Restaurants sector
8 companies · ₹62,296 cr · 7 with AI deep dives
5y revenue CAGR
median 22.56%(p25 21.59% · p75 24.11%)
5y avg ROCE
median 8.12%(p25 5.8% · p75 10.5%)
Debt / equity
median 0.46x(p25 0.39x · p75 0.69x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31tailwindQ4 SSSG recovery broadly positive across QSR brands, led by volume not price6 managements
Six of seven covered companies reported positive or significantly-improved SSSG in Q4 FY26. RBA's 6.3% was its highest in 12 quarters; Devyani and Sapphire's KFC India both…
- RBA (Q4 FY26): “we ended the fourth quarter with a 6.3% SSSG growth, which is the highest that we have…”
headwind5 managements🔒headwind5 managements🔒mixed4 managements🔒tailwind5 managements🔒headwind2 managements🔒mixed4 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Jubilant Foodworks Ltd | ₹28,439 cr | Unlock | earnings quality stronglevering up | |
| Devyani International Ltd | ₹14,056 cr | Unlock | earnings quality stronglevering up | |
| Westlife Foodworld Ltd | ₹7,298 cr | Unlock | earnings quality strong | |
| Sapphire Foods India Ltd | ₹5,881 cr | Unlock | earnings quality strongnet cash | |
| Restaurant Brands Asia Ltd | ₹4,738 cr | Unlock | ||
| United Foodbrands Ltd | ₹2,736 cr | Unlock | ||
| Speciality Restaurants Ltd | ₹631 cr | Unlock | earnings quality strong | |
| Arambhan Hospitality Services Ltd | ₹0 cr | Unlock |