Kimberly - Clark de Mexico SAB de CV (OTCPK:KCDMF)

Q4 2025 Kimberly-Clark de Mexico SAB de CV Earnings Call Transcript

Jan 23, 2026 / 02:30PM GMT

Release Date Price: $2.14

Transcript

Key Points

Positve

Sales increased by 2.1% year-over-year, reaching MXN14.1 billion in Q4 2025.
Consumer Products segment expanded by 5.5%, driven by strong commercial execution and product innovations.
Cost-reduction initiatives delivered MXN500 million in savings during the quarter, enhancing operational efficiency.
Gross profit increased by 5.4%, with a margin reaching 40.4%, supported by disciplined revenue management.
Net income rose to MXN2.2 billion, marking a 23% increase year-over-year, with EPS of MXN0.73.

Negative

Total volume remained flat, indicating challenges in increasing sales volume.
Export hard rolled sales continued to decline as focus shifted to higher-value domestic products.
SG&A expenses increased by 0.8% year-over-year, although they decreased as a percentage of sales.
Financing costs rose to MXN398 million, primarily due to lower returns on cash balances.
Consumer confidence remains subdued, with private consumption growth moderating, impacting overall demand.

Operator

Hello, and welcome, everyone. Joining today's Kimberly-Clark de MÃ©xico fourth-quarter 2025 earnings conference call. (Operator Instructions) Please note this call is being recorded. We are standing by if you should need any assistance.

It is now my pleasure to turn the meeting over to CEO, Pablo GonzÃ¡lez. Please go ahead.

Pablo Roberto Gonzalez Guajardo

Kimberly-Clark de Mexico SAB de CV - Chief Executive Officer, Director

Thanks so much. Hello, everyone. Thanks for participating on the call. We wish you and your families a terrific 2026.

We'll go straight to results and then make some brief comments about the quarter and our expectations going forward. So I'll pass it on to Xavier.

Xavier Cortes Lascurain

Kimberly-Clark de Mexico SAB de CV - Chief Financial Officer

Thank you, Pablo. Good morning, everyone. Our sales reached MXN14.1 billion in the fourth quarter, an increase of 2.1% versus the same period of 2024. Total volume was flat, and price/mix improved 2%. Growth was driven by Consumer

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