Jubilant Foodworks runs the Domino's Pizza franchise in India and, through its international arm, in several other markets, with delivery and takeaway making up the bulk of its orders. The moat is scale and density: it operates a large store network with a delivery-first model, and its 52.6% gross margin shows the franchise economics work at the unit level. Revenue is growing 13.7% and the forward P/E of 45.9 compares with a trailing 72.6, which implies earnings are expected to expand sharply as the margin base recovers. The operating margin is only 9.7%, so the thesis rests on operating leverage and new store openings converting into profit rather than on margin already being proven. A 72.6x trailing multiple leaves little room for a slowdown in store additions or same-store sales, which makes this a name to examine the unit economics and quarterly margin trajectory on before going further.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ₹370 | first publication | ₹405 |
Answered from Jubilant Foodworks Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| JUBLFOOD.NS Jubilant Foodworks Ltd. | ₹404.00 | - | - | 72.4x | - | 53 | 35 |
| SHAK Shake Shack Inc. Class A Common Stock | $65.16 | $30 | 116% above | 71.5x | 7.9% | 46 | 35 |
| GRG.L Greggs plc | £22.98 | £27 | 16% below | 17.8x | 21.9% | 70 | 76 |
| MAB.L Mitchells & Butlers plc | £3.12 | £5 | 36% below | 10.1x | 6.6% | 55 | 67 |
| WING Wingstop Inc. Common Stock | $119.54 | $78 | 54% above | 28.6x | 0.0% | 55 | 46 |
| CHA Chagee Holdings Limited American Depositary Shares | $12.36 | $23 | 45% below | 12.6x | 16.2% | 76 | 71 |
| ALSEA.MX Alsea, S.A.B. de C.V. | MXN 52.03 | MXN 79 | 34% below | 24.6x | 20.8% | 48 | 47 |
Where JUBLFOOD.NS ranks against its sector peers on each metric.