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Grupo Alfa (ALFAA) investor relations material
Grupo Alfa Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Completed first full quarter as a streamlined, global, branded food business after the Alpek spin-off and corporate simplification, with a rebranding initiative underway and a name change proposal to be presented to shareholders.
Achieved record quarterly revenues in Mexico, driven by selective price actions and resilient retail volume.
Board approved a $35 million dividend, bringing year-to-date dividends to $119 million.
Maintained a strong focus on shareholder returns and advanced sustainability initiatives, surpassing 80% responsible sourcing and improving S&P CSA rating.
Innovation recognized with Tastech® winning LATAM's Best Corporate Venturing Program for the second year.
Financial highlights
Third-quarter revenues reached a record $2.42 billion, up 8% year-over-year and 5% sequentially, mainly from price actions and stable volume.
3Q25 EBITDA was $245 million, down 11% year-over-year and 20% sequentially; comparable EBITDA was $250 million, down 10% year-over-year but up 2% sequentially.
Nine-month comparable EBITDA totaled $722 million, tracking in line with full-year guidance.
Net income for 3Q25 was $75 million, down from $242 million in 3Q24, mainly due to normalized taxes and absence of prior year non-recurring gains.
Net debt at quarter-end was $2.71 billion, up $22 million from 2Q25, mainly due to working capital and capex investments.
Outlook and guidance
Guidance for full-year EBITDA reiterated, with expectations for significant year-over-year growth in the fourth quarter and sequential improvement supported by revenue management and cost mitigation.
Anticipates continued improvement in turkey supply and cost, with raw material prices expected to ease in 2026.
Expects further business interruption insurance reimbursements in Q4, supporting results.
New product launches and innovation initiatives planned, including the GRILL HOUSE launch in the U.S. in 4Q25.
Explain the Alfa re-branding initiative's goal.
How is Sigma adapting to US private label growth?
Given expected raw material easing, what is the 2026 pricing strategy?
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Next Grupo Alfa earnings date
Q4 202519 Feb, 2026
Next Grupo Alfa earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Alfa S.A.B. de C.V. is a diversified conglomerate operating in petrochemicals, food, and telecommunications. Its key subsidiaries are active in manufacturing, refrigerated foods, and information technology services. The company is headquartered in Monterrey, Mexico, and its shares are listed on the BMV.
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