Jubilant FoodWorks Rockets to Profit Tripling! Q2 Earnings SMASH Estimates – Investors REJOICE!

Consumer Products

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Updated on 13 Nov 2025, 01:10 pm

Jubilant FoodWorks announced impressive financial results for the September quarter, reporting a consolidated net profit of Rs 186 crore, a nearly threefold increase compared to the previous year. The company's consolidated revenue also saw a significant jump of 19.7% year-on-year, reaching Rs 2,340 crore. Both figures surpassed Bloomberg consensus estimates, which had projected net profit at Rs 88 crore and revenue at Rs 2,181 crore.

The robust growth was driven by strong demand across its brand portfolio, including Domino's, Popeyes, Dunkin, and Hong’s Kitchen. Retail experts noted that this performance aligns with a broader trend of increased discretionary spending by consumers. Specifically, Domino's India, the company's flagship brand, achieved 15.5% revenue growth, supported by a 15% rise in orders and 9% like-for-like growth. The delivery channel revenue grew by 21.6%, while the dine-in segment remained stable.

Jubilant FoodWorks expanded its Domino's network by adding 81 new outlets, bringing the total to 2,450 stores across over 500 cities. The company also opened four new Popeyes outlets in Mumbai. Earnings Before Interest, Taxes, Depreciation, and Amortisation (Ebitda) rose by 19.5% year-on-year to Rs 476 crore, exceeding the estimated Rs 432 crore, though Ebitda margins remained flat at 20.3%.

Impact: This strong earnings report is highly positive for Jubilant FoodWorks, indicating effective operational strategies and resilient consumer demand. It suggests that the company is outperforming its peers and is well-positioned in the growing Indian QSR market. Investors can expect potential positive sentiment towards the stock and the broader QSR sector.

Rating: 7/10

Difficult Terms: * Consolidated Net Profit: The total profit of a company and its subsidiaries after all expenses and taxes are deducted. * Consolidated Revenue: The total income generated by a company and its subsidiaries from all business operations. * Street Estimates: Predictions made by financial analysts about a company's future financial performance, such as profit and revenue. * Ebitda (Earnings Before Interest, Taxes, Depreciation, and Amortisation): A measure of a company's operational performance before considering financing and accounting decisions. * Ebitda Margins: Ebitda calculated as a percentage of revenue, indicating the company's profitability from its core operations. * Like-for-like growth: Sales growth calculated only from stores that have been in operation for more than a year, to assess underlying performance without the impact of new store openings. * Discretionary Spends: Money spent by consumers on non-essential goods and services, such as dining out or entertainment.