2025 Macquarie Australia Conference Presentation
Stock | Guzman Y Gomez Limited (GYG.ASX) |
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Release Time | 8 May 2025, 8:25 a.m. |
Price Sensitive | Yes |
2025 Macquarie Australia Conference Presentation
- Strong real estate capability generating a robust pipeline of 100+ AAA locations
- Franchise partnership is a core part of GYG's business model, expected to generate two thirds of FY26 network sales
- Investment for the long term, with G&A infrastructure built for scale and operating leverage
GYG's presentation outlines its vision, mission, and values, and provides an overview of the company's growth strategies. Key highlights include a robust pipeline of 100+ AAA real estate locations, enabling 4-5 new site additions per month, and a franchise partnership model expected to generate two-thirds of the company's FY26 network sales. GYG is also positioned for ongoing restaurant margin expansion, driven by a focus on volume growth, operational excellence, and quality commitment. The company is making long-term investments in G&A infrastructure to support scale and operating leverage. In the US market, GYG is focused on building brand awareness, improving guest experience metrics, and opening new locations. The company's guidance framework for the Australia segment outlines expectations for gross openings, franchise-corporate split, drive-thru-strip mix, corporate restaurant margins, franchise royalty rates, and G&A to network sales ratio.
GYG expects to exceed its FY25 NPAT prospectus forecast, supported by the drivers set out in the guidance framework. This includes gross restaurant openings of 40+ per annum in the medium term, with a franchise-corporate split of ~60:40 and a drive-thru-strip mix of ~85:15. Corporate restaurant margins are expected to reach ~17.8%, franchise royalty rates to increase to 8.3%, and G&A to network sales ratio to be ~6.7% in FY25.