Jubilant FoodWorks Ltd (JUBLFOOD) Q3FY26 Concall Summary - Dec-2025 Qtr
Performance Overview
- Jubilant FoodWorks Ltd demonstrated strong overall performance, achieving a 13.3% year-on-year growth in consolidated revenue and a significant 20% rise in reported EBITDA, signaling robust business momentum.
- The India business maintained its double-digit growth trajectory, with a notable 109 basis point improvement in EBITDA margin compared to the same period last year, driven by both top-line growth and operational efficiencies.
- Domino's India continued its consistent performance, marking its eighth consecutive quarter of positive Like-for-Like (LFL) growth at 5%, while Popeyes showed impressive acceleration with high double-digit LFL growth for the second straight quarter.
- The company aggressively expanded its network, adding 114 new stores across all brands and markets during the quarter, bringing the total operational store count to nearly 3,600.
- International businesses, particularly in Turkey, Sri Lanka, and Bangladesh, contributed positively with strong revenue growth and improved profitability, with the Turkey business now self-sufficiently servicing its acquisition-related debt obligations.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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