Grupo Bimbo Sab De Cv Class A · BMV:BIMBO/A
Grupo Bimbo Sab De Cv Class A — Q4 2025 Earnings Presentation
21 slides from Grupo Bimbo Sab De Cv Class A's earnings presentation, 2026
Slide 1: Investor Presentation Fourth Quarter 2025
Investor Presentation Fourth Quarter 2025
Slide 2: Agenda
Strengthening Our Leadership In The 1 Grain-based Food Industry 2 Results & Progress Towards Our Long- term Strategy 3 Our ESG Journey Agenda 2
Slide 3: A Solid Year, Exceeding 2025 Guidance
A Solid Year, Exceeding 2025 Guidance Financial Highlights Key Developments Net Sales +4.6% Adj. EBITDA +7.2% Grupo Bimbo celebrated its 80th anniversary with the opening of the Bimbo Interactive • Record level for GB • Record level for GB Museum • Driven by price/mix, • Margin +30bps to 13.9% FX an
Slide 4: Global Baking Leader and a Key Player in The Food Industry
Global Baking Leader and a Key Player in The Food Industry Presence in 93 countries US$14.1 Bn Market Cap(1) +100 +54k US$22.3 Bn brands routes Net Sales(2) +9k +153k US$3.1 Bn products associates Adj. EBITDA(2)(3) 249 +1.7K 2.7x bakeries sales Net Debt / Adj. EBITDA(4) and plants centers Baa1/BBB+
Slide 5: Highly Diversified Company with Leading Positions Across Categories
Highly Diversified Company with Leading Positions Across Categories North EAA (2) America (1) Market share leader within 7 categories 44.6% 12.7% Market share leader within Net Sales Net Sales 3 categories in most countries (3) U.S. – Sliced bread, English Muffins and 28.8% 9.8% Adj. EBITDA Adj. EBI
Slide 6: Clearly Focused on the Attractive Grain-based Food Industry
Clearly Focused on the Attractive Grain-based Food Industry Baking Snacks #1 Global Player 1.2x larger than 2nd player Top 5 Global Player Bimbo is a Leader in… 3.7% 1.4% market share Large… US$639 Bn US$183 Bn market size Resilient… 2.8% 4.7% CAGR 19-24’ and Gowing Industries 4.7% 3.8% CAGR 24-29’
Slide 7: Our Strong Portfolio Of Leading Brands That Resonate With Consumers
Our Strong Portfolio Of Leading Brands That Resonate With Consumers North America Mexico Latin America EAA U.S. CANADA 7
Slide 8: Strategically Positioned To Reach Our Consumers and Build Brand Loyalty
Strategically Positioned To Reach Our Consumers and Build Brand Loyalty Leading Brands Categories Channels Our distribution fleet travels every day the equivalent to sliced bread bagels artisan bread 110 trips in aggregate around the world buns & rolls cakes toast Retail Traditional Supermarkets, “M
Slide 9: We Are Geared To Meet Every Consumption Occasion In People's Life
We Are Geared To Meet Every Consumption Occasion In People’s Life Solve Morning Enjoy Family Snack Time Moments over Routines Anytime Dinner Lunch Time Social Hero Gatherings #1 selling English Recent Mexican #1 mini muffin brand Prepared without Developed internally, muffin and an all- innovation w
Slide 10: At The Same Time Addressing Evolving Needs Through Our Innovation Pillars
At The Same Time Addressing Evolving 6 Key Levers Needs Through Our Innovation Pillars Best Nutritional Profiles Transparent Sustainable Healthier Plant Brands Based Diets 1 2 3 Clean label Positive nutrition Circular economy Cereal diversity Smart Nutritional portions transparency on- Nutritional p
Slide 11: Driving Consistent Growth And Profitability
Driving Consistent Growth And Profitability Evolution & Growth in the last 17 years (1) (2) 2018 (1) 2008 2025 Net Sales (US$) $7.4 Bn $15.0 Bn $22.3 Bn 3.0x Adj. EBITDA (US$) $881 MM $1.6 Bn $3.1 Bn(2) 3.4x EAA EAA 9% 13% Geographic Diversification NA 22% Mex 64% NA 50% Mex 31% NA 45% Mex 32% (By S
Slide 12: Highly Resilient Adj. EBITDA Margins and Expansion Across Most Regions
Highly Resilient Adj. EBITDA Margins and Expansion Across Most Regions Favorable mix ADJ. EBITDA MARGIN % New manufacturing capabilities 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 4Q24 4Q25 Increased scale Grupo1 Accretive strategic 10.7% 11.6% 10.2% 11.0% 13.0% 13.7% 14.0% 13.4% 13.7% 1
Slide 13: Capex Investments As A Top Priority, Consistent With Our Long-term Algorithm
Capex Investments As A Top Priority, Consistent With Our Long-term Algorithm USD Billion $2.0 $1.6 Our CAPEX Strategy $1.4 $1.2 $1.2-1.4 $1.0 Top priority Business Continuity $0.6 Growth Expansion Productivity 2020 2021 2022 2023 2024 2025 2026 The peak Outlook investments have been completed Elevat
Slide 14: Sustainable Growth With Proven Ability To Deleverage
Sustainable Growth With Proven Ability To Deleverage (1) Net Debt / Adj. EBITDA (3) 3.1 (4) 3.0 (2) 2.9 2.9 2.7 2.7 2.7 2.7 (2) 2.6 2.6 2.4 2.2 (5) 2.1 2.0 1.9 2.0 1.9 (5) 1.5 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 US$ 2.4 Bn US$ 709 mm CAD$ 1.8 Bn
Slide 15: Conservative Debt Profile And Ample Liquidity
Conservative Debt Profile And Ample Liquidity Currency and Rate Mix 3% 2% Total Debt: US $8,553 mm(1) 12% 18% Avg Tenor: 9.65 años 44% Avg. Cost(2): 6.32% Ratings: BBB+/Baa1/BBB+ 39% 82% S&P/Moody’s/Fitch USD MXN EUR CAD GBP Fixed Floating US $2.35 Bn Undrawn Committed Revolving Credit Facility 195
Slide 16: Responsible Financial Management Strategy
Responsible Financial Management Strategy Committed to a robust balance sheet 01 Efficient working capital management 02 Significant liquidity and financial flexibility 03 • 2025 Net leverage: 2.7x • Ongoing efforts to • US$2.35 Bn in • 2025 Cash & Equivalents: continue improving undrawn committed U
Slide 17: Looking Forward
Looking Forward 2025 2026 Guidance & Results Guidance Including FX Effect Excluding FX Effect Including FX Effect Low to Mid Mid single- Net Sales +4.6% single-digit Flattish digit growth growth Flat to slight (1) +30bps to Adj. EBITDA margin 13.9% Slight margin expansion contraction CAPEX US$1.3-1.
Slide 18: Firm Commitment to Sustainability and Top-tier Corporate Governance
Firm Commitment to Sustainability and Top-tier Corporate Governance Board of Daniel Servitje – Executive Chair 39% independent Directors e 28% women nc Audit and Corporate ate Governa Committees Finance and Planning Evaluation, Results and Nominations Steering Committee Alejandro Rodríguez CEO Diego
Slide 19: With Strong Commitment and Progress Towards our Sustainability Goals
With Strong Commitment and Progress Towards our Sustainability Goals 2030 Goals Progress as of 2025(1) baked 100% simple and natural recipes in baking and snacks ∼48% 98% 100% products will be part of a healthy plant- of sales accomplish ≥3.5 stars of daily bread, buns & breakfast based diet accordi
Slide 20: Thank you!
ir@grupobimbo.com www.grupobimbo.com Thank you!
Slide 21: Disclaimer
Disclaimer The information contained here in has been prepared by Grupo Bimbo, S.A.B. de C.V. (the “Company") solely for use at this presentation. This presentation does not purport to contain all the information that may be required to evaluate any investment in the Company or any of its securities