Sigma Foods (SIGMAF) investor relations material

Business overview and strategy

• Operates in 17 countries with over 100 brands and 640,000 points of sale, generating $9.3B in revenue and $1.0B in EBITDA for 2025.

• Holds #1, #2, or #3 brand positions in all categories/markets, with strong consumer engagement and innovation capabilities.

• Business strategy focuses on growing core categories, exploring new revenue sources, and strengthening organizational capabilities.

• Emphasizes health, sustainability, and responsible protein as part of its future growth pillars.

• Recent initiatives include corporate identity alignment and ongoing liability management.

Financial performance and guidance

• Achieved record 4Q25 EBITDA of $284M, up 28% YoY, with full-year comparable EBITDA of $1.0B, meeting guidance.

• Revenue grew 13% YoY in 4Q25, driven by selective price actions, volume growth, and favorable currency translation.

• Net debt remained stable at $2.7B with a net leverage ratio of 2.6x at year-end.

• 2026 guidance targets 2% volume growth, 4% revenue growth, and 5–10% EBITDA growth.

• Proposed 2026 dividend of $150M in two installments.

Regional and segment performance

• Mexico delivered record revenues and 40% YoY EBITDA growth in 4Q25, led by retail and dairy.

• U.S. saw highest 4Q EBITDA (+5% YoY) with Hispanic brands offsetting declines in national brands.

• Europe posted 11% YoY revenue growth and 31% YoY EBITDA growth, aided by insurance reimbursements and operational improvements.

• Latam achieved record revenue but faced a 12% YoY EBITDA decline due to higher costs and operational challenges.