Betterware De Mexico, S.a.p.i. De C.v. · NYSE:BWMX
Betterware De Mexico, S.a.p.i. De C.v — BeFra — Q2 2026 Earnings Presentation
13 slides from Betterware De Mexico, S.a.p.i. De C.v's earnings presentation, Jul 23, 2026
Slide 1: 2Q26 Earnings Call
2Q26 Earnings Call July 23, 2026
Slide 2: Cautionary Statement Regarding Forward-Looking Statements
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 othe
Slide 3: Presenters
Andrés Campos Raúl del Villar President & CEO, PRESENTERS CFO, BeFra BeFra BeFra | 3
Slide 4: Revenue and Stencil Base
Revenue Stencil Base (Million MXN) (Average ‘000) +8.6% +25.0% 2025 Organic +TW Jun26 +2.2% +1.7% +5.7% +16.8% +4.1% 1,508 +0.3% 7,671 7,220 7,062 1,207 1,200 1,187 1,185 4,161 3,710 3,563 3,510 3,499 1Q 2Q 1H 1Q 2Q +TW Organic = BW + JF
Slide 5: Revenue Distribution by Brand Unit and Region
Revenue Distribution By Brand Unit By Region (Million MXN) (Million MXN) +2.2% +2.2% Organic Organic +8.6% +8.6% Betterware Mexico 7,671 Jafra 7,671 2.3% US 7,062 5.9% Tupperware 7,062 0.4% 5.7% Latam 6.7% +4.1% Organic +4.1% Organic +16.8% +16.8% 59.5% 55.6% 4,161 4,161 5.3% 3,563 10.8% 3,563 0.1%
Slide 6: EBITDA and Net Income
EBITDA Net Income (Million MXN) (Million MXN) 2025 Organic +TW Jun26 -30 bps +90 bps +41.2% -130 bps +30 bps +19.1% 19.1% 18.8% 18.1% 17.8% 17.5% 17.2% +20.6% -11.8% 676 +14.5% 570 479 +15.0% +4.3% 395 327 289 -3.2% 1,390 1,267 1,214 780 679 657 Includes Includes Includes 2Q Includes TW 1H TW 2Q TW
Slide 7: Free Cash Flow and Dividends
Free Cash Flow Dividends (Millions MXN) 26 consecutive quarters of paying dividends since IPO 155% 89% 80% 87% 77% 74% Dividends Paid 58% (Millions MXN) 2,523 -10% 2,130 1,400 FCF-to-EBITDA 1,132 950 998 830 850 592 554 578 649 650 250 To be paid 352 Free Cash Flow 2025 LTM 2020 2021 2022 2023 2024
Slide 8: Financial Performance FY
Financial Performance FY Return on Leverage Asset-light Investment (Billions MXN) (Billions MXN) (MXN) 22.6 23.3 32.3 Net Debt/EBITDA 2.6 * 19.8 ROTA% 26.6 26.6 27.1 ROIC% 2.4 25.5 1.8 1.8 15.8 1.6 1.5 1.6 12.7 12.4 18.9 $EPS TTM Proforma 14.9 31.9 31.9* 7.8 14.0% Other Assets 27.9 28.4 Fixed Assets
Slide 9: Strategic Pillars – 2025 to 2030
Strategic Pillars – 2025 to 2030 1 2 3 4 5 Strengthen Regional New Brands or Digital Financial Mexico Expansion Categories Transformation Discipline Leadership and Control Consolidate our position as Continue growing in the USA Remain focused on exploring new Evolve our business model towards Mainta
Slide 10: Strategic Pillars – 2025 to 2030
Strategic Pillars – 2025 to 2030 1 2 3 4 5 Strengthen Regional New Brands or Digital Financial Mexico Expansion Categories Transformation Discipline Leadership and Control Consolidate our position as Continue growing in the USA Remain focused on exploring new Evolve our business model towards Mainta
Slide 11: Revenue and EPS Accretion
Revenue EPS Accretion (Million MXN) Other Revenue Direct Selling (MXN) Organic TW pro forma Direct Selling +29.3% +36.6% +1.3% 39.9 96 29.2 451 349 Jun 25 Jun 26 TTM EPS June 2025 Tupperware Proforma BeFra | 11
Slide 12: Q&A
BeFra Q&A
Slide 13: Thank you.
Thank you. INVESTOR RELATIONS befra.com ir@better.com.mx