10 key takeaways from Jubilant Foodworks Q3 results concall

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26 Aug, 2025 12:21

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Jubilant Foodworks, which owns the Dominos Pizzas and Dunkin Donuts franchisees in India, Thursday reported a 4.2 percent year-on-year rise in December quarter net profit and a 21.4 percent increase in quarterly revenues. Later in the day, the company held a conference call with analysts and investors to discuss the earnings.

Key takeaways from the earnings concall, compiled by CNBC-TV18’s Pragya Bharadwaj. • Same store sales (SSS) growth of 1.9 percent was aided by benign base effect (-2.6 percent in Q3FY14) and price hike of 3 percent in November ’14

• Demand outlook remains cautious, no visible pick-up in consumer sentiment and a high single digit SSS growth is at least 3-6 quarters away

• Company will wait for 2-3 months before guiding on any changes in consumer sentiment

• Gross margins to remain in 74-76 percent band and benign commodity prices (cheese and other ingredients, fuel prices, packaging) to support margin growth

• Dunkin Donuts expansion-related impact on margins will be around 150-160 bps, implying an incremental 30 bps adverse impact on FY15 margins vs last year

• Company maintains its guidance for 2.5-3 percent price hike (twice a year)

• Added 41 new Dominos stores and 9 new Dunkin Donuts stores in Q3FY15

• Maintains store expansion plans for 150 Dominos (118 opened so far) stores and 30 Dunkin (24 opened so far) stores in FY15

• Online platform continues to scale up well. Online sales contribute 27 percent to delivery sales in Q3 (mobile ordering contributing 21 percent to online sales)

• FY15 tax rate expected at 28 percent and it will trend up in FY16