Grupo Pochteca (POCHTEC B ) Q2 2026 earnings summary

Executive summary

• Q2 sales fell 4.0% YoY to MXN 1,972m, while gross margin expanded to 26.3%; operating income, EBITDA and net income returned to positive results.

• H1 operating income was MXN 111m versus a MXN 66m loss; H1 net loss narrowed to MXN 30m from MXN 154m.

Financial highlights

• Q2 gross profit rose 29.5% YoY to MXN 519m; gross margin was 26.3% versus 19.5% in Q2 2025.

• Q2 operating income was MXN 109m versus a MXN 50m loss; EBITDA was MXN 161m versus MXN 13m, and EBITDA margin was 8.2% versus 0.6%.

• Q2 net income was MXN 26m versus a MXN 113m loss; H1 revenue declined 3.4% to MXN 3,964m.

• H1 EBITDA was MXN 218m versus MXN 58m; H1 EBITDA margin improved to 5.5% from 1.4%.

Outlook and guidance

• Ongoing asset divestitures are intended to provide liquidity to restore operating levels preceding the UIF blockage.

• Margin improvement and expense reduction efforts launched in H2 2025 continued across operations.