The Jubilant Group is a diversified Indian conglomerate with a strong presence across multiple sectors, including food services, pharmaceuticals, life sciences, and specialty chemicals. The group operates marquee brands such as Domino’s Pizza, Dunkin’ Donuts, and Popeyes through its food business, while also being a significant player in pharmaceuticals, contract manufacturing and specialty chemicals.
With a focus on both domestic growth and international market opportunities, the Jubilant Group continues to leverage strategic investments, advanced R&D, and operational scale to deliver long-term value to shareholders and establish leadership across its diverse business portfolio.
Here are three stocks from the Jubilant Group to keep on your radar, chosen based on recent developments and strategic initiatives that could drive their growth in the near to medium term.
Jubilant FoodWorks Ltd
Jubilant FoodWorks Limited (JFL), a prominent part of the Jubilant Bhartia Group, has positioned itself as one of India’s leading food service companies. The company operates marquee brands including Domino’s Pizza, Dunkin’ Donuts, Popeyes, Hong’s Kitchen, and Coffy, creating a diverse footprint across pizza, coffee, chicken, and Chinese cuisine.
With aggressive expansion both domestically and internationally, JFL continues to consolidate its leadership in the quick-service restaurant (QSR) sector. The company’s current market capitalization stands at Rs. 38,963.86 crore, with its stock trading at Rs. 590.50.
Over the last year (based on Q1FY26), JFL added 330 new stores, of which Domino’s accounted for 265 outlets, pushing the total store count to 3,387. In Q1FY26 alone, the company launched 71 stores, including 67 Domino’s outlets, reinforcing its stronghold in the Indian QSR market.
As of June 30th, Domino’s operates 2,240 stores across 484 cities, reflecting both city-level expansion and robust order growth. The brand reported a 17.7 percent year-on-year revenue growth in Q1FY26, with order volumes up 17.3 percent, driven by an 11.6 percent like-for-like growth.
Delivery continues to be a major growth driver, with delivery revenue increasing 24.6 percent and order volumes rising 25.7 percent year-on-year, while mature store average daily sales stood at Rs. 85,396. The dine-in segment grew modestly by 2.5 percent, largely led by lunch-hour traffic.
JFL’s digital platforms further strengthen its growth trajectory, with the Domino’s app recording 14.7 million monthly active users (up 21.5 percent year-on-year), 12.3 million installs (up 19.4 percent), and a loyalty base of 37 million customers.
Popeyes has expanded to 60 restaurants across 23 cities, with Southern India seeing double-digit same-store sales growth, while Coffy in Turkey has grown to 167 cafes across 38 cities, steadily improving its profitability.
In Q1FY26, India segment Domino’s growth contributed to overall revenue expansion of 17.7 percent, with delivery-led same-store sales up 20.1 percent. EBITDA margins expanded by 42 basis points year-on-year, though gross margins fell 199 basis points due to higher investment in growth and delivery-driven sales mix. Product innovations, including the Cheese Burst Range, Big Big Pizza, and Chicken Burst, supported revenue growth.
JFL’s international operations also showed momentum, with Turkey’s system sales rising 19.1 percent to Rs. 9,300 million and PAT at Rs. 486 million, up 15 percent. Sri Lanka and Bangladesh revenues grew 42.4 percent and 4.3 percent, respectively, reflecting strategic overseas expansion. Year-on-year, JFL’s revenue increased from Rs. 1,933 crore to Rs. 2,261 crore, operating profit rose from Rs. 380 crore to Rs. 438 crore, profit before tax climbed from Rs. 77 crore to Rs. 126 crore, and net profit surged from Rs. 58 crore to Rs. 94 crore.
Jubilant Pharmova Ltd
Jubilant Pharmova Limited, formerly Jubilant Life Sciences, is a global pharmaceutical and life sciences company operating in Radiopharma, Allergy Immunotherapy, CDMO Sterile Injectables, CRDMO, Generics, and Proprietary Novel Drugs. The company’s operations span multiple geographies, including the US, Europe, and other regulated markets, with a workforce of approximately 5,500.
Jubilant Pharmova is recognised globally as a trusted partner by leading pharmaceutical companies. The stock currently trades at Rs. 1,118.20, with a market capitalization of Rs. 17,810.82 crore.
The company recently commissioned a New Sterile Fill & Finish line at Jubilant HollisterStier LLC (JHS), its wholly-owned North American subsidiary, marking the third line at its Spokane, Washington facility. This expansion adds 50 percent additional capacity, utilising advanced isolator technology for enhanced sterility, operational precision, and regulatory compliance.
The US$ 132 million investment underlines the company’s long-term commitment to innovation and supply chain resilience. JHS plans to double its total sterile injectable manufacturing capacity with the upcoming fourth line, further consolidating its domestic US market leadership while supporting onshore manufacturing needs and national health security.
The CDMO Sterile Injectables segment witnessed a 14 percent revenue growth to Rs. 370 crore in Q1FY26, with EBITDA up 9 percent to Rs. 62 crore, despite temporary margin compression from an annual maintenance shutdown.
Large innovator pharmaceutical companies are increasingly seeking alternate US manufacturing sites to mitigate tariff risks, driving strong traction in Requests for Proposals (RFPs) for Line 3. Peak utilization is now expected within three years, earlier than the initially projected four.
According to Fitch, the CSI and CRDMO segments are poised to be growth drivers for Jubilant Pharmova, with planned capex of USD 285 million and USD 40 million for the respective segments over FY23-FYE26. The company anticipates incremental revenues from CDMO capacity expansion starting FY26, with healthy order book traction from multinational pharma players.
The CSI business benefits from a potential global vial supply-demand gap of 700 million units in 2027, along with the patent expiry of several drugs and biologics. Year-on-year, Jubilant Pharmova’s sales rose 9.79 percent to Rs. 1,901 crore in Q1FY26, Operating Profit increased 15.08 percent to Rs. 290 crore, while PBT and net profit declined 69.2 percent and 78.84 percent to Rs. 154 crore and Rs. 102 crore, respectively.
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Jubilant Ingrevia Ltd
Jubilant Ingrevia Limited is a globally integrated life sciences and specialty chemicals company serving pharmaceutical, nutrition, agrochemical, consumer, and industrial customers. With over 130 products and customised solutions, it is a leading global player in Pyridine, Picolines, Acetic Anhydride, Vitamin-B3, and other specialty chemicals.
The company operates 50 manufacturing facilities in India with a workforce of over 2,300 employees, supported by three R&D centres employing 150 scientists. Jubilant Ingrevia has also expanded its CDMO offerings to the pharmaceutical, agrochemical, and semiconductor sectors, targeting high-technology applications and global supply chain priorities. Its current stock price is Rs. 676.60, with a market capitalization of Rs. 10,776.96 crore.
Jubilant Ingrevia’s products serve as key intermediates for applications including water fabrication, performance inks, and X-ray contrast agents. Its Beta Picoline, 3,5-Lutidine, Pyridine, and Choline find use across the semiconductor and polyimide film industries, while its specialty chemicals are applied in antimicrobial textiles. The company has also expanded into custom synthesis for photoresists, photo-acid generators, and anti-reflective coatings, catering to high-technology chemical applications.
The company’s CDMO business continues to expand, with significant growth in the pharmaceutical segment. The opportunity pipeline has doubled in recent months, driven by strong traction with innovative pharma companies and Tier-1 CDMOs across the US, EU, and Japan. In the agrochemical segment, deliveries for the first contract have commenced, and progress continues on the second, alongside ongoing discussions with innovators.
The semiconductor segment now has over 12 active opportunities in the pipeline, reflecting growing global interest. Jubilant Ingrevia is strategically investing in R&D and dedicated teams to strengthen capabilities and support emerging markets.
Over the past two years, the company has developed platforms ranging from diketene derivatives to cosmetic-grade vitamins and identified new opportunities in semiconductor and cosmetic industries, accelerating product launches, scaling established franchises, and entering nascent markets to generate multiple revenue streams.
Written by – Manan Gangwar
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