Arca Continental SAB de CV (OTCPK:EMBVF)
$ 10.74 +0.065 (+0.61%) Market Cap: 18.13 Bil Enterprise Value: 21.02 Bil PE Ratio: 4.83 PB Ratio: 2.58 GF Score: 94/100
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Q1 2025 Arca Continental SAB de CV Earnings Call Transcript

Apr 24, 2025 / 03:00 PM GMT
Release Date Price: $10.68 (-4.00%)

Key Points

Positve
  • Arca Continental SAB de CV (EMBVF) reported a 12.4% increase in total consolidated revenue year over year, reaching 57 billion pesos.
  • The company achieved a 10.2% rise in consolidated EBITDA to 10.6 billion pesos, with a margin of 18.7%, driven by strong contributions from US operations and a robust recovery in Argentina.
  • Coca-Cola no sugar delivered robust growth of 17.8% in Mexico, supported by its expansion and innovation under the Coca-Cola Creations platform.
  • The company's B2B digital platform, TAli, accounted for over 68% of total orders from traditional channels in Mexico, contributing to a 1.6% increase in overall sales volume.
  • Arca Continental SAB de CV (EMBVF) continues to strengthen its sustainability agenda, with renewable energy sources now accounting for 43.3% of total energy consumption and a 32.6% reduction in emissions compared to the 2019 baseline.
Negative
  • Total consolidated volume decreased by 3.1% to 548 million unit cases, impacted by geopolitical tensions, tariffs, and inflationary pressures.
  • Volume in Mexico declined by 3.6% due to a high comparison base and a temporary production pause at the Topochico plant.
  • The company's operations in Peru and Ecuador faced challenges, with volume declines of 4.6% and 7.4% respectively, due to economic slowdown and political uncertainty.
  • In the US, volume declined by 5.6%, attributed to economic challenges, consumer caution, and the impact of tariffs.
  • The EBITDA margin experienced a dilution of 30 basis points compared to the same period in 2024, mainly driven by lower volumes.


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

AC.MX - Arca Continental SAB de CV
Q1 2025 Arca Continental SAB de CV Earnings Call
Apr 24, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone and welcome to the AA Continental first quarter 2025 conference call.

At this time, all participants are in a listen-only mode.

Later you will have the opportunity to ask questions during the question and answer session.

You may register to ask questions by pressing the star and one on your telephone keypad.

You may withdraw your question by pressing 2.

Please note this call is being recorded and I will be standing by should you need any assistance.

It is now my pleasure to turn the conference over to Melanie Carpenter of ADL Advisors. Please go ahead.

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