Australia · Delayed Price · Currency is AUD Guzman y Gomez Earnings Call Transcripts
Fiscal Year 2026
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Exiting the U.S. market due to underperformance will result in a $30–40 million USD one-off impact, but will materially improve group earnings and support higher dividends and buybacks. The Australian business remains robust, with strong growth, a healthy pipeline, and upgraded EBITDA guidance of AUD 85 million.
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Network sales grew 18% year-over-year to AUD 682 million, with strong EBITDA growth and 14 new Australian openings. U.S. sales rose 67%, though losses are expected to increase slightly before improving in H2. Exclusive Uber partnership and AI-driven efficiencies support future growth.
Fiscal Year 2025
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Record FY2025 with AUD 1.2B network sales (+23%), strong EBITDA and NPAT growth, and a maiden dividend. Australia led with 9.8% comp sales and robust expansion, while the U.S. showed improving momentum. FY2026 guidance targets 32 new Australian stores and continued margin expansion.
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Strong first-half growth with network sales up 23%, revenue up 27%, and NPAT up 91% year-over-year. Australia led with 9.4% comp sales growth and robust expansion, while U.S. sales declined but actions are underway to improve performance. Guidance expects to exceed FY2025 profit forecasts.
Fiscal Year 2024
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The AGM highlighted strong financial growth, successful ASX listing, and major operational milestones, including expansion and digital innovation. No dividend was declared, with reinvestment prioritized. Shareholder engagement addressed governance, industrial relations, and proxy advisor feedback.
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Network sales reached AUD 960 million with 8.1% comp sales growth in Australia and strong digital and delivery performance. Underlying EBITDA rose 48% to AUD 39 million, and the company ended the year with AUD 295 million in net cash. FY 2025 guidance remains on track.