)
Alicorp (ALICORC1) investor relations material
Alicorp Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 saw consolidated revenue rise 14.4% year-over-year to S/ 3,122.8 million, driven by strong volume growth in Aquafeed and B2B, and the acquisition of Cabonería Wilson in Ecuador for $125.5M.
Adjusted EBITDA increased 8% year-over-year to S/ 467M, with margin at 15%, while net income was S/ 174.6M and EPS S/ 0.281.
CEO Álvaro Correa steps down; Gonzalo Uribe to assume CEO role from November 1, 2025.
Political transitions in Peru and Bolivia noted, but Peru's macroeconomic fundamentals remain stable.
Financial highlights
Adjusted gross profit for Q3 2025 reached S/ 798.4M, up 6.4% year-over-year, with gross margin at 25.6%.
Adjusted EBITDA was S/ 467M, up 8% year-over-year; margin at 15%, down 0.8pp year-over-year but stable sequentially.
Refinería del Espino contributed $60M in gross profit; Consumer Goods Peru volume up 8%, organic growth 2%.
ACOFiT EBITDA reached $36M, up 74% year-over-year, with a 36% increase in sales volume.
Net cash from operating activities for the nine months was S/ 1,428M, down S/ 87M year-over-year.
Outlook and guidance
Full-year 2025 revenue growth expected at 14–16%, adjusted EBITDA growth ~10%.
Net debt to adjusted EBITDA ratio guided at 2.1x–2.0x; capex for 2025 around $67M.
Guidance includes effects of share buyback and dividend distribution, pending shareholder approval.
Management focused on efficient working capital and strategic discipline to sustain cash generation and healthy leverage.
Next Alicorp earnings date
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)