Kimberly - Clark de Mexico SAB de CV (FRA:4FX)
€ 1.88 -0.010 (-0.53%) Market Cap: 5.81 Bil Enterprise Value: 6.35 Bil PE Ratio: 14.16 PB Ratio: 43.65 GF Score: 87/100

Q1 2025 Kimberly-Clark de Mexico SAB de CV Earnings Call Transcript

Apr 25, 2025 / 02:30 PM GMT
Release Date Price: €1.48 (+2.78%)

Key Points

Positve
  • Kimberly - Clark de Mexico SAB de CV (KCDMF) reported a 0.3% increase in sales, reaching 13.8 billion pesos, despite challenging market conditions.
  • Exports saw a significant rise of 21%, with double-digit increases in both converted products and hardwall sales.
  • The company achieved approximately 450 million pesos in savings through its cost reduction program, primarily at the cost of goods sold level.
  • SGNA expenses were reduced by 5% year over year, contributing to a decrease in distribution expenses due to improved logistics operations.
  • The company maintains a strong balance sheet with a cash position of 11.8 billion pesos and no debt maturing in the next 12 months.
Negative
  • Total volume decreased by 1.3%, with consumer products and away-from-home segments declining by 1.4% and 4.2%, respectively.
  • Gross profits decreased by 9.4%, and the operating margin fell to 21.5%, reflecting lower margins in hardroll sales.
  • The exchange rate was significantly higher, averaging 22% more, impacting costs negatively.
  • The company anticipates continued challenges in the second quarter due to economic slowdown and muted volume growth in key categories.
  • Despite efforts, some expected relief in input prices did not materialize, particularly in softwafa and fluff, which reached record levels.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KIMBERA.MX - Kimberly-Clark de Mexico SAB de CV
Q1 2025 Kimberly-Clark de Mexico SAB de CV Earnings Call
Apr 25, 2025 / 02:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Everyone and welcome to today's Kimberly Clark de Mexico 1,225 earnings conference call.

At this time, all participants are in a listen-only mode. Later you will have the opportunity to ask questions during the question and answer session.

Please note today's call will be recorded and I will be standing by should you need any assistance.

It is now my pleasure to turn the conference over to CEO Pablo Gonzalez.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Yeah.

Good Morning everyone, thanks for participating on
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot