Jubilant Foodworks Limited · NSE:JUBLFOOD
Jubilant Foodworks — Q2 FY26 Earnings Presentation
37 slides from Jubilant Foodworks's earnings presentation, Nov 13, 2025
Slide 1: Exchange filing cover letter for earnings presentation
JFL/NSE-BSE/2025-26/59 November 13, 2025 BSE Limited 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: Earnings Presentation along with Press Release Ref: Regulat
Slide 2: Earnings Presentation Q2FY26
Earnings Presentation Q2FY26
Slide 3: Jubilant FoodWorks: A multi-brand food-tech company
Jubilant FoodWorks : A multi-brand food-tech company Breakthrough Technology Operate with Excellence ` 4.1/5 20 300+ CSAT Score* Foodparks and Multi-temperature Restaurant Distribution centers logistics fleet Co-pilot Loyalty Immersive & Location AI Program Friction-free App Our Purpose: ~35k 598 We
Slide 4: Leading QSR player in emerging high-growth markets
Jubilant FoodWorks : Leading QSR player in emerging high-growth markets We serve ~25% of the world population Significant headroom for growth • Median age of population in the markets JFL Largest QSR player for 30yrs ; 1.7x the 2nd largest player operates is under 35(2) • Strong demand for QSRs with
Slide 5: 3,480 stores worldwide, 93 stores added during Q2FY26
Jubilant FoodWorks : 3,480 stores worldwide, 93 stores added during Q2FY26 India 2,321 Bangladesh 68 40 33 Turkey & Others 28 768 Total 2,450 172 Total 940 Domino’s Popeyes Dunkin’ Hong’s Kitchen COFFY Total Total Stores 3,179 68 28 33 172 3,480 Net Additions Domino’s Popeyes Dunkin’ Hong’s Kitchen
Slide 6: Agenda
Agenda Cheezy Financial Market-wise Brand-wise Statement of Highlights Highlights Highlights Highlights Profit and Loss
Slide 7: Cheesy Highlights
Cheesy Highlights
Slide 8: Q2FY26 Consolidated Performance
Q2FY26 Consolidated Performance : ~20% topline growth; PAT* Margin expands >100bps 7 YoY Change QoQ Change Network 3,480 stores +350 +93 Revenue Rs. 23,402 mn +19.7% +3.5% EBITDA Margin (Pre-Ind AS 116) 13.9% -14 bps +93 bps Reported EBITDA Rs. 4,762 mn +19.5% +8.7% EBITDA Margin 20.3% -4 bps +98 bp
Slide 9: Q2FY26 Key Highlights
Q2FY26 Key Highlights 8 ✓ Group System Sales* came in at Rs. 27,465 million ✓ Group network of 3,480 stores as of end of the period, with net addition of 93 stores QoQ; Domino’s Network is 3,179 stores with net addition of 81 stores QoQ ✓ Revenue ➢ Consolidated Revenue came in at Rs. 23,402 million
Slide 10: H1FY26 Consolidated Performance
H1FY26 Consolidated Performance 9 YoY Change Network 3,480 stores +350 Revenue Rs. 46,010 mn +18.3% EBITDA Margin (Pre-Ind AS 116) 13.4% - Reported EBITDA Rs. 9,142 mn +17.0% EBITDA Margin 19.9% -24 bps PAT* Rs. 2,071 mn +56.5% PAT* Margin 4.5% +110 bps *PAT from continued operations
Slide 11: Financial Highlights
Financial Highlights
Slide 12: Standalone Revenue Metrics and Trends
Standalone Revenue Metrics and Trends : double digit topline growth continues 11 Revenue Revenue Growth (Rs. million) 17,016 16,987 (YoY %) 18.9% 19.1% 18.2% 16,111 15,872 15.8% 14,669 9.9% 14,396 9.1% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Domino’s Matur
Slide 13: Standalone Profitability Trends
Standalone Profitability Trends : steady EBITDA margins 12 EBITDA Margin PAT Margin* (%) Pre-Ind AS 116 (%) Pre-Ind AS 116 Margin 12.4% 12.1% 4.8% 4.6% 4.5% 11.6% 11.7% 11.8% 12.0% 4.4% 4.1% 3.9% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Post-Ind AS 116 Marg
Slide 14: Consolidated Revenue and Profitability Trends
Consolidated Revenue and Profitability Trends 13 Revenue Revenue Growth# 23,402 56.1% (Rs. million) 22,609 (YoY %) 21,508 21,032 44.8% 42.8% 19,331 19,547 33.6% 17.0% 19.7% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Pre-Ind AS 116 EBITDA Margin Pre-Ind AS 116
Slide 15: Market-wise Highlights
3 Market-wise Highlights ORDER NOW
Slide 16: India Segment: continue to expand and innovate
India Segment : continue to expand and innovate 15 Revenue & Store Growth Profitability Innovation in product and customer experience Revenue: Rs. 16,987 mn (+15.8% YoY) EBITDA 19.4%: Rs. 3,294 mn (+15.9% YoY) Driving innovation through Stores: Net addition of 88 stores QoQ Continuous product innova
Slide 17: International Segment: growth momentum across all markets
International Segment : growth momentum across all markets 16 Turkey Sri Lanka Particulars INR Mn Growth Particulars Q2FY26 System Sales 9,957 29.0% Revenue (INR mn) 317 Revenue 5,927 28.7% % Growth 86.1% PAT 615 27.6% Bangladesh PAT Margin 10.4% -9 bps Particulars Q2FY26 Pre Inflation- Inflation LF
Slide 18: Brand-wise Highlights
Brand-wise Highlights Domino’s Popeyes COFFY
Slide 19: Domino's
Domino’s
Slide 20: Domino's India Network: 2,321 stores across 500 cities
Domino’s India Network : 2,321 stores across 500 cities 19 Store Count City Coverage 242 net store addition in last one year Entered 53 new cities in last one year 500 2,321 484 475 2,240 466 2,179 447 2,139 427 2,079 2,029 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26
Slide 21: Domino's India Channel Mix and Delivery Growth
Domino’s India Channel Mix and Delivery Growth 20 Delivery Channel Mix at a higher end Delivery 72.9% 72.9% 73.9% 71.4% 68.9% 69.9% ● Delivery channel revenue up by 21.6% YoY ● The strong delivery channel revenue growth led by robust order growth of 23.7% YoY Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY2
Slide 22: Domino's India Product and Tech Innovation
Domino’s India Product and Tech Innovation 21 Introduced Combos on app Introduced Four Cheese Sourdough Pizza: Light as Love Meet Domino's Four Cheese Sourdough Pizza
Slide 23: Domino's India Post Order Monetization
Domino’s India Post Order Monetization : Piloted with customized ads 22 Slots for live ads on the post-order screen through- • Dynamic carousels • Static, video and strip banners Ads customizable based on data permitted by customers- • Location and order history Clients onboarded-
Slide 24: Domino's International Network Growth
Domino’s International Network Growth 23 Turkey & Others Sri Lanka and Bangladesh Store Count Store Count 38 net store addition in last one year 5 net store addition in last one year 768 768 90 90 89 763 87 85 755 80 730 724 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY2
Slide 25: Product Launches
Domino’s International Product Innovation and Campaign Launches 24 İkonix Product Launches Campaign Campaign Launches Product Launches Launches Burger Pizza Sosislim Pizza
Slide 26: Popeyes
Popeyes “ll LOVE that Chicken! — ~=s«CsS
Slide 27: Popeyes - Love That Chicken
Popeyes- Love That Chicken 26 68 restaurants serving across North, South & West region now! Gross Margin continues to expand Strong Double Digit SSG
Slide 28: Coffy
COFFY APP DUNYASI Coffy
Slide 29: Pick up from COFFY
Pick up from COFFY 28 172 cafes across 38 cities Continue to lead the market with youth focused product innovation Ever improving on the journey to be the most loved coffee brand in Turkey
Slide 30: Q2FY26 & H1FY26 Statement of Profit and Loss
Q2FY26 & H1FY26 Statement of Profit and Loss
Slide 31: Quarterly Statement of Profit and Loss
30 Quarterly Statement of Profit and Loss 30 Consolidated Profit and Loss Metrics Standalone Q2 FY26 Q2 FY25 Growth % Particulars in INR mn Q2 FY26 Q2 FY25 Growth % 23,402 19,547 19.7% Revenue from operations 16,987 14,669 15.8% 152 302 -49.6% Other Income 73 150 -51.2% 23,554 19,849 18.7% Total Inc
Slide 32: Half Yearly Statement of Profit and Loss
31 Half Yearly Statement of Profit and Loss 31 Consolidated Profit and Loss Metrics Standalone H1 FY26 H1 FY25 Growth % Particulars in INR mn H1 FY26 H1 FY25 Growth % 46,010 38,878 18.3% Revenue from operations 34,002 29,064 17.0% 338 473 -28.7% Other Income 198 223 -11.1% 46,348 39,351 17.8% Total
Slide 33: Update on our Sustainability Agenda 'Jubilant for All'
Update on our Sustainability Agenda ‘Jubilant for All’ 32 Responsible Sourcing Baking Goodness Empowering dairy All ingredients are 100% Localized Corn 100% dairy-based farmers with expert free from artificial sourcing mozzarella cheese guidance preservatives, colors and flavors for Domino’s 100% fa
Slide 34: About Us
About Us 33 Jubilant FoodWorks Limited (JFL Group/Group), incorporated in 1995, ranks among the leading emerging markets’ food-tech companies. Its Group network comprises 3,480 stores across six markets – India, Turkey, Bangladesh, Sri Lanka, Azerbaijan and Georgia. The Group has a strong portfolio
Slide 35: Press Release: Jubilant FoodWorks Reports Q2FY26 Results
PRESS RELEASE Jubilant FoodWorks Limited Reports Q2FY26 Results Noida, 13th November 2025 – Jubilant FoodWorks Limited (NSE: JUBLFOOD, BSE: 533155), one of the leading emerging-markets’ food- tech Company, today announced its financial results for the quarter ended September 30, 2025. Quarterly High
Slide 36: Management commentary on results
Mr. Shyam S. Bhartia, Chairman and Mr. Hari S. Bhartia, Co-Chairman, Jubilant FoodWorks Limited commented, “We are delighted with the steady topline growth across all markets. Our India business continues to grow ahead of the market while also witnessing a consistent improvement in operating margin
Slide 37: Disclaimer
Disclaimer Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like government actions, local political or economic developments, technological risks, and many other factors that could cause our actual