Jubilant Foodworks Results Analysis

Operating Revenue for Q2FY26 is Rs. 2,340 Crs., 19.72% growth YoY, Total Income is Rs. 2,355 Crs., 18.7% growth YoY, EBITDA is Rs. 476 Crs., 19.5% growth YoY, EBITDA Margin is 20.35% flat to negative growth 4 Basis points YoY, PBT Rs. 158 Crs., 81.4% growth YoY, PAT Rs. 110 Crs. 53.7% growth YoY. On QoQ basis Op. Revenue is up by 3.5%, Total Income is up by 3.3%, EBITDA is also up by 8.7%, EBITDA Margins also improved by 98 basis points, PBT is up by 22.4% and PAT is also up by 13.1%. 3,480 stores worldwide, 93 stores added across markets/brands during Q2FY26. Interest costs down 23.5% YoY (post IndAS) on refinancing of Turkey acquisition debt. Delivery-led customer acquisition remains a core engine, margin expansion of 200+ bps by FY28 vs FY24 baseline remains on track.