Q2 2026 Jubilant Foodworks Ltd Earnings Call Transcript
Key Points
- Jubilant Foodworks Ltd (BOM:533155) reported a robust 19.7% year-on-year increase in consolidated revenue from operations, reaching INR23.4 billion.
- Domino's India achieved a strong 9.1% like-for-like growth, marking the seventh consecutive quarter of positive growth.
- The company expanded its store network significantly, adding 93 new stores in Q2, including 81 new Domino's stores, bringing the total to nearly 3,500 stores.
- Innovative product launches, such as the four cheese sourdough pizzas, have received exceptional customer feedback, contributing to sales growth.
- The Turkey business continues to perform well, with a PAT margin of 10.4% and contributing positively to the group's overall performance.
- Despite strong growth, the company faces challenges with maintaining consistent margin improvements, as indicated by the need for strategic pricing and cost control measures.
- The takeaway segment saw a decline of 19%, which the company attributes to the success of its free delivery initiative, potentially impacting in-store sales.
- There is a noted impact of inflation on input costs, particularly cheese prices, which could pressure margins if not managed effectively.
- The company is experiencing a dip in delivery channel bill size by about 2%, attributed to new customer acquisition at lower price points.
- The aggressive expansion and new product launches could lead to increased complexity in operations, requiring careful management to avoid operational inefficiencies.
Ladies and gentlemen, good day and welcome to Jubilant Foodworks Limited's Q2 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Ms. Apar Saraswat Thank you and over to you, sir.
Thank you so much, Rayo. Welcome to Jubilant Foodworks Limited's quarter two FY26 earnings call for investors and analysts. We are joined today by senior members of the board and the management team, including the Chairman, Mr. Shyam Bhartia; the Co-Chairman, Mr. Hari Bhartia; the CEO and MD, Mr. Sameer Khetarpal; the Turkey Business CEO, Mr. Aslan Saranga; and the CFO, Ms. Suman Hegde.
We will comment with the key thoughts from the Chairman, followed by remarks from the CEO and MD. After the opening remarks, the forum will be opened for Q&A session. A cautionary note before we move ahead, some of the statements made on today's call would be forward-looking in nature and the
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