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Kimberly-Clark de México (KIMBERA) investor relations material
Kimberly-Clark de México Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales reached $13.4 billion pesos, up 2% year-over-year, with consumer products growing 5% and away-from-home flat.
Net income for the quarter was $1.7 billion pesos, with EPS of $0.56.
Cost reduction program delivered $500 million pesos in savings, mainly at the cost of goods sold level.
Gross profit margin improved 50 basis points sequentially to 38.7%, but operating profit and EBITDA declined 4% and 3% year-over-year, respectively.
Volume was flat overall, with 1% growth in consumer products and a 15% decline in export sales due to a 32% drop in hard-roll sales.
Financial highlights
EBITDA was $3.4 billion pesos, representing a 25% margin.
Operating profit decreased 4% year-over-year to $2.85 billion pesos, with a margin of 21.3%.
Net income declined 8% year-over-year; EPS was $0.56 compared to $0.59 last year.
Cost of goods sold increased 3% year-over-year; SG&A rose 4% and was up 30 basis points as a percentage of sales.
Net interest expense increased to $401 million pesos, and a $3 million FX loss was recorded.
Outlook and guidance
Lower input costs and a stronger peso are expected to be tailwinds in Q4 and 2026.
Margins are expected to improve from current levels, with 2025 seen as a trough for EBITDA margin.
No further FX hedges are planned; cost benefits from lower raw materials will be more visible in 2026.
Strategic focus on innovation, mix management, and selective pricing to drive growth.
Positive sequential trends in net sales and profit recovery continue.
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