Motilal Oswal - MOSL: Morning India (3/September/21): 1. Jubilant Foodworks - Annual Report (Building on strengths, growth prospects buoyant); 2. LT Technology (Upbeat FY25 aspiration led by strong demand outlook)

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MOSL: Morning India (3/September/21): 1. Jubilant Foodworks - Annual Report (Building on strengths, growth prospects buoyant); 2. L&T Technology (Upbeat FY25 aspiration led by strong demand outlook)

MOrning India (3/September/21): 1. Jubilant Foodworks - Annual Report (Building on strengths, growth prospects buoyant); 2. L&T Technology (Upbeat FY25 aspiration led by strong demand outlook)

Today’s top research idea

Jubilant Foodworks - Annual Report: Building on strengths, growth prospects buoyant

Jubilant FoodWorks' FY21 annual report highlights the management's efforts to stay ahead of its peers and reap the tremendous opportunities in the Indian QSR space. The company is strengthening its technological moat to enhance its lead over QSR peers and aggregators.
Improving its pre-order experience, usage of Hindi and regional languages, and setting up of its analytics and insights division are some of the efforts on this front.
Macro factors favoring delivery are extremely strong. Robust growth in urban and rural internet penetration is likely to be boosted further by the launch of 5G technology.
Online ordering is growing strongly, even in smaller centers. As a result, delivery and takeaway will be the key drivers of SSSG in the next few years, even when dine-in recovers.

03/09/2021 EN

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Motilal Oswal

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MOSL: Morning India (3/September/21): 1. Jubilant Foodworks - Annual Report (Building on strengths, growth prospects buoyant); 2. L&T Technology (Upbeat FY25 aspiration led by strong demand outlook)

MOSL : HOME FIRST FINANCE COMPANY: Earnings in-line with sustained improvement in asset quality

MOSL : SHOPPERS STOP: Ticking the right boxes

MOSL : ERIS LIFESCIENCES: Enhanced efforts toward product launch-related activities

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