Jubilant FoodWorks Shares Jump After Strong Q2 Momentum — A Deep Dive into India’s QSR Giant

As of November 14, 2025

Introduction

Jubilant FoodWorks Ltd (NSE: JUBLFOOD) surged 7–8% on November 14, 2025, after delivering an impressive operational performance in Q2 FY26 and attracting fresh institutional interest.

Brokerages remain split, but the market is clearly rewarding the company’s improved margins, strong Domino’s traction, and rapid expansion of Popeyes. Q2 profit jumped 52.6% YoY, supported by steady growth in the pizza and chicken QSR(Quick Service Restaurant) categories. Analysts attribute the positive outlook to better store-level efficiency, cost controls, and consistent expansion across multiple international and home-grown brands.

Now, let’s dive deep into Jubilant FoodWorks — its business model, financial journey, milestones, corporate actions, and whether this stock deserves a spot on your watchlist.

 

About the Company

Jubilant FoodWorks Ltd (JFL), part of the Jubilant Bhartia Group, is one of India's largest and most diversified food service companies.

It holds exclusive master franchise rights for:

• Domino’s Pizza
  
  

• Dunkin’ Donuts
  
  

• Popeyes (India)
  
  

It also owns the homegrown Hong’s Kitchen (Chinese QSR) and international coffee brand presence via COFFY (Turkey).

 

Key Company Facts

 

Jubilant FoodWorks — Brand Portfolio

Domino’s Pizza:
The largest pizza chain in India, with exclusive rights to operate in India, Sri Lanka, Bangladesh, Nepal, Turkey, Azerbaijan, and Georgia.

Popeyes (India):
The world’s second-largest chicken QSR brand, known for its signature Cajun fried chicken and chicken sandwiches.

Dunkin’ Donuts (India):
A leading coffee and donut chain offering coffee, donuts, beverages, and sandwiches across India.

Hong’s Kitchen:
Jubilant FoodWorks’ fast-growing homegrown Chinese QSR brand with trendy, youth-oriented formats.

COFFY (Turkey):
A high-frequency coffee chain and the 8th-largest café brand in Turkey, acquired through the DP Eurasia business.

 

Major Moves in 2025

 

Evolution & Milestones of Jubilant FoodWorks

 

Corporate Actions Journey

(Face Value: Rs. 2)

 

Financial Performance Overview

Quarterly Results (Q2 FY26)

Despite commodity pressures (cheese), JFL maintained profitability through scale and delivery-led growth.

 

Yearly Financials (FY24 vs FY25)

FY25 profit dipped due to acquisition costs, interest expense, and expansion capex.

 

Balance Sheet Highlights

Borrowings have increased due to global expansion and store addition.

 

Cash Flow Summary

Operating cash flow remains robust — a strong positive for QSR investors.

 

Shareholding Pattern (Sep 2025)

Insight:
DIIs have been steadily increasing stake → strong domestic institutional confidence.

 

Peer Comparison

Jubilant FoodWorks leads in scale, brand power, and profitability consistency.

 

Strengths & Risks

Strengths

Market leader in pizza category
Strong digital ordering ecosystem
Diversified QSR portfolio
Consistent operating margins ~20%
Rapid expansion of Popeyes

Risks

High valuations
Increasing competition in QSRs
Higher debt levels
Input cost inflation impact

 

Investor View

Jubilant FoodWorks remains a long-term compounder backed by strong brands (Domino’s, Popeyes), improving profitability, and robust store expansion. Valuations are high, but cash flow visibility and market leadership make it attractive for long-term investors. Short-term volatility may persist, but structural growth remains intact.

 

Conclusion

Jubilant FoodWorks continues to be one of India’s most influential and scalable QSR plays. With a strong portfolio, expanding international footprint, consistent digital leadership, and rising operational efficiencies, the company is positioned for sustained growth over the next few years.

While valuations may appear stretched, its unique MOAT, brand power, and QSR dominance warrant long-term interest — especially for investors seeking exposure to India’s fast-growing consumption story.

 

Frequently Asked Questions

1. Why did Jubilant FoodWorks shares rise in November 2025?
Because Q2 profit surged 52.6% YoY and operating performance improved.

 

2. Which brands does JFL own?
Domino’s, Dunkin’ Donuts, Popeyes, Hong’s Kitchen, COFFY.

 

3. Is the company expanding internationally?
Yes — Turkey, Azerbaijan, Georgia through DP Eurasia.

 

4. What is its main revenue driver?
Domino’s contributes over 70%+ of revenues.

 

5. Is JFL suitable for long-term investors?
Yes, due to strong brand strength, digital moat, and QSR growth potential.

 

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