• Significant financial momentum with 23% revenue growth and 44.9% increase in NPAT
• Robust performance in Australia with 6.1% EBITDA margin and strong franchise economics
• Continued progress in the US with improved labour productivity and brand positioning
• Solid pipeline of new restaurants with over 85% being drive-thru format

Guzman Y Gomez Limited (GYG) has reported a strong performance across key financial and operating metrics for the 1H26. The company delivered 23% revenue growth and a 44.9% increase in NPAT compared to the prior corresponding period. The Australia segment continued to perform well, with a 6.1% EBITDA margin and exceptional franchise economics, including a 48% median franchisee ROI. In the US, the company made strategic progress, with sales growth, improved labour productivity, and strengthened supply chain and culinary initiatives. GYG maintained its FY26 outlook for the Australia segment, expecting to deliver strong sales growth through network expansion, menu innovation, daypart expansion, operational excellence, marketing, and delivery and digital. For the US, the company expects continued improvement in labour productivity, corporate restaurant margins, and reduced losses in the second half of FY26. GYG's balance sheet remains strong, supporting the company's continued network expansion, with a robust pipeline of new restaurants, over 85% of which are drive-thru format.

GYG expects the Australia segment to deliver EBITDA margin of 6.0-6.2% of network sales in FY26, revised from the previous guidance of 5.9-6.3%. The company expects to open 25 new restaurants in Australia in FY26, comprising 14 franchise and 11 corporate restaurants, with 19 drive-thru and 6 strip format.