Tipsheet
What matters at India’s listed companies
Notes / Sector

Restaurants

16 recent notes from companies in this sector. 9 companies tracked.

Anchor companies · by market cap
Recent activity
Mon · 15 Jun
8
M&A · Restaurants

Sapphire Foods clears exchange hurdle for Devyani merger

NSE and BSE give no-objection letters, but CCI approval and a secondary sale of up to 18.5% by promoter entity are required before NCLT filing.

SAPPHIRE Mid cap 8:25 PM
7
M&A · Restaurants

Devyani gets exchange clearances for Sapphire merger

With NSE and BSE raising no objections, the scheme can be filed with NCLT. The 177:100 share swap would create India's largest QSR chain.

DEVYANI Mid cap 5:54 PM
Fri · 12 Jun
6
Earnings · Restaurants

Vegorama Punjabi Angithi posts 47% profit jump in maiden full-year results

First audited results since May IPO show revenue up 39% to ₹14,086.87 lakhs and net profit at ₹1,203.71 lakhs, with unmodified audit opinion. Stock trades at 34.5x trailing earnings.

VPAL Micro cap 5:14 PM
5
Restaurants

GIC pares Sapphire Foods stake to 5.003% in ₹68 cr sale

Singapore sovereign wealth fund sold 4 million shares, cutting holding from 6.248% to 5.003%. The sale falls below the 3%-of-market-cap materiality threshold but signals softening conviction.

SAPPHIRE Mid cap 3:16 PM
Wed · 03 Jun
5
Earnings · Restaurants

Travel Food Services posts Q4 call transcript. Nothing new inside.

The formal record of a call the market already heard. It confirms, but does not advance.

TRAVELFOOD Mid cap 12:48 PM
Wed · 27 May
6
Earnings · Restaurants

United Foodbrands' volume surge powers its best quarter yet

Q4 revenue rose 23.1% on a 43% jump in dine-in transactions with no price increases. The company plans a ₹140 cr expansion to cross 300 stores.

UFBL Small cap 5:22 PM
7
Restaurants

Neopolitan Pizza signs master franchise deal to enter Maharashtra

The Gujarat-based firm is shifting to a regional management model to scale its footprint in Maharashtra without direct capital expenditure.

NEO Micro cap 4:28 PM
5
Restaurants

Sapphire Foods faces ₹977 million GST demand from Tamil Nadu

The QSR operator intends to contest the claim for alleged excess input tax credit. The demand represents roughly 1.6% of its market cap.

SAPPHIRE Mid cap 9:42 AM
Tue · 26 May
6
Concalls · Restaurants

Travel Food gave contradictory answers on receivables and a key Delhi concession

A ₹2.64bn receivables surge and a wrong concession date overshadowed a strong FY26 results call.

TRAVELFOOD Mid cap 3:48 PM
6
Earnings · Restaurants

Speciality Restaurants targets ₹600 cr revenue after new CEO and an April sales surge

Same-store sales jumped 11.57% in April after renovations, following a sluggish 2.25% in Q4. The company plans to add 32 outlets and named a new CEO.

SPECIALITY Micro cap 2:26 PM
Mon · 25 May
6
Earnings · Restaurants

Travel Food Services profit climbs 22% as network hits 550 outlets

The airport food operator posted a 25.4% jump in system-wide sales to ₹32,144 million, fueled by 76 new store openings and a 9.4% increase in like-for-like growth.

TRAVELFOOD Mid cap 9:29 PM
5
Earnings · Restaurants

Travel Food Services posts 23% profit growth in steady annual results

Revenue climbed 7.2% to ₹13,021 million as the company maintained its historical dividend payout with a ₹10.25 per share recommendation.

TRAVELFOOD Mid cap 9:25 PM
5
Earnings · Restaurants

Pecos Hotels grows revenue 13%, profit 15% in FY26

Annual results show steady, if unremarkable, progress for the nano-cap hospitality firm.

PECOS Micro cap 5:44 PM
Thu · 21 May
6
Earnings · Restaurants

Devyani says KFC posted strongest SSSG in 14 quarters

4.9% same-store sales growth at KFC, 200-225 net new stores guided for FY27. Transcript adds color on Sapphire Foods merger and tech investments.

DEVYANI Mid cap 12:46 PM
Wed · 20 May
5
Restaurants

Speciality Restaurants opens Italian outlet after saying it would ditch the format

After telling investors it was done with Italian, the chain launches SICILIANA in Bangalore. No numbers attached, so the question is intent.

SPECIALITY Micro cap 8:31 PM
9
M&A · Restaurants

CCI clears Restaurant Brands Asia's ₹1,500-cr promoter swap

Regulatory nod removes key condition precedent, paving way for Lenexis Foodworks to take control.

RBA Mid cap 8:29 PM