Jubilant Foodworks Limited · NSE:JUBLFOOD
Jubilant Foodworks — Q1 FY26 Earnings Presentation
31 slides from Jubilant Foodworks's earnings presentation, Aug 13, 2025
Slide 1: Stock exchange filing cover letter for earnings presentation
'&l/ f.UBIIANT ~~ Domino's POPeves DUNKIN' ~ ;~! COfi:-y FooDWORKS JFL/NSE-BSE/2025-26/36 August 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
Slide 2: Earnings Presentation Q1 FY'26
WI JUBILANT FOODWORKS Earnings Presentation Q1 FY’26 ~ Domino•s POPeves DUNKIN'
Slide 3: About Jubilant FoodWorks Limited – A Multi-Brand Food-tech Company
About Jubilant FoodWorks Limited – A Multi-Brand Food-tech Company. Breakthrough Technology Operate with Excellence 10rdlr • 100Poial) ~2/3rd 19 300+ I)> ,., ..... DOT on 20 SG Foodparks and Multi-temperature Restaurant Distribution centers logistics fleet Co-pilot Loyalty Immersive & Location AI Pr
Slide 4: JFL Group Store Network is now 3,387 stores strong
JFL Group Store Network is now 3,387 stores strong India 2,240 Bangladesh PoPeves 60 40 +IONG'S «:ITCHEN 33 Hu,tf!Tutfltlil•ett! Turkey & Others DUNICIN' 29 768 Total 2,362 167 Total 935 Domino’s Popeyes Dunkin’ Hong’s Kitchen COFFY Total Total Stores 3,098 60 29 33 167 3,387 Net Additions Domino’s
Slide 5: Agenda
Agenda Key Financial Market-wise Brand-wise Statement of Highlights Highlights Highlights Highlights Profit and Loss WI f.UBIIANT FooDWORKS
Slide 6: BURST of Highlights
BURST of Highlights ~ f.UBIIANT FooDWORKS
Slide 7: Q1FY'26 Consolidated Performance
Q1FY’26 Consolidated Performance 6 YoY Change QoQ Change ,, -, \ Network 3,387 stores I +330 I I I +71 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -1- - - - - - - 1 I I Revenue Rs. 22,609 mn +17.0% +7.5% EBITDA Margin (P
Slide 8: Key Highlights for Q1FY'26
Key Highlights for Q1FY’26 7 ✓ Group System Sales* came in at Rs. 26,715 million ✓ Group Network 3,387 stores with quarterly net +71 stores; Domino’s Network is 3,098 stores (+67 qoq net store addition) ✓ Revenue ➢ Consolidated Revenue came in at Rs. 22,609 million (+17.0% yoy) ➢ Standalone Revenue
Slide 9: Financial Highlights
Financial Highlights WI f.UBIIANf FooDWORKS
Slide 10: Revenue Metrics and Trends (Standalone)
Revenue Metrics and Trends (Standalone) 9 Revenue Revenue Growth ' 17,016 (Rs. million) (%) 16,111 18.9% 19.1% 18.2% 15,872 14,669 14,396 9.9% 9.1% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Domino’s Mature Store ADS Domino’s LFL Growth (%) 12.5% (Rs.) 85,396 12.1% 11.6% 8
Slide 11: Profitability Trends (Standalone)
Profitability Trends (Standalone) 10 ,------------------------------------------ ,------------------------------------- EBITDA Margin PAT Margin (%) Pre-Ind-AS-116 Margin (%) Pre-Ind-AS-116 Margin 12.4% 11.8% 12.0% 4.4% 4.8% 4.6% 11.6% 11.7% 4.1% 3.9% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY25
Slide 12: Market-wise Highlights
11 Market-wise Highlights WI f.UBIIANf FooDWORKS
Slide 13: India Segment – Q1FY'26
India Segment – Q1FY’26 12 ' Revenue & Store Growth Profit and Margin Product Innovation & Technology Revenue: Rs. 17,016 mn (+18.2% yoy) EBITDA 19.0%: Rs. 3,233 mn (+16.2% yoy) Increased Pace of Innovation +58 net new stores added qoq PAT 3.9%: Rs. 667 mn (+29.5% yoy) Stellar Quarter for Dominos Ap
Slide 14: Domino's India Channel Mix and Delivery Growth
Domino’s India Channel Mix and Delivery Growth 13 Delivery Channel Mix on a higher end ' Delivery 71.4% 72.9% 72.9% 68.9% 69.9% ● Delivery channel revenue up by 24.6% ● The strong delivery growth was order led +25.7% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Dine-in Delivery Growth Trends(In Revenue Terms)
Slide 15: Launched new Chicken Burst Pizza – Two much Chicken, Two much Sauce!
Launched new Chicken Burst Pizza – Two much Chicken, Two much Sauce! 14 ' ~ Meet Domino's Chicken Burst Pizza with Two Much Chicken, Two much Sauce in every bite f.UBIIANT FooDWORKS
Slide 16: International Segment – Q1FY'26
International Segment – Q1FY’26 Cl 15 ,------------------------------------------------ r----------------------- -, Turkey Sri Lanka Cl r r Particulars INR Mn Growth Particulars Q1FY’26 I I System Sales 9,300 19.1% Revenue (INR mn) I 248 I - - - - - - - -1- - - - -1 Revenue 5,188 12.4% % Growth 42.4
Slide 17: Brand-wise Highlights
Brand-wise Highlights COFFY DOKUNU$U Dominos Popeyes COFFY
Slide 18: Domino's
Domino’s
Slide 19: JFL: Leading Emerging Market Domino's Franchisee
JFL : Leading Emerging Market Domino’s Franchisee 18 ""' '' Under-penetrated, high-potential ., Self-delivery and Own-app markets Infrastructure \ \ \ Culture of Hustle (Highest throughput per store) • Growth investments ahead of the curve I I I (i) 3,098 I I Full Territorial Rights Strong Value Equ
Slide 20: Domino's India Network: 2,240 stores across 484 cities
Domino’s India Network : 2,240 stores across 484 cities , 19 Store Count City Coverage 211 net store addition in last one year Entered 57 new cities in last one year 2,240 484 475 466 2,179 2,139 447 427 2,079 2,029 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 ~ f.UBIIANT Fo
Slide 21: Domino's International Network Growth
Domino’s International Network Growth 20 Turkey & Others Sri Lanka and Bangladesh Store Count Store Count 44 net store addition in last one year 10 net store addition in last one year 768 90 763 89 87 755 85 80 730 724 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 ~ f.UBIIANT
Slide 22: Popeyes
Popeyes
Slide 23: Popeyes - Love That Chicken
Popeyes- Love That Chicken 22 ' 60 restaurants serving across 23 cities ■ Sequential improvement a□fi in Restaurant Profitability & Bold if. Flavors of Chicken Ap p l l ~ on 0 1.,.-1n I Tauaw1y I 0.11...,y Southern India witnessed Double Digit SSG WI f.UBIIANT POPeves FooDWORKS
Slide 24: COFFY
23 BEKLEnEDEN GEL AL Kaliteli Kahve Uygun Fiyata ~ - - - - re1cFryot11Di1,,a11(otweNol<t0"':....-= = == = ;:; =-'-'-_....:_ ....::_ COFFY
Slide 25: Pick up from COFFY cafes
Pick up from COFFY 24 167 cafes r serving across 38 cities Coffychino ailesiyle bol kremah bir mutluluk: 0 1251t Consistent Progress on Bottom Line Improvement ,- Ever Improving on the Journey to be the most loved coffee brand in Turkey WI f.UBIIANT FooDWORKS
Slide 26: JFL Q1FY26 Statement of Profit and Loss
JFL Q1FY26 Statement of Profit and Loss WI f.UBIIANf FooDWORKS
Slide 27: Quarterly Statement of Profit and Loss
26 Quarterly Statement of Profit and Loss 26 Consolidated Particulars Standalone Q1 FY26 Q1 FY25 Growth % INR million Q1 FY26 Q1 FY25 Growth % 22,609 19,331 17.0% Revenue from operations 17,016 14,396 18.2% 185 171 8.2% Other Income 125 73 71.3% 22,794 19,502 16.9% Total Income 17,140 14,468 18.5% 6
Slide 28: Update on our Sustainability Agenda 'Jubilant for All'
Update on our Sustainability Agenda ‘Jubilant for All’ 27 Responsible Sourcing Baking Goodness rlJ 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
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 3,387 stores across six markets – India, Turkey, Bangladesh, Sri Lanka, Azerbaijan and Georgia. The Group has a strong Portfolio
Slide 30: Press Release: Jubilant FoodWorks Reports Q1FY'26 Results
~ ~~ Domino's POPeves COfi:-y ~ ;!~ff, DUNKIN' f.UBIIANT FOODWORKS PRESS RELEASE Jubilant FoodWorks Limited Reports Q1FY’26 Results Quarterly Highlights • The Group System Sales came in at Rs. 26,715 million • The Group Store Network expands to 3,387 stores with the addition of 71 net stores (India:
Slide 31: International Segment Update
b. International Segment Update In Turkey, system sales came in at Rs. 9,300 million. The revenue came in at Rs. 5,188 million, up 12.4% yoy with strong PAT margin delivery of 9.4%. Domino’s Sri Lanka revenue of Rs. 248 million was up by 42.4%. Domino’s Bangladesh revenue came in at Rs. 177 million,