Domino's India operator rises after Q1 profit beat

Jubilant FoodWorks

14/08/2025 05:23

** Shares of Jubilant Foodworks JUBI.NS rise 2.2% to 653.7 rupees

** Domino's India operator posts Q1 profit of 917.6 mln rupees vs analysts estimates of 645.6 mln rupees helped by lower-priced menu items and free deliveries

** Co's like-for-like sales grew 11.6%, led by 20.1% growth in delivery

** Jefferies ("buy", PT: 1,000 rupees) says delivery sustains strong run with ~25% Y/Y growth, outpacing Zomato and Swiggy despite the impact of free delivery coming in the base.

** Adds, JUBI is as top QSR/discretionary pick but cut EBITDA by ~7% on lower margins

** More than 2.2 mln shares trades, 2.2x more than their 30-day avg

** 30 analysts covering the stock have a "buy" rating on average; median PT is 730 rupees, per LSEG data

** Stock down 10.7% , YTD

 (Reporting by Urvi Dugar)

 ((UrviManoj.Dugar@thomsonreuters.com;))