Kimberly-Clark de México, S. A. B. de C. V. (OTCPK:KCDMY) Q2 2025 Earnings Conference Call July 18, 2025 10:30 AM ET
Company Participants
Pablo Roberto Gonzalez Guajardo – CEO, General Director & Director
Xavier Cortés Lascurain – CFO & Finance Director
Conference Call Participants
Alejandro Fuchs – Itaú Corretora de Valores S.A., Research Division
Antonio Hernandez Velez Leija – Actinver Casa de Bolsa, S.A. de C.V., Research Division
Juan José Guzmán Calderón – Scotiabank Global Banking and Markets, Research Division
Robert Erick Ford Aguilar – BofA Securities, Research Division
Operator
Good day, everyone, and welcome to the Kimberly-Clark de México 2Q ’25 Earnings Conference Call. [Operator Instructions]. Please note, this call is being recorded and I will be standing by if you should need any assistance. It is now my pleasure to turn the conference over to Mr. Pablo Gonzalez, CEO. Please go ahead..
Pablo Roberto Gonzalez Guajardo
Thank you. Hello, everyone. Hope you’re having a good summer. Thanks for participating on the call. We’ll go straight to results, and then we’ll make some comments about the quarter and our expectations going forward as well as update you on some important initiatives underway. So Xavier
Xavier Cortés Lascurain
Thanks, Pablo. Good morning, everyone. During the quarter, our sales were MXN 14.1 billion, basically flat versus last year, 1.7% higher than the first quarter and an all-time quarterly record by a couple of million.
Total volume was down 3.3%, and price/mix was up 3.3%. Consumer Products and Away from Home decreased 2.2% and 7.8%, respectively. Exports were up 24.5% with double-digit increases in both converted products and hard roll sales. Cost of goods sold increased 7.2%. Against last year, SAM and resins were favorable, virgin fibers were mixed, while recycled fibers and fluff compared negatively.
The FX was significantly higher, averaging 17.3% higher. Our
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