Jubilant Foodworks Limited
3,348words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
rs
300
25%
1.7x
70%
54%
40%
9%
30%
6%
67%
17%
Guidance — 9 items
Our Purpose
opening
“mn) 19.1% 18,878 EBITDA Margins (%) 69bps 29bps 23.7% 15,845 18.7% 19.9% 19.4% 19.6% 19.8% 4,838 4,849 3,919 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 PAT (Rs.”
Our Purpose
opening
“mn) (4) 63.8% 4,113 67.3% 1,003 936 559 2,510 2.7% PAT Margins (%) (4) 107bps 123ps 4.1% 3.7% 4.3% 3.1% Q4FY25 Q3FY26 Q4FY26 FY25 FY26 India Turkey (3) SL BAN Total Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 (1) Post reclassification of Dunkin as discontinued operations in current and prior periods (2) System sales for the year was Rs.”
Our Purpose
opening
“109,838 Mn in FY26; +17.9% vs FY25 (3) Turkey includes Georgia and Azerbaijan as well (4) PAT of continued operations before exceptional items Q4FY26 Standalone Performance(1) Revenue up 6.4%; Gross margin up 98bps; Adj.”
Our Purpose
opening
“mn) 6.4% 15,790 17,935 16,797 13.0% 68,562 60,674 Gross Margin (%) 98bps -68bps 74.6% 74.9% 75.5% 75.4% 74.7% Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Adjusted EBITDA (Rs.”
Our Purpose
opening
“mn)(2) 15.8% 8,612 7,434 5.5% 2,420 2,024 1,917 Adjusted EBITDA Margin (%)(2) -10bps 13.5% 12.1% 12.0% 31bps 12.3% 12.6% Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 (1) Post reclassification of Dunkin as discontinued operations in current and prior periods (2) Adjusted EBITDA margin is Pre-Ind AS 116 EBITDA margin Q4FY26 Standalone Performance(1) EBITDA margin up by 94bps in Q4; PAT margin down 30 bps 10 EBITDA (Rs.”
Our Purpose
opening
“mn) 11.5% 3,709 3,444 3,089 15.1% 13,730 11,930 EBITDA Margins (%) 94bps 36bps 19.6% 20.7% 20.5% 19.7% 20.0% Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 PAT (Rs.”
Our Purpose
opening
“mn) (2) 18.4% -2.8% 815 553 537 2,762 2,333 PAT Margin (%) (2) -30bps 4.5% 3.5% 3.2% 18bps 3.8% 4.0% Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 (1) Post reclassification of Dunkin as discontinued operations in current and prior periods (2) PAT of continued operations before exceptional items Standalone Performance(1) : Steady Progress in Free Cashflow Generation 11 6,196 6,841 5,965 9,166 7,461 4,668 n m .”
Our Purpose
opening
“80,069/- Strong order growth of 10.4% YoY Delivery channel revenue grew 10.3% YoY, Delivery mix at 76.1% 59 stores added; expanded to 10 new cities, Cities present: 521 Popeyes on strong growth trajectory • • • SSG of 28% in FY26 Added 5 stores; store count increased to 78 Expanded footprint in West - entered Pune EBITDA 20.5%: Rs.”
Our Purpose
opening
“Mn) LFL Growth (%) Bangladesh Particulars Q4FY26 YoY QoQ FY26 YoY Stores (#) 40 +1 0 40 +3 Revenue (Rs.”
Speaking time
1
1
Opening remarks
Our Purpose
We Serve Joy ☺ ~37k Bikes 650+ Cities Drive GROWTH Be CUSTOMER-FIRST Find BETTER WAYS HUSTLE Mindfully Lead with CARE (1) Customer satisfaction score consolidated across all channels (2) Consolidated across all geographies except CSAT score ) 2 e ( e c c n n e e l l l e l e c c x x E E h h t i t w i w e e t a t a r e r e p p O O 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 share at 70% vs. India at 54%(1) • Rapid growt
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 March 31, 2026. 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 or