Jubilant Foodworks, the master franchisee for Domino's in India, faces a critical quarter as it balances aggressive store expansion with a cooling demand environment. Investors will be closely watching the impact of a sharp deceleration in Domino's India like-for-like growth and management's strategy to protect margins in the face of ongoing commodity inflation.
| Results date | May 20, 2026 |
|---|---|
| Quarter | Q4 FY 2025-2026 |
| Previous quarter revenue | Rs. 24,372 Million |
| Previous quarter PAT | Rs. 981 Million |
| Previous quarter EBITDA margin | 19.8% |
The board meeting is scheduled for May 20, 2026, to consider the audited standalone and consolidated financial results for FY26 and Q4FY26 and recommend dividend for FY26.
The company will hold a conference call for analysts and investors on May 20, 2026, at 17:30 IST.
In its most recently reported quarter, Jubilant Foodworks posted revenue of Rs. 24,372 Million, PAT of Rs. 981 Million, and an EBITDA margin of 19.8%. While the company added 69 net new stores in Q4 FY26 to reach a total network of 3,663, Domino's India like-for-like growth decelerated significantly to 0.2% compared to 5.0% in Q3. Management is currently navigating commodity inflationary pressures in cheese, oil, and coffee, aiming to offset these costs through internal factory efficiencies and logistics optimization. The upcoming call will likely focus on the sustainability of the 200 bps EBITDA margin improvement target by FY28 and the operational transition plan following the decision to exit the Dunkin' brand by December 31, 2026.
Performance vs Guidance Tracking
Strategic Updates
Risks and headwinds to monitor
Jubilant Foodworks is scheduled to announce its Q4 FY 2025-2026 results on May 20, 2026.
The board meeting on May 20, 2026, includes an agenda item to recommend a dividend on equity shares for FY26, subject to shareholder approval.
Jubilant Foodworks reported consolidated revenue of Rs. 24,372 Million in Q3 FY26.
Management plans to scale Popeyes faster after reaching approximately 100 stores, at which point they intend to start disclosing specific performance numbers.
Yes, management has reiterated its target of a 200 bps EBITDA margin improvement by FY28, noting it as a minimum objective.
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