ (second largest franchisee operator for KFC and Pizza Hut) 1QFY25 results were lower than our expectations despite a decent show...
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Sapphire Foods: Pizza Hut, KFC Disappoint, Sri Lanka Surprises. Maintain ADD
Sapphire Foods’ (second largest franchisee operator for KFC and Pizza Hut) 1QFY25 results were lower than our expectations despite a decent show in...
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FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
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QSR (Q3FY24 Results Preview): Demand Pangs
Festive season fails to cheer up demand: Our QSR universe, over the past few quarters, has seen a sustained deceleration in demand (SSSG turned...
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[Week 10] Namaste India 🙏 | Earnings Edition - Final Part
This Insight is the final dedicated earnings edition, providing a consolidated view of all earnings tracked so far. At the end we also provide...
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