Kimberly - Clark de Mexico SAB de CV (FRA:4FX)

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%)

Transcript

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

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Presentation
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Unidentified_1 [1]
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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.

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Unidentified_2 [2]
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Yeah.

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