Jubilant Foodworks earnings calls.

Jubilant Foodworks delivered a strong Q3 FY26 with 13.3% revenue growthCurrent reported value: 13.3% revenue growth. No comparable prior figure is available in the source record. to INR 2,440Current reported value: 2,440. No comparable prior figure is available in the source record. crore and 20% EBITDA growthCurrent 20% EBITDA growth. Reported change: +20% YoY., marking the eighth consecutive quarter of positive LFL for Domino's India at 5%Current 5%. Reported change: 8th consecutive positive quarter.. The margin expansion of 110bps YoY to 20.5Current reported value: 20.5. No comparable prior figure is available in the source record.% EBITDA margin reflects successful product mix optimization through accretive launches like Sourdough Pizza and Cheese Lava Pull-Apart, combined with calibrated pricing actions and operational efficiency gains. Popeyes demonstrated accelerating momentum with double-digit LFL for the third consecutive quarter, positioning it as a meaningful growth vector. The company added 114 stores in the quarter (75 Domino's, 5 Popeyes, 33 Turkey) with 3,600 total stores. Technology investments are yielding tangible returns with 20%+ MTU growth and advertising monetization on post-order pages. Management targets 15% pre-IND AS margins and 15% standalone revenue growth. Key risks include delivery platform repricing dynamics, labor code cost impacts (~10-15bps), and persistent dining channel underperformance relative to delivery.