Jubilant Foodworks Limited — Investor Meet, 21-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant FoodWorks delivered a strong Q1 FY26, with consolidated revenue up 17% to INR 2,260 Cr and Domino's LFL growth at 11.6%. Standalone PAT grew 29.5%. Management added 71 net new stores, confident in expanding to a 5,000-store franchise. New products like Big Big Pizza drove strong demand. While gross margins dipped due to value-led pricing and product mix, pre-Ind AS EBITDA margins improved due to operational efficiencies and supply chain leverage. Popeyes is gaining momentum, and the Turkey business is profitable. The company remains focused on growth, innovation, and digital leadership.