Arca Continental SAB de CV
BMV:AC

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Arca Continental SAB de CV Logo
Arca Continental SAB de CV
BMV:AC
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Price: 187.13 MXN -0.32% Market Closed
Market Cap: 317.8B MXN

Arca Continental SAB de CV
Investor Relations

Arca Continental SAB de CV, a formidable player in the beverage industry, traces its roots back to the fertile economic landscape of Monterrey, Mexico. Emerging as a key player in the Coca-Cola bottling network, Arca Continental has steadily expanded its footprint across Latin America and into the United States. Strongly positioned in the market, the company weaves together a robust portfolio of beverages that cater to a diverse array of consumer tastes, not only bottling Coca-Cola beverages but also managing an array of other food and snack brands under its purview. This strategic diversification beyond soft drinks allows Arca Continental to leverage its extensive distribution network and supply chain logistics to maximize reach and efficiency, fueling its growth and stability in various markets.

The company’s financial engine is powered by its adept ability to deliver products through a seamless integration of its distribution capabilities, capitalizing on its expansive reach to penetrate both urban centers and rural areas. It's more than just a beverage distributor—Arca Continental has crafted a responsive and adaptive business model that includes direct store delivery systems, ensuring that point-of-sale efficiency is finely tuned. This not only bolsters its hold in high-traffic outlets but also fortifies its relationships with retailers, creating a mutually beneficial cycle of supply and demand fulfillment. By maintaining this operational excellence and executing strategic acquisitions and partnerships, Arca Continental continues to invigorate its portfolio and extend market dominance, illustrating a narrative of growth built on a foundation of strategic foresight and operational expertise.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 23, 2025
AI Summary
Q3 2025

Revenue Growth: Consolidated revenues increased 0.5% in Q3, reaching MXN 62.9 billion, despite ongoing macroeconomic and FX headwinds.

Profitability: EBITDA grew 1.2% to MXN 12.8 billion, with a margin of 20.4%—the highest since the U.S. acquisition in 2017.

Volume Trends: Total consolidated volume declined 1.8% in Q3, with notable weakness in Mexico and Argentina, but sequential improvement over previous quarters.

Strong US Results: The U.S. business delivered its 30th consecutive quarter of EBITDA growth, with margin above 17%, driven by pricing and efficiency gains.

Mexico Tax Impact: Management expects to pass through a new sugar tax in Mexico in 2026 via price increases of 8–10%, likely impacting volumes.

Cost & Hedging: Input cost inflation is expected in 2026, but Arca Continental is heavily hedged on commodities to protect margins.

Dividend & CapEx: An additional MXN 1 per share dividend was approved, bringing total 2025 dividends to MXN 8.62 per share; CapEx for the year is MXN 11.8 billion (6.4% of sales), with a cautious outlook for future investments.

Key Financials
Revenue
MXN 62.9 billion
Revenue (9 months)
MXN 183.4 billion
Consolidated EBITDA
MXN 12.8 billion
EBITDA Margin
20.4%
EBITDA (9 months)
MXN 36.6 billion
EBITDA Margin (9 months)
20%
Net Income
MXN 5.3 billion
Net Profit Margin
8.4%
Gross Profit
MXN 29.5 billion
SG&A Expenses
MXN 19.4 billion
SG&A to Sales Ratio
30.8%
Cash and Equivalents
MXN 32.3 billion
Total Debt
MXN 63.9 billion
Net Debt to EBITDA Ratio
0.62x
Dividend per Share (2025 total)
MXN 8.62
Dividend Yield
4.3%
Payout Ratio
75%
CapEx
MXN 11.8 billion
CapEx to Sales Ratio
6.4%
Earnings Call Recording
Other Earnings Calls

Management

Lic. Arturo Gutierrez Hernandez
Chief Executive Officer
No Bio Available
Mr. Emilio Marcos Charur
Chief Financial Officer
No Bio Available
Mr. Alejandro Molina Sanchez
Chief Technical & Supply Chain Officer
No Bio Available
Mr. Jaime Sanchez Fernández
Secretary & General Counsel
No Bio Available
Mr. Guillermo Garza Martinez
Chief Public Affairs, Communication & Sustainability Officer
No Bio Available
Ms. Denise Martinez Aldana
Chief Human Resources Officer
No Bio Available
Mr. Alejandro Rodriguez Saenz
Chief Strategic Planning Officer
No Bio Available
Mr. Jean Claude Tissot Ruiz
President of Arca Continental Coca-Cola Southwest Beverages
No Bio Available
Mr. Milton Mattus
President of Wise Foods
No Bio Available
Mr. Jesús Eduardo García Chapa
Chief Planning Officer
No Bio Available

Contacts

Address
NUEVO LEON
Monterrey
Av. San Jeronimo 813 Pte.
Contacts
+528181511400.0
www.arcacontal.com