Mexico · Delayed Price · Currency is MXN Grupo Bimbo Earnings Call Transcripts
Fiscal Year 2026
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Record Q1 net sales and EBITDA margin were achieved, with all regions growing and North America returning to positive sales growth. Guidance was raised for local currency sales and EBITDA margin, despite FX and inflation headwinds, while strategic acquisitions and divestments supported results.
Fiscal Year 2025
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Record 2025 results featured margin expansion, strong sales in Mexico, and robust growth in EAA, offsetting North America softness. Strategic acquisitions and disciplined execution drove profitability, while 2026 guidance anticipates stable margins and local-currency growth despite FX headwinds.
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Q3 saw sales and EBITDA growth, margin expansion in North America, and resilience in Mexico and Latin America despite FX and consumption headwinds. Recent acquisitions boosted results, and guidance for mid-single-digit top-line growth and stable margins is maintained.
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Sequential sales growth acceleration and record margins outside the U.S. offset North American softness. Guidance revised due to FX, with margin expansion expected in H2. Strategic investments, acquisitions, and innovation continue to drive long-term growth.
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Record Q1 sales and high single-digit EBITDA growth were achieved, with margin expansion in Mexico and strong gains in Latin America and EAA. Guidance was revised downward due to FX and North America softness, but the company remains confident in long-term growth and ongoing transformation benefits.
Fiscal Year 2024
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Record sales and adjusted EBITDA margin were achieved, driven by strong performance in Mexico, EAA, and Latin America, offsetting softness in North America. Strategic investments, acquisitions, and productivity initiatives continue, with guidance reiterated for the full year.
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Record Q2 Adjusted EBITDA margin of 14.2% was driven by strong Mexico and EAA results, offsetting North America softness. Guidance for flat to low single-digit top-line and EBITDA growth is reiterated, with margin expansion expected in H2.