Jubilant Foodworks Ltd

The key equity indices continued to trade with minor gains in the morning trade, buoyed by optimism over the India-US interim trade deal and inflows from foreign portfolio investors (FPIs). Market participants are assessing ongoing Q3 result season. The Nifty hovered above the 25,950 mark. Consumer durables shares rallied for fourth consecutive trading session. At 10:25 IST, the barometer index, the S&P BSE Sensex, jumped 40.69 points or 0.05% to 84,314.61. The Nifty 50 index rose 17.90 points or 0.07% to 25,953.05. The broader market underperformed the frontline indices. The S&P BSE Mid-Cap index shed 0.31% and the S&P BSE Small-Cap index fell 0.07%. The market breadth was positive. On the BSE, 1,719 shares rose and 1,928 shares fell. A total of 219 shares were unchanged. Result Today: Mahindra & Mahindra(up 2.32%), LG Electronics India(down 1.29%), Lenskart Solutions(down 0.47%), Ashok Leyland(up 1.74%), Aarey Drugs & Pharmaceuticals(up 1.37%), Amagi Media Labs(up 1.40%), Amara Raja Energy & Mobility(down 0.33%), AstraZeneca Pharma India(up 0.64%), Avanti Feeds(up 0.88%), CARE Ratings(down 0.49%), Carraro India(down 1.27%), Divis Laboratories(up 0.65%), Godrej Industries(down 1.16%), Max Financial Services(down 0.43%), Patanjali Foods(up 0.11%), TBO Tek(down 0.30%), and Yatra Online (up 1.28%) will announce their quarterly earnings today. Buzzing Index: The Nifty Consumer Durables index advanced 0.81% to 38,064.45. The index jumped 5.47% in the four consecutive trading sessions. Whirlpool of India (up 3.01%), Titan Company (up 1.55%), Crompton Greaves Consumer Electricals (up 1.51%), V-Guard Industries (up 1%), Amber Enterprises India (up 0.87%), Kajaria Ceramics (up 0.76%), Voltas (up 0.32%), Blue Star (up 0.2%) and Century Plyboards (India) (up 0.06%) surged. Stocks in Spotlight: Jubilant FoodWorks shed 0.98%. The company reported 68.6% increase in consolidated 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 as compared with Q3 FY25. Power Mech Projects declined 4.11%. The company reported a 14.6% year-on-year increase in consolidated net profit to Rs 93.99 crore in Q3 FY26, compared with Rs 82.03 crore recorded in Q3 FY25. Revenue from operations (net sales) rose 6.1% YoY to Rs 1,419.56 crore for the quarter ended 31 December 2025, as against Rs 1,337.97 crore in the corresponding period last year.Powered by Capital Market - Live

While operating EBITDA improved by 20% to Rs 482.3 crore, operating EBITDA margin expanded by 110 basis points YoY to 19.8% in Q3 FY26. Profit before tax in Q3 FY26 stood at Rs 115.26 crore, up by 57.2% from Rs 73.30 crore recorded in Q3 FY25. Jubilant FoodWorks said that it has recorded a strong performance in Q3 FY26 marked by double digit revenue growth, robust margin expansion fuelled by improved operational efficiency, and accelerated store expansion across markets. The store network increased by 114 net new stores, which was the highest quarterly store additions during the last 4 quarters, taking the total store count to 3,594 across brands and geographies. The India business reported revenue from operations of Rs 1,801.5 crore, a growth of 11.8% YoY. It was driven by a 5.0% LFL growth in Domino's, high double-digit growth in Popeyes, new additions to the menu and rapid expansion of store network in India. During the quarter, the company added 78 net new stores across all brands, including 75 new Domino's and 5 new Popeyes stores, ending the quarter with 2,528 stores in India. The Turkey business continued to record high growth in topline. The revenue from operations increased by 15% YoY to Rs 580.1 crore. Sri Lanka and Bangladesh businesses also continued to report strong topline growth YoY. Net addition of 36 stores across all brands, ending the period with 1,066 stores in the international markets Shyam S. Bhartia, chairman and Hari S. Bhartia, co-chairman, Jubilant FoodWorks, commented: 'We are elated with our performance in the quarter gone by. Our consolidated topline continues to grow at a very healthy rate. Our margins at all levels have improved significantly over last year. We are also delighted with our Turkey business, which is now servicing the acquisition debt obligations through its own cash flows. Sri Lanka and Bangladesh businesses also continue to deliver strong growth.' 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 scrip shed 0.14% to currently trade at Rs 552.95 on the BSE. Powered by Capital Market - Live

Net profit of Jubilant Foodworks rose 65.23% to Rs 70.90 crore in the quarter ended December 2025 as against Rs 42.91 crore during the previous quarter ended December 2024. Sales rose 13.32% to Rs 2437.22 crore in the quarter ended December 2025 as against Rs 2150.76 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales2437.222150.76 13 OPM %19.7918.68 - PBDT397.40285.63 39 PBT148.9677.80 91 NP70.9042.91 65 Powered by Capital Market - Live

Jubilant Foodworks will hold a meeting of the Board of Directors of the Company on 10 February 2026.Powered by Capital Market - Live

The company's standalone revenue from operations advanced 11.8% YoY to Rs 1,801.5 crore in Q3 FY26. The firm added that Domino's India like-for-like (LFL) growth came in at 5%, while Domino's Turkey LFL growth (post Ind AS 29) was a positive 6.3%. As of the quarter's end, the JFL Group network reached 3,594 stores, with a net addition of 114 stores during the quarter. Domino's India opened 75 net new stores, ending the quarter with 2,396 stores, while Domino's Turkey opened 15 new stores, ending the quarter with 783 stores. Jubilant FoodWorks is part of the Jubilant Bhartia Group and is among India's leading food service companies. The company holds the master franchise exclusive rights for international brands such as Domino's, Dunkin', and Popeye's to develop and operate restaurants. The company reported a 190.4% surge in consolidated net profit to Rs 186.03 crore on a 19.7% increase in revenue from operations to Rs 2,340.15 crore in Q2 FY26, compared with Q2 FY25. Shares of Jubilant FoodWorks shed 0.78% to Rs 541.75 on the BSE.Powered by Capital Market - Live

According to the company's FY25 annual report, Jubilant FoodWorks had recorded an impairment charge of Rs 24.75 crore on the investment in this associate company Hashtag Loyalty, on account of discontinuance of operations. Hashtag Loyalty had recorded total income of Rs 2.74 crore in FY25 and its net worth was Rs 0.12 crore as on 31 March 2025. The company would receive a consideration of Rs 6,415.94 for sale of entire stake in Hashtag. The transaction is expected to be completed on or before 12 February 2026. Jubilant FoodWorks group ranks among the leading food service companies in emerging markets. Its group network comprises 3,480 stores (as of September 2025) 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 of its own brands, Hong's Kitchen, an Indo-Chinese QSR brand in India, and a caf' brand - COFFY in Turkey. The scrip shed 0.27% to currently trade at Rs 561.70 on the BSE. Powered by Capital Market - Live

Crisil Ratings stated that the rating continues to reflect the established position of JFL in the food service market, robust supply chain network, longstanding industry experience of 28 years, supportive operating environment with rising disposable income and a younger population, and strong financial risk profile. These strengths are partially offset by concentration of revenue and profitability, which is driven by Domino's Pizza and its susceptibility to competitive intensity and cost pressures. While the rating has no positive triggers, factors like substantial decline in revenue with operating margin falling to below 7-8% (pre IndAS basis), impacting cash generation; and any large, debt-funded capital expenditure or acquisition, weakening the financial risk profile substantially on sustained basis could lead to a downward rating action. Jubilant FoodWorks group ranks among the leading food service companies in emerging markets. Its group network comprises 3,480 stores (as of September 2025) 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 of its own brands, Hong's Kitchen, an Indo-Chinese QSR brand in India, and a caf' brand - COFFY in Turkey. The scrip fell 2.47% to currently trade at Rs 563.15 on the BSE. Powered by Capital Market - Live

Jubilant FoodWorks has received affirmation in credit ratings for commercial paper of Rs 100 crore at CRISIL A1+. Powered by Capital Market - Live

Jubilant Foodworks announced the following change in senior management: 1. Appointment of Virender Singh Sehrawat as EVP & Head -Integrated Supply Chain responsible for CTS, Quality, R&D, Projects, Procurement & Supply Chain and inclusion in the Senior Management of the Company with effect from 15 December 2025. Consequent to the aforesaid appointment, Somnath Das, SVP -Supply Chain & Manufacturing shall cease to be part of the Senior Management of the Company with effect from 15 December 2025. However, he will continue to lead Supply Chain & Manufacturing and will report to Sehrawat. 2. Appointment of Vibhor Gupta who is currently EVP & Head of Operations, Domino's India as EVP & Head - Popeyes and elevation to the Senior Management of the Company with effect from 31 January 2026. 3. Gaurav Pande who was earlier EVP & Head- Popeyes will now assume the role of EVP & Head - Corporate Strategy and continue to be part of the Senior Management of the Company. In this capacity, Pande will be responsible for shaping and driving the organization's long-term strategic vision and identifying future growth opportunities across all businesses.Powered by Capital Market - Live

On a consolidated basis, revenue from operations grew 19.7% year-on-year to Rs 2,340.2 crore, driven by broad-based momentum across brands. Total income rose 18.7% to Rs 2,355.4 crore. Gross profit increased 18.2% to Rs 1,675 crore, with the margin steady at 71.6% versus 72.5% last year. Profit before tax surged 81.3% YoY to Rs 157.8 crore. Operating EBITDA rose 19.5% YoY to Rs 476.2 crore, while the margin remained steady at 20.3%. Profit after tax from continued operations jumped 53.7% YoY to Rs 109.9 crore, with the PAT margin expanding 100 bps to 4.7%. Including discontinued operations, consolidated PAT soared 192.5% to Rs 194.6 crore, with margin rising to 8.3% from 3.4% last year. Total expenditure rose 19.8% YoY to Rs 1,864 crore, led by a 23.6% increase in raw material costs, a 20.6% rise in personnel expenses, and a 16.3% increase in manufacturing and other expenses. The Group System Sales stood at Rs 2,746.5 crore, while the Group store network expanded to 3,480 locations with 93 net additions during the quarter. Domino's India delivered robust growth, with revenue up 15.5% YoY and order growth at 14.8% YoY. LFL growth came in at 9.1%, led by a strong 16.5% jump in delivery channel LFL. Mature store Average Daily Sales (ADS) stood at Rs 83,155. In the international business, Turkey delivered revenue of Rs 592.7 crore, up 28.7% YoY, with PAT rising 27.6% to Rs 61.5 crore. Domino's Sri Lanka revenue grew 86.1% YoY to Rs 31.7 crore, while Bangladesh revenue rose 54.1% YoY to Rs 19.4 crore. Net addition of five stores in the international markets took the footprint to 1,030 outlets. Shyam S. Bhartia, chairman and Hari S. Bhartia, co-chairman, Jubilant FoodWorks commented, We are delighted with the steady topline growth across all markets. Our India business continues to grow ahead of the market while also witnessing a consistent improvement in operating margin and PAT margin. Our Turkey business is consistently delivering value accretion with robust topline growth and healthy PAT margin. Sri Lanka and Bangladesh businesses are also witnessing strong growth. Overall, our strong performance and the momentum generated in H1, we believe, has set JFL for a very promising H2. Sameer Khetarpal, CEO and MD of Jubilant FoodWorks, commented, This has truly been a dream quarter for JFL. Domino's delivered robust like-for-like growth across all geographies, while Popeyes achieved double-digit same-store sales growth. Domino's India became the first QSR brand to reach 500 cities and JFL further expanded its PAT margin. Additionally, Domino's India launched an app monetisation platform, partnering with leading national brands and opening up new revenue streams for the company. Jubilant FoodWorks ranks among the leading emerging markets' food-tech companies. Its Group network comprises 3,480 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. Powered by Capital Market - Live