Highlights

  • Network sales increased 17.9% to AUD 1,377.8mn in FY26.
  • The restaurant network reached 284 locations after 35 openings.
  • The completed US exit contributed to a group statutory loss including discontinued operations.

On 27 October 2026, Guzman y Gomez (ASX:GYG) was changing hands at AUD 25.78, down 1.57% at the time of writing during the Australian trading session. Guzman y Gomez operates in the retail and consumer services sector. Its 21 August 2026 company announcement provides the latest business and financial details discussed below. The intraday share movement is presented separately from those earlier company disclosures.

Results and Network Sales

The 21 August 2026 results announcement reported FY26 network sales of AUD 1,377.8mn, compared with AUD 1,168.5mn in FY25, an increase of 17.9%. Revenue from continuing operations rose 21.8% from AUD 427.1mn to AUD 520.4mn. These figures relate to the company’s continuing Australia Segment, including the Australian and Asian restaurant operations, rather than the discontinued United States business.

Profitability Measures

FY26 underlying EBITDA reached AUD 85.0mn against AUD 66.0mn in FY25, an increase of 28.7%. Underlying NPAT was AUD 53.4mn, compared with AUD 41.2mn, while statutory NPAT from continuing operations rose from AUD 30.8mn to AUD 40.6mn. Underlying EBITDA as a share of network sales moved to 6.2% from 5.7%, as reported in the announcement.

Restaurant Development

At 30 June 2026, the operator had 284 restaurants in Australia, Singapore and Japan. It opened 35 restaurants during FY26 and closed one. The Australian site pipeline included 117 restaurants with commercial terms agreed, with about 85% in a drive-through format. The company also reported adding 62 sites to its Australian development pipeline during the financial year.

Restaurant Unit Economics

Australian network restaurant margin was 20.3% in FY26 versus 20.1% in FY25. Drive-through locations recorded average restaurant margin of 21.6% and average unit volumes of AUD 6.9mn. Median franchisee restaurant margin was 20.8%, 90 basis points above the prior year, and median franchisee return on investment was reported as 47%. The company opened 19 Australian franchise restaurants during the year.

US Exit and Statutory Result

The company said its exit from United States operations was complete after deciding to close those operations in May 2026. Costs were at the lower end of the previously guided USD 30mn–40mn band. Including discontinued operations, statutory group NPAT was a loss of AUD 26.7mn, compared with a profit of AUD 14.5mn in FY25; this differs from continuing-operations profit.

Capital Allocation

GYG reported cash and term deposits of AUD 171mn and no debt at financial year-end. Following AUD 100mn of on-market share repurchases in FY26, it announced another AUD 100mn buyback. The FY26 fully franked total dividend was 48.0 cents per share, including a special dividend of 14.4 cents. These amounts were disclosed alongside its restaurant expansion plans.

Business Overview

The group operates quick-service Mexican-inspired restaurants through corporate and franchise channels, with the Australian business and Asian operations forming its continuing segment. The company distinguishes restaurant network sales from its own reported revenue, since network sales include activity across franchised restaurants. Restaurant openings, transaction frequency, margins and brand operations are central metrics in its public reporting.

Risks and Catalysts on Watch

Restaurant development depends on site availability, construction, staffing and franchising. Food input and labour costs may affect restaurant margins. The disclosed pipeline, new store performance and changes in demand remain measurable factors in future company updates.

Operating Figures in Context

For Guzman y Gomez (ASX:GYG), the published figures distinguish financial results for the identified reporting period from current market trading. Earnings measures such as statutory profit, underlying profit and EBITDA are not interchangeable, and the company’s announcement specifies which measures have been adjusted. Comparisons with FY25 relate to earlier reporting periods and should not be read as outcomes from the share-price session described in the introduction. The development programmes and targets disclosed by management are plans, with their eventual status to be established through later regulatory announcements.

Key Developments to Monitor

GYG’s financial report separates continued restaurant operations from the completed United States exit. Upcoming reports can be compared against the FY26 base of 284 locations and management’s 117-site Australian development pipeline. Expansion plans remain subject to site development and business execution.