{"id":899050,"date":"2025-10-22T21:52:38","date_gmt":"2025-10-23T01:52:38","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/alfasigma-reports-ebitda-of-us-245-million-in-3q25-us-786-million-year-to-date-with-non-recurring-items\/"},"modified":"2025-10-22T21:52:38","modified_gmt":"2025-10-23T01:52:38","slug":"alfasigma-reports-ebitda-of-us-245-million-in-3q25-us-786-million-year-to-date-with-non-recurring-items","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/alfasigma-reports-ebitda-of-us-245-million-in-3q25-us-786-million-year-to-date-with-non-recurring-items\/","title":{"rendered":"Alfa|SIGMA reports EBITDA of US $245 million in 3Q25; US $786 million year to date, with non-recurring items"},"content":{"rendered":"
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PR Newswire<\/p>\n<\/p><\/div>\n

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\n SAN PEDRO<\/span> GARZA GARC\u00cdA, N.L. Mexico<\/span><\/span>, Oct. 22, 2025<\/span><\/span> \/PRNewswire\/ — ALFA, S.A.B. de C.V. (BMV: ALFAA) (“ALFA”, “Alfa|SIGMA”) announced today its unaudited results for the third quarter of 2025 (“3Q25”). All figures have been prepared in accordance with International Financial Reporting Standards (“IFRS”).<\/p>\n

\n 3Q25 HIGHLIGHTS<\/b>\n <\/p>\n

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\n Alfa|SIGMA<\/b>
\n <\/span>\n <\/p>\n<\/td>\n

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\n \u2022 \u00a0Advanced corporate rebranding initiative. ALFA name change proposal to be presented for shareholder approval shortly.<\/span>\n <\/p>\n<\/td>\n<\/tr>\n

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\n SIGMA<\/b>
\n <\/span>\n <\/p>\n<\/td>\n

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\n \u2022 \u00a0Sequential improvement in Volume, Revenues, and Comparable EBITDA<\/span>\n <\/p>\n

\n \u2022 \u00a0Record quarterly Revenues, up 8% year-on-year and 5% sequentially<\/span>\n <\/p>\n

\n \u2022 \u00a0YTD Comparable EBITDA in range of full-year Guidance<\/span>\n <\/p>\n<\/td>\n<\/tr>\n

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\n Mexico<\/b>
\n <\/span>\n <\/p>\n<\/td>\n

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\n \u2022 \u00a0All-time high quarterly Revenues supported by selective price actions<\/span>\n <\/p>\n

\n \u2022 \u00a0Resilient Volume; Retail channels outperforming Foodservice channel (hotels, restaurants and others)<\/span>\n <\/p>\n

\n \u2022 \u00a0EBITDA down 6% YoY and up 11% QoQ. Sequential improvement driven by revenue management and favorable FX conversion<\/span>\n <\/p>\n<\/td>\n<\/tr>\n

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\n Europe<\/b>
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\n \u2022 \u00a0Revenues up 6% year-on-year supported by stronger FX; flat in local currency<\/span>\n <\/p>\n

\n \u2022 \u00a0Sequential improvement in Volume and Euro-denominated avg. price<\/span>\n <\/p>\n

\n \u2022 \u00a0EBITDA down 16% year-on-year reflecting the combined impact of the Torrente plant flooding and higher turkey costs<\/span>\n <\/p>\n<\/td>\n<\/tr>\n

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\n United States<\/b>
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\n \u2022 \u00a0Flat Revenues year-on-year; higher average prices offset lower volume<\/span>\n <\/p>\n

\n \u2022 \u00a0Growing penetration of Hispanic brands in mainstream channels partially offsets lower Volume in National brands<\/span>\n <\/p>\n

\n \u2022 \u00a0Second highest 3Q EBITDA, despite being down 19% year-on-year due to National brands volume decrease and sales mix effects<\/span>\n <\/p>\n<\/td>\n<\/tr>\n

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\n Latam<\/b>
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\n \u2022 \u00a0Record 3Q Revenue driven by higher Volume<\/span>\n <\/p>\n

\n \u2022 \u00a03Q25 EBITDA down 11% year-on-year amid higher costs; up 10% sequentially driven by operating improvements<\/span>\n <\/p>\n<\/td>\n<\/tr>\n<\/table><\/div>\n

\u00a0<\/p>\n

\n Message from ALFA’s Chairman & CEO<\/b>\n <\/p>\n

“3Q25 marks the first complete quarter for Alfa|SIGMA as a pure-play, branded food business. Every milestone achieved during our transformation has resulted in a streamlined business that is now fully dedicated to building upon Sigma’s strong foundation, centered on consumers worldwide.<\/p>\n

To accurately reflect Alfa’s new identity as a food-focused company, and concentrate on growing SIGMA’s corporate brand equity, we advanced a comprehensive rebranding project. The first step involves adopting a SIGMA-related entity name at the ALFA level, subject to shareholder approval expected shortly.<\/p>\n

Alfa|SIGMA has a consistent track record of returning value to shareholders via cash dividends. On October 1, 2025<\/span>, the Board approved the first dividend under the new, simplified corporate structure, underscoring confidence in the business and its strong cash-generating ability. The US $35 million<\/span> payment on October 14, 2025<\/span>, increased year-to-date cash dividends to US $119 million<\/span>, which is aligned with the distribution levels historically supported by SIGMA.\u00a0<\/p>\n

I would like to thank our team members for their dedication, which ensured a smooth transition into the steady state of the simplified business, as well as the ongoing support of our shareholders. We are excited about Alfa|SIGMA’s future as a dedicated global food player.”<\/p>\n

Best regards,
\u00c1lvaro Fern\u00e1ndez<\/b><\/p>\n

\n Message from SIGMA’s CEO<\/b>\n <\/p>\n

“Volume, Revenues and Comparable EBITDA maintained positive sequential momentum in the third quarter. Consistent improvement year to date reflects our teams’ disciplined execution and agility in adapting to cost pressures and dynamic consumer behaviors.<\/p>\n

3Q25 Revenues were a record high of US $2.4 billion<\/span>, driven by stable Volume and selective price actions following a balanced approach to mitigate rising input costs while protecting volume in a soft consumer-confidence environment. We are leveraging our unique channel, brand and product diversification to meet shifting consumer needs.<\/p>\n

In range with full-year EBITDA guidance, accumulated Comparable EBITDA of US $722 million<\/span> reflects sequential improvements in 1Q, 2Q and 3Q. Moreover, we expect this upward trend to extend further in the fourth quarter as we continue to address market headwinds.<\/p>\n

Rising protein input costs are a persistent industry-wide challenge. Turkey<\/span> breast is the raw material with the sharpest price increase, reaching record-high levels, driven primarily by supply constraints. Our large scale and global supply chain have contributed to reduce the impact of high turkey prices. Looking ahead, high turkey prices, vaccination, and low feed costs should be supportive of a gradual improvement in production.<\/p>\n

By region, Mexico<\/span> continues to deliver exceptional results, with Retail channels outperforming the Foodservice channel. In the US, lower-than-expected EBITDA was due primarily to consumer-based changes in mix. Moreover, the underlying business in Europe<\/span> maintained an upward trajectory adjusting for the Fresh Meats business and the Torrente impact. We remain focused on improving every area of the European business while we permanently recover installed capacity in Spain<\/span>, our largest market in the region.<\/p>\n

We continue to invest in initiatives that strengthen our business model across all regions and foster long-term growth through consumer-centric innovation. Our Growth Business Unit is actively piloting, launching and scaling initiatives with disruptive growth potential, including Snack’in For You\u00ae protein snacks, the business-to-consumer Grill House\u00ae venture and Tastech\u00ae by Sigma, which received the Best Corporate Venturing Program award at the Innova Summit<\/i> for the second year in a row. In addition, The Studio, SIGMA’s global center of excellence for consumer-centered design and innovation, is moving forward developing product prototypes and establishing innovation commitments to enhance our core brands.<\/p>\n

We enter the final quarter of 2025 focused on delivering near-term objectives and advancing our long-term strategy. I thank all my colleagues at SIGMA whose winning execution continues to position us for success.”<\/p>\n

Advancing with purpose,
Rodrigo Fern\u00e1ndez\u00a0<\/b><\/p>\n

\n Important notes on changes to Alfa|SIGMA’s
<\/b>
\n Consolidated Financial Statements<\/b>\n <\/p>\n

\n Controladora Alpek<\/b>\n <\/p>\n

ALFA’s shareholders approved the spin-off ALFA’s share ownership of Alpek into a new, listed entity called “Controladora Alpek” on October 24, 2024<\/span>, and received Controladora Alpek shares on April 4, 2025<\/span>.<\/p>\n

In accordance with International Financial Reporting Standards (IFRS), Alpek met the definition of a “Discontinued Operation” for purposes of ALFA’s Consolidated Financial Statements. “Discontinued Operations” are the net results of an entity that is either being held for disposal or which has already been disposed of.<\/p>\n

The changes in ALFA’s Consolidated Financial Statements are as follows:<\/p>\n