Mexico · Delayed Price · Currency is MXN Kimberly-Clark de México, S. A. B. de C. V. Earnings Call Transcripts
Fiscal Year 2026
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Record quarterly revenue and double-digit profit growth driven by consumer products and cost efficiencies. Margins remain strong despite raw material volatility, with price increases and disciplined promotions supporting outlook.
Fiscal Year 2025
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Q4 2025 saw 2.1% sales growth and 23% higher EPS, driven by consumer products and cost savings. Strong cash flow enabled debt repayment, dividends, and buybacks, while 2026 guidance is optimistic amid ongoing cost tailwinds and innovation plans.
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Net sales grew 2% year-over-year, with consumer products up 5% and margins stable despite a weak consumer environment. Cost savings and innovation supported share gains, while lower input costs and a stronger peso are expected to boost margins in 2026.
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Quarterly sales hit a record but remained flat year-over-year, with margins pressured by higher costs and FX. Strategic actions and innovation are expected to drive growth and margin improvement in the second half as cost pressures moderate.
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First quarter sales were flat year-over-year, with margins pressured by FX and raw material costs but remaining within target ranges. The company is entering the pet food market and expects growth to accelerate in the second half, supported by innovation and selective price increases.
Fiscal Year 2024
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Record annual sales and EBITDA were achieved despite FX and cost pressures, with strong consumer product volumes and robust cost savings. 2025 will bring challenges from a higher exchange rate and economic slowdown, but targeted price increases, innovation, and efficiency initiatives are expected to support margins and growth.
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Q3 2024 saw 3.8% sales growth, strong margins, and robust exports despite FX and cost headwinds. Sequential sales and volume improvements are expected in Q4, with further cost savings, innovation, and higher dividends and buybacks planned for 2025.
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Record sales, EBITDA, and net income were achieved, with strong margins and cost savings. Price increases in tissue offset pulp cost pressures, while innovation and logistics investments support future growth. Margins are expected at the high end of the target range for 2024.