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Coca-Cola FEMSA (KOF) investor relations material
Coca-Cola FEMSA Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary23 Jul, 2025
Executive summary
Revenue grew 5% year-over-year in Q2 2025 to MXN 72.9 billion, despite a 5.5% decline in consolidated volume, with majority net income down 5.3% to MXN 5.3 billion.
Operating income remained flat at MXN 9.7 billion, with margin down 60 bps to 13.4%; adjusted EBITDA fell 3.8% to MXN 13.4 billion, and EBITDA margin contracted 160 bps to 18.4%.
The company issued $500 million in senior notes due 2035 and paid a Ps. 3,865.5 million dividend installment.
Included in FTSE4Good sustainability indices for the tenth consecutive year, with improved ESG score.
Financial highlights
Q2 2025 revenues: MXN 72.9 billion (+5.0% YoY); gross profit: MXN 33 billion (+3.4% YoY); operating income: MXN 9.7 billion (+0.2% YoY).
Consolidated volume down 5.5% year-over-year; Mexico volume declined 10%, Brazil down 1.5%, Colombia down 2.8%, Argentina up 11.9%, Guatemala up 1.6%.
Gross margin contracted 70 bps to 45.3%; operating margin contracted 60 bps to 13.4%.
Adjusted EBITDA for Q2: MXN 13.4 billion (-3.8% YoY); for six months: MXN 26.6 billion (+2.4% YoY).
Net income attributable to equity holders: MXN 5.3 billion (-5.3% YoY); EPS: MXN 0.32.
Outlook and guidance
Cautiously optimistic for Mexico in the second half, planning for a conservative scenario due to declining personal consumption and remittances.
Expect sequential improvements in South America margins, especially with the full recovery of the Porto Alegre plant in Brazil.
CapEx to remain at 8–9% of net sales, with structural capacity investments continuing, while volume-linked CapEx is adjusted downward as needed.
FX hedging for 2025 covers 50–80% of dollarized raw material needs, with Mexico and Colombia at the higher end.
Management remains confident in long-term perspectives and plans to continue investing in capacity and capabilities.
Explain the impact of Juntos v4.0 on user engagement.
How will KOF address softer macro in Mexico?
Detail the use of proceeds from senior notes.
How does Juntos+ Advisor boost sales force?
Mexico: What's the outlook on personal consumption?
Detail South America's EBITDA margin decline.
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Next Coca-Cola FEMSA earnings date
Q3 202524 Oct, 2025
Next Coca-Cola FEMSA earnings date
Q3 202524 Oct, 2025
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Frequently asked questions
Coca-Cola FEMSA S.A.B. de C.V. is the largest franchise bottler of Coca-Cola products in the world by volume. The company produces, markets, and distributes a variety of non-alcoholic beverages, including soft drinks, juices, and bottled water, under the Coca-Cola brand. Operating across several countries in Latin America and parts of Southeast Asia, Coca-Cola FEMSA serves retailers, wholesalers, and other commercial customers. In addition to its Coca-Cola portfolio, the company distributes beverages under other brand agreements within its territories. The company is headquartered in Mexico City, Mexico, and its shares are listed on the BMV.
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