Coca-cola Femsa Sab De Cv Units Cons Of 5 Shs -l- + 3 Shs Series -b- · BMV:KOF/UBL
Coca-cola Femsa Sab De Cv Units Cons Of 5 Shs -l- + 3 Shs Series -b- — Coca-Cola FEMSA — Investor Presentation (April 2026)
22 slides from Coca-cola Femsa Sab De Cv Units Cons Of 5 Shs -l- + 3 Shs Series -b-'s investor presentation, April 2026
Slide 1: Coca-Cola FEMSA Investor Presentation April 2026
Coca-Cola FEMSA Investor Presentation April 2026
Slide 2: Disclaimer
DISCLAIMER FORWARD-LOOKING STATEMENTS This presentation contains “forward-looking statements”. These forward-looking statements relate to Coca-Cola FEMSA, S.A.B. de C.V., its subsidiaries (“KOF”), and their businesses and are based on KOF management’s good faith expectations regarding KOF and its bu
Slide 3: Agenda
Agenda ❑ Overview ❑ Recent Performance ❑ Strategy – Six Strategic Priorities ❑ Key Takeaways 3
Slide 4: Largest franchise bottler in the world by sales volume
COCA-COLA FEMSA IS THE LARGEST FRANCHISE BOTTLER IN THE WORLD BY SALES VOLUME OPERATING IN AN ATTRACTIVE INDUSTRY WITHIN A GROWING REGION Key Operating and Financial Figures(3) Our Footprint +268M 55 ~4.2 bn People Served Plants Unit Cases (2) 2.1 M 14.1% 16.2 bn Return Over Invested Revenues Points
Slide 5: Growth organically and through acquisitions, contributing to system consolidation
COCA-COLA FEMSA HAS GROWN BOTH ORGANICALLY AND THROUGH ACQUISITIONS, CONTRIBUTING TO SYSTEM CONSOLIDATION New Categories Volume (MM UC) New Territories 4.2 MM UC Leão Alimentos Santa Clara through Jugos ABASA and Los in Brazil Verde Campo Volcanes in del Valle in Brazil Ades together Guatemala PANAM
Slide 6: Vast opportunity for growth in the region
COCA-COLA FEMSA HAS A VAST OPPORTUNITY FOR GROWTH IN THE REGION Source: The Coca-Cola Company. 6
Slide 7: Refreshed vision and strategy driving solid results
OUR REFRESHED VISION AND STRATEGY TO ACCELERATE OUR GROWTH MODEL IS DRIVING SOLID RESULTS Financial Highlights FY December 31st 2025 Volume -1.8% A refreshed vision of being our customers’ and partners’ Revenue growth +4.3% preferred commercial platform and ally for growth, fostering a Adjusted EBIT
Slide 8: Our strategy consists of six pillars
OUR STRATEGY CONSISTS OF SIX PILLARS TO DELIVER ON OUR FULL POTENTIAL GROWTH ENABLERS DEBOTTLENECK OUR BE THE PREFERRED STRENGTHEN OUR CUSTOMER- FOSTER A GROW THE CORE STRATEGIC M&A INFRASTRUCTURE & COMMERCIAL PLATFORM CENTRIC CULTURE SUSTAINABLE FUTURE DIGITIZE THE ENTERPRISE
Slide 9: Our strategy consists of six pillars
OUR STRATEGY CONSISTS OF SIX PILLARS TO DELIVER ON OUR FULL POTENTIAL GROWTH ENABLERS DEBOTTLENECK OUR BE THE PREFERRED STRENGTHEN OUR CUSTOMER- FOSTER A GROW THE CORE STRATEGIC M&A INFRASTRUCTURE & COMMERCIAL PLATFORM CENTRIC CULTURE SUSTAINABLE FUTURE DIGITIZE THE ENTERPRISE
Slide 10: Growth levers to unlock growth across our markets
GROWTH LEVERS TO UNLOCK GROWTH ACROSS OUR MARKETS PER CAPITA CONSOLIDATE OUR STRENGTH GROWING PROFITABLE NCBS AS LEADERS COCA-COLA NO SUGAR IS A KEY VOLUME GROWTH POTENTIAL LEVER CCNS VOLUME Water Volume +43% +15% CSDs SOS FY25 SAMPLING Hydrotonic SYSTEM ENGAGEMENT PASSION POINT ASSETS MEALS Energy
Slide 11: Our strategy consists of six pillars
OUR STRATEGY CONSISTS OF SIX PILLARS TO DELIVER ON OUR FULL POTENTIAL GROWTH ENABLERS DEBOTTLENECK OUR BE THE PREFERRED STRENGTHEN OUR CUSTOMER- FOSTER A GROW THE CORE STRATEGIC M&A INFRASTRUCTURE & COMMERCIAL PLATFORM CENTRIC CULTURE SUSTAINABLE FUTURE DIGITIZE THE ENTERPRISE
Slide 12: KOF enjoys key rights to win across Latin America's B2B space
KOF ENJOYS KEY RIGHTS TO WIN ACROSS LATIN AMERICA’S B2B SPACE #1 CUSTOMERS’ LARGEST USER BASE IN LOGISTICS & DISTRIBUTION TALENTED TEAM, FAVORITE BRANDS LATIN AMERICA EXPERTISE EXECUTION WARRIORS
Slide 13: Juntos+ is our omnichannel commercial platform
JUNTOS+ IS OUR OMNICHANNEL COMMERCIAL PLATFORM BUILT UPON A PHYGITAL APPROACH Enabled by JUNTOS+ JUNTOS+ PLATFORM Advisor SALESFORCE JUNTOS+ CHATBOT JUNTOS+ APP JUNTOS+ WEB Juntos+ as a Brand building an emotional bond with our customers while helping their businesses grow 13
Slide 14: Juntos+ reached 1.3 MM monthly active users in December
JUNTOS+ REACHED 1.3 MM MONTHLY ACTIVE USERS IN DECEMBER Juntos+ Advisor in 72% of our WE ARE ENHANCING OUR USER EXPERIENCE THROUGH NEW FEATURES DEVELOPMENT sales force FY25 MONTHLY ACTIVE USERS [‘000] 1,300 1,100 1,100 1,300 USD 3.5 billion Revenues FY25 810 810 +56% Of our clients base are MAU Prem
Slide 15: Our strategy consists of six pillars
OUR STRATEGY CONSISTS OF SIX PILLARS TO DELIVER ON OUR FULL POTENTIAL GROWTH ENABLERS DEBOTTLENECK OUR INFRASTRUCTURE BE THE PREFERRED STRENGTHEN OUR CUSTOMER- FOSTER A GROW THE CORE STRATEGIC M&A & CENTRIC CULTURE COMMERCIAL PLATFORM DIGITIZE THE ENTERPRISE SUSTAINABLE FUTURE
Slide 16: Increased investments in capacity resolving capacity constraints
OVER THE PAST YEARS WE INCREASED INVESTMENTS IN CAPACITY RESOLVING CAPACITY CONSTRAINTS AND SUPPORTING LONG-TERM GROWTH • Adding ~900 MUC in production capacity over the CapEx investments (US$ M) next 5 years ▪ 6 New Lines in 2025 ▪ >25 New Lines 2024-2028 1.480 1,400 1,200 • Adding ~300k pallet pos
Slide 17: Our strategy consists of six pillars
OUR STRATEGY CONSISTS OF SIX PILLARS TO DELIVER ON OUR FULL POTENTIAL GROWTH ENABLERS DEBOTTLENECK OUR BE THE PREFERRED STRENGTHEN OUR CUSTOMER- FOSTER A GROW THE CORE STRATEGIC M&A INFRASTRUCTURE & COMMERCIAL PLATFORM CENTRIC CULTURE SUSTAINABLE FUTURE DIGITIZE THE ENTERPRISE
Slide 18: Refreshed purpose, vision, and leadership principles
WE REFRESHED OUR PURPOSE, VISION, AND LEADERSHIP PRINCIPLES TO ESTABLISH THE CULTURAL FOUNDATION OF OUR TRANSFORMATION VALUE LEVERAGE DO THE ACT AS A OPERATE WITH OUR TECHNOLOGY RIGHT THING FOUNDER EXCELLENCE PEOPLE & INNOVAITON PLACE CUSTOMERS FIRST PROMOTE A FOSTER GROWTH PSYCHOLOGICAL ACT DELIVER
Slide 19: Our strategy consists of six pillars
OUR STRATEGY CONSISTS OF SIX PILLARS TO DELIVER ON OUR FULL POTENTIAL GROWTH ENABLERS DEBOTTLENECK OUR BE THE PREFERRED STRENGTHEN OUR CUSTOMER- FOSTER A GROW THE CORE STRATEGIC M&A INFRASTRUCTURE & COMMERCIAL PLATFORM CENTRIC CULTURE SUSTAINABLE FUTURE DIGITIZE THE ENTERPRISE
Slide 20: Redesigned sustainability framework
OUR REDESIGNED SUSTAINABILITY FRAMEWORK MARKS AN EVOLUTION IN OUR COMMITMENT TO FOSTERING A SUSTAINABLE FUTURE Climate action Circular economy Water stewardship Women representation 1.62 Renewable energy Use of recycled resin Water use ratio Women in leadership 1.60 1.58 1.56 1.54 31.8% 32.3% 33% 31
Slide 21: Key Takeaways
KEY TAKEAWAYS WE HAVE SET THE FOUNDATIONS FOR OUR LONG-TERM SUSTAINABLE GROWTH MODEL WE REMAIN COMMITTED TO OUR SIX STRATEGIC PILLARS WE ARE FOCUSING ON THREE GROWTH PILLARS: • Building on the growth momentum of our core business • Taking Juntos+ to the next level with the deployment of advanced AI
Slide 22: Thank You
THANK YOU Investor Relations Contacts Jorge Collazo Lorena Martín Bryan Silva Emilio Díaz kofmxinves@kof.com