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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.
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Q2 2025 earnings summary24 Jul, 2025

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.

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Frequently asked questions

Grupo Bimbo S.A.B. de C.V. produces and distributes baked goods, snacks, and related food products. Its brands include breads, cakes, cookies, and tortillas sold across the Americas, Europe, Asia, and Africa. The company is headquartered in Mexico City, Mexico, and its shares are listed on the BMV.

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