JUBLFOOD

Jubilant Foodworks share price & financials

Price
₹417.15
Market cap
₹33.6k Cr
Sector
Consumer Services
Calls analysed
7
Latest concall · Q1 FY27 · call held 13 Aug 2026

Jubilant Foodworks Limited Q1 FY27

Gross Margin 75.5%

What went well

  • Popeyes LFL growth accelerated from 9.2% in 1QFY26 to 45% in 1QFY27, establishing it as a second growth engine.
  • Domino's achieved 2.5% LFL growth in Q1 FY27 on a high base, with management expecting Q2 FY27 to be better.
  • Gross margins were healthy at 75.5%, supported by smart buying and calibrated price increases.

What to watch

  • Consolidated employee costs increased by 15.6% year-over-year, and standalone costs by 12%, due to wage inflation.
  • LPG prices had a significant 120 bps impact on margins, and inflation in cheese, oil, and chicken continues.
Read the full call →

What Jubilant Foodworks Limited does

Jubilant FoodWorks is a multi-brand food-tech company that operates quick-service restaurants under franchise rights for Domino's and Popeyes, alongside its own brands Hong's Kitchen (Indo-Chinese QSR) and COFFY (a cafe chain in Turkey). It runs a network of company-operated stores across India, Turkey, Bangladesh, Sri Lanka, Azerbaijan and Georgia, earning through in-store and delivery sales backed by an in-house supply chain of commissaries, foodparks and distribution centers.

Segments

  • India
  • Turkey
  • Sri Lanka
  • Bangladesh
Total stores worldwide
3,636
Countries of operation
6 (India, Turkey, Bangladesh, Sri Lanka, Azerbaijan, Georgia)
Domino's India store count
2,455
Domino's India city presence
521 cities
Popeyes India store count
78
Hong's Kitchen store count
29
Founded 1995Headquarters Noida, Uttar Pradesh, India Company website

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 3 delivered 2 missed 9 open
  • LFL Growth delivered said Q4 FY26 Promised: Q1 FY27 SSSG will be better than Q4 FY26 SSSG (0.2%). Q1 FY27: Achieved. Domino's LFL growth was 2.5%, which is better than Q4 FY26's 0.2%.
  • Store Count missed said Q3 FY25 Promised: open 100 stores as long as we get those 100 locations Q1 FY27: Reached 90 stores by the end of Q1 FY27, missing the guided target of 100 stores for the quarter.
  • EBITDA Margin on track said Q4 FY25 Promised: improve standalone EBITDA margins by 200 basis points over the next three years (by FY28) Q1 FY27: Management stated they are 'ahead of the track' on the 200 bps target, with 100 bps of the goal already secured, expressing confidence in over-delivering.

All 14 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 13.7%, net profit up 6.4% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue1,955 2,151 2,095 2,261 2,340 +20%2,429 +13%2,499 +19%2,570 +14%
EBITDA396 402 392 438 476 +20%484 +20%485 +24%504 +15%
Net profit67 43 49 94 195 +191%73 +70%82 +67%100 +6%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −28.4% 1Y

₹400₹500₹600Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 13 Nov 2025Q3 FY26 — 10 Feb 2026Q4 FY26 — 20 May 2026Q1 FY27 — 13 Aug 2026

1Y: ₹657.05 on 10 Sept 2025 → ₹470.25. High ₹657.05 (10 Sept 2025), low ₹412.3 (23 Jul 2026).

How the price took the results

close before → close after

Q1 FY27
+1.4%
13 Aug
Q4 FY26
−0.1%
20 May
Q3 FY26
+1.1%
10 Feb
Q2 FY26
−2.0%
13 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 22.7% a year over 3 years, FY23 to FY26. Operating margin narrowed to 19.8%.

Year endingFY23FY24FY25FY26
Revenue₹5.2k Cr₹5.7k Cr₹8.1k Cr₹9.5k Cr
Operating profit₹1.1k Cr₹1.1k Cr₹1.6k Cr₹1.9k Cr
Operating margin21.5%19.5%19.3%19.8%
Interest₹202 Cr₹287 Cr₹521 Cr₹437 Cr
Depreciation₹487 Cr₹599 Cr₹803 Cr₹966 Cr
Net profit₹354 Cr₹400 Cr₹217 Cr₹444 Cr
Net margin6.9%7.1%2.7%4.7%
Cash from operations₹1.0k Cr₹1.0k Cr₹1.7k Cr₹1.9k Cr
Free cash flow₹188 Cr₹162 Cr₹787 Cr₹889 Cr
ROCE16.0%11.0%13.0%15.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹132 Cr₹132 Cr₹132 Cr₹132 Cr₹132 Cr₹132 Cr
Reserves₹1.3k Cr₹1.8k Cr₹1.9k Cr₹2.0k Cr₹2.0k Cr₹2.2k Cr
Borrowings₹1.6k Cr₹2.1k Cr₹2.6k Cr₹4.2k Cr₹4.6k Cr₹4.9k Cr
Other liabilities₹720 Cr₹731 Cr₹791 Cr₹1.7k Cr₹2.0k Cr₹2.2k Cr
Total liabilities₹3.8k Cr₹4.8k Cr₹5.4k Cr₹8.0k Cr₹8.8k Cr₹9.4k Cr
Fixed assets₹2.1k Cr₹2.7k Cr₹3.5k Cr₹6.2k Cr₹6.7k Cr₹7.4k Cr
Capital work in progress₹29 Cr₹47 Cr₹184 Cr₹118 Cr₹263 Cr₹160 Cr
Investments₹517 Cr₹927 Cr₹822 Cr₹308 Cr₹111 Cr₹199 Cr
Other assets₹1.1k Cr₹1.1k Cr₹888 Cr₹1.4k Cr₹1.7k Cr₹1.7k Cr
Total assets₹3.8k Cr₹4.8k Cr₹5.4k Cr₹8.0k Cr₹8.8k Cr₹9.4k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs trimmed −7.73 pp while DIIs added +7.27 pp. The shareholder count grew 2% to 3,46,691.

Promoters
40.3%
FIIs
13.3%
DIIs
39.6%
Public
6.5%
Others
0.3%

Since Jun 2025

  • FIIs −7.73 pp
  • DIIs +7.27 pp
  • Public +0.66 pp

How it drifted, 12 quarters

Over this window DIIs went from 22.2% to 39.6% — +17.4 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 41.9%, FIIs 26.1%, DIIs 22.2%, Government 0.2%, Public 9.4%, Others 0.2%.Dec '23: Promoters 41.9%, FIIs 27.8%, DIIs 21.9%, Government 0.2%, Public 8.0%, Others 0.2%.Mar '24: Promoters 41.9%, FIIs 23.2%, DIIs 25.9%, Government 0.2%, Public 8.4%, Others 0.4%.Jun '24: Promoters 41.9%, FIIs 20.4%, DIIs 29.7%, Government 0.2%, Public 7.4%, Others 0.4%.Sep '24: Promoters 41.9%, FIIs 21.0%, DIIs 30.2%, Government 0.2%, Public 6.3%, Others 0.3%.Dec '24: Promoters 41.9%, FIIs 21.3%, DIIs 30.2%, Government 0.2%, Public 6.1%, Others 0.3%.Mar '25: Promoters 41.9%, FIIs 20.5%, DIIs 31.0%, Government 0.2%, Public 5.9%, Others 0.3%.Jun '25: Promoters 40.3%, FIIs 21.1%, DIIs 32.3%, Government 0.2%, Public 5.8%, Others 0.3%.Sep '25: Promoters 40.3%, FIIs 20.1%, DIIs 33.1%, Government 0.2%, Public 6.0%, Others 0.4%.Dec '25: Promoters 40.3%, FIIs 18.6%, DIIs 34.8%, Government 0.2%, Public 5.8%, Others 0.3%.Mar '26: Promoters 40.3%, FIIs 17.3%, DIIs 36.4%, Government 0.2%, Public 5.5%, Others 0.3%.Jun '26: Promoters 40.3%, FIIs 13.3%, DIIs 39.6%, Public 6.5%, Others 0.3%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 1 holder trimming and 8 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Jubilant Foodworks Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Jubilant Consumer Private Limited 40.27%unchanged
SBI ELSS Tax Saver Fund Mutual fund9.39%newly disclosed
Nippon Life India Trustee Ltd-A/C Nippon India ETF Nifty Midcap 150 Mutual fund5.72%newly disclosed
ICICI Prudential Equity & Debt Fund Mutual fund3.20%newly disclosed
HDFC Large And Mid Cap Fund Mutual fund2.37%newly disclosed
Life Insurance Corporation Of India Insurer1.97%unchanged
UTI ELSS Tax Saver Fund Mutual fund1.96%newly disclosed
SBI Life Insurance Co. Ltd Insurer1.32%newly disclosed
Kotak Arbitrage Fund Mutual fund1.30%newly disclosed
Sundaram Mutual Fund - Sundaram Consumption Fund Mutual fund1.24%newly disclosed
Canara Robeco Mutual Fund A/C Canara Robeco Large And Mid Cap Fund Mutual fund1.13%−0.20 pp
Invesco India ELSS Tax Saver Fund Mutual fund1.05%newly disclosed

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in JUBLFOOD

Filings to Aug 2026

4 new, 9 added, 2 trimmed, 1 sold out — net +32.26 L shares (+2.5%).

Held by funds
₹6.5k Cr
40 schemes
Biggest holder
SBI Focused Fund
₹1.2k Cr · 2.4% of that fund
SchemeHoldingLast month
SBI Focused Fund SBI Mutual Fund₹1.2k Crheld
Nippon India Multi Cap Fund Nippon India Mutual Fund₹919 Cr−9.00 L
Nippon India Growth Mid Cap Fund Nippon India Mutual Fund₹556 Crheld
SBI Large and Midcap Fund SBI Mutual Fund₹546 Crheld
SBI MultiCap Fund SBI Mutual Fund₹546 Crheld
Nippon India Large Cap Fund Nippon India Mutual Fund₹424 Cr+2.41 L
Nippon India Small Cap Fund Nippon India Mutual Fund₹385 Crheld
SBI Children's Fund - Investment Plan (Erstwhile known as SBI Magnum Children's Benefit Fund- IP) SBI Mutual Fund₹248 Crheld

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

9 added, 2 trimmed — net +32.26 L shares (+2.5%)

Funds are sitting on
-15%
vs est. average cost
Held by funds
₹6.5k Cr
40 schemes · ≈ 17% of the company
Biggest holder
SBI Focused Fund
₹1.2k Cr · 2.4% of that fund
Longest holder
SBI ESG Exclusionary Strategy Fund
5y 1m · since Aug '21

Shares held by these funds +2433%

Aug '23 13.01 cr shares Jul '26

All earnings calls (7)

Read the Q1 FY27 call →

Learn to analyse Jubilant Foodworks Limited

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