613.9000 -9.45 (-1.52%)
NSE Oct 07, 2025 15:31 PM
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HDFC Securities
We value JFL at 46x P/E on Dec-20EPS with TP of Rs 1,620 (earlier Rs 1,610). We maintain BUY. Jubilant FoodWorks (JFL) reported 5th consecutive quarter of beat in SSG. The co. delivered 17/15% revenue/SSG growth (exp. 15/13%) despite a heavy base (21/18%). Benign food inflation, richer mix and new contract with PepsiCo drove GM expansion. EBITDA/APAT grew by 25/46% (exp. 16/20%).
Promoters pledged 0.21% of shares in last quarter. Total pledge stands at 5.19% of promoter holdings
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