INDIA MARKET LENS
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Jubilant FoodWorks shares fall 4% despite Q2 revenue growth of 12% YoY

Jubilant Foodworks set out an expansion in a quarterly results development for Q2FY27.

· Economic Times Markets, ET Stocks

Jubilant FoodWorks reported 11.9% YoY growth in consolidated Q2FY27 revenue to Rs 26,087 million, while standalone revenue rose 11.6%. Domino’s India posted 4.1% LFL growth, and the company added 108 stores, taking its network to 3,820. Shares gained 2.42% amid investor focus on demand, sales growth and expansion.

Period
Q2FY27

Jubilant Foodworks reported Rs 26,087 million for Q2FY27, with movement of 4%, 12% and 4.1% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.

Against that, the stock is -5.6% on the day at ₹434.75, and has returned +1.9% over three months. It sits 29% below its 52-week high, which means a good deal of bad news was already in the price. The hotels & restaurants sector has moved +2.5% over the same period, so Jubilant Foodworks is running 0.6 points behind its peers.

For Jubilant Foodworks, the question is how much of this is already reflected in the price and how much re-rates the hotels & restaurants peer set alongside it.

  • Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
  • The company directly in focus is JUBLFOOD.
  • Sector exposure: Hotels & Restaurants.
JUBLFOODHotels & Restaurants