Industry Sales:

• Food and Beverage Industry: 100% (2025)

TOP 3 Markets:

• India: approx. 70%
• Sri Lanka: approx. 15%
• Bangladesh: approx. 10%

Jubilant FoodWorks Limited is mainly active in the food and beverage industry, with the majority of sales coming from operating fast-food restaurants, particularly through the franchise of Domino's Pizza in India. India remains the largest market for the company, followed by Sri Lanka and Bangladesh, which also make significant contributions to revenue. The expansion into these markets has contributed to diversifying and stabilizing sources of income.

Production Facilities: Several locations in India

Jubilant FoodWorks Limited primarily produces its products in India. The company operates multiple production facilities and distribution centers across the country to streamline its supply chain and meet demand. These facilities are strategically positioned near urban centers to optimize logistics and ensure product freshness.

In addition to the production facilities, Jubilant FoodWorks also operates a variety of restaurants that serve as local production and distribution points, especially for its flagship brand Domino's Pizza. The exact number and locations of the production facilities may vary as the company continuously adjusts its capacities to keep up with growing demand.

Revenue Growth: 18% (2024) Expansion of Store Count: +150 new locations (2024)

Jubilant FoodWorks Limited pursues a strategy of aggressive growth through store expansion and diversification of its product offering. In 2024, the company was able to increase its revenue by 18%, attributed to the opening of 150 new locations. This expansion aims to strengthen market presence in existing and new geographical regions.

Additionally, Jubilant FoodWorks is investing in digitalization and improving supply chains to enhance efficiency and improve customer experience. Introducing new product lines and adapting to local tastes are also key components of the growth strategy. The company plans to further expand its market share and tap into new customer segments through these initiatives.

Main Imported Raw Materials:

• Cheese
• Tomato paste
• Spices

Countries of Origin:

• Cheese: Mainly from New Zealand and Australia
• Tomato paste: Italy and USA
• Spices: Various countries, depending on the specific spice blend

Jubilant FoodWorks Limited, as the operator of the Domino's Pizza chain in India, imports a variety of raw materials to ensure the quality and taste of their products. Cheese is one of the key raw materials and is mainly sourced from New Zealand and Australia, as these countries are known for their high-quality dairy products. Tomato paste, another essential ingredient, is often imported from Italy and the USA to maintain the authentic taste. Spices are imported from various countries, depending on the availability and specific requirements of the spice blends.

Market share in India: 70% in the pizza segment (2024)
Revenue growth: 18% (2024)
EBITDA margin: 24% (2024)

Jubilant FoodWorks Limited, as the master franchisee of Domino's Pizza in India, enjoys a significant competitive advantage due to its dominant market position in the pizza segment. With a market share of 70% in 2024, the company has a strong presence and brand awareness that enables it to benefit from economies of scale.

The 18% revenue growth in 2024 indicates that the company is able to further expand its market position, driven by an effective expansion strategy and increasing demand. The 24% EBITDA margin underscores operational efficiency and the ability to achieve high profit margins.

Furthermore, continuous investment in technology and supply chain management enhances the competitiveness of Jubilant FoodWorks by improving the customer experience and reducing delivery times.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Jubilant FoodWorks Limited is estimated to be around 45%. This demonstrates the confidence of large institutional investors in the company and its growth potential.

There were no significant insider buys or sells in the last year, indicating that the management and other insiders do not anticipate significant changes in their assessment of the company's value. Such activities could be an indicator of the company's future performance, but the stability in insider transactions suggests a consistent trust in the current corporate strategy.

Market share of Jubilant FoodWorks Limited: 17% (estimated, 2025)

Top competitors and their market shares:

1. Domino's Pizza (Jubilant FoodWorks Limited): 17%
2. Pizza Hut (Yum! Brands): 15%
3. McDonald's (Westlife Development): 13%
4. Burger King (Restaurant Brands Asia): 12%
5. KFC (Yum! Brands): 10%
6. Subway: 8%
7. Starbucks (Tata Starbucks): 7%
8. Dunkin' Donuts (Jubilant FoodWorks Limited): 6%
9. Costa Coffee: 5%
10. Local chains and independent providers: 7%

Moat of Jubilant FoodWorks Limited:

Jubilant FoodWorks Limited, as a franchisee of Domino's Pizza in India, has a significant moat due to its strong brand recognition, extensive delivery network, and high customer loyalty. The Domino's brand is very popular in India and benefits from an efficient supply chain and an extensive network of outlets that enable fast delivery.

Compared to its competitors, Jubilant FoodWorks has the advantage of an established brand and a strong market presence. However, companies like McDonald's and Pizza Hut also have strong brands and a wide range of products, giving them a comparable moat.

Jubilant FoodWorks' competitive advantage could be further strengthened through continuous innovation in its product offerings and by leveraging technology to improve delivery speed and customer experience. Nevertheless, competition remains intense, and rivals are also heavily investing in their brands and supply chains to gain market share.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in India: 70% in the Quick-Service Restaurant Segment (2024)

Jubilant FoodWorks Limited recorded a revenue growth of 10% in 2024, attributed to expansion into new markets and the introduction of new products. The company has strengthened its presence in the Quick-Service Restaurant Segment in India, holding a market share of approximately 70%, highlighting its leading position in this sector.

The 8% profit growth during the same period indicates that the company is not only able to increase its revenues but also operate efficiently and control its costs. This is particularly important in a competitive market environment.

Additionally, Jubilant FoodWorks has invested in technology and supply chain optimization to enhance customer experience and reduce operating costs. These strategic investments could lead to further margin improvement in the long term.

Overall, the strong market position, combined with solid revenue and profit growth, suggests that Jubilant FoodWorks Limited presents an attractive investment opportunity, especially for investors interested in the long-term development of the Quick-Service Restaurant sector in India.

Dividend Yield: 1.2% (2025, estimated)
Dividend History: Regular payouts in recent years

Jubilant FoodWorks Limited has regularly distributed dividends in recent years, indicating a certain level of reliability. The current dividend yield is estimated at 1.2%, which is moderate compared to other companies in the industry.

The company has a solid financial foundation and a strong market position, suggesting that it should be able to continue paying dividends in the future. However, investors should continue to monitor the financial performance and market conditions to assess the sustainability of dividend payments.