India · Delayed Price · Currency is INR Jubilant FoodWorks Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 delivered 13.3% revenue growth and 20% EBITDA growth, with strong performance across India and international markets. Store expansion, product innovation, and technology investments drove margin improvements and market share gains, while guidance remains positive for continued growth and profitability.
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Revenue grew 19.7% year-over-year, led by strong like-for-like and delivery growth, with India and Turkey outperforming and margins improving. Store expansion and product innovation remain key, while margin guidance of 200 basis points over three years is reaffirmed.
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Q1 FY26 saw 17% revenue growth, strong digital engagement, and robust store expansion, with profitability improving despite margin pressures from innovation and competitive pricing. Management expects continued demand recovery and margin improvement, with Popeyes' drag set to halve in 12–18 months.
Fiscal Year 2025
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FY2025 saw record growth, with system sales near $1.1B, 3,300+ stores, and strong EBITDA margins despite free delivery. Strategic focus on innovation, tech, and disciplined expansion continues, with margin improvement and network growth targeted for FY2026.
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Q3 FY25 saw record revenue and strong LFL growth, led by Domino's and strategic investments in technology, delivery, and new product launches. Gross margin declined due to inflation and discounting, but management targets margin improvement and continued expansion, especially in new cities and brands.
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Q2 and H1 FY25 saw robust revenue and order growth, driven by delivery, technology, and product innovation. Margins remained stable despite delivery fee waivers, with strong expansion in India and Turkey and continued market share gains.
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Achieved record store expansion and strong revenue growth, driven by delivery and new customer acquisition. Margins improved sequentially, with continued focus on value, innovation, and network expansion, despite a challenging demand environment.