Jubilant Foodworks Limited · NSE:JUBLFOOD
Jubilant Foodworks — Investor Presentation (November 2023)
14 slides from Jubilant Foodworks's investor presentation, Nov 10, 2023
Slide 1: Company Update (Investor Presentation) filing letter
JFL/NSE-BSE/2023-24/86 November 10, 2023 BSE Ltd. 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: - Company Update (Investor Presentation) Dear Sir/Madam, Pleas
Slide 2: India's Largest Foodservice Company – Investor Presentation
India’s Largest Foodservice Company INVESTOR PRESENTATION
Slide 3: Consumer Foodservice is a highly attractive global category and India will be the growth leader
2 Consumer Foodservice is a highly attractive global category and India will be the growth leader Global Consumer Foodservice Market is $2.6 trillion. At $51 bn, India is currently the 9 th largest market. 800 7.0% 680 679 689 700 6.0% 600 5.0% 500 4.0% 400 3.0% 300 2.0% 200 141 87 86 75 72 1.0% 100
Slide 4: Megatrends favour QSRs within Indian Foodservice to a multi-decadal growth opportunity
3 Megatrends favour QSRs within Indian Foodservice to a multi-decadal growth opportunity QSRs to power Indian Foodservice Market to Top 5 market in the upcoming years 40 16.0% 14.0% 35 34 14.0% 30 12.0% 25 10.0% 20 8.0% 15 6.0% 10 9.1 4.0% 4.8 5 2.0% 3.4 0 0.0% Street Stalls/Kiosks Full-service Rest
Slide 5: Long-term, structural drivers of growth for QSR in India
4 Long-term, structural drivers of growth for QSR in India Secular trends coupled with under-penetrated categories offer massive potential for growth Lucrative Per Capita GDP levels reached Growing Urbanization Youngest Population at scale Per-capita GDP($) Urbanization in India Median Age 2,386 40.
Slide 6: JFL Value Creation Model
5 JFL Value Creation Model Combinatorial virtuous cycle of operations and technology at JFL lead to Value Creation Note: *vs. prior year
Slide 7: JFL is a market maker with industry-leading profits and profitability
6 JFL is a market maker with industry-leading profits and profitability Since listing in FY’10, the JFL Revenue, EBITDA and PAT CAGR(FY’10-FY’23) has been ~21% 60,000 10,000 9,000 50,960 50,000 8,000 43,311 7,000 40,000 38,858 35,307 6,000 32,689 29,804 30,000 5,000 25,461 24,102 4,000 20,745 20,000
Slide 8: Sustained Profitable Network Expansion for Domino's India; Significant runway for future growth
7 Sustained Profitable Network Expansion for Domino’s India; Significant runway for future growth Global Pizza Industry is $133 bn; Global QSR Pizza Industry is $89 bn; India is only $0.9 bn Despite being the largest Foodservice Brand in India with 1,888 stores, there exists a multi-decadal growth o
Slide 9: Strategic Priorities
8 Strategic Priorities Customers, technology, operations and organization’s culture to drive sustained profitable growth
Slide 10: Key Competitive Advantage: Strong Portfolio of Brands to Capture India Foodservice Growth Opportunity
9 Key Competitive Advantage: Strong Portfolio of Brands to Capture India Foodservice Growth Opportunity Covers Pan-India Opportunity for Top Two Western QSR Category – Pizza and Chicken, Coffee consumption is growing in India and Own-Brand Hong’s Kitchen is India’s first Indo-Chinese QSR brand in ma
Slide 11: Key Competitive Advantage: Unique, Multi-Brand, Commissary based Sourcing and Manufacturing Model
10 Key Competitive Advantage: Unique, Multi-Brand, Commissary based Sourcing and Manufacturing Model The Integrated Supply chain model helps JFL enjoys one of highest fill rates - 99.6% - globally 8 Commissaries and 4 Distribution Centers New Bengaluru Commissary has commenced Operations Work on New
Slide 12: Key Competitive Advantage: Continued Investments for Building Data and Technology Strengths
11 Key Competitive Advantage: Continued Investments for Building Data and Technology Strengths Our 'Data and Technology Forward’ Pillars Advanced Analytics and Immersive Customer Experience Next Level Platform Capabilities Digitizing Value Chain Data Science • Si n gl e St e p • M u l t i - Cou n t
Slide 13: Sustainability Progress
12 Sustainability Progress Sustainability is deeply embedded in our multi-stakeholder business model, as a key tenet of generating long-term value Re sp on si b l e Em i ssi on s a n d En e rgy Be n e f i t Ba k i n g Good n e ss Sou rc i n g M a na ge m e nt Pe op l e a n d Com m u n i t i e s • Au
Slide 14: About Jubilant FoodWorks Limited
About Jubilant FoodWorks Limited: 13 Jubilant FoodWorks Limited (NSE, BSE: JUBLFOOD) is India’s largest foodservice company and is part of the Jubilant Bhartia Group. Incorporated in 1995, the Company holds the exclusive master franchise rights from Domino’s Pizza Inc. to develop and operate the Dom
Jubilant FoodWorks — Investor Presentation (November 2023) on 6ix