Added to YB: 2026-05-29
Pitch date: 2026-05-26
SFG.RO [neutral]
Sphera Franchise Group S.A.
Author Info
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Company Info
Sphera Franchise Group S.A., together with its subsidiaries, operates quick service and takeaway restaurants.
Market Cap
RON 1.4B
Pitch Price
N/A
Price Target
N/A
Dividend
5.71%
EV/EBITDA
7.85
P/E
26.42
EV/Sales
1.15
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Sphera Franchise Group (SFG Romania): sales are stabilising, but the cost base is where the issues are
SFG.RO (update): Q1 rev +4.2% to RON378M, Romania +5%, KFC same-store sales positive 2nd straight qtr. But EBITDA -3%, op profit -15% YoY as costs outpaced sales: ad spend +28%, lease inflation, payroll growth. Restaurant margins compressed despite sales acceleration. Pizza Hut restructuring (7 closures), same-store sales still negative. FY guide: 8% rev growth, flat EBITDA margin looks challenging given Q1 cost pressure & weak operating leverage.
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