Jubilant Foodworks Limited — PPTs, 14-05-2025: Investor Presentation

1. Financial Highlights:

Jubilant FoodWorks’ consolidated revenue reached Rs. 8,142 Cr (+44% yoy) with EBITDA of Rs. 1,572 Cr (+37.4%) and a margin of 19.3%. Profit after tax before exceptional items rose slightly to Rs. 233 Cr (+1.0%) at a 2.9% margin. Standalone revenue grew 14.3% to Rs. 6,105 Cr with EBITDA of Rs. 1,181 Cr (+7.8%) maintaining a 19.3% margin. Q4 consolidated revenue was Rs. 2,103 Cr (+33.6%) alongside EBITDA of Rs. 389 Cr (+24.8%) at an 18.5% margin. Domino’s India led growth with revenue up 18.8%, supported by strong order and delivery channels. Store count increased by 325 net to 3,316 stores, with India contributing 2,304 stores.

2. Strategic Initiatives & Growth Drivers:

The company launched Big Big Pizza as a value innovation and introduced ELATE, India’s first Android-based POS system, enhancing operational efficiency. Focus remains on affordable offerings, tech-enabled operations, and expanding into 54 underpenetrated cities in India. Future capex prioritizes store expansion and technology after a peak commissionary spend cycle. Digital engagement gained momentum with Monthly Active Users growing 17% to 13.1 million and loyalty membership reaching 33.7 million.

3. Business Developments:

Domino’s India added 52 new stores and entered 9 new cities in Q4, boosting penetration. International markets—Turkey, Azerbaijan, Bangladesh, Sri Lanka, and Georgia—expanded to 1,012 stores with 18 new additions. Popeyes and COFFY brands continue scaling, with Popeyes adding restaurants across India and COFFY cafes reaching 160 in Turkey.

4. Market Position & Competitive Advantage:

Domino’s is the world’s largest emerging-market pizza franchisee, supported by a unique commissary model that drives value and efficiency. Its proprietary app and emphasis on self-delivery distinguish it in foodtech. Delivery channels now account for nearly 73% of Domino’s India revenue, underpinning its leadership in the segment.

5. Investor Implications:

Jubilant FoodWorks shows strong growth potential driven by robust order growth, market expansion, and scalable tech investments. Margin stability amid growth initiatives signals operational control. Investors should watch execution risks from international integrations and brand scaling. Cost optimization and productivity improvements could further improve profitability going forward.