Jubilant FoodWorks Q4 & FY25 Financial Preview: Strategic Insights for Long-Term Investors

🍕 Jubilant FoodWorks Q4 & FY25 Financial Preview: Strategic Insights for Long-Term Investors

📅 Date of Report: April 5, 2025

🏢 Company: Jubilant FoodWorks Limited

📈 Stock Symbol: JUBLFOOD (NSE) | 533155 (BSE)

🔍 Executive Summary

Jubilant FoodWorks Ltd., master franchisee of Domino’s Pizza and Dunkin’ in India, posted robust growth in Q4FY25 and full-year FY25. This performance reflects both operational efficiency and aggressive expansion—critical levers for long-term wealth creation in the food service sector.

📊 Key Financial Highlights

✅ Q4FY25 (Jan-Mar 2025) Performance:

🔼 Consolidated Revenue: ₹2,107 Cr, up 33.9% YoY

🔼 Standalone Revenue: ₹1,587 Cr, up 19.1% YoY

🍕 Domino’s India Like-for-Like (LFL) Growth: 12.1%

🇹🇷 Domino’s Turkey LFL Growth: 0.9% (Post-IAS 29 adjustment)

✅ FY25 (Apr 2024 - Mar 2025) Performance:

🔼 Consolidated Revenue: ₹8,145 Cr, up 44.0% YoY

🔼 Standalone Revenue: ₹6,104 Cr, up 14.3% YoY

🏪 Store Network Expansion

As of March 31, 2025, the company operates 3,316 stores across its six operating geographies.

Geography Net Additions (Q4FY25) Total Stores

🇮🇳 Domino’s India ➕52 opened, ➖12 closed 2,179

🇹🇷 Domino’s Turkey ➕8 net new stores 746

📌 Strategic Investor Insights

1. 📈 Revenue Acceleration Indicates Market Leadership

The 44% YoY growth in consolidated revenue shows dominant positioning in the QSR space.

Such scale creates high operating leverage, benefiting long-term margins.

2. 🏗 Network Expansion Drives Future Earnings

The addition of 56 stores in Q4FY25 underlines the company’s growth runway.

Watch for same-store sales (LFL) to remain above 8% to indicate efficient store-level profitability.

3. 🌍 International Diversification Advantage

Presence in Turkey provides currency/geographic hedge but should be monitored closely given modest LFL performance (0.9%).

💼 How Long-Term Investors Can Use This Data

🔹 Portfolio Allocation: Favor Jubilant FoodWorks as a core FMCG-QSR play due to its:

Expanding market footprint

Brand equity

Strong balance sheet and consistent cash flows

🔹 Valuation Monitoring:

Consider entry on dips if valuation is stretched (keep PEG ratio < 2x as reference)

Track LFL growth, new store productivity, and gross margin trends every quarter

🔹 Thematic Positioning:

Fits well in urban consumption and millennial spending themes

Beneficiary of India’s eating-out culture post-pandemic recovery

📊 #JubilantFoodWorks

🍕 #DominosIndia

📈 #Q4Results2025

💼 #LongTermInvesting

🏪 #RetailGrowth

🌐 #QSRInvesting

📉 #InvestorUpdates

📅 #FY25Preview

🧠 #SmartInvestorInsights

🇮🇳 #IndiaConsumptionStory

⚠ Disclaimer

🔒 This blog is intended solely for educational and informational purposes. It is not investment advice or a recommendation to buy/sell any securities. Investors are advised to conduct their own research or consult a registered financial advisor before making any investment decisions. All financial figures are provisional and unaudited, as per company’s disclosure dated April 5, 2025.