Jubilant Foodworks Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jubilant FoodWorks reported consolidated revenue of Rs. 8,142 Cr for FY25, with Domino’s India standalone revenue up 14.3% (7.5% LFL). Domino’s EBITDA rose 12.4% to Rs. 857 Cr, maintaining a 14.5% margin despite free delivery promotions. System sales approached $1.1 billion, adding 238 Domino’s stores and boosting non-pizza sales through new chicken offerings. Popeyes India expanded to 19 stores showing positive same-store sales, while Turkey posted Rs. 3,071 Cr system sales amid stable profitability.

Management highlighted growth drivers including aggressive store expansion, menu innovation, and strong delivery focus. They aim for a 200 bps margin improvement at Domino’s India over three years, despite cost pressures. Popeyes plans ~30 new stores in FY26, targeting a profitable 100+ store network. Turkey’s margin and debt servicing are expected to stabilize as inflation eases. Overall, confidence remains high on growth momentum and multi-brand portfolio value.