Arca Continental SAB de CV (FRA:AJZ)

Q4 2025 Arca Continental SAB de CV Earnings Call Transcript

Feb 12, 2026 / 03:00 PM GMT

Release Date Price: €11

Transcript

Key Points

Positve

Arca Continental SAB de CV (EMBVF) achieved a record full-year EBITDA, surpassing 50 billion pesos for the first time, highlighting the resilience of their operating model.
The beverage business in Mexico showed a gradual volume recovery in the second half of the year, supported by revenue growth management and portfolio optimization.
Coca-Cola Zero experienced significant growth, with a compound annual growth rate of 15.8% over the last five years, driven by expanded coverage and affordable packaging.
The company successfully integrated a newly acquired franchise territory in Oklahoma, strengthening its footprint and growth opportunities in the United States.
Arca Continental SAB de CV (EMBVF) maintained a strong balance sheet with a net debt to EBITDA ratio of 0.7 times, reinforcing financial flexibility.

Negative

Consolidated volume declined by 2.1% for the full year, reflecting challenges in several markets.
The fourth quarter saw a decline in consolidated EBITDA by 4.5%, with a margin contraction of 80 basis points to 21.8%.
The South American operations faced uneven recovery, with softer results in Ecuador and Argentina, impacting overall performance.
The food and snacks business experienced a high single-digit decline in the fourth quarter, indicating challenges in that segment.
The company anticipates margin pressure in Mexico due to tax-related volume impacts and elasticity, despite efforts to mitigate these through pricing strategies.

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

AC.MX - Arca Continental SAB de CV
Q4 2025 Arca Continental SAB de CV Earnings Call
Feb 12, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone, and welcome to the Arca Continental 4th quarter 2025 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.

You may register to ask questions at any time by pressing the star and one on your telephone keypad.

You may withdraw yourself from the queue by pressing 2.

In the interest of time, we ask you please limit yourself to one question.

Please note this call is being recorded. I will be standing by should you need any assistance.

It is now my pleasure to turn the conference over to Melanie Carpenter of Ideal Advisors. Please

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