Capital AllocationBasic-Fit has changed its capital allocation strategy, with a cut in the number of new openings to 100 units in each of FY25E / 26E, which might impact growth prospects.
Guidance And ForecastsNew guidance for FY25E implies -1% below consensus for revenues, -8% for EBITDA, indicating potential challenges ahead.
Share Price MovementThe -20% share price movement reflects the uncertainty created by mixed messages around capital allocation.