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UBS anticipates a rebound in India's consumer sector by FY26, forecasting 13% earnings growth following a challenging FY25. Key stocks include Hindustan Unilever, Trent, and DMart, with upgrades in ratings and price targets, while Asian Paints and Dabur face downgrades due to disruption and portfolio issues. The report highlights a potential income stimulus from tax cuts and the Eighth Pay Commission, which could enhance consumption and support earnings growth.
UBS analyst Amit Sachdeva has downgraded Jubilant Foodworks from Buy to Sell, setting a new price target of INR600, down from INR615. Despite a 60% stock rise over the past year, the company faces challenges as same-store sales growth is expected to taper off, leading to limited upside potential. UBS values Domino’s Pizza between INR400-500 per share and estimates Popeyes at INR70-100, highlighting the need for improved store economics and revenue.
Goldman Sachs identifies McDonald's and KFC operators as top picks in the quick service restaurant sector, despite anticipated demand slowdown in Q4 fiscal 2025. Recovery is expected in H1 fiscal 2026, with KFC franchisees Sapphire Foods and Devyani International highlighted for their growth potential in India. Westlife FoodWorld, managing McDonald's in southern and western India, also received a 'buy' rating, while Jubilant FoodWorks, operator of Domino's, was rated 'neutral'.
Goldman Sachs has downgraded CreditAccess to a 'Sell' rating with a target price of ₹564 per share, citing concerns over earnings visibility and asset quality amid rising borrower indebtedness. Morgan Stanley maintains an 'Overweight' rating on Reliance Industries, targeting ₹1,662 per share, highlighting its strategic acquisition in U.S. helium operations and focus on low carbon solutions. Bernstein has an 'Outperform' rating for Jubilant Food, setting a target of ₹700 per share, emphasizing the need for significant growth in its Turkey business and expansion of Domino's stores in India to achieve an ₹80,000 crore market cap by FY30.
Jubilant FoodWorks reported a 9% YoY sales growth to INR 14.7 billion, driven by a 20% increase in orders, although dine-in revenue fell 6%. The delivery segment thrived, now comprising 70% of revenue, while the company expanded its store presence. Despite a slight decline in gross margins and a significant drop in EBITDA margins due to increased investments, the outlook remains cautious with a Neutral rating and a target price of INR 625.
Jubilant FoodWorks Limited
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