Coffee Day hits 5th straight 20% upper circuit on Karnataka political buzz, FY26 turnaround
Coffee Day Enterprises locked at ₹34.78, up 40% in five sessions, as speculation around DK Shivakumar's family ties to late founder VG Siddhartha fuels rerating. Q4FY26 swung to ₹132 cr profit; FY26 revenue ₹1,116 cr with Ebitda up 88% to ₹420 cr.
What happened
Coffee Day Enterprises hit 20% upper circuit for fifth straight session amid Karnataka CM transition speculation linking DK Shivakumar's family to founder VG
Key facts
- 20% upper circuit
- ₹34.78
- 40% in 5 sessions
- Q4FY26 net profit ₹132 cr
- Q4 revenue ₹281 cr (+5% YoY)
- Q4 Ebitda ₹69 cr (+68%)
- FY26 net profit ₹203 cr
- FY26 revenue ₹1,116 cr
- FY26 Ebitda ₹420 cr (+88%)
Why this matters
A rerated Coffee Day with restored profitability and renewed strategic interest reshapes the café-chain M&A landscape — revisit comps, watch for promoter stake actions, and reassess any latent partnership or asset-acquisition theses.