Genomma Lab Internacional Sab De Cv Class B · BMV:LAB/B
Genomma Lab Internacional Sab De Cv Class B — Q2 2026 Earnings Presentation
29 slides from Genomma Lab Internacional Sab De Cv Class B's earnings presentation, Apr 1, 2026
Slide 1: Genomma Lab Q2 2026 Earnings Call
Genomma Lab.°® Internacional Genomma Lab Q2 2026 Earnings Call
Slide 2: Forward-looking statements disclaimer
This presentation may contain certain forward-looking statements and information relating to the Company that reflect the current views and/or expectations of the Company and its management with respect to its performance, business and future events. Forward looking statements include, without limit
Slide 3: Mexican market performance in line with our expectations
1 Mexican market performance in line with our expectations: • Continued challenging consumption environment • Growth initiatives paying off • Sequential sales improvement • Maintaining market share amid full market category contractions 2 EBITDA margin in line with our expectations: • Contraction du
Slide 4: Mexico sales improve sequentially as growth initiatives gain traction
Mexico sales improve sequentially as growth initiatives gain traction Genomma Lab Mexico net sales annual growth Q1 2025 – Q2 2026 5.0% Mexico gross sell-out 3.0% 0.0% -4.0% -1.3% Q2 2026 -5.0% -4.4% -6.4% Converging -8.6% -10.0% Sell-in vs sell-out -15.0% -20.0% -22.1% -25.0% Q1 2025 Q2 2025 Q3 202
Slide 5: Mexico sell-out follows the sell-in recovery path: back to growth
Mexico sell-out follows the sell-in recovery path: back to growth Monitored sell-out in units (pieces) excl. Soriana · YoY · quarters, with Q2 2026 opened by month +21 pp +9 pp +2.4% RECOVERY FROM Q2 2025 LOWEST POINT IMPROVEMENT WITHIN Q2 (APR → JUN) Q3 2026 QTD — BACK TO GROWTH Sell-out units — Yo
Slide 6: Sell-out at the leading retailer is ahead of the curve
Sell-out at the leading retailer is ahead of the curve: growth accelerating Monitored sell-out in units (pieces) · YoY · quarters, Q2 2026 opened by month +34 pp +12 pp +15.3% RECOVERY FROM Q2 2025 LOWEST POINT IMPROVEMENT WITHIN Q2 (APR → JUN) Q3 2026 QTD — GROWTH ACCELERATING Sell-out units — YoY
Slide 7: Supported by increased investment and innovation roll-out
06-06-26 07-06-26 08-06-26 2025 09-06-26 10-06-26 11-06-26 12-06-26 13-06-26 14-06-26 15-06-26 16-06-26 17-06-26 18-06-26 19-06-26 20-06-26 21-06-26 22-06-26 23-06-26 24-06-26 25-06-26 26-06-26 27-06-26 28-06-26 29-06-26 Supported by increased investment and innovation roll-out 30-06-26 01-07-26 02-
Slide 8: Suerox value market share, isotonic beverages
Suerox value market share (%) · Isotonic beverages · monthly → weekly 2026 12.0% 12.2% 9.7% 8.6% 8.4% 7.4% 6.9% 6.6% 6.9% Historic high: 12.2% share at the leading retailer 0 Q1'26 Apr'26 May'26 Jun 5 Jun 12 Jun 19 Jun 26 Jul 3 Jul 10 Share = Suerox sales / category sales; week of Jun 12 partially r
Slide 9: Productivity more than offsets lower prices and the new sugar tax
Productivity more than offsets lower prices and the new sugar tax — Q2 2026 gross margin reached 62.8%, above pre-discount levels PRICE COMPETITIVENESS MARKET SHARE HELD SUGAR TAX FULLY ABSORBED Q2 2026 GROSS MARGIN UP 25 → 22 MXN 6.9% → 6.9% $1.0 MXN/bottle +11.7 pp YoY 2025 FY 2026 YTD Suerox Mexi
Slide 10: Full Mexican market category contractions
Full Mexican market category contractions Continued to weigh on Genomma Lab's sell-out Mexican full-market performance per category 2025 and YTD 2026 (Jan-May) Data in units Source: Knobloch for Beverages, OTC & Infant Nutrition; Nielsen for Personal Care, YTD data as of May 2026
Slide 11: Genomma Lab Mexico maintaining sequential market share despite contracting categories
Genomma Lab Mexico maintaining sequential market share despite contracting full-market categories Genomma Lab Mexico market share performance FY 2025 vs YTD 2026 (jan-may) Data in Mexican pesos 2025 FY 6.91% Isotonic Beverages 2026 (Jan-May) 6.89% 2025 FY 4.51% OTC 2026 (Jan-May) 4.45% 2025 FY 4.29%
Slide 12: Productivity initiatives expanding gross margin and maintaining flat SG&A
Productivity initiatives expanding gross margin and maintaining flat SG&A Q2 2026 Key financial metrics Year-over-year performance LatAm +3.9% Latam LFL growth offsetting Mexican consumption weakness Productivity Gross margin expansion offsetting operational deleverage Flat SG&A Despite increased op
Slide 13: LatAm remains a growth engine while Mexico improves gradually
LatAm remains a growth engine while Mexico improves gradually Q2 2026 gross sell-out by country Local currency | YoY variation Size % 7.6 % USA -7.9% 47.2 % Mexico -4.1% LatAm ex-Arg YoY % 30.4 % LatAm ex-Argentina +5.6% +5.6% 14.8 % Argentina +37.7% LatAm is compensating; -10% -5% 0% +5% +10% +15%
Slide 14: We remain confident our strategy will deliver a gradual recovery toward 2H 2026
We remain confident our strategy will deliver a gradual recovery toward 2H 2026 Commercial levers supporting the recovery path Innovation pipeline OTC launches + Suerox Mineral ramp-up In-store execution Competitive pricing Stronger execution plans across Maintain attractive value architecture to pr
Slide 15: US sell-out YTD 2026 declined as traffic migrates online
YTD 2026 sell-out declined -9.0% YoY in local currency as traffic migrates online — Suerox grew +11.6% and e-commerce grew +5.7% YoY US SELL-OUT Y TD 2026 E-COMMERCE GROWTH SUEROX US SELL-OUT UP -9.0% YoY +5.7% YoY +11.6 % YoY United States · gross sell-out (USD, monthly) . YoY growth 2025 2026 Tota
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Slide 17: Financial Summary
FINANCIAL SUMMARY Q2 2026 % sales %A %A LEL NETSALES $4,397.0 100% (6.0)% (3.6)% Million Mexican Pesos GROSS PROFIT 2,838.6 64.6% (4.4)% EBITDA 958.6 21.8% (13.9)% NET INCOME 374.5 8.5% 5.5% +110bps
Slide 18: Mexico
MEXICO Q2 NetRevenues (4.4)% “f EBITDA margin 20.5% aa pi
Slide 19: Exchange Rate USD | MXN
EXCHANGE RATE USD | MXN 21.5 21 -10.8% 20.5 $19.49 20 Q2 25 19.5 19 18.5 $17.39 18 Q2 26 17.5 17 abr/2025 jul/2025 oct/2025 ene/2026 abr/2026 Average exchange rate for each period Source: Banxico
Slide 20: United States
UNITED STATES Q2 Ee £ x
Slide 21: LatAm FX Trends
LatAm FX Trends 0.016 ARS / MXN** 1 ARS = 0.0156 MXN Local Currency expressed in MXN* 0.015 ARS (24.4)% COP 3.8% 0.014 BRL 0.1% UYU (7.3)% 0.013 CLP (6.2)% PEN (4.8)% 0.012 BOB (54.9)% 1 ARS = 0.0118 MXN 0.011 jun/2025 sep/2025 dic/2025 mar/2026 jun/2026 *Average Exchange rate Q2-2026 vs.Q2-2025. **
Slide 22: LatAm
LATAM Q2 ms Revenues LFL +3.9% “arr margin 251%
Slide 23: Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
129 115 120 119 107 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
Slide 24: Genomma Lab Internacional announces sixteenth dividend payment
GENOMMA LAB INTERNACIONAL ANNOUNCES SIXTEENTH DIVIDEND PAYMENT Mexico City, June 29, 2026 - Genomma Lab Internacional, $.A.B. de C.V. (BMV: LABB) (“Genomma Lab” or “the Company’), one of the leading pharmaceutical and personal care product companies in Mexico with an expanding international presence
Slide 25: Leverage ratio has remained stable over the past six years
The leverage ratio has remained consistently stable over the past six years. 1.4x 2020 2021 2022 2023 2024 2025 Q2 2026
Slide 26: Bancomext Credit Facility
Bancomext Credit Facility $1.5B MXN Credit facility amount STRUCTURE & MECHANICS TIIE + 0.83% Facility type Unsecured (quirografario) Reference rate Grace period None Disbursement $750M MXN disbursed on July 17, 2026 (50% of total) 120 months Prepayment No penalty Term — equal monthly amortizations
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Slide 29: Genomma Lab
Genomma Lab.°® GENOMMA LAB
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