Update shared on 05 Dec 2025
Fair value Increased 1.10%Analysts have nudged their price target for Grupo Bimbo higher, lifting fair value by approximately $0.75 per share as they factor in slightly stronger long term profit margins, despite moderating revenue growth and a modestly higher future earnings multiple.
What's in the News
- Grupo Bimbo has appointed Alejandro Rodríguez Bas as its new CEO following the resignation of Rafael Pamias Romero, signaling a leadership transition at the top of the company (Key Developments).
- Rodríguez Bas brings prior CEO experience from multinational food and snack companies, including roles at PepsiCo in Australia and New Zealand, Grupo Lala in Mexico, and Acosta, suggesting a continued focus on global expansion and operational efficiency (Key Developments).
- Before his promotion, Rodríguez Bas served as president of Grupo Bimbo’s Barcel Global snacks division and sat on the executive committee, which may support continuity in the firm’s snack strategy and long term margin improvement efforts (Key Developments).
Valuation Changes
- Fair Value: increased slightly from MX$68.08 to MX$68.83 per share, reflecting a modest uplift in the analyst valuation.
- Discount Rate: unchanged at 14.27 percent, indicating no shift in the perceived risk profile or required return.
- Revenue Growth: reduced moderately from 3.90 percent to 3.53 percent annually, signaling more conservative top line expectations.
- Net Profit Margin: edged up from 3.79 percent to 3.81 percent, pointing to a small anticipated improvement in profitability.
- Future P/E: increased slightly from 23.85x to 24.21x, implying a modestly higher earnings multiple applied to forward profits.
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