Jubilant Foodworks Limited (JUBLFOOD)

Jubilant FoodWorks Limited announced the conclusion and voting results of its 31st Annual General Meeting held on August 27, 2026. Shareholders approved all four ordinary resolutions with overwhelming majorities, including the adoption of FY26 financial statements and the declaration of a dividend of Rs 1.20 per equity share (face value Rs 2). In addition, the re-appointments of directors Mr. Shamit Bhartia and Ms. Aashti Bhartia were cleared by shareholders. A total of 99 members representing 26,69,95,814 shares attended the virtual meeting.

• Dividend of Rs 1.20 per share (FV Rs 2) approved with 99.9977% votes in favor
• Adoption of FY26 standalone and consolidated financial statements passed with 99.9875% approval
• Re-appointment of Mr. Shamit Bhartia and Ms. Aashti Bhartia passed with 99.72% and 97.39% assent respectively
• 99 shareholders representing 26,69,95,814 equity shares attended the AGM via video conferencing

Jubilant FoodWorks released the transcript of its Q1FY27 earnings conference call. Management highlighted strong acceleration in Popeyes with like-for-like (LFL) sales growth reaching 45% in Q1FY27 compared to 9.2% in Q1FY26. Annual capex guidance for FY27 was reiterated at ₹750-900 crore (7.6%-9.1% of TTM revenue of ₹9,846 crore), focused on store additions, dine-in upgrades, and tech. The company is actively executing a 3-pillar strategy to revive dine-in/takeaway demand and aims for 5%-7% LFL growth for the full year.

• Popeyes recorded 45% LFL sales growth in Q1FY27, accelerating from 9.2% in Q1FY26.
• FY27 capex guidance maintained at ₹750 crore to ₹900 crore (~8% of TTM revenue).
• Personnel costs rose 12% YoY on a standalone basis and 15.6% on a consolidated basis.
• Targeting full-year LFL growth recovery toward the 5%-7% guided range.

Jubilant FoodWorks Limited announced the resignation of Ms. Mona Aggarwal from the role of Company Secretary, Compliance Officer, and Key Managerial Personnel (KMP) on August 13, 2026. She is stepping down to pursue other opportunities outside the organization. She will continue in her role through the notice period and will be relieved at the close of business hours on November 13, 2026. The transition is routine and does not impact core operational or financial performance.

• Resignation tendered on August 13, 2026, by Company Secretary and Compliance Officer Mona Aggarwal
• Effective last working date confirmed as November 13, 2026 (close of business hours)
• Resignation cited as being to pursue other opportunities
• Company to initiate appointment process for a successor KMP before November 13, 2026

Jubilant Foodworks Limited (JUBLFOOD) has announced the resignation of Ms. Mona Aggarwal from her position as Company Secretary, Compliance Officer, and Key Managerial Personnel (KMP). The resignation was submitted on August 13, 2026, and she will be relieved from her duties on November 13, 2026. This transition occurs in a company with a significant market capitalization of Rs 32,240 Cr and TTM revenue of Rs 9,537 Cr. The exit is stated to be for pursuing other opportunities, and the three-month notice period suggests an orderly transition.

• Resignation of Company Secretary and KMP announced on August 13, 2026
• Last working date confirmed as November 13, 2026
• Company maintains a TTM revenue base of Rs 9,537 Cr
• Current market capitalization stands at Rs 32,240 Cr
• Transition period of 3 months provided for the handover of compliance duties

Jubilant Foodworks reported a steady 9.2% YoY growth in standalone revenue for Q1 FY27, reaching ₹1,848.9 cr. Standalone PAT saw a modest increase of 4.4% YoY to ₹69.6 cr, while the company officially classified Dunkin' India as a discontinued operation following the board's decision not to renew brand rights. Total comprehensive income surged to ₹206.3 cr, significantly aided by a ₹136.7 cr gain in other comprehensive income. Operating expenses rose 9.5% YoY, tracking closely with revenue growth and reflecting continued inflationary pressures in the QSR segment.

• Standalone Revenue from operations increased to ₹1,848.85 cr from ₹1,692.91 cr in the year-ago quarter.
• Net Profit for the period stood at ₹69.62 cr, representing a 4.4% growth over Q1 FY26's ₹66.70 cr.
• Loss from discontinued operations (Dunkin' brand) narrowed to ₹3.17 cr compared to a loss of ₹6.81 cr in Q1 FY25.
• Total expenses for the quarter rose to ₹1,760.53 cr, up from ₹1,607.91 cr in the previous year.
• Other Comprehensive Income contributed ₹136.71 cr to the total comprehensive income of ₹206.33 cr.

Jubilant Foodworks Limited has issued a corrigendum to its Integrated Annual Report for FY 2025-26, originally filed on July 31, 2026. The update addresses inadvertent printing errors found in notes 3(e) and 3(g) of the standalone financial statements. The company has explicitly stated that these errors have no impact on the financial statements or the reported figures for the fiscal year. The revised report is now available on the company's website for shareholder reference.

• Corrigendum issued for the Integrated Annual Report for the Financial Year 2025-26
• Printing errors identified specifically in notes 3(e) and 3(g) of the standalone financial statements
• Company confirms zero impact on the financial results for FY 2025-26 (TTM Revenue: Rs 9,537 Cr)
• Original report was submitted to exchanges on July 31, 2026
• Revised version of the report has been uploaded to the company's official website

Jubilant Foodworks Limited has scheduled its Q1FY27 earnings conference call for August 13, 2026, at 16:45 IST. The call will follow the announcement of financial results on the same day. Investors will be looking for updates on the company's 200 bps EBITDA margin improvement target and the performance of its 3,480-store global network. Key focus areas include Like-for-Like (LFL) growth in India and the expansion of the COFFY brand in Turkey.

• Earnings conference call scheduled for August 13, 2026, at 16:45 IST
• Discussion will cover Q1FY27 financial results for a company with TTM revenue of ₹9,537 Cr
• Management to provide updates on the group network of 3,480 stores across 6 markets
• Turkey operations update expected, including the status of 172 COFFY cafes

Jubilant Foodworks has initiated the process for its 31st Annual General Meeting (AGM), scheduled for August 27, 2026. The company has dispatched letters to shareholders whose email addresses are not registered, providing digital access to the Integrated Annual Report for FY 2025-26. This follows a cut-off date of July 24, 2026, for identifying such shareholders. The report details a year where the company achieved TTM revenue of  9,537 crore and maintained an operating margin of 19.7%.

• 31st Annual General Meeting scheduled for August 27, 2026, at 11:00 AM IST via video conferencing
• Cut-off date for identifying shareholders without registered email IDs was July 24, 2026
• Integrated Annual Report for FY 2025-26 and AGM Notice now available on the company website
• Company reported TTM revenue of  9,537 crore and a PAT of  444 crore for the preceding period
• Current group network stands at 3,480 stores across 6 markets as per latest operational updates

Jubilant FoodWorks has filed its Business Responsibility and Sustainability Report (BRSR) for FY 2025-26. The report reveals a total workforce of 36,909, with a heavy reliance on non-permanent workers (25,405). Customer complaints nearly doubled year-on-year to 21,974, though the company reported a 100% resolution rate. Employee turnover for permanent staff remains high at 42%, reflecting industry-wide challenges in the QSR sector.

• Total workforce comprises 11,160 permanent employees and 25,749 workers (mostly non-permanent).
• Customer complaints increased significantly to 21,974 in FY26 from 11,447 in FY25.
• Permanent employee turnover rate recorded at 42% for FY 2025-26.
• Female representation is 22% among permanent employees and 42% among workers.
• Exports remain a negligible part of the business, contributing only 0.07% to total turnover.

Jubilant Foodworks has scheduled its 31st Annual General Meeting (AGM) for August 27, 2026, to approve a final dividend of ₹1.2 per share for FY 2025-26. The company reported a TTM revenue of ₹9,537 Cr and a PAT of ₹444 Cr, with the proposed dividend representing a payout of approximately 18.4% of TTM EPS. Key agenda items include the re-appointment of directors Shamit Bhartia and Aashti Bhartia. The Integrated Annual Report also highlights sustainability progress, including the recycling of 242 metric tonnes of plastic in FY26.

• Proposed final dividend of ₹1.2 per equity share (60% of face value) for FY 2025-26.
• 31st Annual General Meeting scheduled for August 27, 2026, via Video Conferencing.
• Cut-off date for e-voting eligibility set for Thursday, August 20, 2026.
• Recycled 242 metric tonnes of plastic in FY 2025-26, compared to 232 MT in FY 2024-25.
• Domino's India pizza boxes are 100% recyclable and composed of 82% recycled paper.

Jubilant FoodWorks Limited has finalized an investment of LKR 666,900,010 (approximately Rs 18-20 Cr) in its wholly-owned subsidiary, Jubilant FoodWorks Lanka (Private) Limited. The investment was executed through the subscription of 95,271,430 Optionally Convertible Non-Cumulative Preference Shares (OCPS) on July 22, 2026. This capital infusion is part of the company's ongoing commitment to its international operations, following a share subscription agreement signed in June 2026. Given the company's TTM revenue of Rs 9,537 Cr, this transaction is relatively small in magnitude.

• Subscription of 95,271,430 Optionally Convertible Non-Cumulative Preference Shares (OCPS)
• Total investment value of LKR 666,900,010 completed on July 22, 2026
• Investment represents less than 0.3% of the company's TTM revenue of Rs 9,537 Cr
• Follows the initial Share Subscription and Shareholders’ Agreement dated June 15, 2026

Mr. Narottam Sharma, Senior Vice President & Chief Information Officer (CIO) and Senior Managerial Personnel, has resigned from Jubilant Foodworks to pursue an external opportunity. His resignation was submitted on July 21, 2026, and he will continue in his role until September 18, 2026. As the company positions itself as a 'food-tech' leader with a TTM revenue of Rs 9,537 Cr and a network of 3,480 stores, the CIO role is critical for maintaining its digital delivery infrastructure. The Board has stated it will appoint a successor in due course.

• Resignation of Senior VP & CIO Narottam Sharma effective from the close of business on September 18, 2026
• Resignation email was submitted on July 21, 2026, citing an external opportunity
• The company operates a massive network of 3,480 stores across 6 international markets
• Jubilant Foodworks reported a TTM revenue of Rs 9,537 Cr and TTM PAT of Rs 444 Cr
• The transition period allows for approximately two months before the final cessation date

Jubilant Foodworks has issued a formal communication to shareholders regarding the mandatory transfer of equity shares to the Investor Education and Protection Fund (IEPF). This applies to shares where dividends have remained unpaid or unclaimed for seven consecutive years, specifically starting from the FY 2018-19 final dividend. Shareholders must submit their claims and required documentation to the Registrar (MUFG Intime India) by October 22, 2026, to prevent the transfer. This is a standard regulatory procedure under the Companies Act, 2013, and has no impact on the company's financial health or market operations.

• Dividends and underlying shares unclaimed for 7 consecutive years are due for transfer to the IEPF Authority.
• The cut-off date for shareholders to submit claims to the Registrar is October 22, 2026.
• The transfer specifically targets unpaid dividends starting from FY 2018-19.
• Shareholders must update PAN, KYC, and bank details as mandated by SEBI circulars to receive future dividends electronically.