Q3 2025 Nemak SAB de CV Earnings Call Transcript

Oct 23, 2025 / 05:00 PM GMT

Transcript

Key Points

Positve

Nemak SAB de CV (MEX:NEMAKA) maintained stable top-line revenue at $1.2 billion, supported by sustained pricing and a favorable product mix.
The company announced a strategic acquisition of the automotive business of GF Casting Solutions, which is expected to enhance capabilities and expand their footprint in Europe and China.
Nemak SAB de CV (MEX:NEMAKA) secured $250 million in new business across all regions, with 80% in the ICE powertrain segment, highlighting ongoing relevance and demand.
The company generated positive free cash flow during the quarter, supported by disciplined capital expenditures and operating efficiency.
Nemak SAB de CV (MEX:NEMAKA) continues to integrate AI into its operations, enhancing decision-making and operational efficiency with systems like Nori GPT.

Negative

EBITDA decreased by 15% year-over-year, primarily due to the absence of one-time commercial adjustments from the previous year and extraordinary expenses.
Operating income decreased significantly to $26 million from $73 million in the same period last year, impacted by lower EBITDA and impairment charges.
The company faced a 15% decline in EBITDA, attributed to the lack of commercial negotiations and launching expenses associated with volume ramp-up.
Revenue in Europe declined by 4% due to lower volume, despite improved pricing and currency appreciation.
The company reported impairment charges of $17 million related to non-operating assets, primarily in North America, affecting overall financial performance.

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

NEMAKA.MX - Nemak SAB De CV
Q3 2025 Nemak SAB de CV Earnings Call
Oct 23, 2025 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to NMac's third quarter 2025 earnings webcast. I am Denise Reyes, NMA investor relations officer, and I am pleased to host today's call along with Armando Tamez, NMAC CEO, and Alberto Sada, CFO, who are here this morning to discuss the company's business performance and answer any questions that you may have. As a reminder, today's event is being recorded and will be available on the company's investor relations website.

Armando Tamez, our CEO, will it off today's call by providing an overview of business and financial highlights for the quarter. Alberto Zada, our CFO, will then discuss our financial results in more detail. Afterwards, we'll open for a Q&A session which participants may join live

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