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(JFL) Domino's Pizza JUBILANT FOODWORKS LIMITED Corporate Presentation June 2017 2 1 Overview of the Indian Food Service Industry 2 Overview of Jubilant FoodWorks Limited (JFL) 3 Domino’s Pizza – Journey & Overview 4 Dunkin’ Donuts – Journey & Overview 5 JFL Financial Highlights 6 Outlook 7 Annexures (Experienced Team, CSR Initiatives & Awards) Overview of Indian Food Service Industry 4 Format 2016 CAGR 2021 Rs 204.0 bn ---- Rs 509.5 bn Chained Market (7%) 20.1% (10%) Rs 810.8 bn ---- Rs 1,532.3 bn Standalone Market (26%) 13.6% (31%) Rs 2,076.4 bn ---- Rs 2,939.5 bn Unorganized Market (67%) 7.2% (59%) Rs 3,091.1 bn ---- Rs 4,981.3 bn Total (100%) 10.0% (100%) Chained Market projected to grow at 20% CAGR Source: India Food Services Report 2016- National Restaurant Association of India 5 Format 2013 CAGR 2016 CAGR 2021 Rs 15.2 bn ---- Rs 18.1 bn ---- Rs 29.1 bn Cafe (12%) 6% (9%) 10% (6%) Rs 55.0 bn ---- Rs 91.3 bn ---- Rs 246.7 bn Quick Service Restaurant (43%) 18% (45%) 22% (48%) Rs 39.5 bn ---- Rs 67.2 bn ---- Rs 172.5 bn Casual Dining Restaurant (31%) 19% (33%) 21% (34%) Rs 5 bn ---- Rs 5.3 bn ---- Rs 6.2 Cr Fine Dining Restaurant (4%) 2% (3%) 3% (1%) Rs 5.4 bn ---- Rs 10.7 bn ---- Rs 28.8 bn Pubs & Bars (4%) 25% (5%) 22% (6%) Rs 7.8 bn ---- Rs 11.6 bn ---- Rs 26.4 bn Frozen Dessert (6%) 14% (6%) 18% (5%) Rs 127.9 bn ---- Rs 204.0 bn ---- Rs 509.5 bn Total (100%) 17% (100%) 20% (100%) QSR segment is projected to grow at 22% would stand as 48% of total chained market Source: India Food Services Report 2016- National Restaurant Association of India 6 Pro-growth Demographics (increased youth Higher disposable / population, nuclear family & discretionary income more working women) Growth driven by Greater digitization urbanization Changing consumer Growth in chained preferences – retail widening exposure to new cultures and cuisines India an attractive Business potential in transit proposition for global locations players – more choices for consumers Large consumption growth relative to emerging and developed markets 7 Consistent quality of Rising Focused & product Execution & Focus on aspiration Prudent Value for integrated with finger delivery of hygiene and of using roll-out money approach on strategy sanitation branded customer’s products pulse Evolving according to the needs of the consumer, leading to growth 8 On the pedigree of the global brand Capitalising The palette with local flavors Customising New products on a regular basis Introducing A unique model through home delivery & dine-ins Developing Operational excellence- consistency of product and service Delivering On enticing customers with evolving mktg strategies Focusing Systematic approach to deliver sustainable growth Overview of Jubilant FoodWorks 10 o Founded in 1960 o Founded in 1950 Presence Across o More than 14,000 franchised and Company- o More than 12,200 restaurants in more than Countries owned Restaurants in more than 85 45 countries international markets Beginning of Restaurants in o 1st restaurant operated in India in Mar’96 o 1st restaurant operated in India in Apr’12 India Presence in India o 1,127 restaurants across 265 Indian cities* o 60 Restaurants across 16 Indian cities* o India is currently the biggest market for Domino’s Pizza outside the United States Contract Details o Exclusive right to open Domino’s Pizza o Exclusive right to operate and develop restaurants in India, Sri Lanka, Bangladesh Dunkin’ Donuts restaurants in India. The and Nepal agreement is for a period of 15 yrs, till o Current franchising agreement till December February 2026 with the option of renewal 2024 with right of renewal for another 10 for 10 yrs, with first right of refusal for Sri * As of May 29, 2017 years Lanka, Nepal & Bangladesh Accumulated learning's to drive ramp-up in Domino’s Pizza & Dunkin’ Donuts 11 Consumer Robust Driven by Focus and Integrated Operational Innovative Supply Excellence Marketing Chain Continuous Systems Human Innovation Resource Robust Project Management Corporate Investments Management driving growth Governance in Competency Mechanism Technology Delivering consistency in product and services to delight our customers 12 ROBUST INFRASTRUCTUR E OPERATIONAL EXCELLENCE Delivering consistency in product and services to delight our customers 13 Food Safety and Quality Assurance • Training on standards of Food safety and Quality • Regular QA Assessment • Third party assessment through NABL Accredited agency • Regular compliance checks of food processes as per FSSAI guidelines • Continual surveillance assessment of restaurants under ISO 22000 certification • Stringent selection & • Training of staff and monitoring process of new managers on comprehensive and existing suppliers based @ Restaurant standards of Food safety and on key performance Level Quality indicators for Quality and • Stringent sampling of all raw Food Safety requirements materials & COA approach • Food ingredient suppliers are acceptance FSMS certified Food Safety • Comprehensive analysis of • Moving all vendors towards and Quality Food products as per FSSAI FSMS certification Assurance guidelines • NABL Accredited Third Party • Regular food quality and Assessments Initiation for safety QA assessments Core ingredient supplying @ Supply @ Commissary based on FSSAI Schedule 4 Food Vendors Chain level Level requirements • Alliances with all vendors to • Implemented FSMS (ISO continuously enhance Quality 22000 ) certification in 5 and Food safety norms and Commissaries comply regulations 14 Vendors and Central Location Partners COLD CHAIN TRUCKS at 1-40 C COLD CHAIN TRUCKS at 1-40 C Restaurants Raw Restaurant Materials s * As of 29 May 2017 Under Construction An integrated supply chain for Domino’s Pizza and Dunkin’ Donuts adapted to Indian conditions; well-equipped to deal with geographic and demand expansion 15 Guest Delight Manager (Restaurant Manager) is Assist Pre defined treated as Employees in growth path for CEO of the encouraging every Team Restaurant excellence Member educational growth Reward & Recognition with Learning & Variable Professional Incentives bring Development and motivation Training Whistle Blower Fun at work institutionised at every restaurant/ office Team members act as brand ambassador imbibing JFL’s values, ethics and culture 16 Institutionalised Composition of Board with Whistle Blower Professional Acumen Mechanism Nurturing Enterprise Robust Audit and Risk Management Corporate Review Mechanism Governance Mechanism Code of Conduct/ Established Internal No Gift Policy Control Mechanism Truly inculcated mechanism of corporate governance 17 Customer level Commissary / Supply chain level Customer Relationship Management ( CRM ) Oracle Transport management – Optimizes GPS enabled deliver vehicles – to track route/ load efficiencies for supplies from vehicle movement commissary to stores COGNOS – system aids in OLO/mobile app /Voice ordering – for ease procurement planning of ordering SAP – for accounting and Supply Chain systems/ ERP GPS on commissary truck – Enables tracking trucks and monitoring factors like temperature compliance Barcoding – for efficient stock management Automation – Implementation of sensor doors, use of technology for temperature compliance, picking trolley ARIBA – tool for vendor management Restaurant level Organizational Level OLO/mobile app /Voice ordering – for ease Energy management system – tool to of ordering optimize energy usage LMS – Learning management System – non SAP – Accounting and Supply Chain related - trainer based learning at restaurants ERP GRC – Governance Risk and Compliance tool Biometric device – tracking of employee Energy management system – tool to attendance, helps improving productivity, optimize energy usage I Manage – Mobility, Ease of Compliance, Socialization, automation of transactions, say confirmation Hyperion – tool for financial planning Integration of technology across levels to drive efficiencies & enhance growth opportunities 18 3 Negotiate 5 With landlords Average restaurant opening/ construction Handover of restaurant time is between 35-45 2 to contractor for days from the date of interiors possession of premises for a new restaurant 4 Construction/ Purchase and installation of location machinery 6 Operational and Financial Diligence Legal due diligence and agreement sign off with landlords 1 7 Training of team members Local advertisement (distribution of Identify new Restaurant flyers, regional restaurant opening media coverage) location 8 ROI/Payback period analysis undertaken prior to opening a restaurant 19 Pizza Mania Extremes Chef’s Favourite Range of coffees Paneer Product Innovation Burger Pizza Choco Pizza Quattro Formag gi Burst DunkyDoos Crust • Open Kitchen Design Innovation • Flexible Seating • Heritage Wall Technology Innovation Innovating to keep the excitement alive 20 National Marketing Local Store Marketing (LSM) . Television . Door Hangers . Print Media & Radio . Flyers (including regional language) . Customer lifecycle management programme . Emotional positioning of ‘Yeh hai Rishton ka . Innovative BTL activation Time’ (restaurant targeted) . Innovative new product development and launches Customer Relationship Digital Marketing Management • More than 6.4 • “One to one” million Facebook marketing utilizes fans information from point-of-sales • 147k followers on software system to Twitter provide relevant customized • More than 13.0 mn communication/ views for video of offers to consumers Domino’s Pizza India on YouTube Domino’s Pizza –Overview 22 Striking an emotional chord with consumers
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