Q1 2025 Jubilant Foodworks Ltd Earnings Call Transcript
Key Points
- Jubilant Foodworks Ltd (BOM:533155) achieved a significant milestone of a 3,000-store network across five brands and six countries.
- Domino's India saw an 8.5% year-on-year growth, driven by a 3% like-for-like (LFL) growth.
- The company reported a consolidated revenue of INR 19.3 billion, up 44.8% year-on-year.
- The company acquired new customers at the highest ever rate, indicating strong belief in their core strategy.
- Popeyes crossed a significant milestone of 50 stores in India, showing strong expansion in the market.
- EBITDA margin was at 19.8%, lower by 85 basis points year-on-year.
- The company has not taken any price increase in the last eight quarters, impacting margins.
- There was a 7.5% decline in bill size for Domino's India in Q1 due to reduced delivery thresholds and waived delivery fees.
- Gross margins for DP Eurasia fell sequentially from 75% to 62%, indicating potential cost management issues.
- The company faces challenges in improving dine-in growth, which remains lower compared to delivery growth.
Ladies and gentlemen, good day and welcome to the Jubilant Foodworks Limited conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Deepak Jajodia, thank you, and over to you, sir.
Good evening, everyone, and welcome to Jubilant Foodworks Limited Q1 FY25 earning call for investors and analysts. We are joined today by senior members of the management team, including our Chairman Mr. Shyam S. Bhartia; our Co-Chairman Mr. Hari S. Bhartia; our CEO and MD Mr. Sameer Khetarpal; our CFO Ms. Suman Hegde; and Mr. Aslan Saranga, CEO for our Turkey Business.
We will commence with key thoughts from Mr. Hari S. Bhartia and then turn to our CEO and MD to share his perspective. After the opening remarks from the management, the forum will be open for the question and answer session.
A cautionary note, some of the statements made on today's webcast and call could be forward-looking in nature, and
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