Anuncio • Apr 16
Convertidora Industrial, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026 Convertidora Industrial, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026. Location: 2291 efrain gonzalez luna street, arcos sur neighborhood, guadalajara Mexico New Risk • Mar 13
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Shares are highly illiquid. Earnings have declined by 44% per year over the past 5 years. Market cap is less than US$10m (Mex$176.4m market cap, or US$9.89m). Board Change • Mar 11
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Feb 13
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Jan 23
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Jan 06
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. New Risk • Nov 13
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Shares are highly illiquid. Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (Mex$144.3m market cap, or US$7.90m). Reported Earnings • Nov 03
Third quarter 2025 earnings released: Mex$0.089 loss per share (vs Mex$0.026 profit in 3Q 2024) Third quarter 2025 results: Mex$0.089 loss per share (down from Mex$0.026 profit in 3Q 2024). Revenue: Mex$424.6m (up 9.3% from 3Q 2024). Net loss: Mex$7.11m (down 448% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Board Change • Oct 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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Sep 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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to Mex$1.79, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 11x in the Packaging industry in South America. Total loss to shareholders of 47% over the past three years. New Risk • Aug 11
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Shares are highly illiquid. Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (Mex$124.3m market cap, or US$6.68m). New Risk • Aug 02
New major risk - Revenue and earnings growth Earnings have declined by 42% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (Mex$124.3m market cap, or US$6.58m). Reported Earnings • Aug 02
Second quarter 2025 earnings released: EPS: Mex$0.12 (vs Mex$0.23 loss in 2Q 2024) Second quarter 2025 results: EPS: Mex$0.12 (up from Mex$0.23 loss in 2Q 2024). Revenue: Mex$497.8m (up 33% from 2Q 2024). Net income: Mex$10.3m (up Mex$28.8m from 2Q 2024). Profit margin: 2.1% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings. Board Change • Jul 17
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Jul 01
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Jun 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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. New Risk • May 16
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Shares are highly illiquid. Earnings have declined by 37% per year over the past 5 years. Market cap is less than US$10m (Mex$134.7m market cap, or US$6.90m). Reported Earnings • May 10
Full year 2024 earnings released: EPS: Mex$0.052 (vs Mex$0.36 loss in FY 2023) Full year 2024 results: EPS: Mex$0.052 (up from Mex$0.36 loss in FY 2023). Revenue: Mex$1.59b (up 6.2% from FY 2023). Net loss: Mex$4.19m (loss narrowed 85% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Board Change • Apr 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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Anuncio • Apr 11
Convertidora Industrial, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025 Convertidora Industrial, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: 2291 efrain gonzalez luna street, arcos sur neighborhood, guadalajara Mexico Board Change • Apr 01
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Nov 21
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. New Risk • Nov 13
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Shares are highly illiquid. Earnings have declined by 28% per year over the past 5 years. Market cap is less than US$10m (Mex$160.4m market cap, or US$7.78m). Reported Earnings • Nov 04
Third quarter 2024 earnings released: EPS: Mex$0.026 (vs Mex$0.13 loss in 3Q 2023) Third quarter 2024 results: EPS: Mex$0.026 (up from Mex$0.13 loss in 3Q 2023). Revenue: Mex$388.4m (up 13% from 3Q 2023). Net income: Mex$2.04m (up Mex$12.5m from 3Q 2023). Profit margin: 0.5% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance. Board Change • Oct 15
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. New Risk • Aug 05
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Shares are highly illiquid. Earnings have declined by 17% per year over the past 5 years. Market cap is less than US$10m (Mex$139.5m market cap, or US$7.05m). New Risk • May 17
New major risk - Revenue and earnings growth Earnings have declined by 5.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 5.4% per year over the past 5 years. Minor Risk Market cap is less than US$100m (Mex$176.4m market cap, or US$10.6m). Board Change • May 09
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Mar 20
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Feb 16
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Jan 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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . 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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Aug 15
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Jul 31
Second quarter 2023 earnings released: Mex$0.05 loss per share (vs Mex$0.19 loss in 2Q 2022) Second quarter 2023 results: Mex$0.05 loss per share (improved from Mex$0.19 loss in 2Q 2022). Revenue: Mex$377.4m (down 7.0% from 2Q 2022). Net loss: Mex$4.34m (loss narrowed 72% from 2Q 2022). Board Change • Jul 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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Jun 01
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. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Mar 16
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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Feb 04
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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Sep 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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Jul 31
Second quarter 2022 earnings released: Mex$0.19 loss per share (vs Mex$0.28 profit in 2Q 2021) Second quarter 2022 results: Mex$0.19 loss per share (down from Mex$0.28 profit in 2Q 2021). Revenue: Mex$405.7m (down 24% from 2Q 2021). Net loss: Mex$15.5m (down 168% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the industry in Mexico. Price Target Changed • Jun 14
Price target decreased to Mex$3.90 Down from Mex$4.20, the current price target is provided by 1 analyst. New target price is 16% above last closing price of Mex$3.35. Stock is down 4.3% over the past year. The company posted earnings per share of Mex$1.28 last year. Board Change • Jun 14
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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • May 02
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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Apr 01
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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Mar 01
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: Mex$1.28 (up from Mex$0.29 in FY 2020). Revenue: Mex$2.07b (up 31% from FY 2020). Net income: Mex$102.4m (up 344% from FY 2020). Profit margin: 4.9% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 17%, compared to a 11% growth forecast for the industry in Mexico. Board Change • Mar 01
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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Price Target Changed • Dec 28
Price target decreased to Mex$3.90 Down from Mex$4.20, the current price target is provided by 1 analyst. New target price is 11% above last closing price of Mex$3.50. Stock is down 5.1% over the past year. The company posted earnings per share of Mex$0.29 last year. Board Change • Dec 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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Price Target Changed • Dec 08
Price target decreased to Mex$3.90 Down from Mex$4.20, the current price target is provided by 1 analyst. New target price is 15% above last closing price of Mex$3.39. Stock is down 8.1% over the past year. The company posted earnings per share of Mex$0.29 last year. Board Change • Dec 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. 6 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Price Target Changed • Oct 30
Price target increased to Mex$17.50 Up from Mex$4.20, the current price target is provided by 1 analyst. New target price is 399% above last closing price of Mex$3.51. Stock is down 7.6% over the past year. The company posted earnings per share of Mex$0.29 last year. Price Target Changed • Oct 30
Price target increased to Mex$17.50 Up from Mex$4.20, the current price target is provided by 1 analyst. New target price is 399% above last closing price of Mex$3.51. Stock is down 7.6% over the past year. The company posted earnings per share of Mex$0.29 last year. Reported Earnings • Jul 31
Second quarter 2021 earnings released: EPS Mex$0.28 (vs Mex$0.012 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: Mex$535.9m (up 76% from 2Q 2020). Net income: Mex$22.7m (up Mex$23.6m from 2Q 2020). Profit margin: 4.2% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Reported Earnings • May 05
First quarter 2021 earnings released: EPS Mex$0.30 (vs Mex$0.06 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: Mex$479.4m (up 36% from 1Q 2020). Net income: Mex$24.2m (up 400% from 1Q 2020). Profit margin: 5.0% (up from 1.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 04
Full year 2020 earnings released: EPS Mex$0.42 (vs Mex$0.12 loss in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: Mex$1.59b (up 14% from FY 2019). Net income: Mex$33.8m (up Mex$43.1m from FY 2019). Profit margin: 2.1% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year. Analyst Estimate Surprise Post Earnings • Mar 04
Revenue beats expectations Revenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 2.9%, compared to a 10% growth forecast for the Packaging industry in Mexico. Reported Earnings • Nov 02
Third quarter 2020 earnings released: EPS Mex$0.31 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: Mex$469.9m (up 54% from 3Q 2019). Net income: Mex$25.0m (up Mex$31.6m from 3Q 2019). Profit margin: 5.3% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.