JUST A LIL COMPARISON:
The whole company RBA is available for 4500 cr
Sapphire is 10000 cr (2x)
Rba sales 2500cr
Sapphire sales 2600cr (almost same)
Rba cash flows 350cr (last yr)
Sapphire 400cr
Kfc started operations long before rba i think
N they got full indian operations that is a plus
Whereas all other QSR have 2 (kfc n mcd)
Disc: buying at current valuation(5% of portfolio atm)(looking to get it to 10 if it falls more)
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