Restaurants industry
16 companies · ₹95,163 cr · 8 with AI deep dives · Q1FY27 report
Traffic-led SSSG inflects positive across all operators; energy and labour inflation cap margin recovery
- Revenue YoY
- +15.9%
- EBITDA margin
- 16.6%
- +90bps YoY
- Price, 1 year
- -24.4%
- 30% of names up
- P/E vs own 5y
- -39.4%
- 53.9x now
Exhibit 1The quarter in numbers
constant panel of 9 companies above ₹500 cr- Jun 26
- 7,482 cr
- Mar 26
- 6,895 cr
- QoQ
- +8.5%
- Jun 25
- 6,457 cr
- YoY
- +15.9%
- Peak
- 7,482 cr
- vs peak
- 0.0%
- Jun 26
- 16.6%
- Mar 26
- 16.5%
- QoQ
- +10bps
- Jun 25
- 15.7%
- YoY
- +90bps
- Peak
- 16.7%
- vs peak
- -10bps
Breadth: 100% of 10 companies grew revenue year on year (was 100% a quarter earlier) and 80% expanded margin (was 78%).
Exhibit 2What it costs
30.64x - 97.96x across the panel todayThe median name trades at 53.9x, -39.4% against this industry's own 5-year median of 88.9x, and -63.0% against its own peak of 145.6x.
Exhibit 3Structure
₹95,163 crJubilant Foodworks Ltd is 33.7% of this industry by market cap. The top 5 are 85.9% and the top 10 are 99.3%.
Exhibit 4Screen
P/E below the sub-industry median of 53.86x, 5y ROCE above its median of 8.12%, and at least 2 growth triggers stated on the latest earnings call.
Which names clear this screen is premium
The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.
See plans →Exhibit 5Coverage (16 of 16)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹2,296 cr
- P/E
- 142.6x
- EV/EBITDA
- 145.6x
- ROCE
- 5.8%
- Margin
- 10.2%
- Rev YoY
- +24.3%
- Mcap
- ₹59 cr
- P/E
- -
- EV/EBITDA
- -5.6x
- ROCE
- -54.4%
- Margin
- -109.2%
- Rev YoY
- -10.8%
Exhibit 6What managements said
from this industry's latest earnings calls · as of 2026-06-30Every operating restaurant company reported positive SSSG in Q1 FY27. RBA stated 12.6% SSSG was driven by traffic with no significant pricing; UFBL confirmed 28.7% SSSG is 100%…
- RBA (Q1FY27): “Same-store sales growth was 12.6%. This is the highest we have done in the last 15…”
Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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