Q4 2025 Jubilant Foodworks Ltd Earnings Call Transcript

May 14, 2025 / 11:30 AM GMT

Release Date Price: ₹693.55 (-1.15%)

Transcript

Key Points

Positve

Jubilant Foodworks Ltd (BOM:533155) achieved significant growth in FY25, with group system sales reaching almost $1.1 billion and over 3,300 stores in operation.
The company implemented free delivery, which led to record high new customer acquisition and increased sales.
Domino's India EBITDA increased broadly in line with revenue growth, maintaining strong margins despite the increase in delivery mix.
The acquisition of DP Eurasia has shown positive results with high system sales, healthy profitability, and high free cash flow generation.
Jubilant Foodworks Ltd (BOM:533155) has accelerated its pace of new product innovation, introducing exciting new offerings that resonate with customers and drive incremental demand.

Negative

The initial impact of free delivery led to a reduction in average ticket price, although this was later absorbed.
There is a persistent gap between Domino's margins and stand-alone margins due to investments in emerging brands like Popeyes, Dunkin', and Hong's.
The company faces challenges in the delivery business due to high competitive intensity, inflation in labor costs, and discounting pressures.
Inflationary pressures are noted in key commodities such as cheese, oil, and coffee, which could impact costs.
The Turkey business has experienced volatility in margins due to macroeconomic challenges and hyperinflation accounting.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JUBI.NS - Jubilant Foodworks Ltd
Q4 2025 Jubilant Foodworks Ltd Earnings Call
May 14, 2025 / 11:30AM GMT

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Conference Call Participants
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* Lakshya Sharma
* Hari Bhartia
* Sameer Khetarpal
* Vivek Maheshwari
* Tejash Shah
* Jignanshu Gor
* Suman Hegde
* Sheela Rathi
* Nihal Jham
* Percy Panthak
* Ashish Kanodia
* Shirish Pardeshi

=====================
Presentation
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Operator [1]
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Ladies and gentlemen, good day, and welcome to the Q4 FY25 and 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.

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