Jubilant Foodworks Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant FoodWorks' Q1FY27 call highlighted Popeyes as a strong growth engine with 40-45% LFL growth, aiming for higher sales and profitability. Domino's LFL grew 2.5%, with Q2 expected to improve, targeting 5-7% LFL. Management is focused on reviving Domino's dine-in experience. FY27 capex guidance remains INR750-900 Cr, prioritizing new stores and technology. Despite cost headwinds from LPG and commodities, the company remains confident in achieving its 200 bps EBITDA margin expansion goal through calibrated pricing and efficiency. Demand environment is viewed as strong.