Table of Contents
Domino’s India continues to deepen its delivery-led model, with the delivery channel’s share of revenue rising from 68.9% in Q1FY25 to 73.9% in Q2FY26. This steady shift reflects strong underlying demand, supported by robust delivery revenue growth that peaked at 29.7% YoY in Q3FY25 and remained above 20% through Q2FY26. 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, indicating subdued on-premise recovery despite expansion in overall network scale.
What It Means
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 and throughput, it also increases reliance on aggregator channels, which carry higher commission burdens and more variable fulfilment costs. To sustain profitability, Domino’s must continue optimising delivery efficiency, strengthening its own digital ecosystem, and repositioning dine-in as an incremental, margin-accretive channel rather than a core driver of traffic.
