Jubilant FoodWorks (JUBLFOOD) Investor Presentation summary
Event summary combining transcript, slides, and related documents.
Investor Presentation summary
16 Jun, 2025Strategic vision and growth trajectory
Pursuing a "BE THE BOLD" strategy focused on technology, operational excellence, and purposeful leadership.
Targeting over 3,000 Domino's stores in India by FY28, with expansion into 700 new towns.
Achieved 20% consolidated revenue CAGR and 18.4% EBITDA CAGR since FY10, outpacing competition.
90% of business driven by franchisees, enabling rapid and sustainable expansion.
Multi-brand approach includes Domino's, Popeyes, Dunkin', Hong's Kitchen, and Coffy, serving 22% of the world population.
Technology and digital transformation
Embedded breakthrough technology across customer touchpoints, including AI-driven site selection and Store.AI for operations.
Launched India's largest QSR loyalty program with 31 million members, driving 75% of orders.
Personalized, dynamic apps with festival themes and real-time offers, enhancing customer engagement.
Seamless integration with aggregators and ONDC, plus rapid onboarding for new brands and platforms.
Dedicated in-house product, design, and data science teams of 250+ people.
Operational excellence and supply chain
Backward integrated supply chain with in-house manufacturing and farm sourcing, supporting industry-leading margins.
Bangalore Food Park and multi-category processing centers ensure lowest recipe costs and high fill rates.
Investing in new commissaries to support expansion and maintain quality.
Proprietary last-mile delivery platforms and 45,000+ riders enable 20-minute delivery for 7 million+ orders monthly.
Store-level operational excellence driven by tech-led training, performance reviews, and automated dashboards.
Latest events from Jubilant FoodWorks
- Q3 FY26 delivered strong revenue, profit, and margin growth, with robust store expansion and a one-time charge.JUBLFOOD
Q3 25/2610 Feb 2026 - Q2 FY25 revenue up 42.8% to INR 19,547m, driven by delivery and digital growth, but profit declined.JUBLFOOD
Q2 24/253 Feb 2026 - Revenue up 44.8% yoy to INR 19.3b, net profit INR 558m, with record store and digital growth.JUBLFOOD
Q1 24/252 Feb 2026 - Q3 FY25 revenue up 56.1% yoy, but profit fell due to higher costs and impairments.JUBLFOOD
Q3 24/2516 Dec 2025 - Q1 FY26 saw 17% revenue growth, profit surge, and digital-led expansion.JUBLFOOD
Q1 25/2623 Nov 2025 - Revenue up 19.7% YoY, profit surges, store network expands, and digital innovation drives growth.JUBLFOOD
Q2 202621 Nov 2025 - FY25 revenue up 44% with record sales, but net profit fell on higher costs and impairments.JUBLFOOD
Q4 24/2521 Nov 2025