Jubilant Foodworks Ltd
Jubilant Foodworks Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #2 of 30 in Leisure Services
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Jubilant Foodworks Ltd Q1 FY26 key numbers
- Revenue
- Group system sales reached INR 2,671 crores with 71 net new stores added, network now 3,387 stores.
As stated in Jubilant Foodworks Ltd's Q1 FY26 earnings call transcript · published 4 Aug 2026. Reported figures, not investment advice.
The short version
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.
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.
2 more points from Jubilant Foodworks Ltd's call on revenue
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Profitability & Margins
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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).
2 more points from Jubilant Foodworks Ltd's call on capex
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Top-ranked in Leisure Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Jubilant Foodworks Ltd said on fundraising & capital structure — free account, 30 seconds.
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).
Jubilant Foodworks Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.5K Cr, net profit ₹82 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Jubilant Foodworks Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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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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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.