Q2 2025 Alicorp SAA Earnings Call Transcript
Key Points
- Alicorp SA (LIM:ALICORC1) successfully issued a PEN1,530 million international bond with a 7.40% coupon, reflecting strong market confidence.
- The Aquafeed business showed significant growth, contributing PEN88 million to the year-over-year improvement in gross profit.
- Adjusted EBITDA increased by 22% year-over-year, driven by growth in adjusted gross profit.
- The company repurchased 44.6 million shares, representing 7.23% of total issued common shares, demonstrating a commitment to shareholder value.
- Alicorp SA (LIM:ALICORC1) maintained a strong cash position, with available cash covering 1.2x debt maturities over the next 12 months.
- The Consumer Goods Peru unit faced challenges, particularly in the detergents and edible oils categories, leading to a PEN38 million decline in adjusted EBITDA.
- Bolivia's challenging economic environment and social tensions impacted Alicorp's operations, with currency volatility affecting financial costs.
- The edible oils category experienced pressure due to rising raw material costs and increased competition from new entrants.
- The company anticipates challenges in EBITDA growth expectations in the second half of the year due to Bolivia's foreign exchange environment.
- Intense competition in the detergents market, particularly from Chinese imports, required strategic repricing and adjustments.
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Good morning, everyone, and welcome to Alicorp's second-quarter 2025 earnings call. Speaking to you is Cesar Miranda, Head of Investor Relations. We are pleased to have you with us today. Presenting today will be Mr. Alvaro Correa, Chief Executive Officer; and Luis Banchero, Vice President of Finance and Strategy. Other members of the management team will join us during the Q&A session.
Today, we will review the company's results for the second quarter of 2025, following the release of our financial statements and earnings reports published yesterday. If you haven't had the chance to access these documents, please invite you to visit our corporate website at www.alicorp.com.pe, where you can also find the presentation accompanying today's call.
Please note that this conference is intended explicitly for investors and analysts. Therefore, we will not be taking questions from the media. If any members of the press are on the line and wish to
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