Speciality Restaurants Limited

Restaurants/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

SPECIALITY

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹133 today

BEAR

₹89

-33%

27.1% a year · 15.5x exit

BASE

₹183

+37%

46.9% a year · 27.5x exit

BULL

₹367

+176%

63.8% a year · 49.5x exit

Where the market has priced it

10x30x today97x

5 of 10 filed years were loss-making or near zero — this band describes a recovery, not a settled rating
this company's own median multiple sits 86% below its filed-industry peers; the scenario uses its own

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹4.52 (screener)
Guided growth	46.9% a year, said on the call of 26-May-2026 · transcript
Read across as	operating: absolute ₹ revenue target — medium confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	15.51x / 27.53x / 49.55x, this company’s own p20 / median / p80 across 5 filed years
Filed-industry peers	median 196x across 3 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from a third-party research digest · not our own extraction

implied earnings growth 47%

Targeting 32 new outlets (8 restaurants, 15 Walters, 10 Sweet Bengals) in FY '27 with INR 37 crores capex. Revenue growth guidance raised to 15%+ YoY, aiming for INR 600 crores in FY '27 and INR 700 crores in FY '28. Post-renovation SSG expected to reach 'double-digit' growth.

Call 26-May-2026 · bridge confidence medium · transcript PDF

Coverage

SectorRestaurants

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

SPECIALITY MEDICINES: Bags ₹18.8 Cr international order for pharma finished product distribution.

Order win23 Apr 13:29

SPECIALITY MEDICINES: Secures ₹14 crore international pharma supply order.

Order win22 Apr 13:29

There is potential for Dixon’s Mobile exports to also pickup (esp post the PLI 2 Scheme), & co to be foraying into Speciality EMS business (through acquisitions), which can lead to further earnings upgrades

Rating / broker06 Jul 05:18

PRIVI SPECIALITY CHEMICALS LIMITED Q1 FY27 :CONS NET PROFIT UP 35.97% AT ₹84.21 CR (YOY), DOWN 10.13% (QOQ)

Results30 Jul 07:49