negative
CLSA downgrades Jubilant Foodworks after muted Q2 store-level growth
Broker CLSA issued an “underperform” rating on Jubilant Foodworks on 17 November 2025, placing a target price of ₹477. Analysts noted the company missed sales estimates despite a 4.3 % year-on-year increase in per-store revenues, driven by a 9.1 % like-for-like growth at its Domino’s India business. Gross margins improved slightly due to price hikes and packaging cost optimization, but remained below consensus.
Investors are watching whether early festival-season momentum carries into Q3 and whether the firm can regain margin leverage amid rising commodity costs.
Related:
Explore:Mutual Fund Themes
negative
CLSA downgrades Jubilant Foodworks after muted Q2 store-level growth
Broker CLSA issued an “underperform” rating on Jubilant Foodworks on 17 November 2025, placing a target price of ₹477. Analysts noted the company missed sales estimates despite a 4.3 % year-on-year increase in per-store revenues, driven by a 9.1 % like-for-like growth at its Domino’s India business. Gross margins improved slightly due to price hikes and packaging cost optimization, but remained below consensus.
Investors are watching whether early festival-season momentum carries into Q3 and whether the firm can regain margin leverage amid rising commodity costs.
Related:
Explore:Mutual Fund Themes
1 min read
84 words
CLSA rated Jubilant Foodworks ‘underperform’ citing weak margins and modest store-level growth despite a 9.1 % LFL increase at Domino’s India.
Broker CLSA issued an “underperform” rating on Jubilant Foodworks on 17 November 2025, placing a target price of ₹477. Analysts noted the company missed sales estimates despite a 4.3 % year-on-year increase in per-store revenues, driven by a 9.1 % like-for-like growth at its Domino’s India business. Gross margins improved slightly due to price hikes and packaging cost optimization, but remained below consensus.
Investors are watching whether early festival-season momentum carries into Q3 and whether the firm can regain margin leverage amid rising commodity costs.
Broker CLSA issued an “underperform” rating on Jubilant Foodworks on 17 November 2025, placing a target price of ₹477. Analysts noted the company missed sales estimates despite a 4.3 % year-on-year increase in per-store revenues, driven by a 9.1 % like-for-like growth at its Domino’s India business. Gross margins improved slightly due to price hikes and packaging cost optimization, but remained below consensus.
Investors are watching whether early festival-season momentum carries into Q3 and whether the firm can regain margin leverage amid rising commodity costs.
Companies:
Jubilant Foodworks
Tags:
stocks
Jubilant Foodworks
stocks
Jubilant Foodworks
broker rating
food services
Related: