Jubilant Foodworks Ltd Q1 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 4 Aug 2026 | Leisure Services | Market Cap: ₹32.0K Cr
Jubilant FoodWorks anticipates continued strong growth driven by expansion and innovation. Jubilant FoodWorks is targeting growth with a medium to long-term lens, focusing on profitable expansion rather than short-term margin preservation. - Management expects at least a 200 basis points improvement in stand-alone EBITDA margins over a 3-year period. - Growth is expected from continued menu innovation (e.g., Big Big Pizza, Chicken Burst pizza), digital engagement, and expansion in India and international markets like Turkey. - Operational efficiencies, calibrated pricing strategies, and cost reduction initiatives are anticipated to support gross margin improvements going forward. - EBITDA and PAT growth are prioritized, with recent quarters showing PAT growing ahead of revenue (30% PAT growth vs.
From Jubilant Foodworks Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹507
Market Cap
₹32.0K Cr
P/E Ratio
69.5
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Jubilant Foodworks Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.5K Cr, net profit ₹82 Cr.
Full financials →📊 Revenue & Sales Performance
- →Jubilant FoodWorks anticipates continued strong growth driven by expansion and innovation.
- →Group system sales reached INR 2,671 crores with 71 net new stores added, network now 3,387 stores.
- →Domino's India showed 17.7% revenue growth, 17.3% order growth, and 11.6% like-for-like growth, with delivery channel growing 24.6% YoY.
- →Focus on calibrated price increases to sustain volume growth without compromising consumer demand.
- →Investments in innovation (e.g., Big Big Pizza, Chicken Burst Pizza) and digital assets to boost customer engagement and repeat purchases.
- →Expansion of Popeyes with double-digit SSG growth and plans to scale further, especially in new markets like Mumbai and West India.
- →Further growth expected from technology investments to improve store operations and delivery efficiency.
- →Targeting growth in dine-in and takeaway channels balanced with delivery, aiming to improve overall profitability and market share.
📈 Profitability & Margins
- →Jubilant FoodWorks is targeting growth with a medium to long-term lens, focusing on profitable expansion rather than short-term margin preservation.
- →Management expects at least a 200 basis points improvement in stand-alone EBITDA margins over a 3-year period.
- →Growth is expected from continued menu innovation (e.g., Big Big Pizza, Chicken Burst pizza), digital engagement, and expansion in India and international markets like Turkey.
- →Operational efficiencies, calibrated pricing strategies, and cost reduction initiatives are anticipated to support gross margin improvements going forward.
- →EBITDA and PAT growth are prioritized, with recent quarters showing PAT growing ahead of revenue (30% PAT growth vs. 11% CAGR in revenue over 3 years).
- →Technology and supply chain investments will continue to improve efficiency and fuel growth while depreciating below EBITDA line.
- →Popeyes brand and Turkey business showing promising growth, further contributing to consolidated earnings.
- →Overall, the company expects acceleration in profitable growth and margin expansion while continuing strong store network expansion.
🏗️ Capital Expenditure Plans
- →Jubilant FoodWorks has heavily invested in capital expenditures over the past few years, specifically in technology and stores, as well as in supply chain assets such as commissaries (Page 10).
- →Most of the current high investment cycle, particularly in supply chain capacity, is expected to last for the next 2 to 3 years (Page 10).
- →Going forward from FY '26, the company expects to reduce capital intensity, focusing more on ROI-driven investments rather than heavy manufacturing or supply chain assets (Page 10).
- →Technology investments continue, but the company aims for better returns on these investments rather than reducing the spend; depreciation on tech investments appears below EBITDA (Page 16).
- →Expansion plans include adding new stores (e.g., 71 net new stores in Q1 FY'26) and ongoing development of delivery and store infrastructure (Pages 4, 14).
- →Popeyes' supply chain and operations are being automated and optimized to improve unit economics and reduce capex (Page 14).
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
- →Jubilant FoodWorks has a healthy pipeline entering Q2 for expansion, including new stores in Mumbai (Page 9).
- →The company added 71 net new stores in the recent quarter, expanding the network to 3,387 stores across markets (Page 4).
- →Domino's India alone added 61 net new stores, now present in 484 cities, reflecting confidence in long-term growth (Page 4).
- →The company is focused on building a 5,000-store franchise over time (Page 6).
- →There is no explicit mention of a detailed current orderbook or pending orders figure in the provided pages, but the growth in store additions and expansion plans indicate a strong order pipeline and expansion momentum (Pages 4, 9).
Key Metrics
Frequently Asked Questions
What were Jubilant Foodworks Ltd Q1 FY26 results?
Jubilant FoodWorks anticipates continued strong growth driven by expansion and innovation. Jubilant FoodWorks is targeting growth with a medium to long-term lens, focusing on profitable expansion rather than short-term margin preservation. - Management expects at least a 200 basis points improvement in stand-alone EBITDA margins over a 3-year period. - Growth is expected from continued menu innovation (e.g., Big Big Pizza, Chicken Burst pizza), digital engagement, and expansion in India and international markets like Turkey. - Operational efficiencies, calibrated pricing strategies, and cost reduction initiatives are anticipated to support gross margin improvements going forward. - EBITDA and PAT growth are prioritized, with recent quarters showing PAT growing ahead of revenue (30% PAT growth vs.
What is Jubilant Foodworks Ltd share price analysis?
Jubilant Foodworks Ltd currently shows a neutral. The stock trades at a P/E of 69.5 with a market cap of ₹32,002 Cr. Investors should review the full earnings analysis for detailed insights.
Is Jubilant Foodworks Ltd planning capital expenditure?
Jubilant FoodWorks has heavily invested in capital expenditures over the past few years, specifically in technology and stores, as well as in supply chain assets such as commissaries (Page 10).
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