MygoalMySip

  • Mutual Funds
    • Mutual Funds
    • Equity Fund
    • Debt Fund
    • Hybrid Fund
  • Stocks
    • Stocks
    • Large Cap
    • Mid Cap
    • Small Cap
  • Personal Finance
    • Personal Finance
    • Savings
    • Tax
Menu
  • Mutual Funds
    • Mutual Funds
    • Equity Fund
    • Debt Fund
    • Hybrid Fund
  • Stocks
    • Stocks
    • Large Cap
    • Mid Cap
    • Small Cap
  • Personal Finance
    • Personal Finance
    • Savings
    • Tax
My-Goal-My-Sip-Final-Logo
Search
Close
My-Goal-My-Sip-Final-Logo
  • Mutual Funds
    • Mutual Funds
    • Equity Fund
    • Debt Fund
    • Hybrid Fund
  • Stocks
    • Stocks
    • Large Cap
    • Mid Cap
    • Small Cap
  • Personal Finance
    • Personal Finance
    • Savings
    • Tax
Login or Sing up

Food Wars: Devyani International Ltd vs. Restaurant Brands Asia Ltd vs. Jubilant FoodWorks Ltd.

November 3, 2022
in Stocks, Personal Finance
ltd

Devyani International Ltd.

Devyani International Limited (DIL) is a multifaceted quick-service restaurant (QSR) operator that was founded in 1991. It is a well-known global brand and one of India’s largest QSR operators.

Core brands of the company:

KFC, Pizza Hut, and Costa Coffee.

Other brands of the company:

Vaango and The Food Street

Business Presence:

India, Nigeria, and Nepal.

Highlights of FY’22:

KFC:

Strong Performance: KFC has accomplished a lot, as it is now worth a total of ₹10,000 Million to DIL.

Pizza Hut:

Improved Growth Momentum: Pizza Hut’s annual revenue surpassed ₹5,000 Million, an increase of 85% over the past year.

Costa Coffee:

Impeccable Efforts: Costa Coffee Brand’s contribution margins were impressive in the disruptive times, giving them the confidence to rapidly scale up the brand.

Other Brands:

They also run stores for in-house brands, such as Vaango and The Food Street, along with the core brands. They usually run these outlets within larger food courts in shopping malls and airports.

Strengths: 

  1. The industry is expected to grow at a multi-fold rate due to rising disposable incomes, busier lifestyles, and a higher percentage of young and working professionals.
  2. Consumption patterns and spending habits are changing as a result of urbanization and family nuclearization, with more eating out and home delivery taking place.
  3. The convenience of app-based ordering and delivery to the doorstep is expected to keep the market growing.
  4. The industry’s growth is aided by low-cost internet access and higher penetration of low-cost smartphones and social media platforms.
  5. +28.69% returns over the past 5 years, and +23.48% returns over the past 1 year.
  6. Mutual funds have increased the holdings of their stocks.
  7. Strong EPS growth and improved ROA (YoY).
  8. Net profit improved with an increased profit margin YoY in the past 2 years.
  9. Reduced and low-debt corporation.
  10. Zero stock pledges from promoters.

Weakness:

  1. The price is below the short, medium, and long-term averages, indicating a weak momentum. 
  2. Promoters are decreasing their shareholding.
  3. Net cash flow is declining as the company is unable to generate net cash.
  4. RSI is stating price weakness.

Restaurant Brands Asia Ltd.

Restaurant Brands Asia Ltd., also known as Burger King India Ltd., is a publicly-traded company that was founded on November 11, 2013. The company prepares and sells ready-to-eat foods such as burgers, fries, and beverages.

Core brand of the company:

Burger King India Ltd.

Business Presence:

India

Highlights of FY’22:

  • Restaurant Growth: 315 restaurants as of March 31, 2022; Q4 FY22 Net Addition: 21 restaurants (Opened: 22; Closed: 1); FY 22 Net Addition: 50 stores (Opened: 51, Closed: 1); 13 restaurants are under construction and 50 restaurants in the queue.
  • BK APP: 3 Million APP installs; revenue growth of 24% QoQ; continuously growing in double digits for the past four quarters.
  • BK Café: On November 9th, 2021, the first BK Café was launched; 18 BK Cafés opened in Q3 and in Q4, 17 BK Cafés opened, for a total of 35 BK Cafés as of March 31, 2022.

Strengths:

  1. A strong consumer proposition helps BK restaurants attract customers and increase footfall.
  2. Brand positioning that targets India’s large and growing millennial population.
  3. Mutual funds have increased the holdings of their stocks.
  4. Since the last two years, the return on equity (ROE) has been improving.
  5. Net profit improved with an increased profit margin in both QoQ and YoY. Growth in revenue in the past 3 quarters.
  6. Low-debt corporation.
  7. Stock with Low PE.
  8. Zero stock pledges from promoters. FII and Mutual Funds are increasing their shareholdings.

Weakness:

  1. -17.74% returns for over 5 years, and -21.07% returns over the past 1 year.
  2. QoQ, promoter holding decreased by more than 2%.
  3. Non-core income is on the rise.

Jubilant FoodWorks Ltd.

Jubilant FoodWorks Limited is a subsidiary of the Jubilant Bhartia Group, which was founded in 1995 and began operations in 1996. With 602 Dominos Pizza Stores across India, the company is the largest and fastest-growing food service company in India (as of June 30th, 2013), with a market share of 67% in India’s organized pizza market.

Core brands of the company:

Domino’s Pizza, Dunkin’ Donuts, and Popeyes.

Other brands of the company:

Hong’s Kitchen and Ekdum!

Business Presence:

India, Nepal, Bangladesh, and Sri Lanka.

Highlights of FY’22:

  • The revenue from operations increased by 12.9% YoY to Rs. 11,579 million.
  • The delivery channel has retained its steady growth. In FY22, 80 new Domino’s Pizza outlets, 4 new Popeyes outlets, and 1 new Dunkin’ Donuts, Hong’s Kitchen, and Ekdum outlets opened.
  • Procured a 100% stake in the Bangladesh subsidiary.

Strengths:

  1. Over 2.8 years, the Nifty 500 returned 109%, and over 5.5 years, the Nifty 500 returned 336%.
  2. Mutual funds have increased the holdings of their stocks in the last month.
  3. Low-debt corporation.
  4. The core business’s strong cash-generating ability has improved cash flow from operations over the last two years.
  5. Mutual Funds increased their shareholding in Q4, FY22.

Weakness:

  1. Net profit declined with a decreasing profit margin in both QoQ and YoY. Degrowth in revenue, profits, and operating profit margin in QoQ.
  2. Declined net cash flow.
  3. The price is below the short, medium, and long-term averages, indicating a weak momentum. 
  4. High stock pledges from promoters. Insiders sold stocks.
  5. Non-core income is on the rise.
  6. Stock with a high PE.
Tags: Debt FundFUNDSINVESTMENTMUTUAL FUNDSpersonal financeSAVINGSSTOCKSTAX
ShareTweetPin

Related Posts

Adani Group: Mutual Fund Holdings
Stocks

Adani Group: Mutual Fund Holdings

Data as of 31.12.2022 Almost all the Adani stocks have seen reduced holdings, barring a few: 1. Adani Power: Only...

January 28, 2023
crypto
Personal Finance

Crypto Crash

2022 has not been a very great year for crypto investors, as we set foot in 2023 it's pertinent for...

January 28, 2023
layoff
Personal Finance

How to be financially prepared for the “layoff season”?

Most of us, or even someone we know, have gone through a layoff at some point in our lives. Regardless...

December 6, 2022
RBI’s Central Bank Digital Currency (CBDC)
Personal Finance

RBI’s Central Bank Digital Currency (CBDC)

CBDC or Central Bank Digital Currency is legal tender in digital form, which means it holds the same value as...

December 6, 2022
Next Post
falguni

Falguni Nayar: Entrepreneur of the Year

hdfc

The Amalgamation of HDFC Ltd. and HDFC Bank: Is this a Skyscraping Deal?

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Recommended

capitalization

Market Capitalization.

February 10, 2022
funds

What are the different types of mutual funds?

January 21, 2022
index

ETF’s vs. Index Funds

January 19, 2022
exit

What is Exit Load?

January 21, 2022

subscRibe!

Categories

  • Books
    • Monthly Journal
  • Debt Fund
  • Equity Fund
  • Hybrid Fund
  • Large Cap
  • Learn
  • Mid Cap
  • Mutual Funds
  • Personal Finance
  • Savings
  • Small Cap
  • Stocks
  • Tax
  • Uncategorized

Instagram

About Us

MyGoalMySip is an Online Mutual fund investment platform powered by Prudent Wealth. As an investor, it might be hard to find the perfect investment opportunity; therefore, we’re here to help you make an informed decision.

Our goal is to educate people and make them financially literate, and at the same time guide you in your investment journey, in short MyGoalMySip is your investment buddy.

Read More
Facebook Twitter Youtube Linkedin

Quick Links

  • Books
  • Learn
  • Monthly journal
  • Merchandise

    Copyright © 2023 MygoalMySip | All Rights Reserved

    About Us

    MyGoalMySip is an Online Mutual fund investment platform powered by Prudent Wealth. As an investor, it might be hard to find the perfect investment opportunity; therefore, we’re here to help you make an informed decision.

    Our goal is to educate people and make them financially literate, and at the same time guide you in your investment journey, in short MyGoalMySip is your investment buddy.

    Read More
    Facebook Twitter Youtube Linkedin

    Quick Links

    • Books
    • Learn
    • Monthly journal
    • Merchandise

      Copyright © 2023 MygoalMySip | All Rights Reserved