Jubilant FoodWorks Q1FY27 revenue up 14.1%; Domino's India adds 58 stores
Jubilant FoodWorks posted 14.1% YoY consolidated revenue growth to Rs 2,569.3 crore in Q1FY27, with Domino's India delivering 2.5% like-for-like growth and adding 58 net stores to reach 2,513. Group store count hit 3,712. Shares rose 3% on the update.
What happened
Jubilant FoodWorks reported 14.1% YoY consolidated revenue growth to Rs 2,569.3 crore in Q1FY27, with Domino's India posting 2.5% LFL growth and adding 58
Key facts
- revenue +14.1% YoY
- Rs 2,569.3 crore consolidated revenue
- standalone revenue +9.2% to Rs 1,848.5 crore
- Domino's India LFL +2.5%
- 76 net stores added
- 58 Domino's India stores added
- Domino's India total 2,513 stores
- group total 3,712 stores
- shares up 3.01%
Why this matters
Aggressive footprint expansion to 3,712 group stores strengthens Jubilant's density moat and creates whitespace defense, but soft LFL invites scrutiny on whether inorganic or new-format M&A could diversify beyond a slowing Domino's core.
What to watch
- EBITDA margin print vs consensus (gap between revenue and profit growth)
- Sequential LFL trend — acceleration above 3% is bullish, deceleration is a warning
- Quick-commerce food-delivery entry (Swiggy/Zomato/Zepto) into ready-meal space
- Raw material inflation prints, especially dairy
- Same-store cannibalization signals from dense-cluster store openings
- Watch for management commentary on LFL trajectory and delivery vs dine-in mix on the earnings call
- Monitor input cost guidance (cheese, wheat, packaging) for margin outlook
- Track store-addition pace guidance for FY27 and payback period per new store
- Assess Popeyes/Hong's Kitchen and other format performance for portfolio diversification proof