Jubilant FoodWorks shares in focus after Q4 profit jumps 93% YoY. Should you buy, sell, or hold? – News Air Insight

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Shares of Jubilant FoodWorks will be under the spotlight on Thursday after the quick‑service restaurant operator reported a 93% year‑on‑year jump in standalone net profit, to Rs 49.5 crore for Q4 ended March 31, 2025, up from Rs 25.6 crore a year earlier.

Standalone revenue from operations rose 19.1% to Rs 1,587 crore, compared with Rs 1,332.3 crore in Q4 FY24. At the operating level, standalone EBITDA climbed 19.7% to Rs 305.4 crore versus Rs 255.2 crore in Q4 FY24, lifting the EBITDA margin slightly to 19.2% from 19.1%.

Should you buy, sell, or hold Jubilant FoodWorks’ stock? Here’s what brokerages say:


Goldman Sachs

Goldman Sachs maintained its Neutral rating on Jubilant FoodWorks but raised its target price to Rs 730 from Rs 700, citing the company’s strong Q4 performance across key metrics.The brokerage highlighted that revenue momentum remains robust, driven by healthy like‑for‑like sales growth, while operating leverage continued to play out, resulting in an upward trend in EBITDA margins. Overall, Goldman Sachs believes Jubilant FoodWorks is well positioned to sustain its recent operational strength, warranting the upward revision in its price target.

Citi

Citi reiterated its Buy rating on Jubilant FoodWorks while raising its target price to Rs 805 from Rs 750.The broker highlighted Jubilant’s continued market‐share gains and strong profitability metrics, noting that like‑for‑like (LFL) sales growth is outpacing other quick‑service restaurant peers. Citi sees clear scope for a valuation re‑rating as Jubilant cements its leadership in the QSR space, maintaining the stock as its preferred pick in the sector.

Antique

Antique reiterated its Hold rating on Jubilant FoodWorks while raising the target price to Rs 653 from Rs 564.

The broker highlighted that affordable consumer offers and a strong delivery channel have supported volume‑led growth despite soft demand. Internal efficiencies have helped maintain profitability, and Antique expects further margin expansion driven by productivity gains and operating leverage. While Antique has trimmed its FY26 earnings forecast by 19%, it has lifted its FY27 estimate by 7%, reflecting confidence in the company’s medium‑term outlook.

Also Read: 8 Nifty Microcap stocks that can jump 100-230% in the next 12 months

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)



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