AUS
NZ
UK
CA
USA
IND
Highlights
- In FY25, Guzman y Gomez recorded a 23% year-on-year increase in global network sales.
- GYG reported net profit after tax of AUD 14.5 million in FY25.
- For FY26, Guzman y Gomez plans to open 32 new restaurants across Australia.
Guzman y Gomez Limited (ASX:GYG) is an Australian quick-service restaurant chain specialising in fresh, made-to-order Mexican-inspired dishes. Founded in Sydney in 2006, the brand has grown to operate more than 250 outlets across four countries.
Financial Performance
For the financial year 2025 (FY25), GYG generated global network sales of AUD 1,180.7 million, representing a 23.0% YoY increase compared to AUD 959.7 million in FY24. In FY25, revenue rose to AUD 436.0 million, while pro forma EBITDA grew to AUD 65.1 million, up 45.5% YoY from AUD 44.80 million in FY24, reflecting improved operating leverage from sales growth.
Segment underlying EBITDA reached AUD 52.8 million, translating into profit before tax of AUD 29.2 million and net profit after tax of AUD 14.5 million in FY25, a 151.8% YoY increase from AUD 5.70 million in FY24. The growth was primarily driven by like-for-like sales and an accelerated restaurant rollout, with the company opening 39 new restaurants globally, including 32 in Australia.
Business Update
On 13 November 2025, the GYG Board reaffirmed its confidence in the company’s long-term strategy and highlighted the previously announced on-market buyback of up to AUD 100 million, noting the debt-free balance sheet and cash generation. From FY26, the Board plans to implement both interim and final dividends, reflecting a commitment to returning capital while supporting network growth.
In the first quarter for financial year 2026 (Q1 FY26) update on 9 October, GYG reported global network sales of AUD 330.6 million, up 18.6% YoY, driven by continued restaurant expansion and positive like-for-like sales. Comparable sales increased 4.0% in Australia and 6.7% in the US, with five new restaurants opened globally, bringing the total network to 261 sites. The Board also approved the on-market share buyback of up to AUD 100 million, balancing capital returns with capacity to fund further restaurant growth.
Key Negatives
For FY25, GYG’s EBITDA margin was 13.9%, below the industry median of 25.7%. The net margin stood at 3.1% in FY25, compared with the industry median of 14.7%.
Business Outlook
For FY26, GYG plans to open 32 new restaurants in Australia, comprising 20 franchised and 12 corporate sites. Of these, 23 are expected to be drive-thru locations and nine strip sites, aligned with a long-term opening pace of around 40 restaurants per year, with a greater proportion from drive-thru formats.
The Australia segment underlying EBITDA margin is guided at 5.9–6.3% of network sales in FY26, compared with 5.7% in FY25, with a longer-term margin outlook of approximately 10%, reflecting operating leverage, changes in restaurant mix, higher effective royalty rates, and dilution of general and administrative costs as sales increase.
Share performance of GYG
GYG shares closed at AUD 23.23 on 1 December 2025, recording an intraday drop of 1.65%. Over the past year, the stock has declined by 46.01%, 23.20% over six months and a 32.49% over nine months. The three-month performance also recorded a decline of 8.90%, while the stock is down 13.06% over the past month.
The 52-week high for GYG is AUD 45.990, reached on 19 February 2025, and the 52-week low is AUD 21.085, recorded on 21 November 2025.
Support and Resistance Summary
Note 1: Past performance is neither an Indicator nor a guarantee of future performance.
Note 2: The reference date for all price data, and currency, is 01 December 2025. The reference data in this report has been partly sourced from EODHD/Others.
Technical Indicators Defined:
Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock.
Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock.
Disclaimer
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