Guzman y Gomez (ASX: GYG) reported a 29.7% rise in underlying net profit after tax to $53.4 million for the year ended June 30, 2026, as the company accelerated its drive-thru expansion and expanded its Australian footprint.
Network sales climbed 17.9% to $1.378 billion, driven by a 5.3% comparable sales increase in Australia and growth in Singapore and Japan. Underlying earnings before interest, tax, depreciation and amortisation rose 28.7% to $85.0 million, while underlying earnings per share increased 33.9% to 52.1 cents. The board declared a fully franked dividend of 48.0 cents per share, including a 14.4 cent special dividend.
The company opened 32 new restaurants in Australia during FY26, bringing its total to 284 locations globally. Drive-thru sites now account for 143 of its Australian restaurants, up from 117 in FY25, with average unit volumes rising to $6.9 million. Corporate restaurant sales grew 22.1% to $439.2 million, while franchise revenue increased 16.3% to $91.5 million. Median franchise ROI remained strong at 47%, with margins expanding to 20.8%.
Digital and delivery channels contributed 49% of total sales, up from 46% in FY25, as the GYG app became the first Australian quick-service restaurant available on Apple CarPlay. Menu price growth was kept below 2%, with limited-time offers including the $4.80 BBQ Chicken Double Crunch taco.
GYG exited the U.S. market in FY26, incurring a $67.3 million loss from discontinued operations, within its guided range of $30–40 million. The company expects cash exit costs to total no more than $15 million, with only $3 million incurred in FY26. Shareholder returns totalled $120 million, including $100 million deployed in on-market share buybacks.
For FY27, GYG plans to open 35 new restaurants in Australia, with underlying EBITDA margins expected to expand to 6.7–6.9% of network sales. Medium-term targets include 40 annual openings in Australia, an 85:15 drive-thru-to-strip mix, and underlying EBITDA margins of approximately 10% of network sales.
