Jubilant Foodworks Limited · NSE:JUBLFOOD

Jubilant Foodworks — Investor Day (February 2025)

104 slides from Jubilant Foodworks's investor day presentation, Feb 27, 2025

  1. Slide 1: Exchange filing cover letter for Investor Day presentation

    JFL/NSE-BSE/2024-25/79 February 27, 2025 BSE Ltd. National Stock Exchange of India Limited P.J. Towers, Dalal Street Exchange Plaza, Bandra Kurla Complex Mumbai – 400001 Bandra(E), Mumbai – 400051 Scrip Code: 533155 Symbol: JUBLFOOD Sub: Investor Day - Presentation Ref: Regulation 30 of the Securiti

  2. Slide 2: Investor Meet 2025

    Investor Meet 2025 Wining with purpose, technology and food By Sameer Kheterpal

  3. Slide 3: Disclaimer

    BOLD Ambition FY 28 DISCLAIMER Statements in this document relating to future status, events, or circumstances, including but not limited to statements about plans and objectives, the progress and results of research and development, potential product characteristics and uses, product sales potentia

  4. Slide 4: Our Start

    OUR START 1996 Powered by Bing © GeoNames, TomTom

  5. Slide 5: Domino's 1st store opened

    Domino’s 1st store opened in GK-1 New Delhi

  6. Slide 6: Unprecedented Store Expansion pace

    Unprecedented Store Expansion pace 2000 2,139 1000 1,185 Peer 1 500 983 Peer 2 100 750 Peer 3 1996 2025

  7. Slide 7: 2004: Pioneered 30 min delivery

    2004: Pioneered 30 min delivery OR Free Setting our own customer delivery promise

  8. Slide 8: Key metrics for Domino's App today

    Key metrics for Domino’s App today 2011 : First to launch “Own Mobile App” for ordering Majority 12M+ Orders via own app App Downloads every quarter 5M+ 30M+ Monthly Transacting Loyalty program Users (MTUs) enrollments

  9. Slide 9: Industry leading margins

    Owning “farm to fork” gives us highest margins in Industry 1 2 3 4 Backward integrated Inhouse 8 own Apps for 45,000+ riders farm sourcing Manufacturing customer orders delivering in 20 mins Industry leading margins

  10. Slide 10: JFL is a Multi-brand Food-tech company

    JFL is a Multi-brand Food-tech company Five Brands Serving 22% world population #1 in Pizza Globally #2 in Chicken Globally Fast growing First Indo-Chinese #1 Coffee & Donuts Café Brand QSR Brand Brand in USA INR 57B 3,000+ 15M+ 45,000+ 34,000+ FY’24 Revenue Stores Monthly Active Own Rider fleet Peo

  11. Slide 11: BOLD

    B REAKTHROUGH TECHNOLOGY O PERATE WITH EXCELLENCE L EAD WITH PURPOSE D ELICIOUS FOOD

  12. Slide 12: Breakthrough Technology

    B REAKTHROUGH TECHNOLOGY O L D

  13. Slide 13: Breakthrough Technology embedded across touchpoints

    Breakthrough Technology embedded across touchpoints 1000 high priority >25% improvement 2x loyalty through locations in store throughput proprietary data

  14. Slide 14: Utilize Proprietary Location.AI for site identification

    Utilize Propriety Location.AI for site identification Store count of largest QSR brand Open next 1000 high potential stores Increase store throughput to 2X 50% uplift on loyal base 2,139 India 21,000+ US 11,000+ China Access to 1000+ prioritized sites A lot remains to be done

  15. Slide 15: Make stores smarter with Store.AI

    Make stores smarter with Store.AI 1 Next Gen inventory Management 3 Restaurant Co-pilot Manage App Traffic Rain-mode 2 Advanced Surveillance Optimize Discounts One-click KPI tracking Rider attendance & tracking

  16. Slide 16: Give Immersive & delightful Customer shopping

    Give Immersive & delightful Customer shopping Hyper personalized Apps Loyalty 2.0 program

  17. Slide 17: Operate with Excellence

    B O perate with Excellence L D

  18. Slide 18: Bangalore Food Park

    Bangalore Food Park ONE-OF-ITS-KIND; Commenced operations on 9th November 2023 Dough Chicken Seasoning Multi-category processing Multi-temperature warehouses Frozen Chilled Ambient 275+ multi-compartment trucks Cold chain transport RFID tagged reverse logistics Marinated Chicken Pizza Dough Seasonin

  19. Slide 19: Investing in 4 more Commissaries

    Investing in 4 more Commissaries Mohali Guwahati New Mumbai SCC - Project Site GNSC Ahmedabad Nagpur Kolkata Mumbai Hyderabad New Commissary location Existing Commissary location Bangalore 2028

  20. Slide 20: Freshest Pizza delivered Fastest

    Freshest Pizza delivered Fastest Serving 7 million+ orders within 20 mins every month

  21. Slide 21: Enabled via Proprietary Last Mile Platforms

    Enabled via Propriety Last Mile Platforms Delivery Management System iOT driven governace Selfie Validation Higher fuel efficiency Shift rostering Last Mile Delivery Optimal bike utilization Society App Collaboration Behavior Compliance Earnings & Incentives

  22. Slide 22: Lead with Purpose

    B O L ead with Purpose D

  23. Slide 23: Our Team ensures that every store delivers

    Our Team ensures that every store delivers Top store sales in circle High frequency trainings Structured review mechanisms Purpose driven visits by Operations More time in market- Tech led, GPS tracked Clear pre-aligned review More time on insights vs data “Zero defect tool” thatacross mechanisms gi

  24. Slide 24: Delicious Food

    B O L D elicious Food

  25. Slide 25: More Platforms coming in future

    More Platforms coming in future Big Big Pizza

  26. Slide 26: More Platforms coming in future

    More Platforms coming in future Big Big Pizza Cheesy Rice

  27. Slide 27: More Platforms coming in future

    More Platforms coming in future New Value Range Big Big Pizza Korean bun Wraps Cheesy Rice Keema egg Cheese tart

  28. Slide 28: Our Strategy: BE THE BOLD

    Our Strategy: “BE THE BOLD” • Identified 1000 priority sites with Location.AI Breakthrough technology • Immersive, engaging, vertical-apps: 2x the loyalty • Restaurant Co-pilot : breaking the EBITDA barrier • Reach customers in <20 mins in seven metros Operate with Excellence • Regional but integrat

  29. Slide 29: Art of Franchising

    ART OF FRANCHISING ASLAN SARANGA

  30. Slide 30: Our Journey Began in 1996

    OUR JOURNEY BEGAN IN 1996

  31. Slide 31: The Fast Growing QSR Market

    THE FAST GROWING QSR MARKET High Growth Market Largest and Youngest Population GDP Per Capita (USD) Demographics in Turkey 19,000 15,600 9,220 2019 2024 2028E 145 Fast Growing QSR Market QSR Market in Turkey (USD bn) 88 85 11.0 69 67 59 7.0 49 4.3 Russia Turkey Germany United France Italy Poland Kin

  32. Slide 32: Growing Faster Than the Market

    GROWING FASTER THAN THE MARKET System Sales of the Group (USD mn) 344 153 2019 2024

  33. Slide 33: Franchise-Led Sustainable Growth

    FRANCHISE-LED SUSTAINABLE GROWTH +48 +36 755 +50 707 +40 671 676 +19 627 +17 621 +23 581 582 +27 562 521 +29 522 545 +35 495 439 475 +61 466 380 408 431 351 +81 314 370 276 +70 289 244 +59 219 194 160 146 102 155 152 144 142 137 126 123 106 95 100 89 80 79 58 73 2010 2011 2012 2013 2014 2015 2016 20

  34. Slide 34: Key Enablers of Inflation-Beating Strong LFL Growth

    KEY ENABLERS OF INFLATION-BEATING STRONG LFL GROWTH… GOOD VALUE AND PRODUCT EXCELLENCE IN DIGITAL INNOVATION DYNAMIC PRICING INNOVATION DELIVERY EDT 20min.

  35. Slide 35: Number 1 in Pizza Market

    NUMBER 1 IN PIZZA MARKET #1 in pizza market, Chained pizza in Turkey, number of stores, FY 2024 738 3x larger than #2 player 241 221 189 145 141 139 17 … is #2 player in the fast food market… Number of stores, FY 2024 805 738 #2 in QSR 395 314 288 277 241 221

  36. Slide 36: Number 1 in Pizza Market

    NUMBER 1 IN PIZZA MARKET Total F&B Market Pizza Market 2024 2024 16.3b 1.2b Others USD USD %49 %51 Pizza Market DOMINO’S MARKET SHARE 6.7% 5.8% 3.7% 3.6% 3.1% 2.5% 2.2% 2.3% 1.7% 1.5% 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024

  37. Slide 37: Cross-Border Operations

    CROSS-BORDER OPERATIONS AZERBAIJAN • Market Entry: 2015 • 10 STORES • Population: Azerbaijan: 10,2m • GDP per capita: 6.830 USD (IMF 2022) GEORGIA • Market Entry: 2015 • 7 STORES • Population: Georgia: 3,71m • GDP per capita: 6.670 USD (IMF 2022)

  38. Slide 38: Strong Brand Equity

    STRONG BRAND EQUITY POPULAR STRONG RESPECTED EXPERT DISTINGUISHED BRAND AWARNESS 99%

  39. Slide 39: Founder-Led, Experienced Management Team

    FOUNDER – LED, EXPERIENCED MANAGEMENT TEAM Aslan Saranga Founder Group CEO of DPEU Neval Korucu Alpagut Kerem Ciritçi Muhsin Emre Cevlik Ege Hanoğlu Group CFO Dominos CEO Coffy COO Group CTO 18 years at DPEU 18 years at DPEU 13 years at DPEU 2 years at DPEU

  40. Slide 40: Coffy 1st Store Opening

    COFFY 1°' STORE OPENING # Domino's COFFY

  41. Slide 41: Coffy's Rapid Rise in the Turkish Coffee Market

    COFFY'S RAPID RISE in the TURKISH COFFEE MARKET Chained coffee market Store growth… Chained coffee in Turkey, number of stores, FY 2024 Net store addition, 2019 to FY 2024 725 152 144 stores in last 3 years 63 284 225 Pandemic 60 172 170 169 152 144 100 96 21 1 1 6 2019 FY 2020 2021 2022 2023 2024 2

  42. Slide 42: Our Value Promise

    OUR VALUE PROMISE 1. Simplicity 2. Value for Money 3. Digital Coffee Chain Single Price for all drinks Attractive Pricing App Ordering

  43. Slide 43: Breakthrough Technology

    B reakthrough Technology O L D

  44. Slide 44: Foodtech Vision / Road to Number 1 in QSR

    FOODTECH VISION / ROAD TO NUMBER 1 IN QSR Azerbaijan DP Eurasia N.V. Türkiye Georgia

  45. Slide 45: Unlocking Growth with Digital Transformation

    UNLOCKING GROWTH WITH DIGITAL TRANSFORMATION FRANCHISEE GROWTH MANAGEMENT

  46. Slide 46: Scale Up with Digital

    SCALE UP WITH DIGITAL Total in Digital Share % 79% 82% 73% 54% 32% 18% 2014 2017 2020 2023 2024 2025Jan

  47. Slide 47: Scale Up with Digital

    SCALE UP WITH DIGITAL SALES FREQUENCY Wallet New Loyalty Refer a Friend Personalization SEAMLESS & DELIGHTFUL CUSTOMER PURCHASE JOURNEY

  48. Slide 48: Toolkit for Franchisee Management

    TOOLKIT for FRANCHISEE MANAGEMENT SALES & GROWTH OPERATIONAL EXCELLENCE Store Accelerator Tool Franchise Survey Franchise Incentive Model Temperature Monitoring System Site Selection Model Automatic Ordering System Power BI iUGO Franchise P&L Monitoring and Domino’s Support Portal Benchmarking My Do

  49. Slide 49: Operational Excellence

    B O perational Excellence L D

  50. Slide 50: The Power of Franchisee-Led Growth

    The POWER of FRANCHISEE-LED GROWTH "a low-risk, high reward strategy" LOW CAPEX RAPID & SUSTAINABLE EXPANSION STRONG PAYBACK and SHARED RISK & LOWER PROFITABILITY CORPORATE LIABILITY PERFORMANCE -DRIVEN BRAND GROWTH & MARKET GROWTH PENETRATION LOCAL KNOWLEDGE & OPERATIONAL EFFICIENCY

  51. Slide 51: Franchise Business Model

    FRANCHISE BUSINESS MODEL Centralized Strategy, Marketing & IT HQ Sales & Delivery Sales & Delivery Local Marketing Local Marketing Customer Data COFFY & Domino’s Logistics Customer Data Operations FR STORES CORP STORES Industry Leading Standarts Commissaries SCALABLE WINNING CULTURE TECHNOLOGY

  52. Slide 52: Scaling Through Strategic Franchise Models

    SCALING THROUGH STRATEGIC FRANCHISE MODELS Expanding across 80 cities in Turkey with diverse franchise models, driving nationwide growth OPERATOR HOMEGROWN INVESTOR OPERATOR 96 Homegrown FR 193 Stores Erhan YORGUN Murathan YILMAZ 18 Stores 1 Store İlhan UZUN FROM BEING a DRIVER to BEING the BIGGEST

  53. Slide 53: Domino's Kaizen+ Store Concept

    DOMINO'S KAIZEN+ STORE CONCEPT

  54. Slide 54: Coffy Store Concept

    COFFY STORE CONCEPT

  55. Slide 55: Coffy Store Concept

    COFFY STORE CONCEPT

  56. Slide 56: Lead With Purpose

    B O L ead With Purpose D

  57. Slide 57: Purpose: Giving Back to the Society

    PURPOSE: GIVING BACK TO THE SOCIETY DP Eurasia places “value” creation at the heart of all its operations and upholds its responsibility to give back to society what it receives.

  58. Slide 58: Your Neighborhood Pizzeria Is Always With You

    YOUR NEIGHBORHOOD PIZZERIA IS ALWAYS WITH YOU During crises (earthquake) As a child transforms, so does the world! DP Eurasia Group’s value proposition is built on fostering shared experiences, Domino’s invests not only in standing in solidarity, and creating lasting today’s society but also in the

  59. Slide 59: DP Eurasia

    Certified oe Congratalations DP EURASIA

  60. Slide 60: BOLD

    Pa dd a io Od hk ded dt - eI OOO a Fea

  61. Slide 61: Domino's

    Sd Domino’s Pizza: od Dominos

  62. Slide 62: Taste Delicious Food from Turkey

    TASTE DELICIOUS FOOD FROM TURKEY

  63. Slide 63: Product Innovation Strategy

    PRODUCT INNOVATION STRATEGY Maximize Domino’s Potential Hero Products Lots of Topping Series Bol Malzemos Extra Cheese Bread Dopdolu Extra Extravaganzza Karışık Number of toppings: 16 Number of toppings: 9 Number of toppings: 5 Differentiate from Competition Local Flavors Dom Dom Volkano Pan Pizza S

  64. Slide 64: Product Innovation Strategy

    PRODUCT INNOVATION STRATEGY Introduce ‘’Good Value’’ and Market Share Generator Products in QSR Good Value Variety Products Pizzetta Pizza XL Sandwich & Wrap QSR Market Share Generator Chicken Souce

  65. Slide 65: Wide Variety with Simple Pricing

    WIDE VARIETY WITH SIMPLE PRICING COFFY Menu Strategy Must-haves Seasons & Occasions Trendsetters Delicious Food & Snacks

  66. Slide 66: Our Strategy: BE THE BOLD

    OurOur Strategy: “BE Strategy: “BETHETHE BOLD” BOLD” • Show Like for like growth via digital innovations Breakthrough technology • Strengthen toolkit for franchise management • Strong Franchise Relations to further grow in whitespaces Operate with Excellence • Leverage scale advantage to further imp

  67. Slide 67: Immersive Food Ordering

    Immersive Food Ordering -By Vaneet Singla

  68. Slide 68: Immersive Food Ordering @ JFL

    Immersive Food Ordering @ JFL JFL is a house of brands, and has a dedicated app for each business Brand Apps And we have integrated with a bunch of aggregators Aggregators Sri Lanka Bangladesh Turkey Turkey Turkey

  69. Slide 69: #1: Food First Approach

    #1: Food First Approach Heavy focus on Images and Videos Intent is to evoke Hunger Pangs Every session drives positive emotion Strategic Moat

  70. Slide 70: #2: Our App is Topical & Dynamic

    #2: Our App is Topical & Dynamic App looks different on each Festival Builds long term emotional associations Christmas 2024 Independence Day Diwali New Year 2024 2024 Christmas 2024 2023 Holi Republic Day 2023 2023

  71. Slide 71: #3: Heavy Use of Personalization driven by Data Science Models

    #3: Heavy Use of Personalization driven by self-learning Data Science Models Menu Sequence varies for each user Offers vary basis discount affinity Different Home Page at City - Store Level Menu Page Sequencing is personalized basis Machine Learning Models Real time discount affinity models to optim

  72. Slide 72: #4: India's largest Loyalty Program

    #4: India’s largest Loyalty Program 31 Million Loyalty Members 75% orders from Loyalty Members Higher Reduced Order Churn Frequency Enroll Now Higher Lifetime Value Enroll Now

  73. Slide 73: #5: We are where our customers are

    #5: We are where our customers are - - SL BD Deep integrations with all Ecosystem Players First Food Brand to integrate directly with ONDC

  74. Slide 74: #6: 36 Months to build the Next Gen Customer Platform

    #6: 36 Months to build the Next Gen Customer Platform 1 Click Onboarding Intuitive Home Food First Menu Next Gen Cart Next Gen Offers Next Gen Address Next Gen Payments Single Sign On Smart Home CMS Next Gen Catalog Cart CMS Promo Engine Smart Location API Unified Payment Low Friction & Food- 3 Week

  75. Slide 75: #7: Significant Business Benefits Accruing Already

    #7: Significant Business Benefits Accruing Already App Conversion App Order Share #6: Next Gen Payments (iOS) #5: Next Gen Payments #8: Flat Price Capability #4: Next Gen Coupons #7: Next Gen Cart #3: Next Gen Smart Home #2: Next Gen Home & Menu #1: Next Gen Onboarding & Address Team Set up, Researc

  76. Slide 76: #8: Our apps get a lot of Customer Love

    #8: Our apps get a lot of Customer Love 4 iOS Android Million+ App Downloads per Month

  77. Slide 77: #9: Coming Soon: Next Gen Popeyes & AI Chatbot

    #9: Coming Soon: Next Gen Popeyes & AI Chatbot Popeyes Next Gen App 2.0 AI Chat Bot

  78. Slide 78: #10: Team that made it Possible

    #10: Team that made it Possible Dedicated Product, Design, Data Science & Companies that we exchange talent with Engineering Teams 250+ People Only QSR in india to have a dedicated Product, Design, Engineering, Analytics & Data Science team Tech Native talent, best in class processes that enable tec

  79. Slide 79: Hungry for More Dominos Turkey

    HUNGRY FOR MORE DOMINOS TURKEY ASLAN SARANGA

  80. Slide 80: Recap: Franchise-Led Sustainable Growth

    RECAP: FRANCHISE-LED SUSTAINABLE GROWTH 90% of our business comes via Franchisees +48 +36 755 +50 707 +40 671 676 +19 627 +17 621 +23 581 582 +27 562 521 +29 522 545 +35 495 439 475 +61 466 380 408 431 351 +81 314 370 276 +70 289 244 +59 219 194 160 146 102 155 152 144 142 137 126 123 106 95 100 89

  81. Slide 81: Franchise Business Model

    FRANCHISE BUSINESS MODEL Centralized Strategy, Marketing & IT HQ Sales & Delivery Sales & Delivery Local Marketing Local Marketing Customer Data COFFY & Domino’s Logistics Customer Data Operations FR STORES CORP STORES Industry Leading Standarts Commissaries SCALABLE WINNING CULTURE TECHNOLOGY

  82. Slide 82: Strong Selection & Partnership Process

    STRONG SELECTION & PARTNERSHIP PROCESS Training and Support 6 1 Initial Application Review Financial Agreement 5 2 Background and Financial Checks and Approval Market and Location 4 3 Interview Process Evaluation

  83. Slide 83: Tools for Onboarding Partners

    TOOLS FOR ONBOARDING PARTNERS Initial training Program Marketing and Brand Guidelines Performance Review and Pulse Training (Domino's only) Feedback Continuous Training and Dev. Local Store Marketing Support Programs Franchise Business Consultant Access to Franchise Portal Support

  84. Slide 84: Scaling Through Strategic Franchise Models

    SCALING THROUGH STRATEGIC FRANCHISE MODELS Expanding across 80 cities in Turkey with diverse franchise models, driving nationwide growth OPERATOR HOMEGROWN INVESTOR OPERATOR 96 Homegrown FR 193 Stores Erhan YORGUN Murathan YILMAZ 18 Stores 1 Store İlhan UZUN FROM BEING a DRIVER to BEING the BIGGEST

  85. Slide 85: Empowering Franchisee Committees

    EMPOWERING FRANCHISEE COMMITTEES: FRANCHISEE COMMUTTIES DRIVING COLLABORATION & GROWTH COMMITTEES OPERATIONS COMMITTEE NAF COMMITTEE PRODUCT COMMITTEE OPERATIONS MALL STORES CUSTOMER SATISFACTION FRANCHISE REGION DEVELOPMENT CAMPAIGN COMMITTEE COMMITTEE COMMITTEE MANAGERS COMMITTEE COMMITTEE

  86. Slide 86: Hungry for More

    Y Dominos HUNGRY FOR MORE By Sameer Batra

  87. Slide 87: Targeted brand power growth among Gen-Z?

    Y Dominos HUNGRY FOR WHAT'S OUR TARGETED BRAND POWER GROWTH AMONG GEN-Z? A) +300 BPS B) +400 BPS C) +900 BPS

  88. Slide 88: Targeted brand power growth among Gen-Z?

    Y Dominos HUNGRY FOR WHAT'S OUR TARGETED BRAND POWER GROWTH AMONG GEN-Z? C) +900 BPS

  89. Slide 89: How many new food platforms will we build?

    Y Dominos HUNGRY FOR HOW MANY NEW FOOD PLATFORMS WILL WE BUILD IN THE COMING YEAR? A) 3 B) 4 C) 2

  90. Slide 90: How many new food platforms will we build?

    Y Dominos HUNGRY FOR HOW MANY NEW FOOD PLATFORMS WILL WE BUILD IN THE COMING YEAR? A) 3

  91. Slide 91: Store count in India by FY'28?

    Y Dominos HUNGRY FOR WHAT WILL BE OUR STORE COUNT IN INDIA BY FY'28? A) 2800 B) 3000 C) 3100

  92. Slide 92: Store count in India by FY'28?

    Y Dominos HUNGRY FOR WHAT WILL BE OUR STORE COUNT IN INDIA BY FY'28? B) 3000

  93. Slide 93: New towns present in by FY'28?

    Y Dominos HUNGRY FOR HOW MANY NEW TOWNS WILL WE BE PRESENT IN BY FY’28? A) 700 B) 679 C) 690

  94. Slide 94: New towns present in by FY'28?

    Y Dominos HUNGRY FOR HOW MANY NEW TOWNS WILL WE BE PRESENT IN BY FY’28? A) 700

  95. Slide 95: Investor Meet 2025: Strategy, Action, Impact

    Investor Meet 2025 STRATEGY : ACTION : IMPACT By Ms Suman Hegde

  96. Slide 96: A 15 Year Retrospective

    VALUE CREATION A 15 Year Retrospective Consolidated Revenue Stores 5,654.1 2,991 20% 17% 18% 17% CAGR CAGR 13.3 CAGR CAGR 9.8 Times Times 423.9 306 FY10 FY24 In Rs Cr In Rs Cr FY10 FY24 Outpacing Competition (YTD FY25) Setting the Pace LFL at 12.5% 1st Market ex. US to cross 2000 stores Standalone R

  97. Slide 97: A 15 Year Retrospective

    VALUE CREATION A 15 Year Retrospective Consolidated EBITDA (w/o Ind AS 116) Market Capitalisation 710.5 29,617 18.4% 17% 21% 17% CAGR CAGR 10.7 CAGR CAGR 14.3x Times Return 66.6 2,069 FY10 FY24 In Rs Cr FY10 FY24 In Rs Cr Dominos India EBITDA margin highest in the Industry Market Cap +15000 Cr. YTD

  98. Slide 98: JFL's BOLD Value Vectors Shaping the Future

    JFL’s BOLD Value Vectors Shaping the Future HUNGRY FOR STORE AI MORE AI: Powering Operational Doubling down Excellence on Dominos HUSTLE HIDDEN MINDFULLY JEWEL Values drive Integrated Supply Value Chain creating Value IMMERSIVE APPS FOOD PLATFORMS Customer First Innovations – the Thinking secret sau

  99. Slide 99: BOLD Ambition

    BOLD Ambition Market Beating Revenue Drive Absolute Profit Future – Fit Growth Growth Tech Investments GROWTH PROFIT SMART ACCELERATION MAXIMISATION CAPITAL ALLOCATION

  100. Slide 100: BOLD Revenue

    BOLD Revenue Superior Innovations ▪ New platforms and categories ▪ Step up Gen Z affiliation Scale New Businesses ▪ Accelerate through differentiated platforms and store formats Operational Excellence DOT20 ▪ Leverage JFL capabilities ▪ Drive Store Insider productivity ▪ Seamless Logistics; Rethink

  101. Slide 101: BOLD Profits

    BOLD Profits Revenue Growth > Cost Growth ▪ Operating leverage across G&A lines ▪ More from Less: Improved ROAS Sharper Portfolio Choices ▪ Drive new businesses unit economics ▪ Reduce new business profit burn Drive Operations Productivity ▪ Labor productivity: Tech enabled ▪ AI based surveillance:

  102. Slide 102: BOLD Capital Decisions

    BOLD Capital Decisions Unlock Capital Efficiency ▪ Store ROI +10% Strategic Investments ▪ Capex per store -15% ▪ Tech ROI step up – clear ▪ New Stores & Stores Remodeling Revenue/Productivity KPIs ▪ Supply Chain & Infrastructure ▪ End-to-end Digitalization Drive Free Cash Flow ▪ Dynamic capital allo

  103. Slide 103: BOLD Ambition FY28

    BOLD Ambition FY 28 Market Beating Revenue Drive Absolute Profit Future – Fit Growth Growth Tech Investments Double Digit Revenue CAGR Double Digit Profit CAGR Free Cash Flow Maximisation 3000+ Dominos Stores +200 bps Margin Improvement GROWTH PROFIT SMART ACCELERATION MAXIMISATION CAPITAL ALLOCATIO

  104. Slide 104: Thank You

    Thank You

Jubilant FoodWorks — Investor Day (February 2025) on 6ix