06-Nov-2026 16:16:09
JUBILANT FOODWORKS Q2: FY27 CAPEX GUIDANCE ₹750–900 CR; POPEYES TARGETS ₹1,000 CR REVENUE
• FY27 Capex: Guidance unchanged at ₹750–900 Cr annually, focused on store expansion and technology investments • Domino's Growth Target: Management working towards 5–7% medium-term like-for-like sales growth through higher customer frequency and new consumption occasions • Late-Night Expansion: Over 90% of Domino's India network now serviceable until 3 AM, creating additional sales opportunities • Dine-In Recovery: Upgrading infrastructure at 100+ stores and expanding AI-enabled surveillance to improve customer experience • Value Offerings: ₹119 My Meal and exclusive takeaway deals aimed at rebuilding dine-in and takeaway traffic • Popeyes Expansion: Targets becoming a ₹1,000 Cr revenue brand over the next 3–4 years, supported by new stores and growing customer acceptance • Popeyes Store Strategy: Expansion pace linked to store profitability, customer experience and improving unit economics • Margin Protection: Management using selective price increases, procurement efficiencies, product mix improvements and AI-led cost optimisation to offset input inflation • Supply Chain: Existing infrastructure designed to support 4,500–5,000 stores, creating opportunities for operating leverage as the network expands • International Business: DP Eurasia continues to deliver EBITDA margins above 20%, with PAT margins in the 5–10% range • Coffy Turnaround: Store productivity improvements, refreshed brand positioning, targeted marketing and new products aimed at restoring growth • Technology Investments: AI-enabled inventory management, demand forecasting, delivery tracking and app improvements expected to enhance operating efficiency and customer conversion
JUBILANT FOODWORKS LTD