Analyst
Macquarie Capital
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Avi Mehta is recorded as Analyst at Macquarie Capital. Avi Mehta has spoken on 3 earnings calls across 3 companies, most recently for Page Industries Limited on August 13, 2026. Those appearances were for Page Industries Limited, Devyani International Limited and Sapphire Foods India Limited. The companies whose calls Avi Mehta spoke on are classified in the Consumer Cyclical sector.
“Sorry, just two bits I wanted to understand on this growth outlook. You know, the way you're essentially witnessing and just clarifying, there should be, in the next quarter, there should be a benefit of these lost billing days as well as the underlying sales, secondary sales trends which we saw.”
“I just wanted to check with you on the stable demand trends and better understand that. Does that mean that the basis will also be factored? Or you're implying that same store sales growth should remain at current levels of formats?”
“One, wanted to get your thoughts on how should we look at the demand environment. You know, we've seen in KFC, same-store sales growth is, like, similar-ish. We saw 6% in last quarter, I remember, adjusted for the festive in 4Q, and now we've seen 5%, while Pizza Hut has moved to positive.”
Macquarie Capital
Analyst
Transcript header (unverified)
Page Industries Limited
Apparel Manufacturing · Consumer Cyclical
Devyani International Limited
Restaurants · Consumer Cyclical
Sapphire Foods India Limited
Restaurants · Consumer Cyclical
Earnings Call for the Quarter Ended June 30, 2026
Page Industries Limited
Q1 FY27 Earnings Conference Call
Devyani International Limited
Earnings Call for the Quarter Ended June 30, 2026
Sapphire Foods India Limited
