Restaurant India News: Jubilant FoodWorks Q4 FY26 Profit Jumps 67.2 Percent Amid Aggressive Value Push

Jubilant FoodWorks reported strong fourth-quarter and full-year FY26 earnings on Wednesday, supported by rising delivery demand, affordability-focused customer acquisition strategies, and continued outlet expansion across India’s quick-service restaurant sector.

The operator of Domino's Pizza India and Dunkin' India posted consolidated revenue from operations of Rs 2,499.5 crore in Q4 FY26, up 19.3 percent year-on-year from Rs 2,095 crore in the corresponding quarter last fiscal. For the full financial year FY26, revenue from operations stood at Rs 9,512.5 crore.

Profit from continuing operations rose 67.2 percent year-on-year to Rs 93.5 crore during the quarter, while full-year profit from continuing operations increased 54.4 percent to Rs 386 crore.

Reported EBITDA for the quarter climbed 23.7 percent year-on-year to Rs 484.9 crore, with EBITDA margin expanding 69 basis points to 19.4 percent.

The company added 69 net stores during the quarter, taking its total network to 3,636 outlets, reflecting continued expansion momentum in India’s organised QSR market.

For Domino’s India, same-store sales or like-for-like growth stood at 6.5 percent in FY26, following 7.5 percent growth in FY25. The company said this translated into a two-year average growth rate of around 7 percent, aligning with its medium-term guidance of 5–7 percent.

According to the company, Q4 FY26 performance came against a high base of 12.1 percent like-for-like growth in the year-ago quarter. The business was also affected by temporary factors such as the sequential occurrence of Ramadan, school examination periods, and the shift of Navratri into Q4 from Q1 last year.

Despite these challenges, the company said underlying consumer demand remained healthy, particularly in the delivery business where order volumes grew in high teens.

Jubilant FoodWorks continued to sharpen its affordability-led strategy during the quarter to maintain order momentum and defend market share amid intensifying competition in India’s QSR industry. The company reduced its free-delivery threshold to Rs 99, introduced targeted cashback campaigns, and removed packaging charges in select markets to improve customer engagement and increase ordering frequency.

While these initiatives supported delivery volume growth, average bill values moderated during the quarter due to the value-driven approach. The dine-in and takeaway segments witnessed comparatively softer growth, which impacted overall like-for-like performance.

Looking ahead, the company said its focus remains on sustaining 5–7 percent like-for-like growth through stronger customer value propositions, higher order volumes, increased consumption occasions, and recovery in dine-in and takeaway demand.