By- Divyanshi Sinha
Jubilant Foodworks dazzled with blockbuster Q4FY26 results, revenue leaping 19.1% YoY to ₹2,505.8 crore driven by Domino's same-store sales surge and 69 net store adds pushing network to 3,663 outlets—crushing estimates amid urban munchies resilient to Hormuz veggie hikes. EBITDA margins held 18.5% via optimized cheese imports and delivery efficiencies, PAT up 12% to ₹133 crore despite 10% royalty costs to Yum Brands.
Mumbai's pizza wars intensify: Jubilant added 15 outlets in Maharashtra, stealing Pizza Hut share with 25-min guarantees via 1,200 new Blinkit dark stores—QSR traffic up 14% as office returns fuel lunch orders. CEO Shyam Mimani credits "value combos" countering 8% inflation, with Northeast expansion (50 stores) tapping Tier-2 boom. Dunkin' Donuts arm grew 22%, coffee sales 30% on Gen Z iced lattes.
Market cheers: Shares target ₹550 (up 20%) per analysts, Nifty FMCG flat but Jubilant outliers shine. FII stake steady at 18%, DIIs pile in Rs 450 crore. Headwinds: Diesel up 15% crimps Swiggy tie-ups, competition from Faasos heats. Yet FY27 guidance dazzles—4,000 stores, 20% growth via EV delivery fleets dodging fuel crunch. For Mumbai foodies, it's endless promos: buy-one-pizza-free amid tomato Rs 150/kg. Jubilant proves recession-proof snacking thrives when wallets tighten—pizza slices through economic storms.
