Earnings call · Apr–Jun 2026
Jubilant Foodworks Limited
Apr–Jun 2026 saw Domino's LFL growth of 2.5% on a high base while Popeyes accelerated to 45% LFL growth, driven by superior product, strong execution & brand building. Management targets 5%-7% LFL growth for the year & 200 basis points EBITDA margin expansion, with capex guidance of ₹750-900 crore maintained.
The full notes: numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- AparHead of Investor Relations
- Sameer KhetarpalCEO & MD
- Suman HegdeChief Financial Officer
- Aditya Soman
Questions came from
- Kunal VoraBNP Paribas
- Vivek M.Jefferies
- Tejas ShahAvendus Spark Institutional Equities
- Jignanshu GorBernstein
- Latika ChopraJP Morgan
- Nihal Mahesh JhamHSBC
- Amit SachdevaUBS
Topics in this call
Opening remarks
AparHead of Investor Relations
Thank you so much, Sagar. Welcome to Jubilant FoodWorks Q1 FY27 Earnings Call for investors and analysts. We are joined today by senior members of the management team, including our Chairman, Mr. Shyam S. Bhartia, our CEO and MD, Mr. Sameer Khetarpal, and our CFO, Ms. Suman Hegde.
Please note that this earnings call is scheduled for a duration of 45 minutes, and we will commence directly with the Q&A session. Along with the Q1FY27 financial results, we have released a letter to our shareholders in which we have shared our outlook and have already answered certain pertinent questions about the performance. Hence, the participants are requested to limit the scope of discussion to only strategic questions and the count of questions to only 2.
Read the whole call: 139 paragraphs, 7 analysts' questions with every answer, 7 marked passages.
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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.