Jubilant FoodWorks Q1 FY26: Profit up 60%, revenue +17%

Key takeaway from Jubilant FoodWorks’ Q1 FY26 update

Jubilant FoodWorks Ltd (JFL), the master franchisee for Domino’s Pizza in India and operator of other quick-service restaurant (QSR) brands, reported a year-on-year improvement in its Q1 FY26 operating and profit metrics. The company said consolidated revenue from operations rose to ₹2,261.4 crore, up 17% year-on-year. Standalone revenue from operations, which broadly reflects the India business, increased to ₹1,701.6 crore, up 18.2% year-on-year. The quarter also saw continued store expansion, with Domino’s India adding net new outlets and the group expanding its overall footprint.

Revenue growth and what the company reported

In its Q1 FY26 disclosure, Jubilant FoodWorks said consolidated revenue from operations came in at ₹2,261.4 crore, reflecting 17% year-on-year growth. The company also reported standalone revenue from operations of ₹1,701.6 crore, up 18.2% year-on-year. Separately, another company update in the provided data set cited revenue from operations of ₹2,260.9 crore (rounded) and described year-on-year growth of 17%, aligning with the consolidated figure.

The dataset also includes another revenue line that refers to revenue from operations rising 13.3% year-on-year to ₹2,437.2 crore (₹24,372 million). Because this figure is presented alongside Q1 headlines but without the same consolidated label as the ₹2,261.4 crore disclosure, readers should treat it as a separate reported line item in the provided material rather than a replacement for the company’s Q1 FY26 consolidated revenue number.

Profit and margin indicators highlighted in the material

Alongside revenue, the Q1 FY26 material carries multiple profit and margin datapoints. One disclosure states Profit After Tax (PAT) from continuing operations and before an exceptional item was ₹97.2 crore (₹972 million), higher by 59.8%, with a PAT margin of 4.3% for Q1 FY26. The same set of figures reported EBITDA at ₹438.0 crore (₹4,380 million), up 14.3%, with an EBITDA margin of 19.4% for Q1 FY26.

In an investor snapshot included in the provided text, Jubilant FoodWorks is also described as reporting Q1 revenue of ₹2,260 crore, EBITDA of ₹285 crore (margin 12.6% versus 11.9% year-on-year), and PAT of ₹118 crore, with a note that ESOPs and depreciation were higher due to technology investments. These figures are presented as “key highlights” in the material and are included here as stated.

Domino’s India: like-for-like growth and delivery remains central

The Q1 FY26 update said Domino’s India like-for-like (LFL) growth came in at 11.6%. The same disclosure noted Domino’s Turkey LFL growth (post IAS-29) was negative 2.2%. Another performance snapshot in the data set adds that delivery LFL growth for Domino’s India was 20.1%.

Digital engagement indicators were also cited. Domino’s India app monthly active users (MAU) were reported at 14.7 million, up 21.5% year-on-year, while app installs were 12.3 million, up 19.4% year-on-year. Another snapshot refers to “3.4M+ app users,” also in the context of Domino’s India.

Store additions: India, Turkey, and the group network

Store expansion was a recurring theme in the quarter’s reporting. Jubilant FoodWorks said that by the end of Q1 FY26, the JFL group network reached 3,389 stores with a net addition of 73 stores during the quarter. Within that, Domino’s India opened 61 net new stores to end at 2,240 stores. Domino’s Turkey opened seven new stores and closed one store, ending the quarter with 752 stores.

A separate snapshot in the material cites the group store network at 3,387 stores with net additions of 71 (India +58, Turkey +12, Bangladesh +1). The same snapshot states Domino’s India is present across 484 cities. Taken together, the figures indicate continued network expansion, with the exact net-add number depending on the specific reporting slice referenced in the material.

System sales and operating scale

One of the Q1 FY26 performance summaries in the provided content reported group system sales of ₹2,671.5 crore (₹26,715 million). This metric is often used in franchise-led retail models to reflect overall sales throughput across the network, distinct from reported revenue from operations.

The same performance snapshot lists the delivery channel as a major contributor for Domino’s India, with delivery channel revenue up 24.6% year-on-year and a 72.9% mix. It also cites Domino’s India revenue growth of 17.7% year-on-year and order growth of 17.3% year-on-year.

Table: Q1 FY26 key numbers mentioned in the material

Background: how the recent quarters were framed in the data

The dataset also includes references to other periods which provide context on the company’s trajectory. One item cites a June-quarter result where consolidated net profit was reported at ₹55.8 crore, up 93% year-on-year, with net sales at ₹1,933 crore, up 45% from ₹1,334.5 crore. That same set of results cited EBITDA of ₹383 crore with EBITDA margin improving by 85 basis points year-on-year to 19.8%, and noted 52 net store additions in India across brands.

Another section references a September-quarter performance where consolidated net profit rose 192.5% year-on-year to ₹194.6 crore on revenue of ₹2,340.2 crore, up 19.7% year-on-year. It also states standalone (India) revenue of ₹1,698.7 crore, up 15.8% year-on-year, and describes delivery as a key growth driver for Domino’s India.

Market impact: what investors typically track from this update

From the Q1 FY26 figures provided, investors are likely to focus on three measurable threads. First is revenue growth in the high-teens on both a consolidated basis (17%) and standalone basis (18.2%). Second is the margin and profit picture, where the provided text includes both an EBITDA margin of 19.4% (paired with ₹438.0 crore EBITDA) and an investor snapshot pointing to a 12.6% EBITDA margin with ₹285 crore EBITDA. Third is network expansion, with the group store base cited at 3,389 stores and Domino’s India at 2,240 stores, supported by net additions during the quarter.

The combination of LFL growth (11.6% for Domino’s India) and new store openings is central to how the quarter is framed. Digital metrics such as MAU and app installs were also highlighted, suggesting the company is continuing to report engagement indicators alongside financial numbers.

Analysis: why Q1 FY26 matters for the QSR narrative

The provided Q1 FY26 disclosures point to growth coming from both same-store performance and footprint expansion. Domino’s India LFL growth of 11.6% is a prominent datapoint, and the separate delivery LFL metric of 20.1% reinforces the continued importance of delivery-led growth. Store additions, including 61 net new Domino’s India stores during the quarter, indicate the company is still expanding capacity even as it reports margin metrics and cost lines such as ESOPs and depreciation linked to technology investments.

The investor snapshot included in the material also lays out longer-term framing, stating an 18–20% year-on-year revenue growth ambition over 3–4 years and a FY26 target of ₹11,000 crore (from a “current ₹5,600 crore”), along with expectations of double-digit EBITDA margins and 200 basis points improvement over three years. These are presented as outlook points in the source text and can shape how the market interprets quarterly progress.

Conclusion

Jubilant FoodWorks’ Q1 FY26 update shows consolidated revenue from operations at ₹2,261.4 crore with 17% year-on-year growth, alongside standalone revenue of ₹1,701.6 crore. The quarter also included continued store additions, taking the group network to 3,389 stores and Domino’s India to 2,240 stores, with Domino’s India reporting 11.6% LFL growth. Future investor attention will likely remain on consistency in LFL trends, delivery-led growth metrics, and how margins evolve as the company continues investments in technology and expands its store base.