Reported Earnings • May 21
Full 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. Announcement • May 12
Speciality Restaurants Limited to Report Q4, 2026 Results on May 19, 2026 Speciality Restaurants Limited announced that they will report Q4, 2026 results on May 19, 2026 Reported Earnings • Feb 11
Third 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 21% per year, which means it has not declined as severely as earnings. Announcement • Feb 02
Speciality Restaurants Limited to Report Q3, 2026 Results on Feb 10, 2026 Speciality Restaurants Limited announced that they will report Q3, 2026 results on Feb 10, 2026 New Risk • Dec 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% 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 (6.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₹5.71b market cap, or US$63.4m). Buy Or Sell Opportunity • Nov 29
Now 21% undervalued Over the last 90 days, the stock has risen 1.8% to ₹125. 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%. Announcement • Nov 04
Speciality Restaurants Limited to Report Q2, 2026 Results on Nov 14, 2025 Speciality Restaurants Limited announced that they will report Q2, 2026 results on Nov 14, 2025 Valuation Update With 7 Day Price Move • Oct 03
Investor 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. Announcement • Sep 04
Speciality Restaurants Limited Approves Dividend for Financial Year Ended March 31, 2025 Speciality 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. Upcoming Dividend • Aug 21
Upcoming dividend of ₹1.00 per share Eligible 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 06
First 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. Announcement • Jul 29
Speciality Restaurants Limited to Report Q1, 2026 Results on Aug 05, 2025 Speciality Restaurants Limited announced that they will report Q1, 2026 results on Aug 05, 2025 Reported Earnings • May 14
Full 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. Announcement • May 13
Speciality Restaurants Limited, Annual General Meeting, Sep 04, 2025 Speciality Restaurants Limited, Annual General Meeting, Sep 04, 2025. Announcement • May 05
Speciality Restaurants Limited to Report Q4, 2025 Results on May 12, 2025 Speciality Restaurants Limited announced that they will report Q4, 2025 results on May 12, 2025 New Risk • Apr 15
New minor risk - Share price stability The 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$80.9m). Buy Or Sell Opportunity • Mar 20
Now 21% overvalued The 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%. Announcement • Feb 11
Speciality 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 02
Now 21% overvalued Over the last 90 days, the stock has fallen 6.7% to ₹155. 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 01
Third 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. Announcement • Jan 23
Speciality Restaurants Limited to Report Q3, 2025 Results on Jan 31, 2025 Speciality Restaurants Limited announced that they will report Q3, 2025 results on Jan 31, 2025 Reported Earnings • Nov 16
Second 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. Announcement • Nov 06
Speciality Restaurants Limited to Report Q2, 2025 Results on Nov 14, 2024 Speciality Restaurants Limited announced that they will report Q2, 2025 results on Nov 14, 2024 Announcement • Sep 20
Speciality Restaurants Limited Approves Dividend for Financial Year Ended March 31, 2024 Speciality 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 06
Upcoming dividend of ₹1.00 per share Eligible 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%). Declared Dividend • Aug 21
Dividend reduced to ₹1.00 Dividend 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 07
First 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 35% per year, which means it is significantly lagging earnings growth. Announcement • Jul 29
Speciality Restaurants Limited to Report Q1, 2025 Results on Aug 06, 2024 Speciality Restaurants Limited announced that they will report Q1, 2025 results on Aug 06, 2024 Announcement • May 17
Speciality Restaurants Limited, Annual General Meeting, Sep 20, 2024 Speciality Restaurants Limited, Annual General Meeting, Sep 20, 2024. Reported Earnings • May 16
Full 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. Announcement • May 15
Speciality Restaurants Limited Recommends Dividend for the Financial Year Ended March 31, 2024 Speciality 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. Buy Or Sell Opportunity • May 10
Now 21% overvalued Over the last 90 days, the stock has fallen 22% to ₹188. 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. Announcement • May 09
Speciality Restaurants Limited to Report Q4, 2024 Results on May 14, 2024 Speciality Restaurants Limited announced that they will report Q4, 2024 results on May 14, 2024 Valuation Update With 7 Day Price Move • Apr 03
Investor 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 433% over the past three years. Buy Or Sell Opportunity • Apr 02
Now 26% overvalued The stock has been flat over the last 90 days, currently trading at ₹191. The fair value is estimated to be ₹152, 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 28
New minor risk - Market cap size The 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 13
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹172, 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 291% over the past three years. Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment improves as stock rises 20% After last week's 20% 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 467% over the past three years. Reported Earnings • Jan 18
Third 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. Announcement • Jan 11
Speciality Restaurants Limited to Report Q3, 2024 Results on Jan 17, 2024 Speciality Restaurants Limited announced that they will report Q3, 2024 results on Jan 17, 2024 Reported Earnings • Nov 01
Second 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. New Risk • Oct 21
New minor risk - Shareholder dilution The 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). Announcement • Oct 12
Speciality Restaurants Limited to Report Q2, 2024 Results on Oct 30, 2023 Speciality Restaurants Limited announced that they will report Q2, 2024 results on Oct 30, 2023 Announcement • Sep 23
Speciality Restaurants Limited Declares Dividend for the Financial Year Ended March 31, 2023 Speciality 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 08
Upcoming dividend of ₹2.50 per share at 1.2% yield Eligible 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%). Reported Earnings • Aug 11
First 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 81% per year, which means it is significantly lagging earnings growth. Announcement • Aug 04
Speciality Restaurants Limited to Report Q1, 2024 Results on Aug 10, 2023 Speciality Restaurants Limited announced that they will report Q1, 2024 results on Aug 10, 2023 New Risk • Jun 08
New minor risk - Dividend sustainability The 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 05
Chairman & MD recently sold ₹113m worth of stock On 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. Announcement • May 31
Speciality Restaurants Limited Recommends Dividend for the Financial Year Ended March 31, 2023 Speciality 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 31
Full 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. Announcement • May 30
Speciality Restaurants Limited, Annual General Meeting, Sep 14, 2023 Speciality Restaurants Limited, Annual General Meeting, Sep 14, 2023. Agenda: To consider and Recommend a dividend. Board Change • Mar 01
Insufficient new directors No 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. Reported Earnings • Feb 09
Third 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. Announcement • Feb 02
Speciality Restaurants Limited to Report Q3, 2023 Results on Feb 08, 2023 Speciality Restaurants Limited announced that they will report Q3, 2023 results on Feb 08, 2023 Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment improved over the past week After 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 312% over the past three years. Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment improved over the past week After last week's 19% share price gain to ₹235, 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 256% over the past three years. Reported Earnings • Nov 10
Second 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. Announcement • Nov 03
Speciality Restaurants Limited to Report Q2, 2023 Results on Nov 08, 2022 Speciality Restaurants Limited announced that they will report Q2, 2023 results on Nov 08, 2022 Reported Earnings • Aug 05
Full 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. Announcement • Jul 30
Speciality Restaurants Limited to Report Q1, 2023 Results on Aug 05, 2022 Speciality Restaurants Limited announced that they will report Q1, 2023 results at 3:30 PM, Indian Standard Time on Aug 05, 2022 Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment improved over the past week After last week's 26% share price gain to ₹187, the stock trades at a trailing P/E ratio of 64.4x. Average trailing P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 164% over the past three years. Valuation Update With 7 Day Price Move • Jun 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹104, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 48x in the Hospitality industry in India. Total returns to shareholders of 28% over the past three years. Announcement • May 28
Speciality Restaurants Limited, Annual General Meeting, Aug 25, 2022 Speciality Restaurants Limited, Annual General Meeting, Aug 25, 2022. Announcement • May 21
Speciality Restaurants Limited to Report Q4, 2022 Results on May 27, 2022 Speciality Restaurants Limited announced that they will report Q4, 2022 results on May 27, 2022 Valuation Update With 7 Day Price Move • Mar 14
Investor sentiment improved over the past week After last week's 19% share price gain to ₹165, the stock trades at a trailing P/E ratio of 56.7x. Average trailing P/E is 60x in the Hospitality industry in India. Total returns to shareholders of 61% over the past three years. Reported Earnings • Feb 11
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third 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 14% per year, which means it is well ahead of earnings. Reported Earnings • Nov 15
Second 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). Reported Earnings • Aug 18
First 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 27
Full 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. Reported Earnings • Feb 12
Third 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. Announcement • Feb 04
Speciality Restaurants Limited to Report Q3, 2021 Results on Feb 11, 2021 Speciality Restaurants Limited announced that they will report Q3, 2021 results on Feb 11, 2021 Is New 90 Day High Low • Dec 14
New 90-day high: ₹44.75 The company is up 27% from its price of ₹35.10 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 27
New 90-day high: ₹39.50 The company is up 20% from its price of ₹33.00 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 13
Second quarter 2021 earnings released: ₹3.07 loss per share The 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). Announcement • Nov 05
Speciality Restaurants Limited to Report Q2, 2021 Results on Nov 12, 2020 Speciality Restaurants Limited announced that they will report Q2, 2021 results on Nov 12, 2020 Announcement • Aug 25
Speciality Restaurants Limited to Report Q1, 2021 Results on Aug 31, 2020 Speciality Restaurants Limited announced that they will report Q1, 2021 results on Aug 31, 2020 Announcement • Jul 19
Speciality Restaurants Limited to Report Q4, 2020 Results on Jul 23, 2020 Speciality Restaurants Limited announced that they will report Q4, 2020 results on Jul 23, 2020