Jubilant Group Shares in Spotlight, June 13: Promoters Launch Rs. 2,165 Cr Block Deal Across Three Companies

Jubilant Group Company shares are in focus on Friday's trade. The company offloaded shares worth up to Rs. 2,165 crore across three of its listed companies, Jubilant Foodworks, Jubilant Ingrevia, and Jubilant Pharmova, through block deals, drawing significant investor attention.

Jubilant Foodworks Block Deal

Promoters of Jubilant Foodworks Ltd., the company behind popular quick-service restaurant brands like Domino's Pizza India, Dunkin' Doughnuts, and Hong's Kitchen, sold 2% of the total equity, translating to 1.32 crore shares, via the block deal. The floor price for this transaction has been set at ₹641 per share, a discount compared to the stock's current market price as per CNBC Report.

As of 9:43 AM on June 12, Jubilant Foodworks shares were trading at Rs. 667.65, down slightly by 0.03%, with a 4.24% decline over the past five trading sessions. On an annual basis, the stock has gained 25.36%. Promoters held a 41.94% stake in Jubilant Foodworks at the end of the March 2025 quarter. The partial stake sale may lead to increased institutional and retail participation going forward.

Jubilant Ingrevia Stake Sale

The Jubilant Ingrevia block deal is expected to involve the sale of 7.5% of the company's total equity, or about 1.2 crore shares. The floor price for this deal has been fixed at Rs. 627.45 per share. Promoters currently hold a 51.47% stake in Jubilant Ingrevia.
Jubilant Ingrevia shares soared on Friday, rising to ₹732.80, up Rs. 50.80 or 7.45% as of 10 am. The stock has also gained momentum over the past week, registering a 3.88% rise in the last five trading sessions.

Jubilant Pharmova Block Deal Details

The third company involved in the promoter stake sale is Jubilant Pharmova Ltd., a pharmaceutical and healthcare-focused company. Around 56 lakh shares, or 3.5% of the company's equity, were sold at a floor price of Rs. 1,013 per share.
Promoters held a 50.68% stake in Jubilant Pharmova as of March 2025.

As of 10:00 AM on Friday, Jubilant Pharmova shares were trading at Rs.1,124.00, down ₹1.60 or 0.14%. Over the past five sessions, the stock has slipped 2.28%, even as it remains on a strong footing for the month, having gained 23.92% in the past 30 days.

Jubilant FoodWorks Q4 Q4FY25 Results

Jubilant FoodWorks Ltd (JUBI) delivered a steady performance in the fourth quarter of FY25, with revenue, EBITDA, and adjusted profit after tax (APAT) rising by 19.2%, 20.2%, and 26.1% year-on-year (YoY), respectively.

As per the Centrum Report, "On the margin front, gross margins slipped 110 basis points to 74.5% due to food inflation. However, post-Ind AS EBITDA margins improved by 20 bps to 19.3%, supported by scale efficiencies and disciplined cost control. Expenses and employee costs rose by 14.3% and 15.1%, respectively. The Pre-Ind AS EBITDA margin stood at 11.8%, up 80 bps YoY."

Share Price Target

Centrum, in its report, has retained its ADD rating, with an SOTP-based target price of Rs. 700, valuing the domestic business at 27x EV/EBITDA on FY27 estimates. They cited, "With a renewed focus on value meals, digital innovation, and aggressive store expansion, JUBI is well-positioned to deliver sustainable growth."

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