Grupo Bimbo Sab De Cv Class A · BMV:BIMBO/A
Grupo Bimbo Sab De Cv Class A — Q2 2025 Earnings Presentation
8 slides from Grupo Bimbo Sab De Cv Class A's earnings presentation, Jul 24, 2025
Slide 1: Grupo Bimbo Second Quarter 2025 Results
GRUPO BIMBO SECOND QUARTER 2025 RESULTS July 24, 2025 Don Roberto Servitje Sendra Co-founder, Grupo Bimbo 1928 - 2025 “Our second quarter results clearly demonstrate the strength and resilience of our business as we continue to navigate a complex and rapidly evolving environment across multiple mark
Slide 2: Highlights of the Quarter
Grupo Bimbo S.A.B. de C.V. (“Grupo Bimbo” or “the Company”) (BMV: BIMBO) reports its results for the three months ended June 30, 2025.1 HIGHLIGHTS OF THE QUARTER ▪ Net Sales hit a record level for a second quarter at Ps. 107,503 million, an increase of 9.4%, driven by favorable exchange rate convers
Slide 3: Net Sales
NET SALES (MILLIONS OF MEXICAN PESOS) Net Sales 2Q25 2Q24 % Δ (MXN) % Δ (excl. FX) North America 49,124 45,371 8.3 (4.6) Mexico 38,475 37,369 3.0 3.0 EAA 13,437 10,656 26.1 6.8 Latin America 10,849 9,244 17.4 8.2 Grupo Bimbo 107,503 98,272 9.4 0.7 Consolidated results exclude inter-company transacti
Slide 4: EAA, Latin America and Gross Profit
EAA8 Sales in EAA increased 26.1% in peso terms. Excluding FX effect, Net Sales reached a record level for a second quarter, posting a 6.8% growth, driven primarily by a steady positive performance in Bimbo QSR business unit, India, Romania and the U.K., and the contribution from the acquisitions co
Slide 5: Adjusted EBITDA
Operating Income declined 2.2% and the margin contracted 90 basis points to 7.9%, primarily due to higher depreciation and amortization related to past investments for future growth, as well as the soft consumption environment in North America and continued investments in the transformation project
Slide 6: Comprehensive Financing Cost
COMPREHENSIVE FINANCING COST (MILLIONS OF MEXICAN PESOS) Comprehensive Financing Cost totaled Ps. 3,328 million, a 5.2% increase when compared to the second quarter of 2024, attributable to higher interest expenses related to the depreciation of the Mexican peso and a higher debt position. NET MAJOR
Slide 7: Conference Call Information
CONFERENCE CALL INFORMATION DIAL-IN REPLAY A conference call will be held today A replay will be available until July 31, Thursday, July 24, 2025, at 6:00 pm Eastern 2025. You can access the replay through (5:00 pm Central, 4:00pm Mexico City). Grupo Bimbo’s website To access the call, please dial:
Slide 8: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET (MILLIONS OF MEXICAN PESOS) Jun, 2025 Dec, 2024 % Change TOTAL ASSETS 414,568 416,804 (0.5) CURRENT ASSETS 65,830 67,180 (2.0) Cash and Equivalents 7,494 8,057 (7.0) Accounts and Notes Receivables, Net 29,737 26,631 11.7 Inventories 18,467 18,832 (1.9) Other Current Assets
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