Jubilant FoodWorks delivered what management repeatedly called a “dream quarter”, driven by strong delivery momentum, rapid store expansion, and a clear push into digital monetisation and AI-led marketing. The company, which operates Domino’s Pizza in India along with Popeyes, Hong’s Kitchen and COFFY, positioned its Q2FY26 performance as a validation of its delivery-first strategy.
CEO Sameer Khetarpal set the tone early in the call when he highlighted that the free-delivery strategy continues to anchor the company’s growth.
“Delivery channel revenue growth continues to be over 20%, demonstrating the lasting effectiveness of our free delivery initiative. Just to remind, it was launched five quarters ago and also the relentless focus on speed of delivery”, Khetarpal added.
For context, management positioned free delivery as a structural proposition in Q1FY26 as well, but Q2 shows that the model is now scaling across more cities and deeper customer segments.
The company framed the quarter as validation of its broader strategy: keep delivery at the centre, add stores in white spaces, launch premium product platforms, and build new digital revenue streams on top of rising app traffic.
Moreover, new customer additions on the Domino’s app accelerated this quarter, and dine-in continued to improve. At the same time, takeaway declined sharply as consumers shifted fully to free delivery. While Q1 hinted at this change, Q2 makes it clear that the shift away from takeaway is now permanent.
Jubilant also expanded its network meaningfully this quarter, taking the company past the 3,500-store mark globally.
Delivery Still Drives Everything
The call made one theme very clear: delivery continues to drive the business.
Khetarpal said the free-delivery strategy has fundamentally reshaped ordering patterns, adding, “Delivery, I mentioned, grew more than 20%. Dining grew 14% last quarter, and takeaway declined by 19%. That business will continue to decline for the very simple reason we are giving 20-minute and free delivery.”
Notably, Q1 had shown similar numbers but with softer commentary. Q2 shows management speaking with more conviction, suggesting the delivery-led model is not only stable but accelerating.
The Domino’s app continues to be the strongest customer funnel. Khetarpal pointed out that, “New customers typically start at a lower price point. We have grown very handsomely in our new customer acquisition rate… Any customer that we acquire, on an average, is repeating three times in a year.”
For context, Q1 also positioned the app as the anchor for customer acquisition, but Q2 adds scale through loyalty and repeat frequency.
Takeaway now serves a smaller strategic role, and management does not expect this decline to reverse as long as the free-delivery plus 20-minute promise stays core to the brand.
Digital Ads, AI Campaigns, and App Monetisation
Q2 marks one of the…
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