Kimberly-Clark de Mexico SAB de CV
BMV:KIMBERA

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Kimberly-Clark de Mexico SAB de CV Logo
Kimberly-Clark de Mexico SAB de CV
BMV:KIMBERA
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Price: 37.96 MXN 0.77% Market Closed
Market Cap: 114.2B MXN

Kimberly-Clark de Mexico SAB de CV
Investor Relations

Kimberly-Clark de México SAB de CV stands as a significant player in the consumer product industry in Mexico, with roots deeply tied to its parent company, Kimberly-Clark Corporation. The company has carved a commanding presence in the market by specializing in personal care products, tissue, and other consumer paper products. Known for iconic brands such as Kleenex, Huggies, and Kotex, Kimberly-Clark de México has built a robust supply chain system that ensures the availability of these essential products nationwide. The company's operations encompass everything from design and manufacturing to marketing and distribution, ensuring that they deliver high-quality products to meet the evolving needs of Mexican consumers.

The lifeblood of Kimberly-Clark de México's business model is its ability to innovate and adapt to the changing consumer landscape. Revenue is primarily generated through the sale of branded consumer packaged goods, which are sold across a wide array of retail channels including major supermarkets, pharmacies, and increasingly, e-commerce platforms. This diversification in sales outlets helps buffer the company from market volatility. Moreover, the company invests heavily in consumer research, enabling it to stay at the forefront of emerging trends and demographics, which is critical in a competitive market landscape. This strategic approach not only secures their market position but also promotes sustainable growth, ensuring that Kimberly-Clark de México remains a dominant force in the region’s consumer products industry.

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KIMBERA
Mexico S&P/BMV IPC
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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 24, 2025
AI Summary
Q3 2025

Sales Growth: Net sales rose 2% year-over-year to MXN 13.4 billion, driven by a 5% increase in Consumer Products.

Margins & Profit: Gross margin improved 50 bps sequentially to 38.7%, but EBITDA margin held at 25% and operating profit fell 4%.

Cost Savings: Cost reduction efforts delivered MXN 500 million in quarterly savings, helping offset higher raw material and FX costs.

Consumer Environment: The consumer remains stretched, with muted category growth, trade-down to value products, and growing private label penetration.

Innovation & Share: Innovation in diapers and tissue supported share gains, especially in diapers; company expects further product launches in coming years.

Cost Outlook: Management expects lower raw material costs and a stronger peso to benefit margins, with margin improvement anticipated into 2026.

Capital Allocation: CapEx is projected to stay around $120 million, and buybacks will continue as earnings permit.

Key Financials
Net Sales
MXN 13.4 billion
Consumer Products Sales Growth
5%
Consumer Products Volume
1% increase
Consumer Products Price/Mix
4% increase
Away from Home Sales Growth
Flat
Exports
Down 15%
Finished Product Exports
7% growth
Cost of Goods Sold
3% increase
Gross Profit
Flat
Gross Margin
38.7%
SG&A Expenses
4% higher year-over-year
SG&A as % of Sales
up 30 basis points
Operating Profit
Decreased 4%
Operating Margin
21.3%
EBITDA
MXN 3.4 billion
EBITDA Margin
25%
Cost Savings
MXN 500 million
Cost of Financing
MXN 404 million
Net Interest Expense
MXN 401 million
FX Loss
MXN 3 million
Net Income
MXN 1.7 billion
Earnings Per Share
MXN 0.56
Cash Position (Sep 30)
MXN 11 billion
Net Debt to EBITDA Ratio
1x
EBITDA to Net Interest Coverage
10x
Share Buybacks (12 months)
50 million shares (1.5% of shares outstanding)
Total Shareholder Payout
Approximately 7%
CapEx Guidance
$120 million
Earnings Call Recording
Other Earnings Calls

Management

Attorney Pablo Roberto Gonzalez Guajardo
CEO, General Director & Director
No Bio Available
Mr. Xavier Cortés Lascurain
CFO & Finance Director
No Bio Available
Carlos Franco Solis
Head of Innovation, Technological Development, Quality & Sustainability
No Bio Available
Mr. Carlos Conss Curiel
Deputy Director of Information Services
No Bio Available
Mr. Salvador Escoto Barjau
Treasurer & Investor Relations
No Bio Available
Mr. Alejandro Argüelles de La Torre
General Counsel
No Bio Available
Alonso Martinez Marmolejo
Head of Corporate Communication
No Bio Available
Mr. Alejandro Lascurain Curbelo
Director of Human Resources
No Bio Available
Mr. Alberto Guillermo Saavedra Olavarrieta
Secretary of The Board
No Bio Available
Yonatan Suarez Escamilla
Corporate Comptroller
No Bio Available

Contacts

Address
MEXICO, D.F.
Mexico City
Av. Jaime Balmes No. 8, Piso 9, Los Morales Polanco
Contacts