Sigma Foods, S.a.b. De C.v. · BMV:SIGMAF/A
Sigma Foods, S.a.b. De C.v — ALFA, S.A.B. de C.V. — Merger or Acquisition (June 2022)
12 slides from Sigma Foods, S.a.b. De C.v's merger presentation, Jun 27, 2022
Slide 1: Unlocking Value: Axtel spin-off proposal
Unlocking Value Axtel spin-off proposal June 27, 2022
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward-looking information based on numerous variables and assumptions that are inherently uncertain. They involve judgments with respect to, among other things, future economic, competitive and financial market conditions and future business decisions, all of
Slide 3: Highlights – Axtel spin-off proposal
Highlights – Axtel spin-off proposal • Proposal to transfer ALFA’s share ownership of Axtel to ALFA Shareholders via spin-off • Spin-off intended to unlock ALFA’s and its Subsidiaries’ high underlying value potential • ALFA’s stake in Axtel to be spun-off into new, publicly traded entity in BMV (“Co
Slide 4: ALFA developed a diversified portfolio of businesses with leading industry positions
ALFA developed a diversified portfolio of businesses with leading industry positions Petrochemicals Food Products IT + Telecom #1 in the production of Leading brands across regions, 8 out of 10 PTA, PET and EPS categories and consumer Mexican Corporates use Axtel’s in the Americas segments IT and Te
Slide 5: "Unlocking Value" initiative among ALFA's top strategic priorities
“Unlocking Value” initiative among ALFA’s top strategic priorities Strategic Priorities 1. Unlock / 2. Innovation Return Value to in high Shareholders Corporate growth Financial segments Discipline Citizenship Strategic Principles 3. Expansion Leading 4. Business Industry Position Realignment • Net
Slide 6: "Unlocking Value" initiative advancing on 3 key directives
“Unlocking Value” initiative advancing on 3 key directives • Gradual and orderly transformation process • Focus on transfer of value to shareholders 1. Strengthen the balance sheet • Balanced approach – Unlocking Value / Dividends / Buybacks Implementation aligned to 3 key directives: 2. Strengthen
Slide 7: "Unlocking Value" initiative – sample developments
“Unlocking Value” initiative – sample developments Strengthen the Enhance Strengthen the Business Sample developments Balance Sheet independence businesses Consistent improvement since 4Q20 in consolidated Net Debt/EBITDA ratio Transition of shared service capabilities; 18% Corporate headcount reduc
Slide 8: Axtel to become second independent business
Axtel to become second independent business ALFA Corporate Structure ALFA Corporate Structure (Current) (with Axtel spin-off) ALFA ALFA ALFA Shareholders Shareholders Shareholders Controladora ALFA ALFA Axtel1 100% 82% 53.9% 100% 82% 53.9% Sigma Alpek Axtel Nemak1 Sigma Alpek Axtel Nemak1 1. ALFA´s
Slide 9: Axtel shareholder structure – before and after proposed spin-off
Axtel shareholder structure – before and after proposed spin-off Axtel Shareholder Structure Axtel Shareholder Structure (Current) (After spin-off) ALFA ALFA Shareholders Shareholders Other Axtel Controladora Other Axtel ALFA Shareholders Axtel1 Shareholders 53.9% 46.1% 53.9% 46.1% Axtel Axtel 1. Ne
Slide 10: Important Dates – Proposed Axtel spin-off
Important Dates – Proposed Axtel spin-off June 27 July 12 TBD TBD TBD Call to Extraordinary Extraordinary ALFA Share Distribution Controladora Axtel 1st Trading Day ALFA Shareholder Shareholder Meeting Notice to ALFA Share Distribution Meeting Shareholders Date (Potential spin-off (Subject to CNBV a
Slide 11: Axtel is a leading provider of managed information and communications technology services
Axtel is a leading provider of managed information and communications technology services • 8 out of 10 Mexican Corporates use Axtel’s services • Two business units: Service and Infrastructure • 25 years being leader in Digital Transformation • Leading neutral infrastructure operator in MX • 47,300
Slide 12: Contact
Contact Hernán F. Lozano V.P. of Investor Relations T. +52 (81) 8748-2521 iralfa@alfa.com.mx
ALFA, S.A.B. de C.V. — Merger or Acquisition (June 2022) on 6ix