Alfa|SIGMA Reports Strong 3Q25 Performance
SAN PEDRO GARZA GARCÍA, N.L. Mexico — ALFA, S.A.B. de C.V. (BMV: ALFAA), widely recognized as Alfa|SIGMA, proudly announces its unaudited results for the third quarter of 2025. This report captures a noteworthy EBITDA of US $245 million for the quarter and an impressive US $786 million year-to-date. Every figure has been prepared in strict accordance with International Financial Reporting Standards (IFRS).
Key Highlights from 3Q25
Alfa|SIGMA has made significant strides this quarter, supported by a major corporate rebranding initiative. A crucial proposal to change the company’s name is set to be presented to shareholders for approval soon.
Positive Financial Momentum
In terms of performance, the company reported a sequential enhancement in volume, revenues, and comparable EBITDA, with quarterly revenues hitting a record high, an 8% increase year-on-year and 5% from the previous quarter. YTD comparable EBITDA aligns well with the year-end guidance, indicating a strong operational foundation.
Regional Performance Analysis
Regionally, significant achievements were noted across various markets. In Mexico, quarterly revenues reached an all-time high, bolstered by selective price actions when necessary. The retail channels performed exceptionally well, outpacing the food service channels in recovery.
Conversely, while Europe saw a solid increase in revenues (6% yearly) due to favorable exchange rates, the local currency remained flat. However, challenges such as flooding in the Torrente plant and increased costs for turkey affected EBITDA negatively, indicating a need for adaptive strategies moving forward.
In the United States, revenues remained stable year-on-year, where higher average prices helped counterbalance a dip in volume. Meanwhile, Latin America witnessed outstanding growth, achieving record revenues buoyed by enhanced volume. However, EBITDA experienced an 11% decline year-on-year due to rising costs, although there was a 10% sequential improvement linked to operational enhancements.
Messages from Leadership
Álvaro Fernández, ALFA's Chairman & CEO, expressed gratitude to the dedicated team for ensuring a seamless transition to a streamlined food-focused entity. He emphasized the company's commitment to enhancing the SIGMA brand while returning value to shareholders through dividends, highlighting the recent approval for a US $35 million distribution, totaling US $119 million for the year.
On the other hand, Rodrigo Fernández, CEO of SIGMA, remarked on the remarkable growth across volume and revenues, attributing the record-high of US $2.4 billion in revenues for 3Q25 to strategic price management amidst a soft consumer confidence landscape. This performance reinforces the upward trends in comparable EBITDA, which totaled US $722 million this year, charged with optimism for continued growth into the fourth quarter.
Investment and Growth Initiatives
The company remains focused on investing in initiatives that strengthen its business across regions and foster long-term growth through innovative consumer-centric solutions. Their Growth Business Unit has undertaken various promising projects, such as the Snack'in For You® protein snacks, Grill House® venture, and the award-winning Tastech® program.
Entering the final stretch of 2025, Alfa|SIGMA is firmly committed to achieving both short-term objectives and long-term strategic goals, buoyed by a proactive and dynamic leadership approach.
Frequently Asked Questions
What were the EBITDA figures for Alfa|SIGMA in 3Q25?
Alfa|SIGMA reported an EBITDA of US $245 million for the third quarter of 2025.
How did the company's revenues perform year-on-year?
The company experienced an 8% increase in revenue compared to the previous year, amounting to a record high of US $2.4 billion.
What major changes are happening within Alfa|SIGMA?
Alfa|SIGMA is advancing a comprehensive rebranding initiative, proposing a name change to better reflect its focus on the food sector.
What measures is Alfa|SIGMA taking to address rising costs?
The management is adopting selective price actions and enhancing operational efficiencies to combat inflationary pressures and increased input costs.
What innovative products are being piloted by Alfa|SIGMA?
The new initiatives include protein snacks, the consumer-focused Grill House®, and the innovative Tastech® program designed to enhance consumer engagement.
