Jubilant Foodworks Limited — PPTs, 23-02-2026: Investor Presentation

Jubilant FoodWorks (JFL) posted strong Q3 FY26 results. Consolidated revenue rose 13.3% YoY to Rs. 2,437.2 Cr, with Operating EBITDA up 20% to Rs. 482.3 Cr, and PAT soaring 93.9% to Rs. 98.1 Cr. India's standalone revenue grew 11.8%, with Domino's Like-for-Like (LFL) sales increasing 5%. International segments like Turkey (revenue up 15% to Rs. 580.1 Cr) and Bangladesh also contributed significantly.

JFL's growth strategy centers on its "Food Tech" advantage, leveraging AI for smart store operations & 17 Mn monthly active users on its apps. Strategic supply chain investments prepare for 4,000 stores, and product innovation offers Rs. 1,000 Cr opportunities. Popeyes is expanding aggressively, aiming for ~250 stores and Rs. 1,000 Cr revenue in 3-4 years, part of 334 net new global stores in the past year.

Management highlights India's vast QSR potential. Future priorities include Domino's innovation, Popeyes expansion, boosting unit economics for emerging brands, and enhancing customer experience through technology. Growth capex will continue.