Grupo Traxión, S.A.B. de C.V. (GRPOF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings and welcome to the TRACCION second quarter 2025 conference call. At this time all participants are in a listen only mode. A question and answer session will follow a formal presentation. If anyone should require operator assistance during this conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Abby Lichsein, co-founder and executive vice president. Thank you. You may begin. Hello, everyone. Welcome. I will start with the acquisition of Solistica. This is one of the most important integrations in the logistics industry in Mexico and a great opportunity for us to expand and penetrate our footprint both in the country and into the cross-border market, which is a very relevant opportunity for Traxion to exploit because its size, profitability, and our market position. This acquisition is transformational for us and tremendously strategic for our business plan. Solistica has a series of competitive advantages. Among the most relevant are best practices, processes, management footprint, and client base, just to name a few. We are working to blend them with our current advantages and we'll take out the absolute best. Synergies are significant as well. We are looking at many efficiencies across the board, with a special focus on commercial and operating improvements, together with the usual financial advantages of merging such a successful company. You will be able to see them during the second half of this year. With all that, Traxion has become the absolute leader in Mexican logistics with a strong operating and commercial leverage in line with our long-term strategy to become increasingly asset lighter in Mexico and pave the way towards an eventual expansion into the ...