Jubilant Foodworks Limited · NSE:JUBLFOOD
Jubilant Foodworks — Q4 FY26 Earnings Presentation
29 slides from Jubilant Foodworks's earnings presentation, May 20, 2026
Slide 1: Exchange filing cover letter: Earnings Presentation
JFL/NSE-BSE/2026-27/12 May 20, 2026 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 Ref: Regulation 30 of SEBI (Listing Obliga
Slide 2: Earnings Presentation Q4 & FY26
Earnings Presentation Q4 & FY26
Slide 3: Jubilant FoodWorks: A Multi-Brand Food-Tech Company
Jubilant FoodWorks : A Multi-Brand Food-Tech Company Excellence(2) Breakthrough Technology ` withExcellence 4.3/5 25+ 300+ CSAT Score(1) Foodparks and Multi-temperature Restaurant Distribution centers logistics fleet Operatewith Co-pilot Operate Loyalty Immersive & Location AI Program Friction-free
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 operates Largest QSR player for 30yrs ; 1.7x the 2nd largest player is under 35(2) • Strong demand for QSRs with
Slide 5: 3,636 stores worldwide, 69 net stores added during Q4FY26
Jubilant FoodWorks(1) : 3,636 stores worldwide, 69 net stores added during Q4FY26 Store additions in Q4FY26 End of Q3FY26 Net additions in Q4FY26 End of Q4FY26 India Turkey(2) SL BAN Total India Turkey(2) SL BAN Total India Turkey(2) SL BAN Total 2,396 783 53 40 3,272 59 4 0 0 63 2,455 787 53 40 3,3
Slide 6: 3,636 stores worldwide, 351 net stores added during FY26
Jubilant FoodWorks(1) : 3,636 stores worldwide, 351 net stores added during FY26 Store additions in FY26 End of FY25 Net additions in FY26 End of FY26 India Turkey(2) SL BAN Total India Turkey(2) SL BAN Total India Turkey(2) SL BAN Total 2,179 763 50 39 3,031 276 24 3 1 304 2,455 787 53 40 3,335 61
Slide 7: Agenda
Agenda Financial Market-wise Statement of Appendix Trends Highlights Profit and Loss
Slide 8: Financial Trends
Financial Trends
Slide 9: Q4FY26 Consolidated Performance
Q4FY26 Consolidated Performance(1) 8 Revenue up 19.3%; EBITDA margin up 69bps; PAT margin up 107bps Revenue (Rs. mn)(2) EBITDA (Rs. mn) EBITDA Margins (%) 17.4% 19.1% 69bps 29bps 95,125 18,878 23.7% 15,845 18.7% 19.9% 19.4% 19.6% 19.8% 81,045 26% 4,838 4,849 3,919 24% 19.3% 24,292 24,995 Q4FY25 Q3FY
Slide 10: Q4FY26 Standalone Performance: Revenue up 6.4%
Q4FY26 Standalone Performance(1) 9 Revenue up 6.4%; Gross margin up 98bps; Adj. EBITDA(2) up 5.5% Revenue (Rs. mn) Gross Margin (%) 13.0% 98bps -68bps 68,562 60,674 6.4% 74.6% 74.9% 75.5% 75.4% 74.7% 17,935 16,797 15,790 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Adjusted EBITDA (
Slide 11: Q4FY26 Standalone Performance: EBITDA margin up 94bps
Q4FY26 Standalone Performance(1) 10 EBITDA margin up by 94bps in Q4; PAT margin down 30 bps EBITDA (Rs. mn) EBITDA Margins (%) 15.1% 94bps 36bps 13,730 11.5% 11,930 19.6% 20.7% 20.5% 19.7% 20.0% 3,709 3,444 3,089 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 PAT (Rs. mn)(2) PAT Margi
Slide 12: Standalone Performance: Steady Progress in Free Cashflow Generation
Standalone Performance(1) : Steady Progress in Free Cashflow Generation 11 9,166 7,461 6,841 6,196 5,965 4,668 Rs. mn 2,303 1,771 1,027 193 FY21 FY22 FY23 FY24 FY25 FY26 -1,339 -2,203 Cashflow from Operations (2) Free Cashflow to Firm (3) (1) Post reclassification of Dunkin as discontinued operation
Slide 13: Consolidated Performance: Steady Progress in Free Cashflow Generation
Consolidated Performance(1) : Steady Progress in Free Cashflow Generation 12 12,521 11,129 6,530 6,200 5,598 Rs. mn 4,664 2,237 2,422 2,472 1,637 FY21 FY22 FY23 FY24 FY25 FY26 -1,852 -2,879 Cashflow from Operations (2) Free Cashflow to Firm (3) (1) Post reclassification of Dunkin as discontinued ope
Slide 14: Market-wise Highlights
Market-wise Highlights
Slide 15: India: Strong 10%+ order growth in Domino's; GM continues to improve
India(1): Strong 10%+ order growth in Domino’s; GM continues to improve 14 Revenue & Store Growth Profitability Revenue: Rs. 16,797 mn (+6.4% YoY) EBITDA 20.5%: Rs. 3,444 mn (+11.5% YoY) Stores: Net addition of 61 stores QoQ PAT(2) 3.2%: Rs. 537 mn (-2.8% YoY) Domino’s revenue grew 5.0% YoY in Q4 ❖
Slide 16: India: Domino's LFL Growth within medium term guidance range of 5-7%
India: Domino’s LFL Growth within medium term guidance range of 5-7% 15 LFL Growth YoY (1) 2yr CAGR of 7.2% 5.9% 8.7% 6.0% 7.0% LFL Growth 12.5% 12.1% 11.6% 9.1% 7.5% 6.5% 5.0% 3.0% 2.8% 0.2% Q1 Q2 Q3 Q4 FY FY25 FY26 (2) 12.0% -60bps Flat 66,294 75.6% 75.0% 59,177 14.5% 14.5% Revenue (Rs. Mn) Gross
Slide 17: India: Continued momentum in menu innovation
India: Continued momentum in menu innovation 16 Customized late night menu addition Launched Big Big Cheese Burst Pizza CHEESE BOWL-CANO
Slide 18: India: Continued momentum in menu innovation
India: Continued momentum in menu innovation 17 Flavorful menu innovation Collab with Gen-Z stars
Slide 19: India: Tech innovation driving own apps' user growth
India: Tech innovation driving own apps’ user growth 18 MAU* (Mn) YoY: 25% GenAI Chatbot Launched Launched Popeyes 2.0 App 16.8 17.0 17.1 16.2 13.7 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 MTU* (Mn) YoY: 18% 5.4 5.6 5.5 5.1 4.7 (1) Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 *MAU and MTU are for our own apps (Domi
Slide 20: International: Strong Domino's order growth; Steady PAT margins
International: Strong Domino’s order growth; Steady PAT margins 19 Turkey(1) Highlights Particulars (Rs. Mn) Q4FY26 YoY QoQ FY26 YoY Consistent 7%+ PAT Margins Store Network (#) 981 58 8 981 58 Stores: Net addition of 8 stores QoQ Revenue from Operations 7,644 59.2% 31.8% 24,560 28.8% ❖Strong order
Slide 21: International: Youth-focused menu innovation & campaigns
International: Youth-focused menu innovation & campaigns 20 Campaigns during the Quarter İkonix Pizza Burger Pizza Cinnamon Roll More Tasty Years We are coming Big Turkiye Pizza Days Iced Matcha Valentines Day Muffin Take Away App Rewards
Slide 22: International: SL and BAN delivering consistent topline growth
International: SL and BAN delivering consistent topline growth 21 Sri Lanka New products launched Particulars Q4FY26 YoY QoQ FY26 YoY Stores (#) 53 +3 0 53 +3 Revenue 367 61.4% 3.9% 1,285 64.3% (Rs. Mn) LFL Growth 52.2% - 59.1% - (%) Bangladesh New products launched Particulars Q4FY26 YoY QoQ FY26 Y
Slide 23: Q4FY26 & FY26 Statement of Profit and Loss
Q4FY26 & FY26 Statement of Profit and Loss
Slide 24: Quarterly Statement of Profit and Loss – YoY comparison
23 Quarterly Statement of Profit and Loss – YoY comparison(1) 23 Consolidated Profit and Loss Metrics Standalone Q4FY26 Q4FY25 Growth %,bps Particulars in INR mn Q4FY26 Q4FY25 Growth %,bps 24,995 20,950 19.3% Revenue from operations 16,797 15,790 6.4% 233 106 119.4% Other Income 71 65 8.2% 25,228 21
Slide 25: Quarterly Statement of Profit and Loss – QoQ comparison
24 Quarterly Statement of Profit and Loss – QoQ comparison(1) 24 Consolidated Profit and Loss Metrics Standalone Q4FY26 Q3FY26 Growth % Particulars in INR mn Q4FY26 Q3FY26 Growth % 24,995 24,292 2.9% Revenue from operations 16,797 17,935 -6.3% 233 172 35.6% Other Income 71 83 -14.7% 25,228 24,464 3.
Slide 26: Full Year Statement of Profit and Loss
25 Full Year Statement of Profit and Loss(1) 25 Consolidated Profit and Loss Metrics Standalone FY26 FY25 Growth % Particulars in INR mn FY26 FY25 Growth % 95,125 81,045 17.4% Revenue from operations 68,562 60,674 13.0% 741 737 0.7% Other Income 350 354 -1.3% 95,866 81,781 17.2% Total Income 68,912
Slide 27: Appendix
# Domine's Popeves ~, Appendix
Slide 28: Update on our Sustainability Agenda 'Jubilant for All'
Update on our Sustainability Agenda ‘Jubilant for All’ 27 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 29: About Us
About Us 28 Jubilant FoodWorks Limited (JFL Group/Group), incorporated in 1995, ranks among the leading emerging markets’ food-tech companies. Its Group network comprises 3,636 stores across six markets – India, Turkey, Bangladesh, Sri Lanka, Azerbaijan and Georgia. The Group has a strong portfolio