Inside the mixed results of India’s QSR big three | The Daily Brief Hindi
Автор: Markets by Zerodha Hindi
Загружено: 2025-11-18
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In this video we cover:
India’s QSR Giants in FY26 Q2: Domino’s vs McDonald’s vs KFC
India’s QSR industry faced one of its toughest quarters in FY26 Q2 due to fasting seasons, weak demand, and heavy discounting. Same-store sales fell across major categories, putting pressure on margins.
Despite this, the three listed players performed very differently: Domino’s posted strong volume growth and expanding margins through its owned delivery network, McDonald’s saw slow growth but improved profitability through cost optimisation, while Devyani (KFC & Pizza Hut) reported higher revenues but declining margins due to acquisitions and weak brand performance.
Timestamps
00:00 Intro
00:57 OSR's Current Condition
02:06 Jubilant Foodworks Financials
05:25 Westlife Foodworld Financials
07:46 Devyani International Financials
11:09 Outro
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