Jubilant Foodworks Limited — PPTs, 20-05-2026: Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation:

**Business Performance:**

Jubilant FoodWorks impressed in Q4FY26 with consolidated revenue hitting ₹2,499.5 Cr, up 19.3% YoY, leading to a full-year revenue of ₹9,512.5 Cr (+17.4% YoY). Consolidated Q4 PAT soared 67.3% to ₹93.6 Cr. India's standalone revenue grew 6.4% YoY to ₹1,679.7 Cr. Domino's India showed strong 10.4% YoY order growth, though LFL growth was 0.2%. Popeyes maintained a robust 28% SSG for FY26. International markets, particularly Domino's Turkey, delivered strong order growth and consistent 7%+ PAT margins.

**Growth Drivers & Strategy:**

Strategic expansion saw 69 net new stores in Q4 (total 3,636 globally), with India entering 10 new cities. Digital acceleration is key: own app Monthly Active Users (MAU) jumped 25% YoY, bolstered by a new GenAI Chatbot. Gross margins expanded, driven by a favorable product mix and reduced wastage.

**Recent Developments:**

Fresh menu innovations like Big Big Cheese Burst Pizza and Cheese Bowl-Cano captivated customers. Popeyes expanded into Pune, growing its Western India footprint.

**Key Financial Metrics:**

Q4FY26 Consolidated EBITDA margin was 19.4% (+69bps YoY). Standalone EBITDA margin stood strong at 20.5% (+94bps YoY). FY26 consolidated Free Cashflow hit ₹247.2 Cr.

**Management Outlook:**

Management notes full-year LFL growth remains within their 5-7% guidance. The company continues to generate robust cash flows, with RoCE improving 70 bps to 18.9% in FY26 on efficient asset use.