Jubilant Foodworks Ltd
Jubilant Foodworks Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Jubilant FoodWorks expects like-for-like sales growth of 5% to 7% annually over the medium to long term. Jubilant FoodWorks aims for long-term like-for-like sales growth of 5%-7% annually.
From Jubilant Foodworks Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Jubilant FoodWorks expects like-for-like sales growth of 5% to 7% annually over the medium to long term.
- Despite some quarter-to-quarter volatility, management emphasizes focusing on annual growth rather than short-term fluctuations.
- Delivery continues to be a key growth driver, showing strong growth and operating metrics.
- The company is confident in expanding aggressively with plans to open about 230 to 250 new stores in the coming year.
- Market share gains in the pizza category and QSR space bolster growth prospects.
- Investments in brand building and innovation in store formats support sustainable growth.
- Growth is prioritized over immediate margin improvement, with emphasis on volume growth to leverage fixed costs.
- New businesses like Popeyes, Hong's, and Dunkin’ contribute to overall expansion, though their initial losses dilute margins.
Profitability & Margins
See what Jubilant Foodworks Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Jubilant FoodWorks is continuously calibrating its store formats and models to optimize capital expenditure.
- The company focuses on opening more delivery carry-out stores (600-700 sq. ft.) especially in large metros, rather than larger stores (1,500-1,600 sq. ft.).
- Capex per store has reduced by approximately 20% year-on-year for nearly three consecutive years.
- Store additions are planned at around 230 to 250 new restaurants in the current year.
- Strategic investments include premium product launches and productivity initiatives like wastage reduction and supply chain improvements.
- The company is also investing in converting energy usage in stores from LPG to electric ovens and pipe natural gas, enhancing operational efficiency and cost savings.
- These measures are designed to support growth, margin expansion, and operational scalability while managing inflation and cost pressures effectively.
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Fundraising & Capital Structure
See what Jubilant Foodworks Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Jubilant Foodworks Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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
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Frequently Asked Questions
What were Jubilant Foodworks Ltd Q4 FY26 results?
Jubilant FoodWorks expects like-for-like sales growth of 5% to 7% annually over the medium to long term. Jubilant FoodWorks aims for long-term like-for-like sales growth of 5%-7% annually.
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 is continuously calibrating its store formats and models to optimize capital expenditure. - The company focuses on opening more delivery carry-out stores (600-700 sq.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.