← All formats
QSR / Casual Dining
Branded restaurants — own apps + aggregator
SSSG has been weak for 6+ quarters. Domino's leads on unit economics, KFC franchisees are best-positioned for non-veg premiumisation. Q-comm meal delivery is the structural threat to dine-in.
GMV $8B+8% YoYCM 18%Capex: MediumReg risk: Medium
Listed pureplays
JF
Jubilant FoodWorks
B+JUBLFOOD · Mid Cap
₹45.0K Cr·1Y 12%
Hold / Watchlist
WF
Westlife Foodworld
BWESTLIFE · Mid Cap
₹12.0K Cr·1Y -22%
Sell / Avoid
SF
Sapphire Foods
BSAPPHIRE · Small Cap
₹9.5K Cr·1Y -25%
Sell / Avoid
DI
Devyani International
CDEVYANI · Mid Cap
₹22.0K Cr·1Y 6%
Hold
RB
Restaurant Brands Asia
DRBA · Small Cap
₹4.5K Cr·1Y -30%
Sell / Avoid
B
Barbeque-Nation
DBARBEQUE · Small Cap
₹1.2K Cr·1Y -38%
Sell / Avoid
SR
Speciality Restaurants
CSPECIALITY · Small Cap
₹1.1K Cr·1Y 0%
Sell / Avoid