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Grupo Traxión (TRAXIONA) investor relations material
Grupo Traxión Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Completed the strategic acquisition of Solistica, expanding footprint in Mexico and cross-border markets, positioning as a logistics leader and expected to deliver significant synergies, including a 50%+ increase in 3PL warehouse area.
Integration of Solistica expected to deliver significant synergies and efficiencies, with benefits visible in the second half of the year.
Revenue declined 6.9% year-over-year to Ps. 6,864 million in 2Q25, mainly due to lower volumes in logistics and technology from tariff-related uncertainty and shipment reconfiguration.
Faced a challenging quarter due to temporary volume disruptions from tariff uncertainty, but early signs of normalization are emerging.
Net income dropped 73.4% to Ps. 59 million, impacted by lower operating income and higher foreign exchange losses.
Financial highlights
Revenue per kilometer increased 12% year-over-year, despite a 9.5% decrease in total kilometers and a 3.2% reduction in fleet.
EBITDA fell 4.4% to Ps. 1,204 million, but margin expanded 40 bps to 17.5% due to efficiency measures.
Operating income and EBITDA grew over 10% in some segments, with margin expansion of 128 basis points compared to the same quarter last year.
Net operating cash flow increased 7.9% to Ps. 668 million; CapEx was Ps. 552 million, down 17.9%.
Recorded a MXN 64 million FX loss this quarter, compared to a MXN 56 million gain last year due to currency fluctuations.
Outlook and guidance
Revenue growth for 2025 expected between 14% and 16%, with EBITDA margin guidance of 16–17%.
CapEx for 2025 projected at MXN 2.4 billion, focused on organic growth and fleet renewal.
Leverage ratio anticipated to remain around 2.2x by year-end, similar to pre-acquisition levels.
Organic revenue growth (excluding Solistica) expected at 4%, with organic EBITDA margin at 18.5%.
Solistica operations to be consolidated from July 1, 2025, expected to boost revenue base.
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