"Quarter Preview" for Q3 FY25 from Jubilant FoodWorks Limited (JFL):

"Quarter Preview" for Q3 FY25 from Jubilant FoodWorks Limited (JFL):

Key Highlights:

1. 📊 Revenue from Operations (Provisional):
   
   

• Consolidated Revenue: Rs. 21,532 million, up by 56.2% year-over-year (yoy) 📈.

• Standalone Revenue: Rs. 16,111 million, up by 18.9% yoy 📈.

This significant growth in revenue suggests robust performance and successful scaling of operations during the quarter, driven by in-organic growth from Turkey along with effective business strategies.

2. 📉 Like-for-Like (LFL) Growth:
   
   

• Domino's India: LFL growth of 12.5% indicates strong ongoing demand and effective market penetration within India 🇮🇳.

• Domino's Turkey: LFL growth of -3.2% post-IAS-29 adjustment, highlighting challenges or contraction in the Turkish market which might need strategic review or intervention 🇹🇷.

3. 🏪 Store Network:
   
   

• A net addition of 130 stores, expanding the total to 3,260 stores.

• India: 60 new stores, total 2,139 🆕.

• Turkey: 25 new stores, total 738 🆕.

4. The expansion of the store network is a positive indicator of JFL’s aggressive growth strategy and its ability to capitalize on market opportunities. This is especially relevant in the Indian market where the addition of new stores is significant.
   
   

Investor Considerations:

• 🌱 Growth Prospects: The expansion in both revenue and store network presents JFL as a potentially strong growth prospect. However, investors should be aware of regional performance discrepancies, such as those seen in Turkey.
  
  

• 🎯 Market Strategy: The substantial growth in the Indian market could be seen as a reinforcement of JFL's strong brand presence and effective market strategies. Investors might look favorably on this, given the scale of growth and expansion.
  
  

• ⚠️ Risks and Challenges: The negative growth in Turkey poses a risk which might need to be mitigated through strategic pivots or enhanced market analysis. This regional instability could be a point of concern for risk-averse investors.
  
  

• 🔍 Provisional Figures: It's important to note that these figures are provisional and subject to review. Investors should consider the potential for revision when the audited results are released.
  
  

This analysis should provide a foundational understanding of JFL's performance from an investor's perspective, focusing on growth metrics, market expansion, and potential risks

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