Margin pressure from strategic growth investments
Four conscious interventions (cheese-heavy products, ATL marketing, aggregator matching, free delivery) are compressing margins. EBITDA margin declined 145bps YoY despite strong revenue growth.
JUBLFOOD / Q3-FY25 / risks
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Jubilant Foodworks · Material risks, their source context, and severity in the latest available quarter.
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Delivery cost inflation during peak periods
Rider costs increased during festive peak season to maintain 20-minute delivery SLAs. Management flagged this as the primary EBITDA margin headwind.
Turkey LFL negative due to high base effect
Domino's Turkey LFL came at -3.2% against a base of 18.9% LFL in Q3 FY24. High wage revision inflation has triggered consumption boost making year-ago comparison tough.
Dine-in/takeaway channel mix shift
Analyst questioned 25% decline in dine-in AOV; management attributed to takeaway customers migrating to free delivery channel, not downtrading. Verification pending.