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GCC S A B de C V (GCC) investor relations material
GCC S A B de C V Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Consolidated net sales rose 10.1% year-over-year to $438.5M in Q3 2025, driven by strong U.S. concrete and cement volumes and higher U.S. concrete prices, despite margin compression and mixed macroeconomic conditions.
U.S. operations benefited from robust infrastructure and renewable energy project demand, while residential and oil well cement segments remained soft.
Mexico experienced stable infrastructure and residential demand in Chihuahua, but industrial demand was subdued and volumes declined.
Strategic focus on people, growth, and planet, with investments in safety, sustainability, and operational efficiency.
Disciplined cost control and stable operations supported profitability into Q4 and 2026.
Financial highlights
U.S. revenues grew 14% year-over-year to $344M, with cement volumes up 6.4% and concrete volumes up 52.7%; Mexico revenues declined 2.1% to $94.5M, with cement volumes down 3.3% and concrete volumes down 7.3%.
Consolidated net sales rose 10.1% to $438.5M in Q3 2025; EBITDA decreased 2.9% to $157.4M (35.9% margin); net income was $100.9M, EPS $0.3076, and free cash flow $132.4M, up 8.9% year-over-year.
Cost of sales was 63.7% of revenues, up 5.3 percentage points year-over-year, driven by higher production costs and unfavorable mix.
SG&A expenses were 6.9% of revenues, down 15 basis points year-over-year.
Cash and equivalents stood at $853.7M; net leverage ratio improved to -0.81x by Q3 2025.
Outlook and guidance
Margin improvement is expected in 2026 due to absence of one-offs, energy cost savings, and Odessa plant ramp-up.
Commercial and cost measures are being executed to support profitability into Q4 and 2026.
Odessa expansion remains on track, with cement shipments expected to begin in summer 2026.
U.S. infrastructure, wind farm, and data center projects expected to sustain activity through 2026, while residential and oil well cement demand remain flat.
Confident in meeting full-year guidance, with strong shipment trends in September and October.
What drove the 4.8% Q3 EBITDA margin decline?
Reconcile U.S. cement price decline with concrete price increase.
Detail the impact of increased Strategic CapEx on operations
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Next GCC S A B de C V earnings date
Q4 202528 Jan, 2026
Next GCC S A B de C V earnings date
Q4 202528 Jan, 2026
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Frequently asked questions
GCC S.A.B. de C.V. is a Mexico-based company engaged in the production and marketing of cement, ready-mix concrete, and related construction materials. The company operates manufacturing facilities and distribution centers in Mexico and the United States, serving the infrastructure, commercial, and residential construction sectors. GCC's product portfolio includes various types of cement and concrete mixes designed for diverse building applications. The company is headquartered in Chihuahua, Mexico, and its shares are listed on the BMV.
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