JUBILANT FOODWORKS Results Analysis-Q4FY26

$JUBLFOOD Operating Revenue for Q4FY26 is Rs. 2,499 Crs. 19.31% growth YoY, Total Income is Rs. 2,523 Crs., 19.81% growth YoY, Gross Profit is Rs. 1,786 Crs., 19.08% growth YoY, EBITDA is Rs. 485 Crs., 23.73% growth YoY, EBITDA Margin is 19.4% improved by 69 Basis points YoY, PBT Rs. 122 Crs. 57.79% growth YoY, PAT Rs. 94 Crs. 67.27% growth YoY. On QoQ basis Op. Revenue is up by 2.89%, Total Income is up by 3.12%, Gross Profit is up by 2.77%, EBITDA is flat to positive, PBT is up by 3.22% and PAT is also up by 24.67%. 69 net stores added during Q4FY26. India : Strong 10%+ order growth in Domino’s; GM continues to improve, Domino’s revenue grew 5.0% YoY in Q4, Gross Margin expanded ~100 bps YoY and ~60bps QoQ on account of increasing share of gross margin accretive SKUs and reduction in wastage. International: Strong Domino’s order growth; Steady PAT margins, Improvement in PAT margins on account of re-financing of loan from Lira to Euro, Business continues to generate strong cash flows and repatriate dividend.