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Jubilant Foodworks Limited (JUBLFOOD)

Consumer Services · Leisure Services · NSE · Updated 16 June 2026

₹422.65 ↓ 38.97% (1Y)

🎯 Key Takeaways

Jubilant Foodworks is in a strategic growth phase, transitioning from domestic dominance to international expansion with a focus on high-margin markets and digital transformation. Despite short-term profitability pressures from inflation and reclassification, the company is executing disciplined store-led growth and targeting sustainable LFL expansion in Domino's India while scaling Popeyes and international operations.
Revenue grew 10% QoQ to ₹2,151 in Q3FY25.
⚠️ Inflationary pressures on wages and energy continue to impact margin stability despite gross margin improvements.

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 in a strategic growth phase, transitioning from domestic dominance to international expansion with a focus on high-margin markets and digital transformation. Despite short-term profitability pressures from inflation and reclassification, the company is executing disciplined store-led growth and targeting sustainable LFL expansion in Domino's India while scaling Popeyes and international operations.

📰 What's Happening

In Q4 FY26, the company reported consolidated revenue of ₹16,797 crores, up 6.4% YoY, with EBITDA margin expanding 94 bps to 20.5% and gross margin improving 100 bps YoY due to higher-margin SKUs and reduced wastage. Store network reached 3,636 locations globally, including 61 net additions in the quarter. Turkey contributed significantly with 52.2% LFL growth, while India showed steady 10%+ order growth. Management highlighted sustained 5-7% LFL growth targets for Domino's India in FY27 and prioritized high-ROI store openings and technology investments. A strategic investment of INR 19 crores was announced to acquire convertible preference shares in its Sri Lankan subsidiary to fund expansion, reinforcing its footprint in high-growth international markets.

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

Revenue trends show sequential improvement from ₹1,270 crores in Q4 FY23 to ₹16,797 crores in Q4 FY26, reflecting strong top-line momentum. However, profitability has faced pressure, with PAT margin declining 30 bps YoY to 3.2% in Q4 FY26 due to wage and energy inflation, despite EBITDA margin expansion. Operating performance remains resilient, supported by gross margin gains from product mix and efficiency measures, but net results were impacted by exceptional items and reclassification of borrowings, contributing to a net loss of INR 111.65 million in Q4 FY24.

🔮 Management Outlook & What's Next

Management has not provided explicit future financial guidance or deadlines in recent filings, but has outlined strategic priorities: sustaining 5-7% LFL growth in Domino's India, expanding high-ROI store openings, and accelerating technology investments. The company plans to open approximately 300 stores annually in India and increase Popeyes store launches in FY27. International markets, particularly Turkey, Sri Lanka, and Bangladesh, are viewed as key growth drivers, with Turkey reporting 52.2% LFL growth and Sri Lanka contributing to revenue expansion through recent capital investment.

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. Inflationary pressures on wages and energy continue to impact margin stability despite gross margin improvements. 2. Reclassification of over INR 11,800 crores in borrowings to current liabilities increases short-term debt obligations and liquidity scrutiny. 3. Profitability remains volatile due to exceptional items and foreign market exposure, particularly in Turkey and Sri Lanka, which may introduce currency and operational risks. 4. High capital intensity in store and technology investments requires sustained cash generation to avoid strain on financial flexibility.

📋 Recent Filings

🧠 Analyst's Read

Jubilant Foodworks is executing a clear expansion strategy with international markets and digital channels as key growth levers, supported by disciplined store rollouts and margin management. Investors should monitor execution of FY27 growth targets, margin resilience amid inflation, and progress on reclassification-related liabilities as critical near-term catalysts.

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

✨ Deep Dive with AI on JUBLFOOD

Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-06-16.