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Investor Relations14 Oct 2025
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Arca Continental (AC) investor relations material
Arca Continental Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary17 Jul, 2025
Executive summary
Delivered solid financial performance in Q2 and H1 2025, with Q2 revenue and EBITDA up 8% and 8.1% year-over-year, despite softer consumer sentiment and macroeconomic uncertainty in key markets.
Strategic initiatives, disciplined execution, and pricing strategies enabled margin protection and value share recovery.
All regions contributed to EBITDA growth, with the U.S. and South America showing particularly strong profitability improvements.
Maintained commitment to full-year guidance, expecting improved macroeconomic conditions and consumer sentiment in H2.
Financial highlights
Q2 consolidated revenue up 8% to Ps. 63,427 million, H1 revenue up 10.1% to Ps. 120,466 million, driven by pricing and FX effects.
Q2 consolidated EBITDA rose 8.1% to Ps. 13,155 million (margin 20.7%), H1 EBITDA up 9% to Ps. 23,802 million (margin 19.8%).
Q2 net income increased 1.2% to Ps. 5,467 million; H1 net income up 4.9% to Ps. 9,612 million.
Q2 total consolidated volume declined 2.7%, H1 volume down 2.9%.
Gross margin for Q2 was 46.9%; operating income for Q2 was Ps. 10,628 million, up 7.2%.
Outlook and guidance
Reiterated high single-digit consolidated revenue growth guidance for 2025, excluding FX effects.
Expects volume stabilization and margin recovery in main markets in H2, with pricing in line with inflation.
Management plans to strengthen presence across sales channels, enhance production and distribution, and focus on higher value-added products in H2.
Anticipates improved macroeconomic environment and consumer sentiment in H2.
Continued collaboration with customers and innovation in product offerings are expected to support growth.
How did Wise Snacks enhance consumer experience?
What drove still beverage growth in Mexico?
What is AC's debt maturity profile?
How will Mexico recover profitability this year?
Elaborate on US strategy for profitable packages.
What's the rationale behind Imperial acquisition?
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Next Arca Continental earnings date
Q3 202523 Oct, 2025
Next Arca Continental earnings date
Q3 202523 Oct, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Arca Continental S.A.B. de C.V. is a beverage company engaged in the production, distribution, and marketing of soft drinks, bottled water, and snack foods. It operates primarily in Mexico, the United States, and South America. The company is headquartered in Monterrey, Mexico, and its shares are listed on the BMV.
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