Q3 2025 Jubilant Foodworks Ltd Earnings Call Transcript
Key Points
- Jubilant Foodworks Ltd (BOM:533155) reported a consolidated revenue of INR 21.5 billion, marking a 56.1% year-on-year increase.
- Domino's India achieved a record performance with a 12.5% like-for-like sales growth and a 33.8% increase in orders.
- The company expanded its store network with a net addition of 130 stores during the quarter, including 67 in India.
- Digital engagement saw significant growth with nearly 14 million monthly active users on the Domino's India app.
- The international segment, particularly in Turkey, showed strong performance with DP Eurasia revenue crossing INR 5 billion for the first time.
- Gross margin decreased by 160 basis points year-on-year due to higher food costs and competitive discounting.
- The competitive intensity remains strong, impacting margins and leading to higher discounting during festive periods.
- Domino's Turkey reported a negative like-for-like sales growth of -3.2% due to a high base effect from the previous year.
- The EBITDA margin was lower by 145 basis points year-on-year, indicating pressure on profitability.
- Challenges in finding suitable locations have slowed the expansion of the Popeyes brand, with only four store additions in a festive quarter.
Ladies and gentlemen, good day, and welcome to the Q3 and nine months FY25 Conference Call hosted by Jubilant FoodWorks Limited (Operator Instructions).
I now hand the conference over to Mr. Lakshya Sharma from Jubilant FoodWorks Limited. Thank you, and over to you, Mr. Sharma.
Thank you so much, Carman. So a very good evening, everyone, and welcome to Jubilant FoodWorks Limited Q3 and nine Months FY25 Earnings Call for investors and analysts. We are joined today by senior members of the management team including our Chairman, Shyam S. Bhartia; our Co-Chairman, Mr. Hari S.
Bhartia; CEO and MD, Mr. Sameer Khetarpal; our CEO of Turkey business, Mr. Aslan Saranga; our CFO, Ms. Suman Hegde. We will commence with key thoughts from our Co-Chairman and turn to our CEO and MD, to share his perspectives.
After the opening remarks from the management, the forum will be open to question-and-answer session.
A cautionary note, some of the statements made on this call could be
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