Jubilant Foodworks Limited
3,614words
9turns
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Key numbers — 40 extracted
rs,
rs
300
25%
1.7x
70%
54%
40%
9%
30%
6%
67%
17%
Guidance — 1 items
Introduced Four Cheese Sourdough Pizza
opening
“22.8% Half Yearly Statement of Profit and Loss 31 31 Consolidated Profit and Loss Metrics Standalone H1 FY26 H1 FY25 Growth % Particulars in INR mn H1 FY26 H1 FY25 Growth % 46,010 338 46,348 13,115 32,896 71.5% 7,823 15,931 36,869 9,142 19.9% 2,164 4,505 56 2,866 6.2% - 2,071 4.5% 818 2,889 6.2% 38,878 473 39,351 10,676 28,202 72.5% 6,655 13,731 31,061 7,816 20.1% 2,725 3,850 -49 1,666 4.3% - 1,323 3.4% (78) 1,246 3.2% 18.3% -28.7% 17.8% 22.8% 16.6% 17.6% 16.0% 18.7% 17.0% -20.6% 17.0% n.a.”
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Speaking time
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Opening remarks
Our Purpose
We Serve Joy ☺ ~35k Bikes 598 Cities covered l l l l e e c c x x E E h h t t i i w w e e t t a a r r e e p p O O Drive GROWTH Be CUSTOMER-FIRST Find BETTER WAYS HUSTLE Mindfully Lead with CARE *Customer satisfaction score consolidated across all channels d d o o o o F F s s u u o o i i c c i i l l e e D D Jubilant FoodWorks : Leading QSR player in emerging high-growth markets We serve ~25% of the world population Significant headroom for growth Largest QSR player for 30yrs ; 1.7x the 2nd largest player • New markets entered during last 15 years • High-growth markets contributing materially to the top and bottom-line • Median age of population in the markets JFL operates is under 35(2) • Strong demand for QSRs within GenZ and Gen Alpha: early adoption locks in lifelong customers • Rising Middle income class & discretionary spend share of wallet: China discretionary at 70% vs. India at 54%(1) • Rapid growth in smartphone penetration and Global Foodservice Market ($Bn)(1) India Chained QS
Introduced Four Cheese Sourdough Pizza
Light as Love Introduced Combos on app Meet Domino's Four Cheese Sourdough Pizza Domino’s India Post Order Monetization : Piloted with customized ads 22 Slots for live ads on the post-order screen through- • Dynamic carousels • Static, video and strip banners Ads customizable based on data permitted by customers- • Location and order history Clients onboarded- Domino’s International Network Growth 23 Turkey & Others Store Count 38 net store addition in last one year Sri Lanka and Bangladesh Store Count 5 net store addition in last one year 768 768 89 90 90 87 85 80 763 755 730 724 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Domino’s International Product Innovation and Campaign Launches 24 Campaign Launches Product Launches Campaign Launches s e h c n u a L t c u d o r P İkonix Burger Pizza Sosislim Pizza Popeyes Popeyes- Love That Chicken 26 68 restaurants serving across North, South & West region now! Gross Margin continues to expand Strong Dou
For further information please contact
Apar – Head of Investor Relations Email: investor@jublfood.com Website: www.jubilantfoodworks.com Note: 1. All financial data in this presentation are derived from audited consolidated and standalone IND-AS financial statements for continuing operations until specified otherwise 2. Due to rounding-off, the financial figures may not recalculate exactly 3. All growth comparisons are vs. prior year and all network addition pertains to net stores added during the specified period unless specified otherwise 4. TRY:INR is as per currency conversion on September 30, 2025. Turkey financials are reported as per IAS 29 – Hyperinflation adjusted accounting 5. The growth % for Bangladesh and Sri Lanka is computed on reported financials in INR 6. PBT and PAT margins are on revenue from operations Disclaimer Certain statements in this presentation may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like government actions, local political
Consolidated business
• • • • • • The Group System Sales came in at Rs. 27,465 million The Group store network expanded to 3,480 stores at the end of the period, with net addition of 93 stores Revenue from operations increased 19.7% YoY to Rs. 23,402 million EBITDA increased 19.5% YoY to Rs. 4,762 million; EBITDA margin steady at 20.3% Pre-Ind AS EBITDA increased 18.5% YoY to Rs. 3,244 million and pre-Ind AS EBITDA margin of 13.9% PAT from continued operations before exceptional items increased 53.7% YoY to Rs. 1,099 million and PAT margin expanded 104bps YoY to 4.7%
Standalone business
• • • • Revenue increased 15.8% YoY to Rs. 16,987 million EBITDA increased 15.9% YoY to Rs. 3,294 million with EBITDA margin of 19.4% Pre-Ind AS EBITDA increased 19.4% YoY to Rs. 2,052 million and pre-Ind AS EBITDA margin expanded 37bps YoY to 12.1% PAT from continued operations increased 22.8% YoY to Rs. 639 million and PAT margin expanded 22bps YoY to 3.8% • Net addition of 88 stores across all brands, ending the period with 2,450 stores in India • • Domino’s revenue increased 15.5% YoY, driven by strong order growth of 14.8% YoY Domino’s LFL growth of 9.1% YoY, driven by delivery channel LFL growth of 16.5% YoY
International business highlights
• • • In Turkey, system sales came in at Rs. 9,957 million; revenue increased 28.7% YoY to Rs. 5,927 million; PAT from continued operations increased 27.6% to Rs. 615 million and PAT margin stood at 10.4% Domino’s Sri Lanka revenue increased 86.1% YoY to Rs. 317 million Domino’s Bangladesh revenue increased 54.1% YoY to Rs. 194 million • Net addition of 5 stores across all brands, ending the period with 1,030 stores in the international markets Mr. Shyam S. Bhartia, Chairman and Mr. Hari S. Bhartia, Co-Chairman, Jubilant FoodWorks Limited commented, “We are delighted with the steady topline growth across all markets. Our India business continues to grow ahead of the market while also witnessing a consistent improvement in operating margin and PAT margin. Our Turkey business is consistently delivering value accretion with robust topline growth and healthy PAT margin. Sri Lanka and Bangladesh businesses are also witnessing strong growth. Overall, our strong performance and the momentum g
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