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 sales and margin expansion were achieved in 2025, driven by strong execution, innovation, and accretive acquisitions across all regions. Despite FX headwinds and integration costs, profitability improved, and the outlook for 2026 anticipates continued margin gains and disciplined capital allocation.
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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 to mid-single-digit sales growth due to FX, with margin expansion expected in H2. Strategic investments, acquisitions, and ESG progress continue to drive long-term value.
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Record Q1 sales and high single-digit EBITDA growth were achieved, with Mexico and EAA leading performance. Guidance was revised to high single-digit sales growth and mid-single-digit EBITDA growth, reflecting FX headwinds and softer North America demand.
Fiscal Year 2024
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Record sales and adjusted EBITDA margin were achieved, led by strong growth in Mexico, EAA, and Latin America, while North America faced soft demand and restructuring costs. Strategic acquisitions and bakery closures support long-term margin expansion, with guidance reaffirmed for the 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.