Grupo Industrial Saltillo SAB de CV (OTCPK:GISMF)

Q2 2026 Grupo Industrial Saltillo SAB de CV Earnings Call Transcript

Jul 24, 2026 / 02:00 PM GMT

Release Date Price: $0.72

Transcript

Key Points

Positve

Grupo Industrial Saltillo SAB de CV (MEX:GISSAA) reported a consolidated revenue increase of 11% year-over-year, reaching $278 million.
EBITDA improved by 6% to $32 million, demonstrating strong operational efficiency and resilience.
The company secured $115 million in new programs, supporting the midterm strength of its order book.
Casting and machine volumes in North America increased by 7% and 9% year-over-year, respectively, indicating strong demand.
The company maintained a disciplined approach to capital allocation, with capital expenditures totaling $12 million for the quarter, supporting operational continuity and growth.

Negative

The company faced a $3 million adverse foreign exchange impact due to the appreciation of the Mexican peso.
Higher scrap and energy costs posed challenges, although these are expected to be recovered through customer indexation mechanisms.
Light vehicle production in Europe decreased by 5% due to rising energy costs and affordability challenges.
Machining volume in Europe and Asia decreased by 15%, affected by changes in customer platform mix and production schedules.
China's market remained weak, with light vehicle production and sales declining by 3% and 16% year-over-year, respectively.

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

GISSAA.MX - Grupo Industrial Saltillo SAB de CV
Q2 2026 Grupo Industrial Saltillo SAB de CV Earnings Call
Jul 24, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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This call is meant for investors and analysts only. All participants are in listen-only mode to prevent any background noise. There will be a question-and-answer session after the speaker's opening remarks and instructions will be given at that time. I will now turn the call over to Mr. Arturo Morales, GIS Treasury and Investor Relations Director. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you.

Good morning, everyone.

We appreciate your participation in today's GIS Second Quarter 2026 Serenews

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