BUZZ-Street View- India's Jubilant FoodWorks faces near-term margin pressure despite steady delivery demand

Domino's Pizza, Inc.

Domino's Pizza, Inc.

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** Shares of India's Jubilant FoodWorks JUBI.NS fall 6.57% to 441.35 rupees

** The domestic operator of Domino's Pizza reported a 66.2% y/y rise in fourth-quarter profit to 797.9 million rupees ($8.24 million)


MARGIN PRESSURE RISKS OFFSET DELIVERY-LED GROWTH

** Jefferies ("buy", PT: 600 rupees) says cautious near-term margin commentary and flat same-store sales growth suggest earnings recovery is still some time away

** Brokerage cuts FY27/FY28 EBITDA estimates by 10%-12%, citing calibrated price hikes amid inflation in wages and energy costs

** Emkay Global ("buy", TP: 550 rupees) says inflation in labour, utility and logistics costs could pressure margins over the next few quarters, despite EBITDA beat in Q4

** BOB Capital Markets ("buy", TP: 590 rupees) says strong delivery-led demand, store expansion and improving international profitability support long-term growth outlook


($1 = 96.8200 Indian rupees)


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