Jubilant Foodworks reported improved top-line momentum for the first quarter of FY27, with consolidated revenue from operations growing 14.1% year-on-year to ₹25,697 million. The growth was largely driven by the rapid expansion of its Popeyes brand and robust performance in international markets, particularly DP Eurasia. Standalone revenue also expanded by 9.2% to ₹18,489 million, supported by gross margin expansion of 133 basis points to 75.5%.

Consolidated EBITDA rose 14.2% to ₹5,039 million, maintaining a flat margin of 19.6%. However, consolidated profit after tax (PAT) from continued operations before exceptional items declined 0.8% to ₹1,032 million from ₹1,040 million in the corresponding period last year. This decline was attributed to higher depreciation charges from the new Mumbai Supply Chain Centre and tax impacts in international operations.

Brand-wise Performance

Popeyes emerged as a significant growth engine, with revenue surging 97.0% to ₹703 million. The brand recorded like-for-life (LFL) growth exceeding 40% for the third consecutive quarter, with average daily sales (ADS) reaching ₹96,100 at the system level. The company added 10 new Popeyes stores during the quarter, bringing the total count to 88.

Domino's India delivered more modest growth, with revenue increasing 7.4% to ₹17,646 million. LFL sales growth recovered to 2.5%, up from 0.2% in the previous quarter, though it cycled against a strong 11.6% growth in Q1FY26. Order volume grew 6.5%, with the delivery channel outperforming as revenue grew 12.1%. The delivery mix stood at 76.1% for the quarter. Gross margin for Domino's India expanded 161 basis points to 75.9%.

International Operations

DP Eurasia reported revenue growth of 28.2% to ₹6,651 million. However, PAT decreased 5.4% to ₹459 million due to hyperinflationary accounting treatments under Ind AS 29 and a higher effective tax rate compared to the prior year, which benefited from a one-time tax set-off. On a normalized basis excluding monetary gain/loss impacts, underlying operating performance remained healthy with EBITDA growing 29.2%.

Sri Lanka and Bangladesh also contributed to top-line expansion, with revenues growing 40.7% to ₹349 million and 25.6% to ₹223 million, respectively.

What the Numbers Show

The divergence between top-line growth and bottom-line results highlights the impact of strategic infrastructure investments. While standalone EBITDA grew 10.2% to ₹3,597 million, standalone PAT from continued operations fell 1.0% to ₹728 million. This was primarily driven by a 13.5% increase in depreciation to ₹1,999 million, reflecting the full-quarter impact of the new Mumbai Supply Chain Centre commissioned in FY26. Management indicated that these investments are largely complete for the medium term, suggesting future earnings leverage as throughput increases.

The discontinued operations related to the Dunkin' brand resulted in a net loss of ₹32 million for the quarter, an improvement from the loss of ₹68 million in the prior year. Consequently, total consolidated PAT rose 6.0% to ₹1,000 million.

Outlook and Initiatives

Management highlighted several initiatives driving future growth, including the launch of new products such as Chicken Maxxx, Paneer Maxxx, and Ready-to-Drink Cold Coffee under Domino's. The company is focusing on rebuilding the Dine-In and Take-Away (DITA) channel through dedicated leadership and upgrades to approximately 400 stores. For Popeyes, the ambition is to build it into a ₹1,000 crore brand over the next three to four years, with a target of 35–40 new store additions annually. Total store additions across brands in India are on track to reach 1,000 during the FY26 to FY28 period.

Jubilant FoodWorks Limited will host a conference call for analysts and investors on Thursday, August 13, 2026, at 16:45 IST to discuss its Q1FY27 financial results. The earnings announcement is scheduled for the same day, providing stakeholders with an immediate opportunity to engage with management regarding the quarter's performance. This event serves as the primary channel for the company to communicate its operational updates and financial health for the first quarter of fiscal year 2027.

The disclosure was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Mona Aggarwal, Company Secretary and Compliance Officer, signed the notice dated August 05, 2026. The details of the conference call have been filed with both the BSE Limited and the National Stock Exchange of India Limited.

Participants are advised to pre-register to connect to the conference call without waiting for an operator. The company has provided specific dial-in numbers for domestic and international participants to ensure seamless access. The call details are structured to accommodate global investor interest across different time zones.

The conference call times are also listed in GMT and HKT/SGT for international reference, corresponding to 11:15 GMT and 19:15 HKT/SGT respectively. For further information, investors may contact Apaar Saraswat, Head - Investor Relations, at apaar.saraswat@jublfood.com . Additional details regarding the call are available on the company’s website under the Investor Relations section.

What This Means for Investors

The scheduling of this earnings call marks a key milestone for investors tracking Jubilant FoodWorks' performance in FY27. As the company operates in the fast-food restaurant sector, primarily through Domino's Pizza franchises in India, any shifts in revenue growth, store expansion, or margin dynamics during Q1FY27 will be critical indicators of future trajectory. While specific financial figures were not disclosed in this notice, the upcoming discussion will likely address operational metrics such as comparable sales growth, new store openings, and digital penetration rates. Investors should monitor the call for management commentary on competitive pressures and cost inflation trends that could impact profitability going forward.