Q3 2026 Jubilant Foodworks Ltd Earnings Call Transcript
Key Points
- Jubilant Foodworks Ltd (BOM:533155) reported a 13.3% year-on-year growth in revenue for Q3 FY26, with consolidated revenue reaching INR24.4 billion.
- The company achieved a solid 20% rise in reported EBITDA, with margins improving by 109 basis points compared to the same period last year.
- Domino's India achieved positive like-for-like (LFL) growth for the eighth consecutive quarter, with a 5% increase on a strong base.
- The international business in Sri Lanka and Bangladesh reported impressive topline growth and margin improvements.
- Jubilant Foodworks Ltd (BOM:533155) added 114 new stores during the quarter, expanding its network to nearly 3,600 stores globally.
- Despite the positive growth, there are concerns about the sustainability of the 5% to 7% LFL growth target due to a high base effect.
- The company faces persistent inflationary pressures in key input costs such as dairy, oil, and flour.
- There is a noted divergence in growth between dine-in and delivery channels, with delivery outperforming dine-in.
- The labor code changes may impact employee expenses, potentially increasing costs by 10 to 15 basis points.
- Popeyes, while showing strong growth, is still in the early stages of expansion and has yet to reach the profitability levels of Domino's.
(technical difficulty)Jubilant Foodworks Limited.
(Operator Instructions) I now hand the conference over to Mr. Apaar Saraswat from Jubilant Food Works.
Thank you and over to you, sir.
Thank you so much, Rayo. Welcome to Jubilant Foodworks Limited's quarter three 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 commence with key thoughts from the Chairman, followed by remarks from CEO and MD. After the opening remarks, the forum will be open 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 actual results could vary from such statements.
We will also host the replay and transcript of the call
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