• In Q3 Consolidated Revenue up 10% and Net Profit down -39.70%
• EBITDA Margin 22% from 26% YoY
• High Inflation (Cheese and Flour Prices) continue to keep margins under pressure

• Added 60 New Dominos stores and entered in 16 new cities to expand network to 1760 Stores across 387 Cities

• Opened 4 new stores of Popeyes taking network to 12 Stores in Bengaluru. First store of Popeyes opened in Chennai
• Delivery growing on high base; Dine in and take away rising, current ratio is 62.5% and 37.5% respectively

• Launched Domino’s Every Day Value Mix-n-Match Menu at Rs.49 as a Dine in only proposition (Focusing on Dine In where competitors are focusing on Delivery from Dine In as more profitable, only Time will tell if this move backfire or succeed for Dominos)
• 22% Margins can be considered as almost bottom up
• 49 Menu is not margin dilutive
• Capex for next 12 to 18months will be Rs.900 Cr

Source:

Jubilant Foods Investor Presentation

Jubilant Foods Concall Recording