)

Grupo Bimbo (BIMBOA) investor relations material
Grupo Bimbo Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Net sales reached a record Ps. 107,503 million for the second quarter, up 9.4% year-over-year, driven by growth in Mexico, Latin America, EAA, and recent acquisitions.
Operations outside the U.S. achieved record sales or EBITDA margin, while North America saw productivity gains and share recovery despite a challenging environment.
EBITDA margin contracted due to North American headwinds and transformation investments, but sequential sales growth and strategic investments position the company for long-term value.
Diversified model and innovation rate above 12% supported resilience and value creation.
Strategic acquisitions expanded presence to 39 countries, serving 76 countries worldwide.
Financial highlights
Gross profit rose 9.1% to Ps. 56,725 million; gross margin slightly contracted by 10 bps to 52.8% due to higher indirect and labor costs.
Adjusted EBITDA increased 6.7% to Ps. 14,897 million; margin contracted 30 bps to 13.9%.
Operating income declined 2.2% to Ps. 8,479 million; margin contracted 90 bps to 7.9%.
Net majority income fell 14.9% to Ps. 2,823 million, mainly due to lower operating income and higher costs.
Total debt closed at Ps. 157 billion, up from Ps. 151 billion at year-end 2024, mainly due to acquisitions and CapEx.
Outlook and guidance
Full-year sales growth guidance revised to mid-single digits due to a stronger peso.
Adjusted EBITDA margin expected to be flat to a slight contraction for the full year, with margin expansion anticipated in the second half.
Over US$2 billion investment planned in Mexico from 2025 to 2028.
CapEx guidance lowered to $1.3–1.4 billion, reflecting project execution pace.
Commitment to improve nutritional profile: 99% of daily products now free of artificial flavors and colorants; target for 100% compliance on added sugars, sodium, saturated and trans fats by end of 2025.
Next Grupo Bimbo earnings date

Next Grupo Bimbo 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