Arca Continental (AC) Corporate presentation summary

Market presence and portfolio

• Operates in developed and emerging markets, including the US, Mexico, Ecuador, Peru, and Argentina, serving 133 million consumers through over 1.6 million outlets.

• Maintains a diverse beverage and snack portfolio, with over 135 brands and 1,800 SKUs by 2026.

• Holds leading positions in beverages and snacks, with brands like Bokados, Wise, Inalecsa, and Deep River.

• Expanded into alcoholic ready-to-drink beverages and spirits, leveraging synergies with core products.

• Strong partnership with TCCC, including a 2022 cooperation framework for growth and digital initiatives.

Financial performance and growth

• Achieved revenues of $13.3 billion and EBITDA of $2.7 billion in 2025, with 4.6% and 3.0% growth over 2024, respectively.

• Maintains a balanced revenue and EBITDA mix, with 43% of revenues and 37% of EBITDA in USD.

• Demonstrates resilient regional performance, with revenue and EBITDA growth across Mexico, USA, and South America.

• Sustains one of the highest profitability levels in the global Coca-Cola system, with a 20.2% EBITDA margin in 2025.

• Strong and flexible balance sheet, low leverage, and investment-grade credit ratings above Mexico’s sovereign rating.

Strategic initiatives and digital transformation

• Focuses on organic and inorganic growth, including M&A, innovation, and digital commercial capabilities.

• Digital ecosystem drives customer engagement, with 65% of LATAM customer volume now digital and over 830k enrolled clients.

• Investments target value-adding initiatives, with CAPEX at ~7% of revenues, emphasizing production, logistics, and returnable packaging.

• Capital allocation prioritizes growth, productivity, and shareholder returns, including a dividend policy of at least 30% of net profit.

• Commercial strategy integrates segmentation, digital enablers, and advanced analytics for total execution.