AUS
NZ
UK
CA
USA
IND
Highlights
- GYG achieved 91.2% YoY net profit growth to AUD 7.3m in 1HFY25.
- The company plans to open 31 new restaurants in FY25, targeting a 60:40 franchise-to-corporate split.
- Franchise partnerships are expected to deliver two-thirds of network sales by FY26.
Guzman y Gomez Limited (ASX:GYG) is a Sydney-headquartered QSR chain offering fresh made-to-order Mexican-inspired cuisine. The company operates 210 restaurants across four countries since its 2006 launch and it was listed on ASX in June 2024.
In the first half of the financial year 2025 (1HFY25), GYG reported revenue of AUD 212.4 million, up 27% YoY from AUD 167.3 million, driven by the performance at existing locations, accelerated store openings and growing digital and delivery sales. Network sales grew 22.8% to AUD 577.9 million in 1HFY25 from AUD 470.7 million, while net profit reached AUD 7.3 million, marking a 91.2% YoY increase from AUD 3.8 million in 1HFY24. Meanwhile, EBITDA increased by 28% YoY.
Business Update
For the March 2025 quarter, GYG reported a year-on-year increase in total network sales to AUD 289.5 million, up 23.6%. Like-for-like sales in Australia rose 11.1%, supported by menu innovations, targeted promotions, and continued store expansion.
GYG revealed plans to initiate shareholder dividends for September 2025. During the quarter, the company added five new outlets, including three in Australia and two in the United States.
Company Outlook
In FY25, GYG plans to open 31 new restaurants in Australia, targeting a balanced mix of franchise and corporate outlets while aiming for a statutory profit after tax of AUD 6.0 million. The company projects corporate restaurant margins of 17.8%, with a franchise royalty rate of 8.3% and G&A costs at 6.7% of network sales.
The company expects franchise partnerships to contribute two-thirds of network sales by FY26, with a 60:40 franchise-to-corporate ownership split. The company’s real estate team oversees a pipeline of 100+ AAA sites, adding 4–5 new locations monthly to support sustained long-term growth.
Bottom of Form
Share performance of GYG
GYG shares rose by 0.51% to close at AUD 27.670 per share on 4 August 2025. Despite the intraday gain, over the past three and six months, GYG has seen declines of 13.34% and 30.62%, respectively. The stock is down 24.69% over nine months and 5.82% over the past year. The 52-week high for the stock is AUD 45.990, reached on 19 February 2025, while the 52-week low is AUD 26.530, recorded on 30 July 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 04 August 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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