Jubilant Foodworks Limited · NSE:JUBLFOOD
Jubilant Foodworks — Institutional Investor Conference, February 24, 2026
35 slides from Jubilant Foodworks's conference presentation, Feb 23, 2026
Slide 1: Institutional Investor Conference - Presentation (exchange filing letter)
JFL/NSE-BSE/2025-26/92 February 23, 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: Institutional Investor Conference- Presentation Ref: Regula
Slide 2: Pioneering Food Tech - Investor Presentation Feb '26
Pioneering Food Tech Investor Presentation Feb ‘26
Slide 3: Leading QSR player in Emerging High-Growth markets
Jubilant FoodWorks: Leading QSR player in Emerging High-Growth markets 3rd largest QSR franchisee operator in the world by stores, largest in India Dominant Brand Uniquely positioned to 18,000 scale 7,500 3,600 3,000 2,100 Yum China - China Golden Arches - Jubilant FoodWorks - Flynn Group - USA, Arm
Slide 4: ~3,600 Stores worldwide across 600+ cities
~3,600 Stores worldwide across 600+ cities 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’ COFFY Total (Brand-wise) Sri Lan
Slide 5: India is an underserved QSR market - Massive Headroom for Growth
India is an underserved QSR market - Massive Headroom for Growth Stores per mn Leader GDP per capita ($) Total QSR stores (A) urban population Leader store count (A/B) 86k ~370,000 1,284 21,000 7k ~15,000 392 6X 1,100 3k ~30,000 55 2,400 • At Thailand’s per capita income level, QSR store count in In
Slide 6: India is an underserved QSR market - Massive Headroom for Growth
India is an underserved QSR market - Massive Headroom for Growth Multiple brands have penetrated much deeper in India Domino’s presence in strategic locations is still low Footprint of leading consumer brands (cities & towns) Available # of Strategic spaces in India Dominos presence Colleges>3000 st
Slide 7: Our Virtuous Multidimensional Growth Flywheel
Our Virtuous Multidimensional Growth Flywheel • Own-app ordering with 15 million • Multi-platform approach to innovation active users /month (e.g., cheese, chicken, breakfast) • AI powering store operations – helping • Each platform - Rs. 1,000 Cr in network expansion and store opportunity efficienc
Slide 8: Platformed approach of Innovation
Platformed approach of Innovation Craving Cheese Love of Chicken Seeking Value Cheese Volcano Chicken Feast 6 in 1 Big Big Pizza Four Cheese Sourdough Chicken Burst Lunch Feast Cheese Lava Pull Apart 7
Slide 9: Industry leading Tech capabilities
Industry leading Tech capabilities • Embedded breakthrough technology across touchpoints • Immersive shopping experience through hyper-personalized apps • Domino’s is the only D2C brand to have ~70% online orders through own apps • ~6Mn MTUs; growing at 20%+ YoY • 2x Loyalty Program with 31Mn+ Loyal
Slide 10: AI governed store operations and network expansion
AI governed store operations and network expansion Illustrative numbers: Jaipur Revenue – Rs. 10 Cr • Efficient and smarter management of store- Total Opportunity – Rs. 20 Cr operations through Store.AI • Restaurant co-pilot monitors app traffic, optimizes discounts, and integrates rider attendance
Slide 11: Strategic supply chain investments
Strategic supply chain investments Supply Chain Center - Bengaluru Commissary Network - Dec. ‘25 Supply Capacity: 4,000 Domino’s, 200 Popeyes and 100 Hong’s Mohali GNSC Guwahati Kolkata Nagpur • Jubilant operates a “farm to fork” model Mumbai Hyderabad • Supply chain investment is one of the key lev
Slide 12: Unique last mile delivery capability
Unique last mile delivery capability Seamless free delivery ensured on the back of proprietary Delivery Management System 11
Slide 13: Store Growth vs Competitors
Store Growth vs Competitors Number of operational stores in India 2,500 ~2,400 2,000 1,500 ~1,340 1,000 ~1,000 ~700 500 ~580 378 ~280 ~70 0 FY11 FY15 FY20 FY25 Dec '25 Domino's Pizza Hut KFC McDonalds Burger King 12
Slide 14: Consistently strong performance over last decade - Focus on Growth
Consistently strong performance over last decade – Focus on Growth Industry leading revenue growth Consistent store expansion 61,047 2,304 20,741 930 Domino’s 10 yr avg. LFL: 5.5% Rs. Mn FY15 FY25 FY15 FY25 Industry leading Pre-Ind AS EBITDA Margin Market Capitalization Value creation for Shareholde
Slide 15: Supply chain capex peaked; growth capex to continue
Supply chain capex peaked; growth capex to continue Capex as % 8.1% 10.8% 15.7% 14.8% 9.2% of revenue 1.6% 1.2% 1.1% 3.9% 3.5% 0.5% 0.4% 2.2% 1.8% 9.4% 9.3% 8.0% 8.3% 6.1% FY21 FY22 FY23 FY24 FY25 Store Supply Chain Intangibles (Tech) Others Note: The above capex is on standalone basis excluding CWI
Slide 16: Popeyes - Winning with Bold Flavours
Popeyes – Winning with Bold Flavours • Popeyes - the 2nd largest Chicken brand and the most popular • Already present in 5 key clusters – Delhi, Mumbai, Bengaluru, Chennai, Hyderabad • 73 stores operational as of Dec ‘25 • Explicit path to be a ~250 store – Rs. 1K Cr in 3-4 years • On track to achie
Slide 17: Turkey: Franchising led growth story
Turkey: Franchising led growth story Fast growing QSR market ($Bn) #2 QSR player; #1 in Pizza 11.0 Number of stores (Dec ‘25) 829 783 7.0 507 4.3 331 318 303 2019 2024 2028E • Product innovation, dynamic value pricing and delivery excellence driving leadership in the market • Delivering consistent d
Slide 18: Turkey: Franchising led growth story
Turkey: Franchising led growth story 5th Largest Specialist Coffee brand Specialist Coffee & Stores 190 ~170 new Tea Shops Market 152 stores in last 3 years $1.8Bn 60 $1.2Bn 6 21 1 1 2024 2029 2019 2020 2021 2022 2023 2024 2025 Our Value Promise Source: Euromonitor 17
Slide 19: Jubilant FoodWorks' right to win
Jubilant FoodWorks’ right to win 1 Market leader in a large addressable and fragmented market 2 Operate a portfolio of very strong brands; Domino’s has been the dominant player throughout 3 Consistent growth backed by innovation 4 Built competitive, difficult to replicate moats - integrated supply c
Slide 20: Our Near-Term priorities
Our Near-Term priorities 1 Continue to innovate within the Domino’s product portfolio; expand share of occasions 2 Enhance customer experience through technology, product quality and service 3 Focus on improving productivity at stores and commissaries – fuel growth 4 Opportunistic addition of next 1
Slide 21: Thank you
WAN ND TAVIOVES)
Slide 22: Appendix
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Slide 23: Q3FY26 Consolidated Performance
Q3FY26 Consolidated Performance : Reported EBITDA grows 20 %; PAT(2) grows > 90 % 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% 79
Slide 24: Q3FY26 Standalone Performance
Q3FY26 Standalone Performance : Reported EBITDA margin expands > 100bps 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 % 12.1
Slide 25: Consolidated Revenue and Profitability Trends
Consolidated Revenue and Profitability Trends 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 EBITDA M
Slide 26: Standalone Revenue Trends
Standalone Revenue Trends : 8 Consecutive quarters of +ve LFL in Domino’s 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 Q3FY26
Slide 27: Standalone Profitability Trends
Standalone Profitability Trends : Margin expansion on guided trajectory 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 Q1FY26 Q
Slide 28: India Segment: Tech innovation driving own apps' user growth
India Segment : Tech innovation driving own apps’ user growth 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 MTU a
Slide 29: India Segment: Post order page monetization through ads and rewards
India Segment : Post order page monetization through ads and rewards Slots for live ads on the post-order screen through: • Dynamic carousels • Static, video and strip banners Clients active: Clients active: 28
Slide 30: International Segment: Softening inflation leading to stable operating metrics
International Segment : Softening inflation leading to stable operating metrics 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 acco
Slide 31: International Segment: SL and BAN delivering consistent topline growth
International Segment : SL and BAN delivering consistent topline growth 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 30
Slide 32: Quarterly Statement of Profit and Loss - YoY comparison
31 Quarterly Statement of Profit and Loss – YoY comparison 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 13.2%
Slide 33: Quarterly Statement of Profit and Loss - QoQ comparison
32 Quarterly Statement of Profit and Loss – QoQ comparison 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% T
Slide 34: 9M Statement of Profit and Loss
33 9M Statement of Profit and Loss 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 52,305
Slide 35: About Us
About Us 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 of
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