View ValuationSpeciality Restaurants 将来の成長Future 基準チェック /06現在、 Speciality Restaurantsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Hospitality 収益成長32.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹131, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 28x in the Hospitality industry in India. Total loss to shareholders of 41% over the past three years.Buy Or Sell Opportunity • Jun 01Now 21% undervaluedOver the last 90 days, the stock has risen 8.9% to ₹108. The fair value is estimated to be ₹137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has declined by 64%.Reported Earnings • May 21Full year 2026 earnings released: EPS: ₹4.52 (vs ₹4.51 in FY 2025)Full year 2026 results: EPS: ₹4.52 (up from ₹4.51 in FY 2025). Revenue: ₹4.94b (up 13% from FY 2025). Net income: ₹218.2m (flat on FY 2025). Profit margin: 4.4% (down from 5.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.お知らせ • May 12Speciality Restaurants Limited to Report Q4, 2026 Results on May 19, 2026Speciality Restaurants Limited announced that they will report Q4, 2026 results on May 19, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹1.76 (vs ₹1.92 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.76 (down from ₹1.92 in 3Q 2025). Revenue: ₹1.40b (up 11% from 3Q 2025). Net income: ₹85.0m (down 8.1% from 3Q 2025). Profit margin: 6.1% (down from 7.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Feb 02Speciality Restaurants Limited to Report Q3, 2026 Results on Feb 10, 2026Speciality Restaurants Limited announced that they will report Q3, 2026 results on Feb 10, 2026Buy Or Sell Opportunity • Nov 29Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to ₹126. The fair value is estimated to be ₹159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has declined by 43%.分析記事 • Nov 13Speciality Restaurants' (NSE:SPECIALITY) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...お知らせ • Nov 04Speciality Restaurants Limited to Report Q2, 2026 Results on Nov 14, 2025Speciality Restaurants Limited announced that they will report Q2, 2026 results on Nov 14, 2025分析記事 • Oct 04Subdued Growth No Barrier To Speciality Restaurants Limited's (NSE:SPECIALITY) PriceWith a price-to-earnings (or "P/E") ratio of 36x Speciality Restaurants Limited ( NSE:SPECIALITY ) may be sending...Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹147, the stock trades at a trailing P/E ratio of 36x. Average trailing P/E is 35x in the Hospitality industry in India. Total loss to shareholders of 33% over the past three years.お知らせ • Sep 04Speciality Restaurants Limited Approves Dividend for Financial Year Ended March 31, 2025Speciality Restaurants Limited approved a dividend of INR 1.00 per share on Equity shares of INR 10 each for the financial year ended March 31, 2025, at annual general meeting held on September 4, 2025.分析記事 • Aug 29We Think Speciality Restaurants Limited's (NSE:SPECIALITY) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights Speciality Restaurants will host its Annual General Meeting on 4th of September CEO Anjan Chatterjee's...Upcoming Dividend • Aug 21Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 04 October 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.3%).Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹1.06 (vs ₹1.55 in 1Q 2025)First quarter 2026 results: EPS: ₹1.06 (down from ₹1.55 in 1Q 2025). Revenue: ₹1.15b (up 11% from 1Q 2025). Net income: ₹54.0m (down 27% from 1Q 2025). Profit margin: 4.7% (down from 7.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Jul 29Speciality Restaurants Limited to Report Q1, 2026 Results on Aug 05, 2025Speciality Restaurants Limited announced that they will report Q1, 2026 results on Aug 05, 2025分析記事 • May 24Speciality Restaurants' (NSE:SPECIALITY) Problems Go Beyond Weak ProfitFollowing the release of a lackluster earnings report from Speciality Restaurants Limited ( NSE:SPECIALITY ) the stock...Reported Earnings • May 14Full year 2025 earnings released: EPS: ₹4.51 (vs ₹6.16 in FY 2024)Full year 2025 results: EPS: ₹4.51 (down from ₹6.16 in FY 2024). Revenue: ₹4.55b (up 13% from FY 2024). Net income: ₹217.2m (down 26% from FY 2024). Profit margin: 4.8% (down from 7.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 13Speciality Restaurants Limited, Annual General Meeting, Sep 04, 2025Speciality Restaurants Limited, Annual General Meeting, Sep 04, 2025.お知らせ • May 05Speciality Restaurants Limited to Report Q4, 2025 Results on May 12, 2025Speciality Restaurants Limited announced that they will report Q4, 2025 results on May 12, 2025New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin). Market cap is less than US$100m (₹6.96b market cap, or US$81.2m).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹148, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 33x in the Hospitality industry in India. Total loss to shareholders of 5.4% over the past three years.Buy Or Sell Opportunity • Mar 20Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹148. The fair value is estimated to be ₹122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 7.4%.分析記事 • Mar 15A Look At The Intrinsic Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Key Insights The projected fair value for Speciality Restaurants is ₹121 based on 2 Stage Free Cash Flow to Equity...お知らせ • Feb 11Speciality Restaurants Limited (BSE:534425) agreed to acquire Mainland China Restaurant and Cloud Kitchens from Brydan Foods for INR 23 million.Speciality Restaurants Limited (BSE:534425) agreed to acquire Mainland China Restaurant and Cloud Kitchens from Brydan Foods for INR 23 million on February 10, 2025. A cash consideration will be paid by Speciality Restaurants Limited. The expected completion of the transaction is April 11, 2025.Buy Or Sell Opportunity • Feb 02Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to ₹154. The fair value is estimated to be ₹127, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 7.4%.Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹1.92 (vs ₹2.88 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.92 (down from ₹2.88 in 3Q 2024). Revenue: ₹1.29b (up 11% from 3Q 2024). Net income: ₹92.5m (down 35% from 3Q 2024). Profit margin: 7.2% (down from 12% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jan 23Speciality Restaurants Limited to Report Q3, 2025 Results on Jan 31, 2025Speciality Restaurants Limited announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 22Speciality Restaurants' (NSE:SPECIALITY) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Speciality Restaurants Limited ( NSE:SPECIALITY ) recently. We...Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: ₹0.56 (vs ₹1.21 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.56 (down from ₹1.21 in 2Q 2024). Revenue: ₹1.08b (up 10% from 2Q 2024). Net income: ₹27.0m (down 53% from 2Q 2024). Profit margin: 2.5% (down from 5.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 06Speciality Restaurants Limited to Report Q2, 2025 Results on Nov 14, 2024Speciality Restaurants Limited announced that they will report Q2, 2025 results on Nov 14, 2024お知らせ • Sep 20Speciality Restaurants Limited Approves Dividend for Financial Year Ended March 31, 2024Speciality Restaurants Limited approved a dividend of INR 1.00 per share on Equity shares of INR 10 each for the financial year ended March 31, 2024, at annual general meeting held on September 20, 2024.Upcoming Dividend • Sep 06Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 20 October 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.3%).分析記事 • Sep 05Speciality Restaurants (NSE:SPECIALITY) Is Reducing Its Dividend To ₹1.00Speciality Restaurants Limited ( NSE:SPECIALITY ) is reducing its dividend from last year's comparable payment to ₹1.00...分析記事 • Aug 22Speciality Restaurants (NSE:SPECIALITY) Is Paying Out Less In Dividends Than Last YearSpeciality Restaurants Limited ( NSE:SPECIALITY ) has announced that on 20th of October, it will be paying a dividend...Declared Dividend • Aug 21Dividend reduced to ₹1.00Dividend of ₹1.00 is 60% lower than last year. Ex-date: 13th September 2024 Payment date: 20th October 2024 Dividend yield will be 0.6%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: ₹1.55 (vs ₹1.41 in 1Q 2024)First quarter 2025 results: EPS: ₹1.55 (up from ₹1.41 in 1Q 2024). Revenue: ₹1.12b (up 18% from 1Q 2024). Net income: ₹73.8m (up 10% from 1Q 2024). Profit margin: 6.6% (down from 7.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29Speciality Restaurants Limited to Report Q1, 2025 Results on Aug 06, 2024Speciality Restaurants Limited announced that they will report Q1, 2025 results on Aug 06, 2024お知らせ • May 17Speciality Restaurants Limited, Annual General Meeting, Sep 20, 2024Speciality Restaurants Limited, Annual General Meeting, Sep 20, 2024.Reported Earnings • May 16Full year 2024 earnings released: EPS: ₹6.15 (vs ₹20.61 in FY 2023)Full year 2024 results: EPS: ₹6.15 (down from ₹20.61 in FY 2023). Revenue: ₹4.25b (up 14% from FY 2023). Net income: ₹293.9m (down 70% from FY 2023). Profit margin: 6.9% (down from 26% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Speciality Restaurants Limited Recommends Dividend for the Financial Year Ended March 31, 2024Speciality Restaurants Limited at its board meeting held on May 14, 2024 recommended a dividend of INR 1.00 per share on Equity shares of INR 10 each for the financial year ended March 31, 2024, for the approval of member at the ensuing annual general meeting.お知らせ • May 09Speciality Restaurants Limited to Report Q4, 2024 Results on May 14, 2024Speciality Restaurants Limited announced that they will report Q4, 2024 results on May 14, 2024Buy Or Sell Opportunity • May 08Now 20% overvaluedOver the last 90 days, the stock has fallen 27% to ₹187. The fair value is estimated to be ₹156, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹205, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 40x in the Hospitality industry in India. Total returns to shareholders of 435% over the past three years.Buy Or Sell Opportunity • Apr 02Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹191. The fair value is estimated to be ₹151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Mar 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.34b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (₹8.34b market cap, or US$100.0m).Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹173, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 38x in the Hospitality industry in India. Total returns to shareholders of 293% over the past three years.分析記事 • Mar 13Benign Growth For Speciality Restaurants Limited (NSE:SPECIALITY) Underpins Stock's 25% PlummetSpeciality Restaurants Limited ( NSE:SPECIALITY ) shares have had a horrible month, losing 25% after a relatively good...Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹255, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 32x in the Hospitality industry in India. Total returns to shareholders of 470% over the past three years.Reported Earnings • Jan 18Third quarter 2024 earnings released: EPS: ₹2.88 (vs ₹3.28 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.88 (down from ₹3.28 in 3Q 2023). Revenue: ₹1.23b (up 18% from 3Q 2023). Net income: ₹141.7m (down 7.9% from 3Q 2023). Profit margin: 12% (down from 15% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 16Do Speciality Restaurants' (NSE:SPECIALITY) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Jan 11Speciality Restaurants Limited to Report Q3, 2024 Results on Jan 17, 2024Speciality Restaurants Limited announced that they will report Q3, 2024 results on Jan 17, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: ₹1.21 (vs ₹2.36 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.21 (down from ₹2.36 in 2Q 2023). Revenue: ₹1.04b (up 11% from 2Q 2023). Net income: ₹57.6m (down 48% from 2Q 2023). Profit margin: 5.6% (down from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 74% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 27Calculating The Intrinsic Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Key Insights Speciality Restaurants' estimated fair value is ₹210 based on 2 Stage Free Cash Flow to Equity With ₹181...New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).お知らせ • Oct 12Speciality Restaurants Limited to Report Q2, 2024 Results on Oct 30, 2023Speciality Restaurants Limited announced that they will report Q2, 2024 results on Oct 30, 2023お知らせ • Sep 23Speciality Restaurants Limited Declares Dividend for the Financial Year Ended March 31, 2023Speciality Restaurants Limited at its 24th Annual General Meeting (AGM) held on September 22, 2023 approved to declare a dividend of INR 2.50 (25%) per Equity Shares of the face value of 10 each, of the Company for the financial year ended March 31, 2023.Upcoming Dividend • Sep 08Upcoming dividend of ₹2.50 per share at 1.2% yieldEligible shareholders must have bought the stock before 15 September 2023. Payment date: 22 October 2023. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.4%).分析記事 • Aug 18Speciality Restaurants (NSE:SPECIALITY) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: ₹1.41 (vs ₹3.20 in 1Q 2023)First quarter 2024 results: EPS: ₹1.41 (down from ₹3.20 in 1Q 2023). Revenue: ₹981.9m (up 9.1% from 1Q 2023). Net income: ₹67.0m (down 55% from 1Q 2023). Profit margin: 6.8% (down from 17% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 80% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 04Speciality Restaurants Limited to Report Q1, 2024 Results on Aug 10, 2023Speciality Restaurants Limited announced that they will report Q1, 2024 results on Aug 10, 2023New Risk • Jun 08New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (₹113m sold).Recent Insider Transactions • Jun 05Chairman & MD recently sold ₹113m worth of stockOn the 2nd of June, Anjan Chatterjee sold around 500k shares on-market at roughly ₹227 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anjan's only on-market trade for the last 12 months.お知らせ • May 31Speciality Restaurants Limited Recommends Dividend for the Financial Year Ended March 31, 2023Speciality Restaurants Limited announced that at its board meeting held on May 29, 2023, the board recommended a dividend of INR 2.50 per share on equity share of INR 10 each for the financial year ended March 31, 2023, for approval of the Members at the upcoming Annual General Meeting.Reported Earnings • May 31Full year 2023 earnings released: EPS: ₹20.61 (vs ₹1.74 in FY 2022)Full year 2023 results: EPS: ₹20.61 (up from ₹1.74 in FY 2022). Revenue: ₹3.99b (up 58% from FY 2022). Net income: ₹967.9m (up ₹886.3m from FY 2022). Profit margin: 24% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 90% per year, which means it is significantly lagging earnings growth.お知らせ • May 30Speciality Restaurants Limited, Annual General Meeting, Sep 14, 2023Speciality Restaurants Limited, Annual General Meeting, Sep 14, 2023. Agenda: To consider and Recommend a dividend.分析記事 • Mar 10Estimating The Fair Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Key Insights Using the 2 Stage Free Cash Flow to Equity, Speciality Restaurants fair value estimate is ₹211 Current...Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Executive Director of Innovation & New Formats and Whole-Time Director Avik Chatterjee was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Feb 15Speciality Restaurants Limited's (NSE:SPECIALITY) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Speciality Restaurants Limited's ( NSE:SPECIALITY ) price-to-earnings (or "P/E") ratio...Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: ₹3.28 (vs ₹2.38 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.28 (up from ₹2.38 in 3Q 2022). Revenue: ₹1.06b (up 19% from 3Q 2022). Net income: ₹153.8m (up 37% from 3Q 2022). Profit margin: 15% (up from 13% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02Speciality Restaurants Limited to Report Q3, 2023 Results on Feb 08, 2023Speciality Restaurants Limited announced that they will report Q3, 2023 results on Feb 08, 2023Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹275, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 27x in the Hospitality industry in India. Total returns to shareholders of 313% over the past three years.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹234, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 27x in the Hospitality industry in India. Total returns to shareholders of 268% over the past three years.分析記事 • Dec 20Speciality Restaurants (NSE:SPECIALITY) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • Nov 17We Think Speciality Restaurants' (NSE:SPECIALITY) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that Speciality Restaurants Limited's ( NSE:SPECIALITY ) strong earnings...Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: ₹2.36 (vs ₹0.55 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.36 (up from ₹0.55 in 2Q 2022). Revenue: ₹969.3m (up 57% from 2Q 2022). Net income: ₹110.7m (up 326% from 2Q 2022). Profit margin: 11% (up from 4.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 05Full year 2022 earnings released: EPS: ₹1.74 (vs ₹6.25 loss in FY 2021)Full year 2022 results: EPS: ₹1.74 (up from ₹6.25 loss in FY 2021). Revenue: ₹2.53b (up 69% from FY 2021). Net income: ₹81.6m (up ₹375.1m from FY 2021). Profit margin: 3.2% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 26% share price gain to ₹187, the stock trades at a trailing P/E ratio of 54.7x. Average trailing P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 166% over the past three years.分析記事 • Jun 21We Like These Underlying Return On Capital Trends At Speciality Restaurants (NSE:SPECIALITY)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹165, the stock trades at a trailing P/E ratio of 52.9x. Average trailing P/E is 60x in the Hospitality industry in India. Total returns to shareholders of 60% over the past three years.分析記事 • Mar 03Speciality Restaurants (NSE:SPECIALITY) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Reported Earnings • Feb 11Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹2.38 (up from ₹0.79 loss in 3Q 2021). Revenue: ₹905.6m (up 59% from 3Q 2021). Net income: ₹112.0m (up ₹148.9m from 3Q 2021). Profit margin: 12% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS ₹0.55 (vs ₹3.07 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹642.9m (up 227% from 2Q 2021). Net income: ₹26.0m (up ₹170.1m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021).分析記事 • Sep 12We Think Speciality Restaurants (NSE:SPECIALITY) Has A Fair Chunk Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 18First quarter 2022 earnings released: ₹1.83 loss per share (vs ₹4.19 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: ₹323.8m (up 292% from 1Q 2021). Net loss: ₹85.7m (loss narrowed 56% from 1Q 2021).Reported Earnings • Jun 27Full year 2021 earnings released: ₹6.25 loss per share (vs ₹8.09 loss in FY 2020)The company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2021 results: Revenue: ₹1.50b (down 58% from FY 2020). Net loss: ₹293.4m (loss narrowed 23% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.分析記事 • May 31Estimating The Intrinsic Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Today we will run through one way of estimating the intrinsic value of Speciality Restaurants Limited ( NSE:SPECIALITY...分析記事 • Feb 15What We Learned About Speciality Restaurants' (NSE:SPECIALITY) CEO PayAnjan Chatterjee has been the CEO of Speciality Restaurants Limited ( NSE:SPECIALITY ) since 2007, and this article...Reported Earnings • Feb 12Third quarter 2021 earnings released: ₹0.79 loss per share (vs ₹1.18 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹594.8m (down 44% from 3Q 2020). Net loss: ₹36.9m (down 167% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 14New 90-day high: ₹44.70The company is up 28% from its price of ₹35.00 on 15 September 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 17% over the same period.Is New 90 Day High Low • Nov 27New 90-day high: ₹39.75The company is up 21% from its price of ₹32.95 on 28 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.Reported Earnings • Nov 13Second quarter 2021 earnings released: ₹3.07 loss per shareThe company reported a poor second quarter result with increased losses and weaker revenues and control over expenses. Second quarter 2021 results: Revenue: ₹208.8m (down 76% from 2Q 2020). Net loss: ₹144.1m (loss widened 192% from 2Q 2020). このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Speciality Restaurants は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測NSEI:SPECIALITY - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20264,765218364851N/A12/31/20254,631209N/AN/AN/A9/30/20254,540216441818N/A6/30/20254,419197N/AN/AN/A3/31/20254,362217363742N/A12/31/20244,294224N/AN/AN/A9/30/20244,197270306572N/A6/30/20244,132301N/AN/AN/A3/31/20244,047294342623N/A12/31/20233,960819N/AN/AN/A9/30/20233,838832458644N/A6/30/20233,797885N/AN/AN/A3/31/20233,750968703803N/A12/31/20223,592444N/AN/AN/A9/30/20223,445402803888N/A6/30/20223,125318N/AN/AN/A3/31/20222,52982515540N/A12/31/20212,466137N/AN/AN/A9/30/20212,144-12320362N/A6/30/20211,723-182N/AN/AN/A3/31/20211,501-293173213N/A12/31/20201,601-749N/AN/AN/A9/30/20202,096-657270294N/A6/30/20202,785-562N/AN/AN/A3/31/20203,578-380407599N/A12/31/20193,660-80N/AN/AN/A9/30/20193,581-54N/A446N/A6/30/20193,546-30N/AN/AN/A3/31/20193,464-78N/A156N/A3/31/20182,968-468N/A88N/A3/31/20173,124-255N/A33N/A12/31/20163,185-170N/AN/AN/A9/30/20163,198-114N/AN/AN/A6/30/20163,198-78N/AN/AN/A3/31/20163,2133N/A265N/A12/31/20153,18062N/AN/AN/A9/30/20153,13985N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SPECIALITYの予測収益成長が 貯蓄率 ( 6.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: SPECIALITYの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: SPECIALITYの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: SPECIALITYの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: SPECIALITYの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SPECIALITYの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/25 17:36終値2026/07/24 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Speciality Restaurants Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Ankit KediaCentrum Broking Limitednull nullDolat Capital Market Pvt. Ltd.Anil BurraFirstCall Research2 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹131, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 28x in the Hospitality industry in India. Total loss to shareholders of 41% over the past three years.
Buy Or Sell Opportunity • Jun 01Now 21% undervaluedOver the last 90 days, the stock has risen 8.9% to ₹108. The fair value is estimated to be ₹137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has declined by 64%.
Reported Earnings • May 21Full year 2026 earnings released: EPS: ₹4.52 (vs ₹4.51 in FY 2025)Full year 2026 results: EPS: ₹4.52 (up from ₹4.51 in FY 2025). Revenue: ₹4.94b (up 13% from FY 2025). Net income: ₹218.2m (flat on FY 2025). Profit margin: 4.4% (down from 5.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
お知らせ • May 12Speciality Restaurants Limited to Report Q4, 2026 Results on May 19, 2026Speciality Restaurants Limited announced that they will report Q4, 2026 results on May 19, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹1.76 (vs ₹1.92 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.76 (down from ₹1.92 in 3Q 2025). Revenue: ₹1.40b (up 11% from 3Q 2025). Net income: ₹85.0m (down 8.1% from 3Q 2025). Profit margin: 6.1% (down from 7.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 02Speciality Restaurants Limited to Report Q3, 2026 Results on Feb 10, 2026Speciality Restaurants Limited announced that they will report Q3, 2026 results on Feb 10, 2026
Buy Or Sell Opportunity • Nov 29Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to ₹126. The fair value is estimated to be ₹159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has declined by 43%.
分析記事 • Nov 13Speciality Restaurants' (NSE:SPECIALITY) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
お知らせ • Nov 04Speciality Restaurants Limited to Report Q2, 2026 Results on Nov 14, 2025Speciality Restaurants Limited announced that they will report Q2, 2026 results on Nov 14, 2025
分析記事 • Oct 04Subdued Growth No Barrier To Speciality Restaurants Limited's (NSE:SPECIALITY) PriceWith a price-to-earnings (or "P/E") ratio of 36x Speciality Restaurants Limited ( NSE:SPECIALITY ) may be sending...
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹147, the stock trades at a trailing P/E ratio of 36x. Average trailing P/E is 35x in the Hospitality industry in India. Total loss to shareholders of 33% over the past three years.
お知らせ • Sep 04Speciality Restaurants Limited Approves Dividend for Financial Year Ended March 31, 2025Speciality Restaurants Limited approved a dividend of INR 1.00 per share on Equity shares of INR 10 each for the financial year ended March 31, 2025, at annual general meeting held on September 4, 2025.
分析記事 • Aug 29We Think Speciality Restaurants Limited's (NSE:SPECIALITY) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights Speciality Restaurants will host its Annual General Meeting on 4th of September CEO Anjan Chatterjee's...
Upcoming Dividend • Aug 21Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 04 October 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.3%).
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹1.06 (vs ₹1.55 in 1Q 2025)First quarter 2026 results: EPS: ₹1.06 (down from ₹1.55 in 1Q 2025). Revenue: ₹1.15b (up 11% from 1Q 2025). Net income: ₹54.0m (down 27% from 1Q 2025). Profit margin: 4.7% (down from 7.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 29Speciality Restaurants Limited to Report Q1, 2026 Results on Aug 05, 2025Speciality Restaurants Limited announced that they will report Q1, 2026 results on Aug 05, 2025
分析記事 • May 24Speciality Restaurants' (NSE:SPECIALITY) Problems Go Beyond Weak ProfitFollowing the release of a lackluster earnings report from Speciality Restaurants Limited ( NSE:SPECIALITY ) the stock...
Reported Earnings • May 14Full year 2025 earnings released: EPS: ₹4.51 (vs ₹6.16 in FY 2024)Full year 2025 results: EPS: ₹4.51 (down from ₹6.16 in FY 2024). Revenue: ₹4.55b (up 13% from FY 2024). Net income: ₹217.2m (down 26% from FY 2024). Profit margin: 4.8% (down from 7.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 13Speciality Restaurants Limited, Annual General Meeting, Sep 04, 2025Speciality Restaurants Limited, Annual General Meeting, Sep 04, 2025.
お知らせ • May 05Speciality Restaurants Limited to Report Q4, 2025 Results on May 12, 2025Speciality Restaurants Limited announced that they will report Q4, 2025 results on May 12, 2025
New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin). Market cap is less than US$100m (₹6.96b market cap, or US$81.2m).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₹148, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 33x in the Hospitality industry in India. Total loss to shareholders of 5.4% over the past three years.
Buy Or Sell Opportunity • Mar 20Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹148. The fair value is estimated to be ₹122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 7.4%.
分析記事 • Mar 15A Look At The Intrinsic Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Key Insights The projected fair value for Speciality Restaurants is ₹121 based on 2 Stage Free Cash Flow to Equity...
お知らせ • Feb 11Speciality Restaurants Limited (BSE:534425) agreed to acquire Mainland China Restaurant and Cloud Kitchens from Brydan Foods for INR 23 million.Speciality Restaurants Limited (BSE:534425) agreed to acquire Mainland China Restaurant and Cloud Kitchens from Brydan Foods for INR 23 million on February 10, 2025. A cash consideration will be paid by Speciality Restaurants Limited. The expected completion of the transaction is April 11, 2025.
Buy Or Sell Opportunity • Feb 02Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to ₹154. The fair value is estimated to be ₹127, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 7.4%.
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹1.92 (vs ₹2.88 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.92 (down from ₹2.88 in 3Q 2024). Revenue: ₹1.29b (up 11% from 3Q 2024). Net income: ₹92.5m (down 35% from 3Q 2024). Profit margin: 7.2% (down from 12% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jan 23Speciality Restaurants Limited to Report Q3, 2025 Results on Jan 31, 2025Speciality Restaurants Limited announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 22Speciality Restaurants' (NSE:SPECIALITY) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Speciality Restaurants Limited ( NSE:SPECIALITY ) recently. We...
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: ₹0.56 (vs ₹1.21 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.56 (down from ₹1.21 in 2Q 2024). Revenue: ₹1.08b (up 10% from 2Q 2024). Net income: ₹27.0m (down 53% from 2Q 2024). Profit margin: 2.5% (down from 5.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 06Speciality Restaurants Limited to Report Q2, 2025 Results on Nov 14, 2024Speciality Restaurants Limited announced that they will report Q2, 2025 results on Nov 14, 2024
お知らせ • Sep 20Speciality Restaurants Limited Approves Dividend for Financial Year Ended March 31, 2024Speciality Restaurants Limited approved a dividend of INR 1.00 per share on Equity shares of INR 10 each for the financial year ended March 31, 2024, at annual general meeting held on September 20, 2024.
Upcoming Dividend • Sep 06Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 20 October 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.3%).
分析記事 • Sep 05Speciality Restaurants (NSE:SPECIALITY) Is Reducing Its Dividend To ₹1.00Speciality Restaurants Limited ( NSE:SPECIALITY ) is reducing its dividend from last year's comparable payment to ₹1.00...
分析記事 • Aug 22Speciality Restaurants (NSE:SPECIALITY) Is Paying Out Less In Dividends Than Last YearSpeciality Restaurants Limited ( NSE:SPECIALITY ) has announced that on 20th of October, it will be paying a dividend...
Declared Dividend • Aug 21Dividend reduced to ₹1.00Dividend of ₹1.00 is 60% lower than last year. Ex-date: 13th September 2024 Payment date: 20th October 2024 Dividend yield will be 0.6%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: ₹1.55 (vs ₹1.41 in 1Q 2024)First quarter 2025 results: EPS: ₹1.55 (up from ₹1.41 in 1Q 2024). Revenue: ₹1.12b (up 18% from 1Q 2024). Net income: ₹73.8m (up 10% from 1Q 2024). Profit margin: 6.6% (down from 7.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29Speciality Restaurants Limited to Report Q1, 2025 Results on Aug 06, 2024Speciality Restaurants Limited announced that they will report Q1, 2025 results on Aug 06, 2024
お知らせ • May 17Speciality Restaurants Limited, Annual General Meeting, Sep 20, 2024Speciality Restaurants Limited, Annual General Meeting, Sep 20, 2024.
Reported Earnings • May 16Full year 2024 earnings released: EPS: ₹6.15 (vs ₹20.61 in FY 2023)Full year 2024 results: EPS: ₹6.15 (down from ₹20.61 in FY 2023). Revenue: ₹4.25b (up 14% from FY 2023). Net income: ₹293.9m (down 70% from FY 2023). Profit margin: 6.9% (down from 26% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Speciality Restaurants Limited Recommends Dividend for the Financial Year Ended March 31, 2024Speciality Restaurants Limited at its board meeting held on May 14, 2024 recommended a dividend of INR 1.00 per share on Equity shares of INR 10 each for the financial year ended March 31, 2024, for the approval of member at the ensuing annual general meeting.
お知らせ • May 09Speciality Restaurants Limited to Report Q4, 2024 Results on May 14, 2024Speciality Restaurants Limited announced that they will report Q4, 2024 results on May 14, 2024
Buy Or Sell Opportunity • May 08Now 20% overvaluedOver the last 90 days, the stock has fallen 27% to ₹187. The fair value is estimated to be ₹156, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹205, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 40x in the Hospitality industry in India. Total returns to shareholders of 435% over the past three years.
Buy Or Sell Opportunity • Apr 02Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹191. The fair value is estimated to be ₹151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Mar 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.34b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (₹8.34b market cap, or US$100.0m).
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹173, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 38x in the Hospitality industry in India. Total returns to shareholders of 293% over the past three years.
分析記事 • Mar 13Benign Growth For Speciality Restaurants Limited (NSE:SPECIALITY) Underpins Stock's 25% PlummetSpeciality Restaurants Limited ( NSE:SPECIALITY ) shares have had a horrible month, losing 25% after a relatively good...
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹255, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 32x in the Hospitality industry in India. Total returns to shareholders of 470% over the past three years.
Reported Earnings • Jan 18Third quarter 2024 earnings released: EPS: ₹2.88 (vs ₹3.28 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.88 (down from ₹3.28 in 3Q 2023). Revenue: ₹1.23b (up 18% from 3Q 2023). Net income: ₹141.7m (down 7.9% from 3Q 2023). Profit margin: 12% (down from 15% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 16Do Speciality Restaurants' (NSE:SPECIALITY) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Jan 11Speciality Restaurants Limited to Report Q3, 2024 Results on Jan 17, 2024Speciality Restaurants Limited announced that they will report Q3, 2024 results on Jan 17, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: ₹1.21 (vs ₹2.36 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.21 (down from ₹2.36 in 2Q 2023). Revenue: ₹1.04b (up 11% from 2Q 2023). Net income: ₹57.6m (down 48% from 2Q 2023). Profit margin: 5.6% (down from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 74% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 27Calculating The Intrinsic Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Key Insights Speciality Restaurants' estimated fair value is ₹210 based on 2 Stage Free Cash Flow to Equity With ₹181...
New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
お知らせ • Oct 12Speciality Restaurants Limited to Report Q2, 2024 Results on Oct 30, 2023Speciality Restaurants Limited announced that they will report Q2, 2024 results on Oct 30, 2023
お知らせ • Sep 23Speciality Restaurants Limited Declares Dividend for the Financial Year Ended March 31, 2023Speciality Restaurants Limited at its 24th Annual General Meeting (AGM) held on September 22, 2023 approved to declare a dividend of INR 2.50 (25%) per Equity Shares of the face value of 10 each, of the Company for the financial year ended March 31, 2023.
Upcoming Dividend • Sep 08Upcoming dividend of ₹2.50 per share at 1.2% yieldEligible shareholders must have bought the stock before 15 September 2023. Payment date: 22 October 2023. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.4%).
分析記事 • Aug 18Speciality Restaurants (NSE:SPECIALITY) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: ₹1.41 (vs ₹3.20 in 1Q 2023)First quarter 2024 results: EPS: ₹1.41 (down from ₹3.20 in 1Q 2023). Revenue: ₹981.9m (up 9.1% from 1Q 2023). Net income: ₹67.0m (down 55% from 1Q 2023). Profit margin: 6.8% (down from 17% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 80% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 04Speciality Restaurants Limited to Report Q1, 2024 Results on Aug 10, 2023Speciality Restaurants Limited announced that they will report Q1, 2024 results on Aug 10, 2023
New Risk • Jun 08New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (₹113m sold).
Recent Insider Transactions • Jun 05Chairman & MD recently sold ₹113m worth of stockOn the 2nd of June, Anjan Chatterjee sold around 500k shares on-market at roughly ₹227 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anjan's only on-market trade for the last 12 months.
お知らせ • May 31Speciality Restaurants Limited Recommends Dividend for the Financial Year Ended March 31, 2023Speciality Restaurants Limited announced that at its board meeting held on May 29, 2023, the board recommended a dividend of INR 2.50 per share on equity share of INR 10 each for the financial year ended March 31, 2023, for approval of the Members at the upcoming Annual General Meeting.
Reported Earnings • May 31Full year 2023 earnings released: EPS: ₹20.61 (vs ₹1.74 in FY 2022)Full year 2023 results: EPS: ₹20.61 (up from ₹1.74 in FY 2022). Revenue: ₹3.99b (up 58% from FY 2022). Net income: ₹967.9m (up ₹886.3m from FY 2022). Profit margin: 24% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 90% per year, which means it is significantly lagging earnings growth.
お知らせ • May 30Speciality Restaurants Limited, Annual General Meeting, Sep 14, 2023Speciality Restaurants Limited, Annual General Meeting, Sep 14, 2023. Agenda: To consider and Recommend a dividend.
分析記事 • Mar 10Estimating The Fair Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Key Insights Using the 2 Stage Free Cash Flow to Equity, Speciality Restaurants fair value estimate is ₹211 Current...
Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Executive Director of Innovation & New Formats and Whole-Time Director Avik Chatterjee was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Feb 15Speciality Restaurants Limited's (NSE:SPECIALITY) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Speciality Restaurants Limited's ( NSE:SPECIALITY ) price-to-earnings (or "P/E") ratio...
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: ₹3.28 (vs ₹2.38 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.28 (up from ₹2.38 in 3Q 2022). Revenue: ₹1.06b (up 19% from 3Q 2022). Net income: ₹153.8m (up 37% from 3Q 2022). Profit margin: 15% (up from 13% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02Speciality Restaurants Limited to Report Q3, 2023 Results on Feb 08, 2023Speciality Restaurants Limited announced that they will report Q3, 2023 results on Feb 08, 2023
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹275, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 27x in the Hospitality industry in India. Total returns to shareholders of 313% over the past three years.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹234, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 27x in the Hospitality industry in India. Total returns to shareholders of 268% over the past three years.
分析記事 • Dec 20Speciality Restaurants (NSE:SPECIALITY) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • Nov 17We Think Speciality Restaurants' (NSE:SPECIALITY) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that Speciality Restaurants Limited's ( NSE:SPECIALITY ) strong earnings...
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: ₹2.36 (vs ₹0.55 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.36 (up from ₹0.55 in 2Q 2022). Revenue: ₹969.3m (up 57% from 2Q 2022). Net income: ₹110.7m (up 326% from 2Q 2022). Profit margin: 11% (up from 4.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 05Full year 2022 earnings released: EPS: ₹1.74 (vs ₹6.25 loss in FY 2021)Full year 2022 results: EPS: ₹1.74 (up from ₹6.25 loss in FY 2021). Revenue: ₹2.53b (up 69% from FY 2021). Net income: ₹81.6m (up ₹375.1m from FY 2021). Profit margin: 3.2% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 26% share price gain to ₹187, the stock trades at a trailing P/E ratio of 54.7x. Average trailing P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 166% over the past three years.
分析記事 • Jun 21We Like These Underlying Return On Capital Trends At Speciality Restaurants (NSE:SPECIALITY)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹165, the stock trades at a trailing P/E ratio of 52.9x. Average trailing P/E is 60x in the Hospitality industry in India. Total returns to shareholders of 60% over the past three years.
分析記事 • Mar 03Speciality Restaurants (NSE:SPECIALITY) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Reported Earnings • Feb 11Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹2.38 (up from ₹0.79 loss in 3Q 2021). Revenue: ₹905.6m (up 59% from 3Q 2021). Net income: ₹112.0m (up ₹148.9m from 3Q 2021). Profit margin: 12% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS ₹0.55 (vs ₹3.07 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹642.9m (up 227% from 2Q 2021). Net income: ₹26.0m (up ₹170.1m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021).
分析記事 • Sep 12We Think Speciality Restaurants (NSE:SPECIALITY) Has A Fair Chunk Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 18First quarter 2022 earnings released: ₹1.83 loss per share (vs ₹4.19 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: ₹323.8m (up 292% from 1Q 2021). Net loss: ₹85.7m (loss narrowed 56% from 1Q 2021).
Reported Earnings • Jun 27Full year 2021 earnings released: ₹6.25 loss per share (vs ₹8.09 loss in FY 2020)The company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2021 results: Revenue: ₹1.50b (down 58% from FY 2020). Net loss: ₹293.4m (loss narrowed 23% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
分析記事 • May 31Estimating The Intrinsic Value Of Speciality Restaurants Limited (NSE:SPECIALITY)Today we will run through one way of estimating the intrinsic value of Speciality Restaurants Limited ( NSE:SPECIALITY...
分析記事 • Feb 15What We Learned About Speciality Restaurants' (NSE:SPECIALITY) CEO PayAnjan Chatterjee has been the CEO of Speciality Restaurants Limited ( NSE:SPECIALITY ) since 2007, and this article...
Reported Earnings • Feb 12Third quarter 2021 earnings released: ₹0.79 loss per share (vs ₹1.18 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹594.8m (down 44% from 3Q 2020). Net loss: ₹36.9m (down 167% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 14New 90-day high: ₹44.70The company is up 28% from its price of ₹35.00 on 15 September 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 17% over the same period.
Is New 90 Day High Low • Nov 27New 90-day high: ₹39.75The company is up 21% from its price of ₹32.95 on 28 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.
Reported Earnings • Nov 13Second quarter 2021 earnings released: ₹3.07 loss per shareThe company reported a poor second quarter result with increased losses and weaker revenues and control over expenses. Second quarter 2021 results: Revenue: ₹208.8m (down 76% from 2Q 2020). Net loss: ₹144.1m (loss widened 192% from 2Q 2020).