Key Points
- Jubilant FoodWorks reported a 6.04% YoY increase in Q1 FY27 net profit to ₹100.03 crore, while revenue rose 14.1% YoY to ₹2,570 crore.
- Popeyes India recorded 97% YoY revenue growth, with like-for-like sales rising 45%, making it the fastest-growing major brand in Jubilant FoodWorks' portfolio.
- Paisalo Digital reported a 30.4% YoY increase in Q1 FY27 net profit to ₹61.31 crore, while quarterly disbursements jumped 128% to ₹1,730.90 crore.
- Paisalo Digital signed a ₹500 crore co-lending MoU with FatakPay and is deploying technology-led underwriting to support loan-book expansion.
- Strong QSR sales and expanding rural and semi-urban credit demand point to continued activity across India's consumer and financial services sectors.
| Corporate & Sector Metric | Jubilant FoodWorks Q1 FY27 | Paisalo Digital Q1 FY27 |
|---|---|---|
| Entity / Sector | Jubilant FoodWorks, QSR | Paisalo Digital, NBFC |
| Q1 FY27 Net Profit | ₹100.03 crore, up 6.04% YoY | ₹61.31 crore, up 30.4% YoY |
| Revenue / AUM Scale | Revenue: ₹2,570 crore, up 14.1% YoY | AUM: ₹6,707.40 crore, up 28% YoY |
| Strategic Growth Catalyst | Popeyes revenue up 97%; 76 net new stores added | ₹500 crore FatakPay co-lending MoU |
India's consumer food services and digital lending sectors reported strong operating performance in Q1 FY27. Jubilant FoodWorks posted revenue of ₹2,570 crore and net profit of ₹100.03 crore, while Paisalo Digital reported net profit of ₹61.31 crore and quarterly disbursements of ₹1,730.90 crore.
Popeyes provided a strong growth contribution to Jubilant FoodWorks, while Paisalo Digital continued to expand its loan-disbursement activity across its target customer segments.
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📊 Explore Stock Market on VittarthiJubilant FoodWorks Q1 FY27: Revenue Rises 14.1% to ₹2,570 Crore
Jubilant FoodWorks Ltd, which operates brands including Domino's Pizza and Popeyes, reported steady financial growth during the first quarter of FY27.
- Revenue Growth: Revenue increased 14.1% YoY to ₹2,570 crore.
- Net Profit: Consolidated net profit increased 6.04% YoY to ₹100.03 crore.
- EBITDA: Quarterly EBITDA stood at approximately ₹504 crore.
- Domino's India: The Domino's network expanded into 19 new cities, taking its presence to 540 cities. Digital orders accounted for 76% of business.
Popeyes Revenue Jumps 97% in Q1 FY27
Popeyes remained one of the strongest growth drivers within Jubilant FoodWorks' portfolio. Revenue increased 97% YoY to ₹70.3 crore, while like-for-like sales rose 45%.
- Popeyes expanded its Indian network to approximately 90 outlets.
- Jubilant FoodWorks added a net 76 stores during the quarter across its overall network.
- The company's global store footprint reached approximately 3,712 outlets.
Paisalo Digital Q1 FY27: Profit Rises 30.4% to ₹61.31 Crore
Paisalo Digital reported strong growth in both profitability and loan disbursements during Q1 FY27, supported by expansion in its lending operations.
| Financial & Operational Dimension | Paisalo Digital Q1 FY27 Performance |
|---|---|
| Assets Under Management | ₹6,707.40 crore, up 28% YoY |
| Quarterly Loan Disbursements | ₹1,730.90 crore, up 128% YoY |
| Asset Quality | GNPA: 0.69% | NNPA: 0.48% |
| Co-Lending Partnership | ₹500 crore MoU with FatakPay |
₹500 Crore FatakPay Partnership and Technology-Led Lending
Paisalo Digital has entered into a ₹500 crore co-lending memorandum of understanding with FatakPay. The partnership is intended to expand lending capacity while combining the participants' respective distribution and technology capabilities.
The company is also using technology and AI-based underwriting tools as part of its efforts to improve credit assessment and support future loan-book expansion.
Key Takeaways for QSR & Financial Services Investors
Strategic Significance for Consumers & Market Participants
The Q1 FY27 results from Jubilant FoodWorks and Paisalo Digital highlight two distinct areas of consumer-sector activity.
- Digital-Led QSR Operations: Digital orders accounted for 76% of Domino's India business, highlighting the importance of digital ordering channels in the company's restaurant operations.
- Expansion of Formal Credit: Paisalo Digital's 128% YoY increase in quarterly disbursements indicates significant expansion in its lending activity, alongside 28% YoY growth in AUM.
Frequently Asked Questions
What were Jubilant FoodWorks' Q1 FY27 results?
Jubilant FoodWorks reported consolidated net profit of ₹100.03 crore, up 6.04% YoY, while revenue increased 14.1% YoY to ₹2,570 crore.
How did Popeyes perform in Q1 FY27?
Popeyes recorded 97% YoY revenue growth to ₹70.3 crore, while like-for-like sales increased 45% during the quarter.
What were Paisalo Digital's Q1 FY27 results?
Paisalo Digital reported net profit of ₹61.31 crore, up 30.4% YoY. Its AUM increased 28% to ₹6,707.40 crore, while quarterly disbursements rose 128% to ₹1,730.90 crore.
What is the Paisalo Digital and FatakPay agreement?
Paisalo Digital signed a ₹500 crore co-lending memorandum of understanding with FatakPay to support additional lending activity.
Risk Alert
QSR businesses remain exposed to food costs, rental expenses, consumer demand and store-level execution. NBFCs face credit, liquidity, funding and asset-quality risks. Conduct independent research before taking investment positions.