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🍕 Jubilant FoodWorks Q4 & FY25 Preview: Strong Revenue Growth and Expansion Drive Optimism

Jubilant FoodWorks Limited (JFL), the master franchisee for Domino’s Pizza in India and several international markets, has released its provisional financial and operational update for the fourth quarter (Q4FY25) and the full financial year (FY25).

This early preview offers encouraging signs for investors, especially in terms of revenue growth, store expansion, and operational performance.

📊 Financial Snapshot: Q4FY25 and FY25

🔹 Q4FY25 Revenue

  • Consolidated Revenue: ₹21,070 million (+33.9% YoY)

  • Standalone Revenue: ₹15,872 million (+19.1% YoY)

🔹 FY25 Revenue (Full Year)

  • Consolidated Revenue: ₹81,455 million (+44.0% YoY)

  • Standalone Revenue: ₹61,047 million (+14.3% YoY)

💡 Note: These numbers are provisional and subject to final audit.

📈 Like-for-Like (LFL) Sales Growth

A key indicator of same-store performance:

  • Domino’s India: 12.1% LFL growth — showing strong consumer demand and brand strength.

  • Domino’s Turkey: 0.9% LFL growth (Post IAS-29 accounting for inflation) — modest, but stable.

🏪 Store Network Update

JFL continues its aggressive expansion:

  • Total JFL Stores (as of March 2025): 3,316

  • Q4 Net Additions: 56 stores

Breakdown:

  • Domino’s India: 52 opened, 12 closed → Net: 40 new stores (Total: 2,179)

  • Domino’s Turkey: Net 8 new stores (Total: 746)

🔍 What It Means for Investors

✅ Bullish Signals:

  • Double-digit growth in both consolidated and Indian operations shows demand resilience.

  • 12.1% LFL growth in India is a strong indicator of brand momentum and effective local strategy.

  • Continued store rollouts indicate management’s bullish stance on long-term growth.

⚠️ Caution Points:

  • Performance in Turkey remains muted, suggesting headwinds in that geography.

  • Data is unaudited, and investors should wait for the final results to assess margins, profits, and cash flows.

💬 Final Thoughts

Jubilant FoodWorks’ preview shows a company firing on all cylinders in its core market of India, while also expanding cautiously abroad. The strong revenue growth, healthy store pipeline, and like-for-like growth in India make this a stock worth watching in the QSR segment.

Investors should keep an eye out for the final audited results in the coming weeks for deeper insight into profitability and strategic initiatives.

For more updates on QSR sector trends and earnings previews, stay tuned.
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