JUBLFOODNSEJubilant Foodworks Limited· Food And Food ProcessingMediumNeutral
Announced Wed, 20 May · 16:10 IST

Jubilant Foodworks Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

JUBLFOOD · price

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Price reaction · full curve 14 horizons · vs prior close
-7.5%1-day move
₹471.10
prior close
₹449.30
base price
After-mkt
timing
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Up moveDown movePending
AI summary

Jubilant Foodworks reported strong Q4 FY26 consolidated revenue of Rs. 24,995 mn, up 19.3% YoY, with EBITDA margin expanding 69bps to 19.4% and PAT margin up 107bps to 3.7%. For the full year FY26, consolidated revenue grew 17.4% to Rs. 95,125 mn with PAT margin at 4.3% (+123bps). The company expanded its store network to 3,636 stores globally with 351 net additions in FY26. In India, Domino's delivered 10.4% order growth YoY with gross margin expanding ~100bps, though LFL growth was muted at 0.2%. Turkey operations showed exceptional growth with 42.8% LFL growth (inflation-adjusted 9.0%) and PAT margin improving to 7.5% due to loan refinancing. Management maintained focus on menu innovation and technology, with MAU growing 25% YoY to 17.1 million.

Likely market impact

The broad-based revenue growth across India and international markets with margin expansion indicates operational improvements, though the muted India LFL growth and PAT margin contraction on standalone basis (-30bps YoY) may temper near-term optimism for domestic operations.