Jubilant FoodWorks Ltd Q4 FY26 Results

Summary

Jubilant FoodWorks delivered a year of disciplined execution in FY26, with consolidated revenue from operations growing by 17.4% year-on-year and the India business expanding by 13.0%. Profitability was encouraging, marked by improved EBITDA and PAT margins despite inflationary pressures. Key international markets like Turkey, Sri Lanka, and Bangladesh demonstrated robust revenue growth and improved profitability, with the latter two turning EBITDA positive. The company also strengthened its network by adding 351 net stores globally and enhanced its supply chain and technology capabilities, entering FY27 with confidence to consolidate market leadership in the significant organized QSR opportunity in India.

Key Highlights

1. 1

   For the full year FY26, consolidated revenue from operations grew by 17.4% year-on-year, driven by broad-based growth across businesses and geographies.

2. 2

   The India business delivered a robust 13.0% growth in revenue from operations for FY26, coupled with an encouraging expansion in both EBITDA and PAT margins.

3. 3

   Popeyes India experienced a breakout year in FY26, achieving approximately 28% same-store sales growth and improving restaurant economics.

4. 4

   International businesses demonstrated strong momentum, with Turkey delivering 28.8% YoY revenue growth and an 8.3% PAT margin (a 170 bps improvement), while Sri Lanka and Bangladesh recorded 64.3% and 27.4% YoY revenue growth, respectively, both turning EBITDA positive during FY26.

5. 5

   Network expansion remained strong, with a net addition of 351 stores across brands and geographies during the year, ending FY26 with a global network of 3,636 stores.

6. 6

   For Q4FY26, consolidated revenue from operations increased 19.3% year-on-year to Rs. 24,995 million, and reported EBITDA grew 23.7% year-on-year to Rs. 4,849 million.