8 months ago

India's QSR Boom: Four Stocks Riding the Wave

India's QSR Boom: Four Stocks Riding the Wave
Beyond pizza & burgers: 4 stocks riding India’s ‘eating out’ explosion · financialexpress.com

India is seeing a big increase in people eating out quickly, like burgers, pizzas, and coffee.

This is because more young people are busy with work and want fast food that tastes good.

Four companies are doing well in this market.

Travel Food Services serves food at airports and has grown a lot.

Devyani International runs KFC and Pizza Hut and is opening more stores.

Jubilant FoodWorks, which runs Domino's, is also growing fast.

Restaurant Brands Asia, which runs Burger King, is doing well in India but having some trouble in Indonesia.

All these companies are expanding and making more money, but their stock prices have gone up and down.

Investors need to look carefully before putting money into these companies.

Key facts

Travel Food Services
Airport-focused QSR, 500+ outlets, 18.4% YoY sales growth
Devyani International
KFC & Pizza Hut franchisee, 2,184 units, 12.6% YoY revenue growth
Jubilant FoodWorks
Domino's & Dunkin' franchisee, 3,500 stores, 19.7% YoY revenue growth
Restaurant Brands Asia
Burger King franchisee, 533 restaurants, 15.6% YoY revenue growth
Sales Growth (3Y CAGR)
Travel Food Services: 63%, Devyani: 33%, Jubilant: 23%, RBA: 20%
Valuation (EV/EBITDA)
Travel Food Services: 25.8, Devyani: 23.9, Jubilant: 24.6, RBA: 16.2
Share Price Change (1Y)
Travel Food Services: +21.2%, Devyani: -19.3%, Jubilant: -14.7%, RBA: -27.9%

Sources

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