Grupo Traxión, S.A.B. de C.V. (GRPOF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings and welcome to , fourth quarter 25 and 2025 conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note that this conference is being recorded. I will now turn the conference over to Abby Lashane, Executive President And co-founder, thank you. You may begin. Thank you. Welcome, everyone. There are many positive matters to discuss despite the challenging and complex year that ended. Perhaps the most important milestone of the year is the acquisition of Solistica. This is a tremendously accreted transaction that has transformed the asset-light profile of the company and is also remarkably strategic as we set even higher the barriers of entry to the logistics and transportation sector in Mexico. and traction further emphasizes its leadership in the industry. The integration was fully completed within 2025, and synergy started to become apparent in operations, finance, and most importantly, in the commercial front. Moreover, as you know, we took debt to pay for the acquisition, which has proven to be effective as our leverage ratio ended the year exactly at the same level it was just before the transaction took place. that we were able to create additional value as we integrated such a successful company into our platform. Just to put some context, this is exactly the level at which we invest for organic growth below four times EBITDA. In summary, we bought a large successful company which has proven to be a perfect fit, perhaps the best in our history. Moving on, we achieved our guidance figures and did so taking care of operating cash flows while maint...