Phillip Capital Research

Y/E Mar, Rs mn	FY11	FY12	FY13	FY14E	FY15E
Price					1196
Target					950
Reco					SELL
Net Sales	6,781	10,175	14,075	17,235	21,971
Growth (%)		50	38	22	27
EBIDTA	1,199	1,905	2,443	2,551	2,781
EBITDA Margin		19	17	15	13
Net Profit	718	1,060	1,351	1,258	1,289
Growth (%)		48	27	-7	2
EPS, Rs	11	16	21	19	20
PER, x	107.1	73.1	57.8	62.2	60.7
EV/EBIDTA, x	65	41	32	31	28
P/BV, x	40	26	18	14	11
ROE, %	37	35	31	22	19
Total debt/Equity (%)	-4.7	-4.0	-8.5	-4.1	3.7

Latest Reports

Date

Description

Country

Analyst

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25-Jul-2023

Jubilant Foodworks (JUBI IN) 1QFY24: Result Update - Not out of the woods yet ; Maintain NEUTRAL rating with TP of Rs. 465

India

Vishal Gutka

17-May-2023

Jubilant Foodworks (JUBI IN) 4QFY23 Result Update: Margins not recovering in hurry ; Maintain Neutral with Revised TP of Rs.475/

India

Vishal Gutka

01-Feb-2023

Jubilant Foodworks (JUBI IN) 3QFY23: Result Update - Subdued demand environment weighs on profitability ; Maintain NEUTRAL with Revised TP of Rs. 500/-

India

Vishal Gutka

28-Jul-2022

Jubilant Foodworks (JUBI IN) 1QFY23 Result Update: Remains on track for aggressive expansion ; Maintain Neutral with Revised TP of Rs. 615

India

Vishal Gutka

30-May-2022

Jubilant Foodworks (JUBI IN) 4QFY22 Result Update -Appointment of new CEO is key positive, but aggressive store expansion to put pressure on margins ; Maintain Neutral with TP of Rs. 600

India

Vishal Gutka

12-Mar-2022

Jubilant Foodworks (JUBI IN) - Company Update: A perfect storm brewing ; Downgrade to Neutral with revised TP of Rs. 2,550

India

Vishal Gutka

20-Oct-2021

Jubilant Foodworks: 2QFY22 (PhillipCapital India) - Healthy operating performance in challenging environment; Maintain BUY with TP of Rs. 4,600

India

Vishal Gutka

20-Jul-2021

Jubilant Foodworks 1QFY22 - Aspirational plan of becoming food-tech powerhouse : Maintain BUY

India

Vishal Gutka

15-Jun-2021

Jubilant Foodworks 4QFY21 - QSR behemoth continues to march ahead: Maintain BUY

India

Vishal Gutka

03-Feb-2021

Jubilant Foodworks 3QFY21 - Gunning for growth : Maintain BUY

India

Vishal Gutka

12-Nov-2020

Jubilant Foodworks 2QFY21 - Coming back to normalcy : Maintain BUY

India

Vishal Gutka

15-Jul-2020

Jubilant Foodworks - Company update :Delivery charges – boon or bane? Maintain BUY

India

Vishal Gutka

20-May-2020

Jubilant Foodworks: Q4FY20: Survival of the fittest: Maintain BUY

India

Vishal Gutka

31-Mar-2020

Jubilant Foodworks - Company update: Down, but not out: Upgrade to BUY

India

Vishal Gutka

29-Jan-2020

Jubilant Foodworks: Q3FY20: On a strong wicket: Maintain Neutra

India

Vishal Gutka

03-Jan-2020

Jubilant Foodworks: 2HFY20 SSSG turning out better than consensus expectations

India

Vishal Gutka

22-Oct-2019

Jubilant Foodworks: Q2FY20 : A Steady ship in choppy waters

India

Vishal Gutka

03-Oct-2019

Jubilant Foodworks : SSS trends to get worse before they get better

India

Vishal Gutka

24-Jul-2019

Jubilant Foodworks : Growth story to take a breather

India

Vishal Gutka

08-Jul-2019

Jubilant Foodworks : Subway India – Franchisee interaction takeaways

India

Vishal Gutka

15-May-2019

Jubilant Foodworks : Short term blip in long term story

India

Vishal Gutka

02-Apr-2019

Jubilant Foodworks : SSS trends remain buoyant

India

Vishal Gutka

21-Feb-2019

Jubilant Foodworks : Express 20-minute delivery – coming soon!

India

Vishal Gutka

30-Jan-2019

Jubilant Foodworks : Expeditious “Delivery” Maintain BUY

India

Vishal Gutka

18-Dec-2018

Jubilant Foodworks : Mid-teen SSSG in 3QFY19 won’t be surprising

India

Vishal Gutka

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