Jubilant FoodWorks Ltd reported a healthy performance in the September quarter of FY26, driven primarily by strong growth in Domino’s and a sharp rise in delivery orders. The company posted a 19.7% year-on-year (YoY) increase in revenue to ₹2,340 crore, reflecting continued momentum across its brand portfolio.

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Domino’s India Drives Majority of the Growth Delivery Channel Sees Strongest Momentum Store Network Expands to 3,480 Outlets Profit Nearly Triples on One-Time Gain Popeyes Expansion Continues Stock Ends Lower Ahead of Results

The company highlighted that the growth was led by strong demand, increased orders, and steady expansion of its store network.

Domino’s India Drives Majority of the Growth

Domino’s India, the flagship brand of Jubilant FoodWorks, continued to be the key growth engine this quarter. The brand recorded a 15.5% YoY rise in revenue, supported by:

15% jump in total orders, showing strong consumer demand
Like-for-like growth of 9%, indicating solid performance from existing stores

The delivery segment played a crucial role in sustaining this momentum.

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Delivery Channel Sees Strongest Momentum

One of the standout highlights of the quarter was the exceptional performance of the delivery business.

Delivery revenue surged 21.6% YoY, driven by a 23.7% increase in delivery orders.

This reflects the company’s continued focus on strengthening its delivery infrastructure and meeting rising customer preference for online ordering.

In contrast, the dine-in segment remained mostly unchanged, showing no major improvement during the quarter.

Domino’s network also continued to expand rapidly. The brand now operates 2,450 stores across more than 500 cities, with 81 new outlets added in Q2.

Store Network Expands to 3,480 Outlets

Across all its brands, Jubilant FoodWorks achieved significant scale expansion this quarter.
The company’s Group System Sales reached ₹2,746.5 crore, supported by the addition of 93 new stores across formats.

With this, the company now operates 3,480 outlets in total, demonstrating its aggressive expansion strategy in both existing and new markets.

Profit Nearly Triples on One-Time Gain

A major highlight of the results was the sharp jump in net profits.

The company’s net profit rose nearly threefold to ₹186 crore, compared to ₹64 crore last year.

This jump was supported by a one-time gain from discontinued operations, further boosting the bottom line.

Operational performance also remained strong, with EBITDA rising 19.5% YoY to ₹476.4 crore.
Margins remained steady at 20.4%, reflecting disciplined cost management despite inflationary pressures.

Popeyes Expansion Continues

Beyond Domino’s, Jubilant FoodWorks also continued expanding its international QSR brands.
The company opened four new Popeyes outlets in Mumbai, strengthening its presence in the western region.

This reflects the company’s broader strategy of diversifying beyond Domino’s while capturing rising demand for global food chains in India.

Stock Ends Lower Ahead of Results

Despite the strong Q2 performance, Jubilant FoodWorks shares closed 1.59% lower at ₹576 on the NSE ahead of the results announcement.
The stock movement suggests investor caution going into the earnings release.