Verified call record已核验电话会记录 · 2026-07-23

BWMX · BWMX Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

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12 exact excerpts 条原文摘录 24 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

capital_allocation

“We'll review in detail in a few slides, having this contribution from the Tupperware acquisition, while our pro forma net debt to trailing 12-month EBITDA remains at 1.6x as it was pre-acquisition, makes us confident that this acquisition is very valuable right off the bat.”

Andres Campos · CFOclaim_6f842e22e645ccda366409862525d66b

Exact numeric spans精确数值片段121.6x

guidanceperformancesegment_changes

“On the next slide, we can see how our revenue mix continues to evolve as BeFra becomes a more diversified consumer products platform, with Tupperware already contributing 10.8% of the quarter's revenue, while we expect it to contribute almost 1/3 going forward.”

Andres Campos · CFOclaim_cf69205a68fd71bc89e313d93b552ebd

Exact numeric spans精确数值片段10.8%13

margins

“Our overall organic profitability continues to strengthen as the year progresses, with first half EBITDA margin expanding to 17.5% compared to 17.2% in the first half of last year.”

Raúl del Villar · CFOclaim_7475abe251cade61d80cc8072569fc41

Exact numeric spans精确数值片段17.5%17.2%

margins

“continues its profitability improvement, achieving a positive EBITDA margin for the quarter.”

Raúl del Villar · CFOclaim_da50aa928d593fa522f70a77b8810cac

performancemargins

“Including Tupperware, total profitability increased our financial strength, with EBITDA growing 15% and net income growing 20.6% in the quarter.”

Raúl del Villar · CFOclaim_b48a24aeb618546c40d148d2b4f3956d

Exact numeric spans精确数值片段15%20.6%

performancecapital_allocation

“We converted more than 70% EBITDA into free cash flow during the quarter and nearly 90% on a last 12-month basis, highlighting the strength of our business model and our disciplined financial management.”

Raúl del Villar · CFOclaim_ec2379e853d9d9ce64f8935207ede200

Exact numeric spans精确数值片段70%90%12

capital_allocation

“Following the transaction, net debt to trailing 12-month EBITDA stands at 2.6x, despite consolidating only one month of Tupperware's EBITDA while assuming the full acquisition debt.”

Raúl del Villar · CFOclaim_a9a9d3805c8a9ce656e8c2f62082eecc

Exact numeric spans精确数值片段122.6x

capital_allocation

“It is important to point out that pre-acquisition, we delivered by more than MXN 500 million during the quarter, reducing our total debt to MXN 4 billion.”

Raúl del Villar · CFOclaim_7394276105b6ff50c0ace182df18d9a8

Exact numeric spans精确数值片段500 million4

performancecapital_allocation

“Including Tupperware's pro forma net income, trailing 12 months earnings per share is more than 36% higher than organic 12 months earnings per share, demonstrating the accretive nature of the acquisition.”

Andres Campos · CFOclaim_b284de62ac4e9433f1aec07148f6eff4

Exact numeric spans精确数值片段1236%12

guidanceperformanceq_and_a

“We are very happy about that, we think that this puts all three brands into growth mode again together, we expect that to continue going forward.”

Andres Campos · CFOclaim_dd6adb7f1f40fd7905c2edcb470e415a

marginsq_and_a

“It was a 1 percentage point drop from a 73.5% or 74% margin typically.”

Andres Campos · CFOclaim_2e082ec3cb2858bc68ef42aaaa77d4a4

Exact numeric spans精确数值片段173.5%74%

guidancemarginsq_and_a

“We expect, going forward, to come back to our typical margins of between 73.5% and 74.5%.”

Andres Campos · CFOclaim_824d660c53245f65dc3f3e0db24d1e15

Exact numeric spans精确数值片段73.5%74.5

Inspect the source receipts检查来源回执36 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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