Betterware De Mexico, S.a.p.i. De C.v. · NYSE:BWMX
Betterware De Mexico, S.a.p.i. De C.v — Q2 2025 Earnings Presentation
11 slides from Betterware De Mexico, S.a.p.i. De C.v's earnings presentation, Jul 24, 2025
Slide 1: Q2 2025 Earnings Results
BeFra Q2 2025 Earnings Results July 2025
Slide 2: Cautionary Statement Regarding Forward-Looking Statements
Bo Cautionary Statement Regarding Forward-Looking Statements Matters discussed in this presentation may constitute forward-looking statements. Forward- looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and
Slide 3: Q2 2025 Highlights: BeFra Group
Q2 2025 Highlights: BeFra Group Net revenue increased 5.1% in the quarter, driven by Jafra Mexico and the rebound seen in Betterware Mexico and Jafra US, marking a recovery from a challenging Ql. EBITDA remains strong, increasing 3.5% in the quarter and reaching a margin of 19.1%. The result was dri
Slide 4: Highlights: Betterware México
Q2 2025 Highlights: Betterware México Betterware Mexico revenues declined 1.2%, but experienced a sequential rebound of 4.0% in the quarter, mainly due to the implementation of pricing strategies, great innovation and renewed incentives. Associate base grew 3.3% QoQ, the first net growth since Q2 20
Slide 5: Highlights: Jafra México
Q2 2025 Highlight Jafra México Net revenues increased 10.9% in the quarter, mainly due to strong performance across Fragrance, Color and Skin Care categories, Mother’s and Father’s days campaigns and the positive impact of the brand refreshment of key lines. Associate base increased 2.3% YoY, with t
Slide 6: Highlights: Jafra US
Q2 2025 Highlights: Jafra US Net revenues decreased 8.9% in USD, mainly due to the softer consumption levels among the Hispanic households as a result of stricter immigration policies. Nonetheless, achieving a QoQ rebound of 15.6% in USD driven by the execution of commercial strategies. Associate ba
Slide 7: Q2 2025 Net Revenue, Gross Margin, EBITDA, EBITDA Margin
B Consolidated Financial Performance Q2 2025 ?~- 2025 Net Revenue ('000) Gross Margin EBITDA ('000) EBITDA Margin 50% 63 “eats 35% 30 bos $3,390 . 678% 671% $679 ] | | I ] I Q2 2024 Q2 2025 Q2 2024 Q2 2025 Q2 2024 Q2 2025 Q2 2024 Q2 2025 Key Highlights: Net Revenue EBITDA * Net revenue increased dri
Slide 8: H1 2025 Net Revenue, Gross Margin, EBITDA, EBITDA Margin
B Consolidated Financial Performance H12025 ~~ H1 2025 Net Revenue ('000) Gross Margin EBITDA ('000) EBITDA Margin +1.0%6, 213 bps Sl, 14.0% -300 bps 6, poe 6.876 617% $1215 20.256 17.2% HI 2024 H1 2025, HI 2024 H1 2025 HI 2024 H1 2025, H1 2024 H1 2025, Key Highlights: Net Revenue EBITDA * Net reven
Slide 9: YTD 2025 Balance Sheet
B Consolidated Financial Performance YTD 2025 ~~ Balance Sheet Inventories (000) Net Debt to EBITDA . . * Balance Sheet. Despite a challenging QI, our Balance Sheet sas —$2,365 192% ' le - Ne $2,063 197 remains resilient to challenging conditions. 1.80 _ * Inventories remain above historical levels,
Slide 10: Full-Year Guidance and Capital Allocation
Consolidated Financial Performance Q2 2025 The Company remains committed to the full-year guidance issued earlier this year and will continue to monitor the business progress closely. po 2025 | 2024 DK $14900-$15,300 $14,101 6.0% - 9.0% EBIT! $ 2,900 - $ 3,000 $2,775 6.0% - 9.0% Capital Allocation T
Slide 11: BeFra
BeFra
Betterware de Mexico, S.A.P.I. de C.V. — Q2 2025 Earnings Presentation on 6ix