Q2 2026 Kimberly-Clark de Mexico SAB de CV Earnings Call Transcript
Key Points
- Kimberly - Clark de Mexico SAB de CV (KCDMF) reported record revenue for the quarter, driven by strong performance in the consumer products segment.
- Gross profit increased by 11.9%, with a margin of 41.6%, indicating effective cost management and operational efficiency.
- The company achieved MXN450 million in cost savings through global fiber contracting initiatives, sourcing changes, and product redesigns.
- EBITDA increased by 9.6% year-over-year, with a margin of 27.1%, above the long-term target range.
- The company maintains a strong balance sheet with a net debt-to-EBITDA ratio of 0.9 times and EBITDA to net interest coverage of 9 times.
- The Away from Home segment experienced a 5.1% decrease in sales, highlighting challenges in this area.
- Exports were down 11.1%, indicating potential issues in international markets.
- SG&A expenses increased by 11.5% year-over-year, impacting overall profitability.
- Distribution expenses were higher, which could affect future cost management efforts.
- The company faces ongoing challenges with raw material costs due to geopolitical tensions, which may impact future margins.
Hello, and welcome, everyone, joining today's Kimberly-Clark de México second quarter 2026 earnings conference call. (Operator Instructions) Please note this call is being recorded. (Operator Instructions) It is now my pleasure to turn the meeting over to CEO, Pablo Gonzalez.
Thank you so much. Good morning, everyone. I hope you're all doing well, and thanks for participating in our call. As usual, we will provide some brief remarks, and then we'll open it up for questions. We had another strong quarter and a good first half of the year with record revenue behind the strong performance in our consumer products businesses, continued double-digit increases in gross profit, operating profit and EBITDA and EBITDA margin at the top end of our range.
Our strategies and actions are having the intended impact, spearheaded by strong commercial and operating execution, and we continue to make progress on our KCM plus innovation, growth and transformation
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