Jubilant Foodworks Limited has informed the Exchange about Transcript of Q1FY26 Results and Business Updates
JUBLFOOD · price
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Jubilant Foodworks reported a strong start to FY26 with consolidated revenue of INR 2,261 crores, up 17% year-on-year, driven by Domino's India revenue growth of 17.7% and like-for-like growth of 11.6% (third consecutive quarter of double-digit LFL). The company added 71 net new stores, taking the total network to 3,387. Pre-Ind AS EBITDA grew 18.2% to INR 292 crores with margins at 12.9%, while standalone EBITDA rose 22.5% with 42 bps margin expansion. Consolidated PAT jumped 59.8% and standalone PAT grew 29.5%. Delivery channel grew 24.6%, mature store ADS hit a new high of INR 85,396, and the Turkey business delivered INR 519 crores revenue at 9.4% PAT margin. Management maintained its earlier guidance of 200 basis points margin improvement on a standalone basis over three years, calling the recent gross margin dip an 'aberration' that should improve going forward.
Strong revenue and same-store growth combined with maintained margin guidance are positive for shareholders, signaling that management is prioritizing long-term growth over short-term price hikes. The improved profitability, falling interest costs, and digital momentum (37M loyalty members) reinforce confidence in the earnings trajectory, though gross margin pressure in the near term remains a watchpoint.