Anuncio • Apr 10
Grupe, S.A.B. de C.V., Annual General Meeting, Apr 24, 2026 Grupe, S.A.B. de C.V., Annual General Meeting, Apr 24, 2026. Location: dona sol room at hotel castilla, camaron sabalo avenue, zip code 82110, mazatlan, mexico Mexico New Risk • Mar 06
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.9% Last year net profit margin: 9.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (Mex$1.57b market cap, or US$88.9m). Reported Earnings • Oct 26
Third quarter 2025 earnings released Third quarter 2025 results: Revenue: Mex$726.9m (down 12% from 3Q 2024). Net loss: Mex$81.0m (down 378% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. New Risk • Sep 14
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: Mex$1.84b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Market cap is less than US$100m (Mex$1.84b market cap, or US$99.8m). Buy Or Sell Opportunity • Sep 12
Now 22% undervalued The stock has been flat over the last 90 days, currently trading at Mex$28.14. The fair value is estimated to be Mex$36.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.0%. Reported Earnings • Jul 27
Second quarter 2025 earnings released: Mex$0.41 loss per share (vs Mex$0.83 profit in 2Q 2024) Second quarter 2025 results: Mex$0.41 loss per share (down from Mex$0.83 profit in 2Q 2024). Revenue: Mex$747.5m (up 2.4% from 2Q 2024). Net loss: Mex$25.8m (down 146% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year. Anuncio • Apr 11
Grupe, S.A.B. de C.V., Annual General Meeting, Apr 23, 2025 Grupe, S.A.B. de C.V., Annual General Meeting, Apr 23, 2025. Location: dona sol room at hotel castilla, camaron sabalo avenue, zip code 82110, mazatlan sinaloa, mexico Mexico Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: Mex$0.46 (vs Mex$0.32 in 3Q 2023) Third quarter 2024 results: EPS: Mex$0.46 (up from Mex$0.32 in 3Q 2023). Revenue: Mex$821.9m (down 3.3% from 3Q 2023). Net income: Mex$29.2m (up 28% from 3Q 2023). Profit margin: 3.5% (up from 2.7% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Board Change • Feb 10
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. MD of Real Estate & New Projects and Director Fernando Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Dec 05
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. MD of Real Estate & New Projects and Director Fernando Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Sep 28
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. MD of Real Estate & New Projects and Director Fernando Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Aug 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. MD of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Aug 03
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. MD of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • May 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Mar 29
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Nov 25
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Oct 07
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Aug 05
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Jul 28
Second quarter 2022 earnings released Second quarter 2022 results: Revenue: Mex$846.0m (up 19% from 2Q 2021). Net income: Mex$140.8m (up 3.9% from 2Q 2021). Profit margin: 17% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Board Change • Jun 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • May 10
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Apr 08
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. General Director of Real Estate & New Projects and Director Fernando A. Berdegue Sacristan was the last director to join the board, commencing their role in 1987. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. 
