Speciality Restaurants Q3 FY26 Earnings Call Transcript Released
Speciality Restaurants Limited reported Q3 FY26 standalone revenue growth of 9% and improved EBITDA margin to 12.75%. Gross margins rose to 70.8%. The company plans to open 8-10 new restaurants and 3-5 QSR outlets in FY27. Delivery orders grew to 24% of revenue.
The announcement provides an update on financial performance and future expansion plans, which are material for investors. However, it is a transcript of a past call, not a new, forward-looking announcement of significant corporate action.
The company reported strong revenue growth, improved margins, and a positive outlook on future expansion. Management expressed optimism about performance and growth strategies.
Speciality Restaurants Limited has released the transcript of their conference call held on February 11, 2026, to present the results for the third quarter of the fiscal year 2026 (Q3 FY26).
The call featured management including Mr. Anjan Chatterjee (CMD), Mr. Avik Chatterjee (Whole-Time Director), and Mr. Rajesh Kumar Mohta (Executive Director, Finance and CFO). Mr. Mohta reported that on a standalone basis, revenues grew by 9%, and EBITDA margin improved to 12.75% from 11.85% year-on-year. EBITDA post-IndAS was 24.89% compared to 23.43% in the previous year. Gross margins improved to 70.8% from 69.3% due to managing efficiencies and increased revenues from the Oriental brand.
Regarding expansion, the company plans to open 8 to 10 new restaurants and 3 to 5 QSR category outlets in the next year, utilizing internally generated cash for capital expenditure. Management addressed concerns about potential impacts from IT job losses, stating their presence in Bangalore is limited and they focus on corporate and residential areas, which are less affected. The company noted that its brands like Mainland China and Asia Kitchen cater to a diverse audience, not solely IT-dependent.
Delivery orders, which were around 5-6% historically, have grown to 24%. While not delivery-oriented, the company has managed to maintain a good average order value (AOV) and is focusing on CRM initiatives and direct customer offers to drive dine-in traffic, particularly on weekdays.
In international operations, Dubai has a master franchise agreement with Resolute, with new outlets planned in Mall of Emirates, City Centers, and Ibn Battuta. Muscat is already operational, with Abu Dhabi also active. The company is exploring expansion into Saudi Arabia and further into the UAE.
The call concluded with Mr. Rajesh Kumar Mohta expressing gratitude to investors and looking forward to the next investor call after the last quarter of the financial year.
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Speciality Restaurants Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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