Jubilant Foodworks’s (JFL’s) Q4FY25 standalone operating performance was good, with revenues rising 19% y-o-y (Domino’s India LFL growth maintained at ~12%), while EBIDTA margins rose slightly by 15 bps y-o-y to 19.3%. Consolidated revenues grew by 34% y-o-y, while adjusted PAT fell by 35% y-o-y. For FY26, JFL plans to add 280 stores in India (250 Domino’s and 30 Popeyes), and 80 stores in Turkey (50 COFFY and 30 Domino’s). The management maintained its guidance of a 200 bps rise in EBITDA/PAT margin by FY28 to be driven by operating leverage in Domino’s India and lower drag from newer brands.
OutlookStock corrected by 13% from recent highs and trades at 24x/20x its FY26E/FY27E consolidated EV/EBIDTA, respectively. We maintain a Buy rating with a revised PT of Rs. 816.
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