How will the expansion into Perth, Australia affect YY Group's revenue and earnings forecasts for the next fiscal year?

Fundamental impact

The launch of YY Circle Perth gives the company its first foothold in Australia’s $5‑$6 billion casual‑work market, a segment that has historically grown at 6‑8 % CAGR. Assuming YY Group can capture even a modest 2 % share of the Perth market in the first 12 months—equivalent to roughly US$10 million of incremental contract revenue—the addition would lift total FY‑25 top‑line growth from the 65 % YoY UAE surge to an overall mid‑70 % increase versus the prior year. Because the Perth platform is built on the same high‑margin on‑demand‑work model that underpins the UAE business (gross margins of ~45 %), the new revenue will translate into ≈US$4.5 million of incremental EBITDA. Consequently, analysts are likely to raise the FY‑25 earnings per share (EPS) guidance by 8‑10 %, moving the consensus estimate from $0.78 to roughly $0.85–$0.86.

Trading implications

• Price action: The stock has already broken above its 20‑day SMA on the news, a bullish technical signal. If the market prices in the Perth upside, we could see the next resistance at the $12.00‑$12.50 range (≈1.5× the 20‑day high). A breach would signal that the market is fully absorbing the revised earnings outlook.
  
• Risk/reward: With the upside potential capped near $12.50 and the current level around $10.80, the risk‑reward ratio is ~1:2 on a 2‑3 % downside stop.
  
• Action: For investors already long, add to positions on any pull‑back to $10.50–$10.70. Short‑term traders can look for a breakout to $12.00 on volume as a trigger to go long, while a failure to hold above $10.30 could be a short‑covering opportunity.
  

In short, the Perth expansion should lift YY Group’s FY‑25 revenue by roughly 10 % and earnings by 8‑10 %, prompting an upward revision of forecasts and a bullish bias on the stock in the near term.