Kimberly-clark De Mexico S.a. De C.v Stock Earnings Reports

Kimberly-Clark de México reported a strong Q1 2026: record net sales of MXN 14.3 billion (up 3.6% y/y) with total volume +3.7%, driven by Consumer Products (consumer products sales +5.4%). Gross profit rose 11.1% and operating profit increased 11.9%; EBITDA was MXN 3.8 billion (+10.1%) with an EBITDA margin of 26.7% (top end of their long-term range). Cost-reduction initiatives delivered roughly MXN 450 million in quarterly savings (procurement, product redesign, alternative fibers, logistics). FX was a tailwind vs. prior year, while raw-materials face short-term volatility from an oil shock; management implemented ~4% average price increases and expects to continue revenue growth management and efficiency programs. The company issued MXN 10 billion in Certificados Bursátiles to improve debt maturity profile; cash stood at MXN 20.4 billion and net debt/EBITDA was 0.9x. Management expects consumer products to continue leading, Away-from-Home to stabilize then grow in H2, and parent roll sales to be less of a drag as the year progresses. They are progressing on the KCM+ strategy (innovation, commercial execution, adjacencies such as pet food) and are evaluating potential Kenvue-related opportunities, while assisting Kimberly‑Clark Corp. with short-term inventory needs.