Jubilant Foodworks Ltd

Investors turned cautious over slowing growth in the core Domino's India business, rising cost pressures and concerns around margin sustainability. The company's consolidated revenue from operations rose 19.3% YoY to Rs 2,499.5 crore in Q4 FY26 from Rs 2,095 crore in Q4 FY25. Profit after tax surged 67.1% YoY to Rs 82.4 crore in Q4 FY26 from Rs 49.3 crore in the year-ago quarter. PAT from continuing operations increased 67.3% to Rs 93.6 crore. Profit before tax from continuing operations before exceptional items stood at Rs 122 crore in Q4 FY26, up 57.8% YoY. Operating EBITDA increased 23.7% to Rs 484.9 crore, while EBITDA margin improved 69 basis points YoY to 19.4%. Gross profit rose 19.1% to Rs 1,786.4 crore during the quarter, although gross margin slipped marginally by 13 basis points to 71.5%. On the cost front, raw material costs increased 19.9% YoY to Rs 713 crore during the quarter. Personnel expenses climbed 21.4% YoY to Rs 449.9 crore, while manufacturing and other expenses increased 15.4% to Rs 851.6 crore. Depreciation expense rose 28.5% to Rs 269.4 crore. For FY26, Jubilant FoodWorks reported revenue from operations of Rs 9,512.5 crore, up 17.4% YoY. Annual operating EBITDA rose 19.1% to Rs 1,887.8 crore, with EBITDA margin improving to 19.8% from 19.6% in FY25. PAT surged 104.6% to Rs 444.2 crore from Rs 217.1 crore in FY25, while PAT from continuing operations rose 54.4% to Rs 386 crore. However, the Street appeared concerned about slowing momentum in the India business. Standalone revenue grew only 6.4% YoY to Rs 1,679.7 crore, while standalone PAT from continuing operations before exceptional items declined 2.8% YoY to Rs 53.7 crore. PAT margin compressed 30 bps YoY to 3.2%. Domino's India revenue increased 5% YoY, while delivery revenue rose 10.3% and overall order volumes grew 10.4% during the quarter. Management said growth during the quarter was impacted by a high base of 12.1% like-for-like (LFL) growth in the year-ago period, along with temporary factors such as Ramadan, school examinations and the shift of Navratri into Q4 from Q1 last year. The company added that dine-in and takeaway growth remained relatively soft during the quarter, weighing on overall LFL growth. Jubilant FoodWorks also disclosed that temporary LPG supply disruptions in select markets affected Domino's India LFL growth by around 30-40 basis points in Q4 FY26. The company said it managed the LPG disruption through menu reconfiguration, dynamic delivery catchments and alternative energy sources, adding that LPG supplies have largely normalised in Q1 FY27. Going forward, management said its focus remains on delivering sustainable 5-7% LFL growth. Investors also appeared cautious about management commentary around future margin pressures. Jubilant FoodWorks warned of rising LPG costs, inflation in cheese, oil and packaging materials, as well as higher labour costs due to wage revisions. The company said a complete pass-through of these costs to consumers may not be feasible, which could create near-term pressure on margins. Management further said affordability-led interventions such as lowering the free delivery threshold to Rs 99, targeted cashbacks and removal of packaging charges in select markets helped sustain order momentum, but weighed on average bill values. On the operational front, the group added 69 net stores during the quarter, taking its global network to 3,636 stores. International operations remained strong, with Turkey revenue rising 59.2% YoY to Rs 764.4 crore and PAT from continuing operations surging 150% to Rs 57.6 crore. Domino's Sri Lanka revenue increased 61.4% YoY to Rs 36.7 crore, while Domino's Bangladesh revenue rose 29.4% to Rs 20.9 crore. The company added 8 net stores across international markets during the quarter, taking the overseas store count to 1,074. Jubilant FoodWorks operates quick-service restaurant brands including Domino's Pizza, Dunkin' and Popeyes in India and several international markets. The Group has a strong portfolio of brands in emerging markets with franchise rights for two global brands - Domino's and Popeyes ' and two own-brands, Hong's Kitchen, an Indo-Chinese QSR brand in India, and a CAF' brand - COFFY in Turkey. Powered by Capital Market - Live

Jubilant Foodworks announced that the Board of Directors of the Company at its meeting held on 20 May 2026, inter alia, have recommended the final dividend of Rs 1.2 per equity Share (i.e. 60%) , subject to the approval of the shareholders.

Net profit of Jubilant Foodworks rose 66.19% to Rs 79.79 crore in the quarter ended March 2026 as against Rs 48.01 crore during the previous quarter ended March 2025. Sales rose 19.31% to Rs 2499.47 crore in the quarter ended March 2026 as against Rs 2095.02 crore during the previous quarter ended March 2025. For the full year,net profit rose 103.30% to Rs 428.48 crore in the year ended March 2026 as against Rs 210.76 crore during the previous year ended March 2025. Sales rose 17.37% to Rs 9512.51 crore in the year ended March 2026 as against Rs 8104.49 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales2499.472095.02 19 9512.518104.49 17 OPM %19.4018.71 -19.8519.50 - PBDT391.39287.03 36 1532.961133.39 35 PBT121.9977.31 58 574.22337.98 70 NP79.7948.01 66 428.48210.76 103 Powered by Capital Market - Live

Jubilant Foodworks will hold a meeting of the Board of Directors of the Company on 20 May 2026.

Force Motors Ltd, Bank of India, Biocon Ltd and Cholamandalam Financial Holdings Ltd are among the other losers in the BSE's 'A' group today, 07 April 2026.Jubilant Foodworks Ltd crashed 10.54% to Rs 412.7 at 14:44 IST.The stock was the biggest loser in the BSE's 'A' group.On the BSE, 10.46 lakh shares were traded on the counter so far as against the average daily volumes of 58995 shares in the past one month.Force Motors Ltd tumbled 5.45% to Rs 20025. The stock was the second biggest loser in 'A' group.On the BSE, 8407 shares were traded on the counter so far as against the average daily volumes of 13007 shares in the past one month.Bank of India lost 4.12% to Rs 137.15. The stock was the third biggest loser in 'A' group.On the BSE, 6.01 lakh shares were traded on the counter so far as against the average daily volumes of 4.14 lakh shares in the past one month.Biocon Ltd fell 3.94% to Rs 341.1. The stock was the fourth biggest loser in 'A' group.On the BSE, 4 lakh shares were traded on the counter so far as against the average daily volumes of 1.61 lakh shares in the past one month.Cholamandalam Financial Holdings Ltd shed 3.11% to Rs 1379.5. The stock was the fifth biggest loser in 'A' group.On the BSE, 4485 shares were traded on the counter so far as against the average daily volumes of 9046 shares in the past one month.

The company's standalone revenue rose 6.2% YoY to Rs 1,686 crore. Domino's India like-for-like (LFL) growth came in at 0.2%, while Domino's Turkey recorded a 9% LFL growth (post Ind AS 29). The JFL Group added a net 69 stores during the quarter, taking its total network to 3,663 outlets. Domino's India added 59 stores, ending the quarter with 2,455 outlets, while Domino's Turkey added 4 stores to take its total to 787. For FY26, Jubilant FoodWorks' consolidated revenue increased 17.2% YoY to Rs 9,544.1 crore, while standalone revenue grew 12.8% YoY to Rs 6,887.8 crore. Jubilant FoodWorks ranks among the leading emerging markets' food-tech companies. Its Group network comprises 3,594 stores across six markets ' India, Turkey, Bangladesh, Sri Lanka, Azerbaijan and Georgia. The group has a strong portfolio of brands in emerging markets with franchise rights for three global brands - Domino's, Popeyes and Dunkin' ' and two own-brands, Hong's Kitchen, an Indo-Chinese QSR brand in India, and a CAF' brand - COFFY in Turkey. On a consolidated basis, Jubilant FoodWorks reported 68.6% increase in net profit to Rs 72.9 crore on a 13.3% increase in revenue from operations to Rs 2,437.2 crore in Q3 FY26 over Q3 FY25. Shares of Jubilant FoodWorks fell 6.28% to Rs 432.35 on the BSE.

 Jubilant FoodWorks and Domino's Pizza International Franchising Inc. (DPIF) have entered into a Master Franchise Agreement on 31 March 2026, for renewal of the exclusive franchise rights to develop and operate Domino's Pizza stores in India (MFA India) for a term of 15 (fifteen) years, with an option for further renewal for an additional period of 10 (ten) years. Separately, the Company's existing exclusive franchise rights to develop and operate Domino's Pizza stores in Sri Lanka and Bangladesh have also been renewed and the parties have agreed to execute new master franchise agreements for Sri Lanka (MFA Sri Lanka) and Bangladesh (MFA Bangladesh) in a form that is similar to the MFA India.

In an exchange filing dated 28 March 2026, the company said the distribution of commercial LPG across parts of India has been impacted, leading to constrained supply of LPG cylinders to certain stores within its network. However, it maintained that the operational impact remains limited at this stage and is being actively managed. Jubilant FoodWorks, which operates Domino's Pizza and other quick service restaurant brands in India, said it has initiated multiple steps to mitigate the disruption. These include efforts to conserve LPG consumption and accelerate the transition towards alternate energy sources such as electricity and piped natural gas. The company added that it is in constant engagement with oil marketing companies to stay updated on supply developments and respond swiftly, given the evolving nature of the situation. Despite the near-term hiccup, the company emphasized that its systems and processes remain resilient enough to navigate short-term operational challenges, while it continues to closely monitor the situation. Jubilant FoodWorks ranks among the leading emerging markets' food-tech companies. Its Group network comprises 3,594 stores across six markets ' India, Turkey, Bangladesh, Sri Lanka, Azerbaijan and Georgia. The group has a strong portfolio of brands in emerging markets with franchise rights for three global brands - Domino's, Popeyes and Dunkin' ' and two own-brands, Hong's Kitchen, an Indo-Chinese QSR brand in India, and a CAF' brand - COFFY in Turkey. On a consolidated basis, Jubilant FoodWorks reported 68.6% increase in net profit to Rs 72.9 crore on a 13.3% increase in revenue from operations to Rs 2,437.2 crore in Q3 FY26 over Q3 FY25. Powered by Capital Market - Live

Jubilant Foodworks announced that Gaurav Pande, Executive Vice President and Head, Corporate Strategy and Senior Managerial Personnel (SMP) of the Company, has resigned from the services of the Company vide email dated 19 March 2026. His last working day would be 31 March 2026. Powered by Capital Market - Live

Jubilant Foodworks has appointed Sandhya Tejaswini Amanna as Director - Legal, with effect from 18 March 2026.Powered by Capital Market - Live