Jubilant Foodworks Limited — PPTs, 13-08-2025: Investor Presentation

Here's a summary of Jubilant FoodWorks' Q1 FY26 performance:

**1. Financial Highlights:**

Consolidated revenue surged 17% YoY to ₹2,260.9 Cr. PAT jumped 59.8% YoY to ₹97.2 Cr (4.3% margin). Standalone revenue grew 18.2% YoY to ₹1,701.6 Cr, fueled by Domino's India's 17.7% revenue and strong order growth. Domino's India LFL growth hit 11.6%, primarily from delivery (20.1% LFL). Standalone EBITDA margin was 19.0%.

**2. Strategic Initiatives & Growth Drivers:**

Digital initiatives are core, with Domino's App MAU rising 21.5% YoY to 14.7M. Menu innovation includes the new Chicken Burst Pizza. Efforts progress towards 20-minute delivery and scaling Popeyes in India.

**3. Business Developments:**

The group network expanded by 71 net stores QoQ to 3,387, adding 58 in India. Domino's India now spans 484 cities with 2,240 stores. Its delivery channel mix increased to 72.9%, with revenue up 24.6%.

**4. Market Position & Competitive Advantage:**

JFL leads as an emerging market Domino's franchisee. Its edge stems from continuous investment in technology, innovation, and operational excellence. Popeyes shows improved profitability; COFFY in Turkey progresses on bottom-line.

**5. Investor Implications:**

Strong Q1 FY26 top-line growth and disciplined profitability signal positive growth potential. Continued focus on digital, innovation, network expansion, and margin efforts suggests a favorable investor outlook.