More Stories

Informist, Tuesday, Feb. 10, 2026

--Jubilant FoodWorks: Focus on expanding store network to 5,000 vs 3,594 now 
--Jubilant FoodWorks: Want to expand Popeyes stores at a faster pace
--Jubilant FoodWorks: Plan to invest heavily in technology over next few yrs 

 
By Gunjan Rajput and Narayana Krishna
 

MUMBAI/HYDERABAD – Jubilant Foodworks' management acknowledged a widening divergence between delivery and dine-in growth, reiterating that delivery continues to be the company's primary growth driver, while efforts to revive dine-in remain a work in progress, the company said in its post-earnings call Tuesday. 

"...delivery continues to be to power ahead our growth and dining and take away as to additional channels...we will continue to fuel delivery tailwinds that's world over that is the fastest channel growing. And we believe we have very strong capabilities over there to delight our customers," the company management said. 

The management said delivery has consistently outperformed over an extended period and was now the largest channel for new customer acquisition, driven by the company's own app. In contrast, dine-in and takeaway are no longer the main customer acquisition funnels, prompting the company to re-evaluate its dine-in strategy despite earlier product and pricing interventions.

"Now coming to dining, take away, we are going back to the drawing board, re-looking at our strategy, what is working, what is not," the company said.

Jubilant Foodworks said it plans to focus on expanding its store network to about 5,000 outlets from the current 3,594, while accelerating the pace of store additions at Popeyes and stepping up investments in technology over the next few years, the management said. "We are now increasingly confident about Popeye's emerging as a powerful new growth vector for the company," the management said.

"More recently, because all the investments in 20-minute delivery, free delivery, the largest new customer acquisition channel actually is our own app. And dining takeaway is lesser," the management said. The company added 78 Domino's stores during the quarter, expanding into 11 new cities, while Popeyes reported high double-digit like-for-like growth and added five stores, supported largely by delivery-led demand.

Jubilant FoodWorks reported net profit of INR 540.79 million for the December quarter, up nearly 32% on year. The revenue for the reporting quarter was INR 18.02 billion, up nearly 12% on year. Tuesday, shares of the company ended 1.1% higher at INR 554.45 on the National Stock Exchange. The company announced its earnings after market hours.  End

Edited by Akul Nishant Akhoury

For users of real-time market data terminals, Informist news is available exclusively on the NSE Cogencis WorkStation.

Cogencis news is now Informist news. This follows the acquisition of Cogencis Information Services Ltd. by NSE Data & Analytics Ltd., a 100% subsidiary of the National Stock Exchange of India Ltd. As a part of the transaction, the news department of Cogencis has been sold to Informist Media Pvt. Ltd.

Informist Media Tel +91 (22) 6985-4000

Send comments to feedback@informistmedia.com

© Informist Media Pvt. Ltd. 2026. All rights reserved.