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ALPEK, S.A.B. de C.V. (ALPKF) Q4 2025 Earnings Call Transcript
ALPEK, S.A.B. de C.V. (ALPKF) Q4 2025 Earnings Call Transcript
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ALPEK, S.A.B. de C.V. (ALPKF) Q3 2025 Earnings Call Transcript
ALPEK, S.A.B. de C.V. (OTCPK:ALPKF) Q3 2025 Earnings Call October 22, 2025 11:30 AM EDT Company Participants Barbara Amaya - Investor Relations Officer Jorge P.
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ALPEK Still Profitable In Worst Part Of The Cycle, Trades At Low Valuation
ALPEK maintains strong profitability, despite historically low margins in US plastics, covering CAPEX, interest, and guiding for a net profit of $200 million. The company's valuation is highly attractive, trading at a 5x guided earnings multiple. Operational resilience is evident, with 90% of end markets in defensive industries, ensuring stable demand even in economic downturns.
seekingalpha.com
ALPEK Is Strong In The Down Cycle And Remains A Buy
ALPEK, S.A.B. de C.V.'s Q4 2024 results showed flat EBITDA, with lower FY25 guidance due to oversupplied markets and shrinking freight advantages, causing a 20% stock drop. Despite challenging conditions, ALPEK's 14% earnings yield on a cyclical thrust and potential 30% yield on cycle average make it a Strong Buy. The company prioritizes deleveraging to a 2.5x net debt ratio, potentially affecting dividends but positioning for opportunistic M&A during the cycle downturn.
prnewswire.com
Alfa|SIGMA reports Comparable EBITDA of US $1 billion in 2024, with Alpek as Discontinued Operations
SAN PEDRO GARZA GARCÍA, N.L., Mexico , Feb. 18, 2025 /PRNewswire/ -- ALFA, S.A.B.
prnewswire.com
Alfa|SIGMA reports 3Q24 EBITDA of US $275 million, up 13% vs 3Q23, with Alpek as Discontinued Operations
SAN PEDRO GARZA GARCÍA, N.L. Mexico , Oct. 28, 2024 /PRNewswire/ -- ALFA, S.A.B.
prnewswire.com
Shareholders approve the spin-off of ALFA's entire stake in Alpek
ALFA streamlining its conglomerate structure towards a food-focused business unit, in which ALFA is Sigma This is the last spin-off in ALFA's transformation process ALFA will transfer its entire ownership stake in Alpek to a new publicly traded entity: Controladora Alpek ALFA shareholders will receive one share of Controladora Alpek for each share they hold in ALFA, while retaining their equity stake in ALFA The spin-off, listing, and share distribution processes are expected to be completed during 2025 SAN PEDRO GARZA GARCÍA, N.L. Mexico, Oct. 24, 2024 /PRNewswire/ -- ALFA S.A.B.