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Amit Malviya

21st May · SEBI-Registered Analyst

$JUBLFOOD Jubilant FoodWorks Ltd (operator of Domino’s Pizza, Popeyes, and Dunkin’) reported strong Q4 FY26 results on 20 May 2026

Jubilant FoodWorks Ltd (operator of Domino’s Pizza, Popeyes, and Dunkin’) reported strong Q4 FY26 results on 20 May 2026, with consolidated revenue up 18–19 % YoY to ₹2,499 crore and net profit surging 67 % YoY to ₹82 crore. The quarter reflected robust demand recovery, margin expansion, and continued store growth across India and overseas markets. Jubilant FoodWorks Q4 FY26 Financial Highlights Metric Q4 FY26 Q4 FY25 YoY Change Notes Revenue from Operations ₹2,499 crore ₹2,103 crore ▲ 18 % Driven by higher order volumes and new store additions. Gross Profit ₹216 crore ₹175 crore ▲ 23 % Reflects improved cost management and menu innovation. Net Profit (PAT) ₹82 crore ₹49 crore ▲ 67 % Strong operating leverage and margin expansion. EBITDA Margin ~19 % ~18 % ↑ 100 bps Supported by scale efficiencies and tech investments. EPS ₹6.2 ₹3.7 ▲ 67 % Reflects profitability improvement. Operational Highlights Store Network: 3,636 stores across six markets (+351 stores in FY26). Domino’s India: Order growth +10.4 % YoY; delivery mix 76 %. International Markets: Turkey revenue +59 %, Sri Lanka +61 %, Bangladesh +29 %. Technology & Apps: 17.1 million monthly active users (MAU); digital orders > 75 %. Sustainability: 67 % of logistics fleet now electric vehicles; 100 % dairy‑based mozzarella sourcing. Management Commentary Focus on menu innovation, digital ordering, and expansion of Popeyes and Hong’s Kitchen brands. Continued investment in AI‑driven customer analytics and EV‑based delivery fleet. FY27 outlook: double‑digit revenue growth expected with steady margin improvement. Summary Jubilant FoodWorks delivered a robust Q4 FY26 performance, with profit up 67 % YoY and revenue up 18 %, underscoring strong consumer demand and operational efficiency.

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