Jubilant FoodWorks has addressed recent media reports suggesting significant operational disruptions due to LPG shortages. The company clarified that the claim of 95% dependency on LPG is inaccurate and does not reflect its official position. Management confirmed that energy supply issues affecting specific store networks have already improved, with operations returning to normal levels following limited impact during Q4 FY26 (January-March 2026).
Addressing Media Reports
Following a recent drop in share price linked to media speculation, Jubilant FoodWorks has issued a formal clarification regarding its commercial LPG supply. Reports previously stated that more than 95% of the company’s outlets were dependent on LPG, leading to potential widespread operational disruptions. The company has categorically denied these figures, stating they do not emanate from any official disclosure or corporate guidance.
Operational Status and Energy Strategy
The company acknowledged that it had encountered LPG supply constraints at certain locations during Q4 FY26. However, management clarified that the overall operational impact remained limited. The company further noted that the availability of energy supply has seen marked improvement over the past few weeks, and store operations have effectively returned to normal levels.
Future Outlook
To reduce future reliance on external fuel sources, Jubilant FoodWorks is actively transitioning toward alternate energy sources, thereby progressively lowering its dependency on LPG. The leadership team maintains confidence in the company’s strong fundamentals and remains committed to its long-term strategic objectives, focusing on sustainable growth and value creation for its shareholders despite short-term supply chain challenges.
Source: BSE
