#Mexico #financial results #EBITDA #San Pedro Garza García #Alfa|SIGMA

Alfa|SIGMA Reports Strong 3Q25 EBITDA Amid Corporate Transformation Efforts

ALFA, S.A.B. de C.V., commonly known as Alfa|SIGMA, has recently disclosed its unaudited results for the third quarter of 2025 (3Q25). The report, released on October 22, 2025, indicates a notable EBITDA of US $245 million for the quarter, contributing to a year-to-date total of US $786 million, despite the impact of non-recurring items.

Key Highlights of 3Q25

The third quarter marks a critical point in Alfa|SIGMA's journey as it navigates through significant corporate changes. One of the prominent initiatives is the ongoing corporate rebranding intended to better reflect the company’s identity as a focused food entity. A proposal for changing the ALFA name is anticipated to be presented to shareholders soon.

Growth Across Regions

• - Mexico: The company has achieved record quarterly revenues, witnessing an 8% increase year-on-year and 5% compared to the previous quarter. Despite a decrease in EBITDA of 6% year-on-year, the company has experienced a sequential improvement of 11%, driven by effective revenue management strategies.
• - Europe: Revenues grew by 6% yearly, driven by favorable foreign exchange rates. However, EBITDA took a hit—down 16% from the previous year—largely due to challenges like the flooding at the Torrente plant and rising turkey costs impacting the business.
• - United States: The performance was relatively flat in terms of revenues, with an upward trajectory in pricing somewhat balancing diminished volume sales. Although EBITDA was down by 19% from the previous year, it marked the second-highest figure recorded for the third quarter.
• - Latin America: The region reported record revenues in Q3, boosted by increased volumes, though the EBITDA showed an 11% decline year-on-year due to heightened costs.

Leadership Perspectives

Álvaro Fernández, the Chairman and CEO of ALFA, expressed optimism about the company’s direction, noting that Q3 represented the first complete quarter for Alfa|SIGMA as an exclusive branded food entity. He credits the achievements to a dedicated team and emphasizes the commitment to enhancing shareholder value, highlighted by recent dividend payments.

Rodrigo Fernández, CEO of SIGMA, echoed sentiments of strength in their operational performance, with Q3 revenues reaching a record US $2.4 billion. This reflects a robust business model that aims to adapt to evolving consumer needs while mitigating the impacts of rising input costs, particularly in protein sources like turkey, which have seen record-high prices.

Financial Overview

The total volume for SIGMA was reported at 463 kTons with specific performances in the respective regions. The market dynamics have necessitated strategic adaptations, particularly in growing channels and ensuring alignment with consumer confidence trends.

Given the context of a challenging economic environment, the leadership remains committed to innovation and sustainable growth initiatives to secure the business's positioning in the market effectively. With efforts to invest in channel, brand, and product diversification, both CEOs are optimistic about overcoming challenges and seizing opportunities that serve their long-term strategy.

Conclusion

Alfa|SIGMA's strong financial performance in Q3 2025 not only highlights the company's resilience and adaptability to market conditions but also sets a promising path forward as it solidifies its identity as a dedicated global player in the food industry. The implementation of focused corporate strategies, paired with strong brand performance, positions the company for continued growth amidst changing market dynamics.

With strategic initiatives underway and a clear vision for the future, Alfa|SIGMA’s leadership remains optimistic about achieving its financial goals and enhancing shareholder value in the upcoming quarters.