El Puerto de Liverpool SAB de CV (FRA:PLV1)

Q3 2025 El Puerto de Liverpool SAB de CV Earnings Call Transcript

Oct 22, 2025 / 02:00 PM GMT

Release Date Price: €3.8 (-1.55%)

Transcript

Key Points

Positve

El Puerto de Liverpool SAB de CV (ELPQF) achieved a consolidated revenue of 48.1 billion, marking a 4.4% increase compared to the same period last year.
The financial services segment led with a revenue growth of 15.7%, showcasing strong performance.
The real estate division also performed well, with a revenue increase of 7.3%, driven by improved lease spreads and reactivation of operations at Galleria Acapulco.
Digital channels continue to grow, with total GMB increasing by 22% year over year, highlighting the success of their unified commerce strategy.
The credit portfolio expanded by 13.3%, with credit customers increasing by 6.5% to reach 8.2 million, indicating robust growth in financial services.

Negative

The consolidated retail margin, excluding logistics, was down approximately 100 basis points year over year, indicating margin pressure.
Retail margin including logistics saw a 223 basis point decline due to increased logistics costs and one-time logistics expenses.
Operating expenses increased by 11.5%, driven by minimum wage adjustments and increased bad debt provisions.
EBITDA decreased by 14.8% from the prior year, resulting in a margin contraction of 300 basis points.
The bottom line result showed a consolidated net profit after tax of 4 billion, representing a 10.5% reduction year over year.

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

LIVEPOLC1.MX - El Puerto De Liverpool SAB De CV
Q3 2025 El Puerto de Liverpool SAB de CV Earnings Call
Oct 22, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Sofia, and I will be your conference operator. All lines have been placed on mute to prevent any background noise. This is Liverpool's 3rd quarter 2025 earnings call. There will be a question-and-answer session after the speaker's opening remarks and instructions will be given at that time.

Today we have with us Mr. Gonzalo Gallegos, Chief Financial Officer.

Mr. Jose Antonio Diego, treasury and Investor relations director, and Ms. Nydia Garrido, investor relations.

They will be discussing the company's performance as per the earnings release for the third quarter 2025 issued yesterday, Tuesday, October 21st. If you did not receive the report, please

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