| Management target | Revenue 7.0% FY27 |
|---|
| Revenue growth | Guided 5-7% LFL growth for the year. |
|---|---|
| Margins | Gross margin at 75.5%; aiming for 200 bps EBITDA expansion. |
| Demand visibility | Strong underlying demand; positive indicators from car sales/GST. |
| Management confidence | High; citing Popeyes as a major growth engine. |
Growth
Popeyes LFL growth accelerated to 45% from 9.2% YoY. Domino's reported 2.5% LFL growth on a high base.
Outlook
FY27 capex guidance maintained at INR 750-900 crores. Target of 200 bps EBITDA margin expansion over medium term.
Risks
Headwinds from wage inflation, high LPG prices, and rising commodity costs (cheese, oil, chicken).
Last quarter's promises, checked
Delivered
- Guided 230-250 store additions → delivered 250 (= BEAT)
- Guided 75.5% steady-state gross margin → delivered 75.5% (= BEAT)
- Guided calibrated price increases to offset inflation → delivered 120-140 bps increase (= BEAT)
Partly delivered
- Guided 200 bps EBITDA margin expansion → delivered focus on expansion but offset by wage/LPG inflation (= PARTIAL)
Missed
- Guided 5-7% LFL growth → delivered 2.5% for Domino's (= MISS)
Earnings Call Transcript filed with BSE, NSE: JUBLFOOD. Summary written with AI assistance from the document.
Jubilant Foodworks Ltd: key numbers
- Share price
- ₹484.55
- Market cap
- ₹31,973 Cr
- Revenue (annual)
- ₹9,513 Cr
- Net profit (annual)
- ₹428.5 Cr
- P/E (TTM)
- 73.7×Sector 43.7×
- Promoter holding
- 40.27%+0.00% QoQ
- FII holding
- 13.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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- Key figure
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