JUBLFOOD

Expansion & Strategy

Financial & Operational Highlights Revenue has grown ~17-18% year-on-year in the latest quarter, led by strong performance in the India business. Like-for-like sales growth in Domino’s India was double‐digits. The international segment showed mixed results — some growth in revenues, but adjusted sales (accounting for inflation, currency etc.) showed softness in certain markets. Net profit jumped significantly, reflecting good leverage on cost and scale. EBITDA rose, though margin slightly declined due to rising input, labor, rent, delivery, and other costs. Expansion & Strategy The total number of stores across all markets is increasing; new stores were added in the recent quarter. Delivery channel is growing faster than dine-in; company pushing for faster delivery times, digital ordering, menu innovation. There is a focus on expanding non-Domino’s brands in India (e.g. Popeyes, Dunkin etc.), and recovery of dine-in is being closely watched. Challenges & Risks Rising costs (raw materials, labor, fuel, delivery, rent) are putting pressure on margins. Currency and inflation effects in international markets are a headwind. Valuations are being questioned; some analysts have trimmed target prices. Operational complexities of running many outlets, ensuring food quality, delivery speed etc., continue to matter.