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 rose 18% to AUD 682 million, with strong EBITDA growth and robust franchisee returns. Guidance for FY26 is reaffirmed, with 32 new Australian openings and margin targets maintained. U.S. growth continues, though losses are expected to rise slightly before improving.
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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First half FY2025 saw 23% network sales growth, 91% NPAT increase, and strong comp sales in Australia, Singapore, and Japan. Guidance for FY2025 is above prospectus, with margin expansion expected despite higher delivery and value menu sales.
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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FY24 saw strong network sales growth, margin expansion, and robust franchisee returns, with digital and menu innovation driving performance. FY25 is off to a strong start, with comp sales up 7.4% and a solid pipeline for new openings, supporting confidence in meeting guidance.