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Arca Continental
Arca Continental (AC) investor relations material
Arca Continental Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
2025 was marked by extreme weather, operational disruptions, and macroeconomic volatility, impacting consumption and traffic in key markets.
Consolidated net sales for 2025 increased 4.6% year-over-year to Ps. 247,926 million, with EBITDA up 3.0% to Ps. 50,180 million, surpassing the Ps. 50 billion mark for the first time.
Net income for the year was Ps. 19,580 million, in line with the previous year, with a net margin of 7.9%.
Despite challenges, strong execution, digital transformation, and disciplined cost management led to record full-year EBITDA and improved fundamentals.
The company remains confident in its operating model and is prepared for 2026, with major brand-building events and centennial celebrations ahead.
Financial highlights
Full-year net sales: Ps. 247,926 million (+4.6% YoY); 4Q25: Ps. 64,540 million (-0.6% YoY).
Full-year EBITDA: Ps. 50,180 million (+3.0% YoY, margin 20.2%); 4Q25: Ps. 13,547 million (-4.5% YoY, margin 21.0%).
Full-year net income: Ps. 19,580 million (+0.1% YoY, margin 7.9%); 4Q25: Ps. 4,658 million (-11.5% YoY, margin 7.2%).
Net debt to EBITDA ratio at 0.67x; cash and equivalents at MXN 28.6 billion; total debt at MXN 62.3 billion.
Gross profit for 2025: Ps. 116,420 million (+4.2% YoY, margin 47.0%).
Outlook and guidance
2026 consolidated sales growth expected in the mid-single digits, supported by price adjustments at least in line with inflation.
Capex planned at 7% of total sales, targeting market execution, network expansion, and digital agenda.
Major events like the FIFA World Cup and centennial celebrations expected to drive incremental demand.
Margin pressure anticipated in Mexico due to tax-related volume impacts, but mitigated by efficiency initiatives and event-driven tailwinds.
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Next Arca Continental earnings date
Q1 202623 Apr, 2026
Arca Continental
Next Arca Continental earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Arca Continental S.A.B. de C.V. is a beverage company engaged in the production, distribution, and marketing of soft drinks, bottled water, and snack foods. It operates primarily in Mexico, the United States, and South America. The company is headquartered in Monterrey, Mexico, and its shares are listed on the BMV.
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