Delivery channel now contributes nearly three-fourths of revenue, rising from 64.3% in Q1FY24 to 73.9% in Q2FY26. This shift reflects strong underlying demand and sustained aggregator growth, while dine-in remains structurally challenged.
Domino's India continues to deepen its delivery-led model, with the delivery channel's share of revenue rising from 64.3% in Q1FY24 to 73.9% in Q2FY26. This steady 10-quarter shift reflects strong underlying demand, supported by robust delivery revenue growth that peaked at 29.7% YoY in Q3FY25.
Order momentum has followed a similar trajectory, with 23.7% YoY growth underscoring greater frequency, broader usage occasions, and sustained dominance of aggregators. In contrast, Domino's dine-in channel has remained largely flat year over year, becoming a margin-accretive complement rather than a growth driver.
Consistent 9.6pp expansion over 10 quarters. Revenue growth peaked at 29.7% YoY, sustained above 20% through Q2FY26. Driven by aggregator penetration and convenience-first ordering.
Share declining steadily; flat YoY performance despite store expansion. Network scale not translating to traffic. Becoming margin-accretive complement, not margin driver.
Transition from balanced dine-in/delivery brand to predominantly off-premise, convenience-driven platform. Higher aggregator reliance increases commission burden and reduces pricing control.
The rising delivery mix highlights a structural evolution in Domino's operating model — from a balanced dine-in/delivery brand to a predominantly off-premise, convenience-driven platform. While delivery growth brings scale, it also increases reliance on aggregator channels with higher commission burdens.
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