Jubilant Foodworks Limited (JUBLFOOD)

Consumer Services · Leisure Services · NSE · Updated 15 July 2026

₹429.05 ↓ 37.93% (1Y)

🎯 Key Takeaways

Jubilant Foodworks is navigating a strategic expansion phase with a focus on international growth, particularly in Sri Lanka, while managing domestic operational pressures. The company has demonstrated consistent profitability in its core pizza and foodservice segments but faces margin headwinds from rising input costs and competitive pricing pressures.
Revenue grew 10% QoQ to ₹2,151 in Q3FY25.
⚠️ Margin compression in core Indian operations due to input cost inflation or competitive pricing pressures, as evidenced by declining OPM from 20.7% in

Market Cap

₹30,442

P/E Ratio

82.2

Div Yield

0.00%

Promoter

0.0%

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📖 The Story

Jubilant Foodworks is navigating a strategic expansion phase with a focus on international growth, particularly in Sri Lanka, while managing domestic operational pressures. The company has demonstrated consistent profitability in its core pizza and foodservice segments but faces margin headwinds from rising input costs and competitive pricing pressures. Recent financial trends show revenue growth stabilization after a strong FY24 peak, with profitability moderating in FY25 quarters. Management is prioritizing capital allocation toward overseas expansion and shareholder returns, signaling confidence in long-term growth prospects despite near-term earnings volatility.

📰 What's Happening

In Q3FY26, Jubilant Foodworks announced plans to invest INR 19 crores to acquire optionally convertible preference shares in its Sri Lankan subsidiary, Jubilant FoodWorks Lanka, to fund expansion and capex, as disclosed in a June 15, 2026 filing. This follows a GST Show Cause Notice in July 2026 for INR 46.91 crores in alleged ITC reversal errors, which the company disputes and expects to resolve without material impact. Additionally, on May 22, 2026, the company highlighted unclaimed dividends under SEBI’s 'Saksham Niveshak' campaign, urging eligible shareholders to claim pending payouts before transfer to IEPF. A final dividend of INR 1.20 per share (60% of face value) was proposed for FY2025-26, with a record date of July 17, 2026, pending shareholder approval at the upcoming AGM.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Q4FY23	Q1FY24	Q2FY24	Q3FY24	Q4FY24	Q1FY25	Q2FY25	Q3FY25
Revenue	1,270	1,335	1,369	1,378	1,573	1,933	1,955	2,151
Operating Profit	269	285	284	284	502	400	429	415
OPM %	19.6%	20.7%	20.3%	20.3%	19.7%	19.8%	20.4%	18.7%
Net Profit	29	29	97	66	208	58	67	43
EPS	₹0.43	₹0.44	₹1.47	₹1.00	₹3.14	₹0.85	₹0.97	₹0.65

Jubilant Foodworks has shown sequential revenue growth from Q4FY24 (₹1,573 crores) to Q3FY25 (₹2,151 crores), indicating recovery and expansion in its domestic footprint after a period of stagnation. However, operating profit margins have moderated from a peak of 20.7% in Q1FY24 to 18.7% in Q3FY25, reflecting margin pressure likely due to input cost inflation or strategic investments. Net profit declined sharply from ₹208 crores in Q4FY24 to ₹43 crores in Q3FY25, though this may reflect timing or one-off factors. The company maintains healthy operating cash flows, supporting its dividend commitments and overseas investments despite short-term earnings volatility.

🔮 Management Outlook & What's Next

Management has expressed confidence in resolving the GST Show Cause Notice for INR 46.91 crores through formal objections, expecting no material financial impact. It has also signaled strategic intent to expand in Sri Lanka via targeted investment in its subsidiary, structured as a cash acquisition of convertible preference shares without altering ownership stakes. Furthermore, the proposed dividend of INR 1.20 per share reflects a commitment to shareholder returns, contingent on AGM approval. These actions underscore a focus on long-term market expansion and disciplined capital allocation, with no public guidance provided on near-term earnings targets.

Extracted from official company announcements. Not StockFin.ai's opinion.

⚖️ Peer Comparison — Leisure Services

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
The Indian Hotels Company Limited	93,413	51.8	—	—	—
Indian Railway Catering And Tourism Corporation Limited	42,876	34.6	—	—	—
ITC Hotels Limited	32,386	40.0	—	—	—
Jubilant Foodworks Limited	30,442	82.2	—	—	—
EIH Limited	19,768	27.9	—	—	—
Chalet Hotels Limited	17,183	161.1	—	—	—
Ventive Hospitality Limited	15,255	30.4	—	—	—
Devyani International Limited	14,559	-369.0	—	—	—
Travel Food Services Limited	14,464	50.6	—	—	—
Leela Palaces Hotels & Resorts Limited	13,831	34.1	—	—	—

🔗 Peer Stock Analyses

INDHOTEL IRCTC ITCHOTELS EIHOTEL CHALET

⚠️ Risk Factors

1. Margin compression in core Indian operations due to input cost inflation or competitive pricing pressures, as evidenced by declining OPM from 20.7% in Q1FY24 to 18.7% in Q3FY25. 2. Execution risks associated with the Sri Lankan expansion, including integration challenges and delayed returns on the INR 19 crore investment. 3. Regulatory exposure from the GST Show Cause Notice for INR 46.91 crores, despite management’s expectation of resolution, which could attract scrutiny if prolonged. 4. High valuation multiples (P/E of 82.2) may limit investor tolerance for short-term earnings volatility.

📋 Recent Filings

🧠 Analyst's Read

Jubilant Foodworks is in a phase of strategic reinvestment, balancing domestic margin management with international expansion and shareholder returns. Investors should monitor the resolution of the GST notice, progress on Sri Lankan capex, and quarterly margin trends for early signals of sustainable profitability. The company’s ability to maintain cash flow resilience amid earnings fluctuations remains a key credit support, but near-term earnings visibility remains constrained by operational and regulatory variables.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-07-15.

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