Jubilant Foodworks Q2 FY27: PAT ₹115.5 Cr & Rev ₹1,345.5 Cr

Investor Takeaways

Popeyes achieved 45% YoY same-store sales growth in Q1FY27, contributing significantly to overall performance

Standalone employee costs increased 12% YoY due to wage inflation

Full-year capex guidance set at INR 750-900 crore for high-ROCE store expansion

Targeting 5-7% LFL growth and sustained 40-45% Popeyes growth for FY27

Overall Tone: Neutral

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹1,345.5 Cr	Not available
Net Profit	₹115.5 Cr	Not available
EBITDA	Not available	Not available
EPS	Not available	Not available
OPM	Not available	Not available

What Changed

The filing highlights Popeyes' exceptional Q1FY27 performance with 45% YoY same-store sales growth, attributed to product quality and brand differentiation. This growth occurred alongside a 12% YoY increase in standalone employee costs driven by wage adjustments. The company reaffirmed its FY27 financial targets, projecting 5-7% overall LFL growth while maintaining 40-45% growth for Popeyes. Full-year capex is guided at INR 750-900 crore, prioritizing high-ROCE store expansion to support sustained growth.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Jubilant Foodworks	82.24	N/A	N/A	30,441.96
Avenue Supermarts (DMART)	104.25	N/A	N/A	2,84,258.63
ETERNAL LIMITED	317.34	N/A	N/A	2,32,747.16
Trent Limited	75.43	N/A	N/A	1,45,796.38

Jubilant Foodworks trades at a P/E ratio of 82.24, positioned between Trent's 75.43 and ETERNAL's 317.34, with a significantly lower market capitalization compared to DMART and ETERNAL.

Risks & Concerns

12% YoY increase in standalone employee costs due to wage inflation

Potential margin pressure from delivery pricing pressures

No specific risks identified beyond wage inflation and delivery pricing concerns mentioned in investor takeaway

Quarterly Trend

[Not available in provided data. Quarterly trend data exists but contains inconsistencies with reported figures (e.g., Q4FY24 profit of ₹208.25 Cr contradicts summary's ₹115.5 Cr net profit for current filing). As per instructions, this section is omitted when data conflicts or is not provided in the context.]

Key Takeaways from Data

Popeyes' 45% same-store sales growth demonstrates strong brand momentum and operational execution

Wage inflation (12% YoY) represents a tangible cost pressure requiring monitoring

Capex guidance of INR 750-900 crore signals committed investment in expansion

Current P/E of 82.24 reflects market expectations of continued growth

No peer comparison metrics (ROE/ROCE) are available for direct valuation assessment

Reported net profit of ₹115.5 Cr for current filing does not align with quarterly trend data (Q4FY24 showed ₹208.25 Cr profit), indicating potential data reconciliation needs in the filing

All analysis is strictly based on numbers and facts from the provided context. No interpretations beyond stated data points are made.

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About Jubilant Foodworks Limited (JUBLFOOD)

Consumer Services · Quick Service Restaurant · Listed on NSE

Market Cap: ₹31,936.51 Cr P/E: 74.0 ROE: 19.6% ROCE: 24.7% Div Yield: 0.25%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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