Jubilant FoodWorks share price: Domino’s Pizza operator’s Q4FY26 earnings have drawn a cautious response from brokerages. The Domino’s operator posted a 13.9 per cent year-on-year decline in net profit at Rs 42.6 crore, while revenue rose 6.4 per cent to Rs 1,679.7 crore and EBITDA grew 11.5 per cent to Rs 345 crore. Despite the operational beat, analysts have flagged weak like-for-like (LFL) growth of 0.2 per cent, pressure on average bill values, and rising input costs as key concerns. Global brokerages such as Goldman Sachs and Morgan Stanley have maintained neutral or equal-weight ratings while cutting or holding target prices, citing near-term margin headwinds and expectations that growth may lag peers going into FY27.
Morgan Stanley on Jubilant FoodWorks
Emkay on Jubilant FoodWorks
Jubilant FoodWorks Q4FY26 Result
Jubilant FoodWorks Ltd reported a decline in profitability for the fourth quarter of FY26, with net profit falling 13.9 per cent year-on-year to Rs 42.6 crore from Rs 49.5 crore. Despite the drop in earnings, the company announced a dividend of Rs 1.2 per share. Meanwhile, the Domino’s Pizza operator posted steady topline growth, with revenue rising 6.4 per cent YoY to Rs 1,679.7 crore, compared to Rs 1,579 crore in the same period last year.
On the operational front, the company saw improved margins. EBITDA grew 11.5 per cent YoY to Rs 345 crore, up from Rs 309 crore, while EBITDA margin expanded to 20.5 per cent from 19.6 per cent, reflecting better cost efficiencies and operating leverage.
Domino’s India, the company’s key business segment, registered 5 per cent revenue growth on a year-on-year basis, supported by strong demand momentum. However, like-for-like revenue growth remained muted at 0.2 per cent YoY for the quarter, indicating a relatively stable store-level performance. Order volumes, however, remained healthy, with order growth increasing 10.4 per cent YoY. For the full financial year FY26, Domino’s India reported like-for-like revenue growth of 6.5 per cent, highlighting steady recovery in consumer demand.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
