Jubilant FoodWorks Limited has informed the Exchange about Transcript of Conference Call for Analysts and Investors for Q4FY26 and FY26 results.

Jubilant FoodWorks reported a weak Q4FY26 with like-for-like growth of just 0.2%, down from 9% in Q3, due to a conscious decision to lower minimum order value from Rs. 149 to Rs. 99 to gain market share. Management maintained its long-term 5-7% LFL growth target and 200 bps margin improvement guidance. Short-term margin pressure is expected from energy inflation (100-120 bps impact), labor inflation (minimum wage hikes across 11 states, Labour Code impact), and commodity costs. The company has already taken 120 bps of price increases to offset energy costs. Gross margin improved to 75.5% from 74.5% through waste reduction, premium product launches, and mix improvements. The company plans to open 230-250 stores this year with smaller delivery-focused formats, reducing capex per store by 20% for the third consecutive year. New brands like Popeyes, Hong's, and Dunkin continue to drag margins but are ahead of plan.