Sigma Foods (SIGMAF) investor relations material

Market position and scale

• Among top branded packaged meat players globally, with $9.9B in revenue and 1.9M tons of food sold across 17 countries and 100+ brands.

• Holds leading market share in cooked meats and cheese in Mexico, Europe, and Latam, and is a top player in the U.S.

• Operates 66 production facilities, 191 distribution centers, and serves 640,000+ points of sale.

• Annual hotdog production could circle the globe 28 times; yogurt output could fill an Olympic pool.

Financial performance and growth

• Achieved 6% CAGR in revenue since 2000, reaching $9.9B in 2026 guidance.

• Comparable EBITDA grew at 7% CAGR, with 2026 guidance of $1.1B and margin improvement across regions.

• Record 2Q26 results: volume up 1%, revenue up 6%, EBITDA up 17% YoY.

• Maintains investment-grade ratings (BBB/Baa3) and net leverage ratio of 2.6x.

• Consistent dividend payments, with $76M paid in April 2026 and a second installment approved.

Business model and strategy

• Diversified by geography (Mexico 51%, Europe 25%, U.S. 17%, Latam 7%), category, and channel.

• Focuses on defending and growing core profitability, expanding into new revenue sources, and scaling global categories.

• Strategic investments in capacity, digital transformation, and innovation to develop new billion-dollar businesses.

• Strong management team with an average tenure of 21 years.