Record sales in the north …

• Corporate sales: Record sales in the first quarter.

• Mexico -bitda -Margin: 19%.

• Latin America EBITDA Marge increase: 50 basis points.

• Sales decline from North America: 4.9% without FX effect.

• Canada Ebitda Margin Contraction: 130 basis points.

• Latin America net sales increase: 5.2% without FX effect.

• The turnover of Europe, Asia and Africa increases: 4.5% without FX effect.

• Europe, Asia and Africa EBITDA Marge: 7.2% unchanged compared to Q1 2024.

• Investment: USD 260 million, 20% lower than cross section 2024.

• Total debt: Mxn161 billion ..

• Net debt to the adapted EBITDA ratio: 2.9 times.

• Adjustment of the total annual adjustment: High, single-digit sales growth, medium-sized number of Bitda growth.

Appearance date: April 29, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Grupo Bimbo Sab de CV (BMBoy) achieved record sales in the first quarter, which is due to an extraordinary diversification and global presence.

• The company reported a high level of growth in EBITDA, with Mexico reaching an EBITDA margin of 19% and emphasizing the operating strength.

• Grupo Bimbo Sab de CV (BMBoy) was appointed one of the world's most ethical companies for the ninth year in a row, which reflected their commitment to ESG principles.

• Sales in Latin America rose by 5.2%, whereby strong performance was achieved in Brazil, Argentina and the Central America region, which contributed to a 50 -basis expansion of the adjusted EBITDA margin by 50 basis points.

• The company is actively expanding its sales footprint and uses channel -specific strategies to achieve the convincing value in various markets.

• Sales in North America decreased by 4.9% due to certain non-branded articles due to a soft consumption environment and the effects of the strategic exit last year.

• The adapted EBITDA margin in Canada was summarized with 130 basis points, mainly due to the soft top line performance and strategic investments in transformation projects.

• The company faces challenges in North America with weak consumer environment and ongoing strategic investments that affect the EBITDA margins.

• In Europe, Asia and Africa, the adjusted EBITDA margin remained unchanged due to the effects of the minimum lighter increases and the exit of wage subsidies in Romania.

• Grupo Bimbo Sab de CV (BMBOY) revised his entire year and expected a softer consumption environment in North America and a minor margin contraction compared to the previous year.

Q: Can you give an insight into the early advantages of your investments in the USA and change the instructions due to the current global scenario? A: Mark Bendix, deputy CEO, explained that Grupo Bimbo optimizes his North American operations through the integration of people, processes, technologies and systems. This transformation is a multi -year plan that aims to improve operational efficiency and expand the customer base. Diego Gaxiola, CFO, added that current tariffs due to the USMCA frameworks have only minimal direct effects on Grupo Bimbo. The adjustments of the guidelines are based on the current US environment, without additional tariffs having adopted effects.