Q4 2025 Alicorp SAA Earnings Call Transcript
Key Points
- Alicorp SA (LIM:ALICORC1) reported an 8% increase in gross profit for the full year 2025, driven by the recovery of its Aquafeed business and solid performance in the B2B unit.
- The company is expanding its footprint with potential acquisitions, including a 60% stake in Inka Crops SA, marking its entry into the salty snacks category.
- Alicorp SA (LIM:ALICORC1) is pursuing strategic acquisitions in Colombia and Ecuador, potentially acquiring Unilever's home care businesses, which could significantly scale its operations in these markets.
- The company maintained a stable adjusted EBITDA margin of 15.1% for 2025, reflecting disciplined financial management despite challenging conditions.
- Alicorp SA (LIM:ALICORC1) demonstrated resilience in its Consumer Goods Peru segment, achieving market share growth in key categories like detergents and sauces.
- The fourth quarter of 2025 saw a 4% year-over-year decline in gross profit, impacted by lower palm availability and challenging conditions in Bolivia.
- Alicorp SA (LIM:ALICORC1) faced intense competitive pressures in the Peruvian market, particularly in the detergents category, leading to temporary margin pressure.
- The company's operations in Bolivia were adversely affected by macroeconomic headwinds, including high FX costs and a challenging economic environment.
- Adjusted EBITDA for the fourth quarter of 2025 declined by 14% year-over-year, driven by lower gross profits and higher operating expenses.
- The company's leverage ratio increased slightly from 1.8 times in December 2024 to 1.9 times in December 2025, reflecting M&A and share buyback expenses.
Ladies and gentlemen, thank you for standing by, and I would like to welcome you to Alicorp's fourth quarter 2025 results call on the February 17, 2026. At this time, all participant lines are in listen-only mode. The format of the call today will be a presentation by the management and IR team, followed by a question-and-answer session. So without further ado, I would like to pass the floor to Mr. Roberto Dongo-Soria, Investor Relations at Alicorp. Please go ahead.
Thank you, [Raul]. Good morning, everyone and welcome to Alicorp fourth quarter 2025 earning call. Speaking to you is Roberto Dongo-Soria, Investor Relations Officer. We are pleased to have you with us today. Presenting today will be Mr. Gonzalo Uribe, Chief Executive Officer, and Luis Banchero, Vice President of Finance and Strategy. Other members of our management team will join us during the Q&A session.
Today we will review the company's result for fourth quarter 2025 following the release of
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