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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.Q2 2025 earnings summary29 Jul, 2025
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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Next Grupo Traxión earnings date
Q3 202528 Oct, 2025
Next Grupo Traxión earnings date
Q3 202528 Oct, 2025
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Frequently asked questions
Grupo Traxión, S.A.B. de C.V. operates as a transportation and logistics company in Mexico. The company provides a comprehensive range of services through three main segments: Mobility of Cargo, Logistics and Technology, and Mobility of Personnel. Its services include dry and refrigerated freight, intermodal and multimodal transport, national and cross-border distribution, warehousing, and logistics integration. Additionally, Grupo Traxión offers personnel and student transportation services, as well as special services like the rental of buses and vans for events, national and international moving services, and advertising solutions through customized transportation during marketing campaigns.S.A.B. de C.V. is headquartered in Mexico City, Mexico, and its shares are listed on the Mexican Stock Exchange.
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