Kuo Sab De Cv Class A · BMV:KUO/A
Kuo Sab De Cv Class A — Grupo KUO — Investor Presentation (February 2025)
9 slides from Kuo Sab De Cv Class A's investor presentation, February 2025
Slide 1: Corporate Presentation 4Q24
Corporate Presentation 4Q24 1
Slide 2: Portfolio and Competitive Position
Portfolio LTM 4Q24 Revenue | % of total LTM 4Q24 EBITDA | % of total Segments US $2,843 MM US $252 MM Consumer Industrial, 30% Pork Meat & Branded Foods Industrial, 43% Industrial Consumer, Consumer, 57% 70% Chemical & Transmissions Competitive Position Consumer Industrial • Leading Pork Meat produc
Slide 3: 2024 FYE: KUO
2024 FYE: KUO Revenue (MXN $ MM) • Improved 49,575 51,872 +5% profitability in Pork Meat, Branded Food, and Chemical businesses • Stable raw material prices (Corn, Soy Paste) • Improved pricing and volume in Chemicals • Exchange rate volatility 2023 2024 • High avocado prices • OEM volume under pres
Slide 4: 2024 FYE: Consumer
2024 FYE: Consumer Revenue (MXN $ MM) Pork Meat • Higher prices and volumes 27,882 +6% 29,584 • Increased exports volume (Japan) • Operating efficiencies • Favorable cost and price dynamics. • Mixed exchange rate effect • Consumer dynamics 2023 2024 Branded Foods • Increased prices and volume: EBITD
Slide 5: 2024 FYE: Industrial
2024 FYE: Industrial Revenue (MXN $ MM) Chemical: • Increased prices and volumes • Improved 21,406 3% 21,956 volume in food packaging, construction, asphalts and adhesives • Global oversupply of Asian products • Dumping actions • Increased logistic costs during 1H24 2023 2024 Transmissions Revenue (
Slide 6: Debt Profile
Debt Profile* Debt Profile No Short-Term Refinancing Requirements 2025 2026 2027 2028 2029-2033 Currency Term Rate Short, MXN, Variable 3% 2% , 40% Fixed, USD, Long, 60% 98% 97% Note: Figures are expressed in millions of US Dollars in Combined Pro forma IFRS, considering the proportional consolidati
Slide 7: Going Forward
Going Forward TAILWINDS HEADWINDS Pork Meat Pork Meat • Downtrend of raw materials prices • Stronger environmental regulations • Exchange rate volatility • Stable EBITDA margin • US Tariffs on imports from Mexico • Growth in fattening spaces • Industry consolidation Branded Foods Branded Foods • Bra
Slide 8: Disclaimer
Disclaimer This presentation has been prepared by Grupo KUO, S.A.B. de C..V. (“Kuo” or the “Company”) and has not been independently verified. You agree to keep the contents of this presentation strictly confidential. This presentation is highly confidential and contains proprietary and confidential
Slide 9: Contacto
Contacto Luz María Chávez A. luz.chavez@desc.com +52 (442) 368 0418 www.kuo.com.mx 9