| Revenue growth | Annual LFL growth closer to 7%; Q4 deceleration noted. |
|---|---|
| Margins | Energy costs hit margins by 100-120 bps; price hikes of 1.2% taken. |
| Demand visibility | Near-term headwinds from competition; Delivery remains a core strength. |
| Management confidence | Confident in long-term growth and gaining market share in QSR. |
Growth
LFL growth slowed to 0.2% in Q4; Delivery segment remains strong while Dine-in faces headwinds.
Outlook
Guided 230-250 new restaurant openings for FY27; long-term margin expansion target of 200 bps remains.
Risks
Inflation in energy (LPG/PNG), labor (minimum wage/Labour Code), and commodity costs impacting short-term margins.
Earnings Call filed with BSE, NSE: JUBLFOOD. Summary written with AI assistance from the document.
Jubilant Foodworks Ltd: key numbers
- Share price
- ₹464.25
- Market cap
- ₹30,633 Cr
- Revenue (annual)
- ₹9,513 Cr
- Net profit (annual)
- ₹428.5 Cr
- P/E (TTM)
- 70.6×Sector 43.2×
- Promoter holding
- 40.27%+0.00% QoQ
- FII holding
- 13.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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