Jubilant Foodworks Limited · NSE:JUBLFOOD
Jubilant Foodworks — Q3 FY26 Earnings Presentation
29 slides from Jubilant Foodworks's earnings presentation, Feb 10, 2026
Slide 1: Exchange filing cover letter for earnings presentation
JFL/NSE-BSE/2025-26/85 February 10, 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 O
Slide 2: Earnings Presentation Q3FY26
Earnings Presentation Q3FY26
Slide 3: Jubilant FoodWorks: A Multi-Brand Food-Tech Company
Jubilant FoodWorks : A Multi-Brand Food-Tech Company Excellence(2) Breakthrough Technology ` withExcellence 4.2/5 20+ 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: 3,594 stores worldwide, 114 stores added during Q3FY26
Jubilant FoodWorks : 3,594 stores worldwide, 114 stores added during Q3FY26 India 2,396 Bangladesh 73 40 32 Turkey & Others 27 783 Total 2,528 190 Total 973 Domino’s Popeyes Hong’s Kitchen Dunkin’ COFFY Total Total Stores 3,272 73 32 27 190 3,594 Net Additions Domino’s Popeyes Hong’s Kitchen Dunkin’
Slide 6: Agenda
Agenda Key Financial Market-wise Statement of Appendix Highlights Trends Highlights Profit and Loss
Slide 7: Key Highlights
Key Highlights
Slide 8: Q3FY26 Consolidated Performance
Q3FY26 Consolidated Performance : Reported EBITDA grows 20 %; PAT(2) grows > 90 % 7 YoY Change QoQ Change System Sales(1) Rs. 28,020 mn 16.3 % 2.0 % Network 3,594 stores 334 114 Revenue Rs. 24,372 mn 13.3 % 4.1 % EBITDA (Pre-Ind AS 116) Rs. 3,317 mn 20.3 % 2.2 % EBITDA Margin (Pre-Ind AS 116) 13.6%
Slide 9: Q3FY26 Standalone Performance
Q3FY26 Standalone Performance : Reported EBITDA margin expands > 100bps 8 YoY Change QoQ Change Network 2,528 stores 262 78 Revenue Rs. 18,015 mn 11.8 % 6.1 % EBITDA (Pre-Ind AS 116) Rs. 2,395 mn 19.9 % 16.7 % EBITDA Margin (Pre-Ind AS 116) 13.3% 89 bps 121 bps Reported EBITDA Rs. 3,694 mn 18.1 % 12
Slide 10: Financial Trends
Financial Trends
Slide 11: Consolidated Revenue and Profitability Trends
Consolidated Revenue and Profitability Trends 10 Revenue (Rs. mn) Revenue Growth (YoY%)(1) 56.1% 24,372 23,402 44.8% 22,609 42.8% 21,508 21,032 19,547 33.6% 19,331 17.0% 19.7% 13.3% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Pre-Ind AS 116 EBITD
Slide 12: Standalone Revenue Trends
Standalone Revenue Trends : 8 Consecutive quarters of +ve LFL in Domino’s 11 Revenue (Rs. mn) Revenue Growth (YoY%) 18,015 17,016 16,987 18.9% 19.2% 18.2% 16,111 15.8% 15,872 11.8% 14,669 9.9% 9.1% 14,396 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY
Slide 13: Standalone Profitability Trends
Standalone Profitability Trends : Margin expansion on guided trajectory 12 EBITDA Margin PAT Margin(1) Pre-Ind AS 116 (%) Pre-Ind AS 116 (%) 13.3% 5.1% 4.8% 4.6% 4.4% 4.5% 4.1% 3.9% 12.4% 12.0% 12.1% 11.7% 11.8% 11.6% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY2
Slide 14: Market-wise Highlights
3 Market-wise Highlights ORDER NOW
Slide 15: India Segment: Steady revenue growth; robust margin expansion
India Segment : Steady revenue growth; robust margin expansion 14 Revenue & Store Growth Profitability Other Key Highlights Revenue: Rs. 18,015 mn (+11.8% YoY) EBITDA 20.5%: Rs. 3,694 mn (+18.1% YoY) Stores: Net addition of 78 stores QoQ Focused Capital Allocation PAT(1) 4.4%: Rs. 793 mn (+27.4% YoY
Slide 16: India Segment: Continued momentum in menu innovation
India Segment : Continued momentum in menu innovation 15 Introduced Cheese Lava Pull Apart Cheese Lava Pull Apart TVC PULL. DIP. MMMMMM…
Slide 17: India Segment: Continued momentum in menu innovation
India Segment : Continued momentum in menu innovation 16 Pan India roll out of 7 Flavor Burst Burgers TVC for 15pcs Chicken budget on Kannada channels
Slide 18: India Segment: Tech innovation driving own apps' user growth
India Segment : Tech innovation driving own apps’ user growth 17 MAU* (Mn) Introduced Combos on app YoY: 28% 16.8 17.0 16.2 13.3 13.7 12.2 11.5 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 MTU* (Mn) YoY: 21% 5.7 5.4 5.1 4.7 4.7 4.2 3.9 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 *MAU and MT
Slide 19: India Segment: Post order page monetization through ads and rewards
India Segment : Post order page monetization through ads and rewards 18 Slots for live ads on the post-order screen through: • Dynamic carousels • Static, video and strip banners Clients active: Clients active:
Slide 20: International Segment: Softening inflation leading to stable operating metrics
International Segment : Softening inflation leading to stable operating metrics 19 Turkey(1) Highlights Particulars Q3FY26 YoY growth Stores 973 66 Stores: Net addition of 33 stores QoQ 15 Domino’s and 18 Coffy Revenue Rs. 5,801 mn 15.0 % PAT Rs. 358 mn 202.0 % ❖ Finance cost reduced by 59% YoY on a
Slide 21: International Segment: Youth-focused menu innovation
International Segment : Youth-focused menu innovation 20 Campaigns during the Quarter İkonix Pizza Burger Pizza Cinnamon Roll Domino’s More BOL Favorites Turkiye Pizza Days Toffee Nut and Kokina Muffin Vanilla Matcha Gingerbread Latte Take Away App Rewards
Slide 22: International Segment: SL and BAN delivering consistent topline growth
International Segment : SL and BAN delivering consistent topline growth 21 New products launched Sri Lanka Particulars Q3FY26 YoY growth Revenue (INR mn) 353 65.9% Stores 53 3 New products launched Bangladesh Particulars Q3FY26 YoY growth Revenue(INR mn) 219 26.6% Stores 40 3
Slide 23: Q3FY26 & 9MFY26 Statement of Profit and Loss
Q3FY26 & 9MFY26 Statement of Profit and Loss
Slide 24: Quarterly Statement of Profit and Loss – YoY comparison
23 Quarterly Statement of Profit and Loss – YoY comparison 23 Consolidated Profit and Loss Metrics Standalone Q3 FY26 Q3 FY25 Growth % Particulars in INR mn Q3 FY26 Q3 FY25 Growth % 24,372 21,508 13.3% Revenue from operations 18,015 16,111 11.8% 179 173 3.0% Other Income 89 83 7.4% 24,551 21,681 13.
Slide 25: Quarterly Statement of Profit and Loss – QoQ comparison
24 Quarterly Statement of Profit and Loss – QoQ comparison 24 Consolidated Profit and Loss Metrics Standalone Q3 FY26 Q2 FY26 Growth % Particulars in INR mn Q3 FY26 Q2 FY26 Growth % 24,372 23,402 4.1% Revenue from operations 18,015 16,987 6.1% 179 152 17.2% Other Income 89 73 21.9% 24,551 23,554 4.2
Slide 26: 9M Statement of Profit and Loss
25 9M Statement of Profit and Loss 25 Consolidated Profit and Loss Metrics Standalone 9M FY26 9M FY25 Growth % Particulars in INR mn 9M FY26 9M FY25 Growth % 70,382 60,385 16.6% Revenue from operations 52,018 45,175 15.1% 516 647 -20.2% Other Income 287 306 -6.1% 70,898 61,032 16.2% Total Income 52,
Slide 27: Appendix
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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 3,594 stores across six markets – India, Turkey, Bangladesh, Sri Lanka, Azerbaijan and Georgia. The Group has a strong portfolio