ALFA Finder| 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
- ₹439.00
- Market cap
- ₹28,967 Cr
- Revenue (annual)
- ₹9,513 Cr
- Net profit (annual)
- ₹428.5 Cr
- P/E (TTM)
- 81.4×Sector 47.2×
- Promoter holding
- 40.27%+0.00% QoQ
- FII holding
- 13.28%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jubilant Foodworks Ltd
All →Jubilant Foodworks Earnings Call Transcript: Key Takeaways
Overall revenue grew this quarter for the first time recently. Domino's LFL is still negative, which management attributes to Turkey inflation accounting. Management is evasive on demand and LFL, and margin levers are not yet delivered.
Jubilant Foodworks Other Announcement
Jubilant FoodWorks appointed Walker Chandiok & Co LLP as statutory auditor, effective 1 April 2027, for 60 months. Routine auditor appointment with no monetary value disclosed.
- Execution
- 60 months
Jubilant Foodworks Management Change
Jubilant FoodWorks extended Company Secretary Mona Aggarwal's tenure to March 31, 2027, from November 13, 2026. Her earlier resignation is otherwise unchanged.
Jubilant Foodworks Q2 FY27 Results: Net Profit ₹111.6 Cr, Down 42.7% YoY
Jubilant Foodworks Ltd reported revenue from operations of ₹2,608 Cr (+11.8% YoY) and net profit of ₹111.6 Cr (-42.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹111.6 Cr · -42.7% YoY
Jubilant Foodworks Board Meeting Date
Jubilant FoodWorks will hold a board meeting on 6 November 2026 to consider unaudited standalone and consolidated results for the quarter and half year ended September 2026. The trading window stays closed until 8 November 2026.
Jubilant Foodworks Other Announcement
Jubilant FoodWorks Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI LODR regulations.