Dining channel structural weakness
Dining LFL remains negative for second consecutive quarter; INR 99 lunch menu driving 11AM-3PM orders but not compensating for post-3PM decline; takeaway shifting to delivery.
JUBLFOOD / Q2-FY25 / risks
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Jubilant Foodworks · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Delivery fee waiver margin dilution
Free delivery creating 150-170bps EBITDA margin headwind; management offsetting two-thirds via efficiencies but full recovery requires higher volume thresholds.
Turkey macroeconomic uncertainty
Central bank inflation control measures creating transient demand impact; Q2 FY24 had unusually high base (52.6% LFL) complicating YoY comparisons.
Competitive threat from quick commerce
Quick commerce players deploying 10-minute food delivery using dense dark store networks; Domino's 20-minute promise may face pressure to compress further.