#Mexico #EBITDA #San Pedro Garza García #Financial Overview #Sigma Foods

Sigma Foods Reports Impressive 4Q25 Results

Sigma Foods, S.A.B. de C.V. (formerly known as ALFA, S.A.B. de C.V.), has unveiled its unaudited financial results for the fourth quarter of 2025 (4Q25), highlighting an extraordinary EBITDA of $278 million. This strong performance was part of a total EBITDA of $1.1 billion for the entire year, showcasing the company's effective strategies and operational excellence.

Key Highlights of 4Q25

One of the most notable aspects of Sigma’s fourth quarter was the legal entity name change from ALFA to Sigma Foods, a transition that represents a significant shift in their corporate identity, aligning their name and brand equity with their operations. The new ticker symbol “SIGMAFA” was also introduced, alongside a revamped logo and the launch of their updated website, SigmaFoods.com. This rebranding marks a monumental step in Sigma Foods' evolution, underscoring its intent to focus sharply on being a premier branded food entity.

In terms of revenue, Sigma Foods achieved record quarterly figures, attributed to strategic pricing measures and solid volume growth, particularly in Mexico, which acknowledged a remarkable 40% year-over-year increase in EBITDA. This growth can also be credited to improvements in EBITDA margin, showcasing the company's robust execution amidst a competitive marketplace.

Regional Performance Analysis

In Mexico, the company recorded its highest quarterly revenues backed by effective pricing strategies and enhanced volume in both retail channels and the dairy category. The European operations showed a strong year-over-year revenue increase of 11%, underpinned by solid financial performance that includes a 31% EBITDA rise driven significantly by insurance reimbursements and favorable foreign exchange conditions.

The United States operations highlighted the progressive penetration of Hispanic brands in mainstream channels, although national brands experienced a minor decline in volume. Meanwhile, Latin America saw a record revenue growth of 2% year-over-year, despite a slight decline in EBITDA due to increased operational challenges and elevated costs.

Strategic Initiatives for Continued Growth

Sigma Foods is not resting on its laurels. With plans to propose a cash dividend of $150 million at the upcoming Annual Shareholders' Meeting in 2026, the company is committed to returning value to its shareholders. Furthermore, the executive team is targeting a 5%-10% increase in comparable EBITDA for 2026, emphasizing its commitment to sustainable growth and profitability.

CEO Álvaro Fernández expressed optimism about the company's future, citing strong operating performance and a solid transformation journey that has resulted in substantial gains in key market metrics. Sigma Foods will continue to build on this success by investing strategically in capacity expansions and consumer-centered capabilities that promise long-term value creation.

Conclusion

Sigma Foods closed out 2025 with remarkable achievements and a solid foundation for future growth, characterized by an impressive EBITDA of $1.1 billion, exceptional management of costs, and a forward-looking approach. The transition to Sigma Foods is not merely cosmetic; it marks a pivotal point in their evolution as they strive to enhance brand equity, innovate swiftly, and continue delivering value in an ever-competitive food market. With positive momentum heading into 2026, Sigma Foods is poised for continued success as an industry leader.