Gross margins to remain in 74-76 percent band and benign commodity prices (cheese and other ingredients, fuel prices, packaging) would support margin growth, Jubilant Foodworks said in the concall
Jubilant Foodworks , which owns the Dominos Pizzas and Dunkin Donuts franchisees in India, Thursday reported a 4.2 percent year-on-year rise in December quarter net profit and a 21.4 percent increase in quarterly revenues . Later in the day, the company held a conference call with analysts and investors to discuss the earnings.
Key takeaways from the earnings concall, compiled by CNBC-TV18's Pragya Bharadwaj.
• Same store sales (SSS) growth of 1.9 percent was aided by benign base effect (-2.6 percent in Q3FY14) and price hike of 3 percent in November '14
• Demand outlook remains cautious, no visible pick-up in consumer sentiment and a high single digit SSS growth is at least 3-6 quarters away
• Company will wait for 2-3 months before guiding on any changes in consumer sentiment
• Gross margins to remain in 74-76 percent band and benign commodity prices (cheese and other ingredients, fuel prices, packaging) to support margin growth
• Dunkin Donuts expansion-related impact on margins will be around 150-160 bps, implying an incremental 30 bps adverse impact on FY15 margins vs last year
• Company maintains its guidance for 2.5-3 percent price hike (twice a year)
• Added 41 new Dominos stores and 9 new Dunkin Donuts stores in Q3FY15
• Maintains store expansion plans for 150 Dominos (118 opened so far) stores and 30 Dunkin (24 opened so far) stores in FY15
• Online platform continues to scale up well. Online sales contribute 27 percent to delivery sales in Q3 (mobile ordering contributing 21 percent to online sales)
• FY15 tax rate expected at 28 percent and it will trend up in FY16
Jubilant Food stock price
On February 06, 2015, at 14:10 hrs Jubilant Foodworks was quoting at Rs 1498.00, up Rs 65.75, or 4.59 percent. The 52-week high of the share was Rs 1510.15 and the 52-week low was Rs 938.60.
The company's trailing 12-month (TTM) EPS was at Rs 17.58 per share as per the quarter ended December 2014. The stock's price-to-earnings (P/E) ratio was 85.21. The latest book value of the company is Rs 85.97 per share. At current value, the price-to-book value of the company is 17.42.
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