Thread by @jbotlagunta

📊JUBILANT FOODWORKS LTD (#JUBLFOOD)

🌁Fundamental Analysis

✴️One of the largest food service company in India

✴️Domino’s Pizza + Dunkin Donuts + Hong’s Kitchen + ChefBoss + Ekdum + Popeyes

✅1396 Restaurants, 12 Supply chain / Distribution centre’s, Presence in 293 cities

✅Experienced Management

✅Countrywide presence and International expansion (Srilanka & Bangladesh)

✅Customer focus & innovative marketing
🏷30 Min or Free
🏷Domino’s gift voucher during Raksha Bandhan etc
🏷World pizza league during cricket World Cup
🏷All night delivery

✅Entering into Ready to cook products such as Pasta, Sauces etc

✅Tie-up with IRCTC

✅Company reported losses during Covid first time ever in June 2020 quarter. Introduced a new concept, Zero contact delivery.

✅Consistent growth in Sales, Profits and reserves

✅Announces a landmark agreement to bring Popeyes® to India, Bangladesh, Nepal and Bhutan

✅Introduces The Unthinkable Pizza- India’s first Plant-Protein Pizza 100% Vegetarian, 100% Chicken-Like!

✅Consistent Profitability (ROE 3Yr : 23%, ROCE 3 Yr : 25.7%)

✅Operating Margin 26%, Debtor days : 2

✅Consistent promoter holding (Promotor & Institutional Investors 93%)

✅Due to COVID, Organised food sector is growing rapidly because of its Brand and home delivery facilities

✅Increase in Online sales

❌Debt to equity : 1

❌Premium Valuation

🏷India is the second largest pizza market after USA