Guzman y Gomez Posts Record Half-Year Profit as Drive-Thru Expansion Accelerates

An update from Guzman y Gomez Ltd. ( (AU:GYG) ) is now available.

Guzman y Gomez reported record first-half FY26 earnings, with global network sales up 18.0% to $681.8 million and group segment underlying EBITDA rising 23.3% to $33.0 million, underscoring strong operating leverage. The Australia segment, which includes Singapore and Japan, delivered $673.6 million in network sales and 30.0% growth in segment underlying EBITDA to $41.3 million, while NPAT climbed 44.9% to $10.6 million and the company maintained a debt-free balance sheet with $236.4 million in cash and term deposits.

The fast-growing chain opened 17 new restaurants in the half, taking its global footprint to 272 sites, and plans to open 32 new outlets in Australia in FY26, supported by a robust pipeline of 108 secured locations, more than 85% of which are drive-thru. Strong restaurant-level economics, including 9.8% sales growth and margins above 21% at Australian franchise stores and even higher sales and margins at drive-thru outlets, reinforce management’s confidence in accelerating the network rollout and support a fully franked interim dividend of 7.4 cents per share for shareholders.

The most recent analyst rating on (AU:GYG) stock is a Hold with a A$19.50 price target. To see the full list of analyst forecasts on Guzman y Gomez Ltd. stock, see the AU:GYG Stock Forecast page.

More about Guzman y Gomez Ltd.

Guzman y Gomez Ltd. is a fast-casual Mexican restaurant group with a primary focus on made-to-order, fresh food served at speed. The company operates a growing global network, with its core market in Australia and additional restaurants in Asia and the U.S., and is increasingly prioritising drive-thru formats as a key pillar of its expansion strategy.

Average Trading Volume: 234,495

Technical Sentiment Signal: Sell

Current Market Cap: A$2.02B

See more data about GYG stock on TipRanks’ Stock Analysis page.