Reported Earnings • Jul 24
Second quarter 2026 earnings released: EPS: Mex$0.30 (vs Mex$0.14 in 2Q 2025) Second quarter 2026 results: EPS: Mex$0.30. Revenue: Mex$2.31b (up 11% from 2Q 2025). Net income: Mex$162.2m (down 5.5% from 2Q 2025). Profit margin: 7.0% (down from 8.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Europe. Duyuru • Jul 15
Consorcio ARA, S. A. B. de C. V. announces Annual dividend, payable on July 21, 2026 Consorcio ARA, S. A. B. de C. V. announced Annual dividend of MXN 0.1647 per share payable on July 21, 2026, ex-date on July 20, 2026 and record date on July 20, 2026. Duyuru • Jun 24
Consorcio ARA, S. A. B. de C. V. to Report Q2, 2026 Results on Jul 22, 2026 Consorcio ARA, S. A. B. de C. V. announced that they will report Q2, 2026 results After-Market on Jul 22, 2026 Duyuru • Apr 07
Consorcio ARA, S. A. B. de C. V., Annual General Meeting, Apr 22, 2026 Consorcio ARA, S. A. B. de C. V., Annual General Meeting, Apr 22, 2026. Location: uxmal room of the bosques business club, bosques de ciruelos 278, bosques de las lomas neighborhood, postal code 11700, mexico Mexico Duyuru • Mar 26
Consorcio ARA, S. A. B. de C. V. to Report Q1, 2026 Results on Apr 22, 2026 Consorcio ARA, S. A. B. de C. V. announced that they will report Q1, 2026 results After-Market on Apr 22, 2026 Duyuru • Jan 20
Consorcio ARA, S. A. B. de C. V. to Report Q4, 2025 Results on Feb 17, 2026 Consorcio ARA, S. A. B. de C. V. announced that they will report Q4, 2025 results After-Market on Feb 17, 2026 Duyuru • Sep 24
Consorcio ARA, S. A. B. de C. V. to Report Q3, 2025 Results on Oct 21, 2025 Consorcio ARA, S. A. B. de C. V. announced that they will report Q3, 2025 results After-Market on Oct 21, 2025 Duyuru • Jun 26
Consorcio ARA, S. A. B. de C. V. announces Annual dividend, payable on July 03, 2025 Consorcio ARA, S. A. B. de C. V. announced Annual dividend of MXN 0.1642 per share payable on July 03, 2025, ex-date on July 02, 2025 and record date on July 02, 2025. Duyuru • Jun 24
Consorcio ARA, S. A. B. de C. V. to Report Q2, 2025 Results on Jul 24, 2025 Consorcio ARA, S. A. B. de C. V. announced that they will report Q2, 2025 results After-Market on Jul 24, 2025 Duyuru • Apr 09
Consorcio ARA, S. A. B. de C. V., Annual General Meeting, Apr 25, 2025 Consorcio ARA, S. A. B. de C. V., Annual General Meeting, Apr 25, 2025. Location: uxmal room of the bosques business club, bosques de ciruelos 278, bosques de las lomas neighborhood, postal code 11700, mexico Mexico Duyuru • Apr 03
Consorcio ARA, S. A. B. de C. V. to Report Q1, 2025 Results on Apr 25, 2025 Consorcio ARA, S. A. B. de C. V. announced that they will report Q1, 2025 results at 3:00 PM, Central Standard Time on Apr 25, 2025 Buy Or Sell Opportunity • Nov 14
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.0% to €0.13. The fair value is estimated to be €0.16, 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 grown by 8.9%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Reported Earnings • Oct 24
Third quarter 2024 earnings released: EPS: Mex$0.10 (vs Mex$0.15 in 3Q 2023) Third quarter 2024 results: EPS: Mex$0.10 (down from Mex$0.15 in 3Q 2023). Revenue: Mex$1.86b (up 6.0% from 3Q 2023). Net income: Mex$173.5m (down 5.8% from 3Q 2023). Profit margin: 9.4% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Reported Earnings • Jul 25
Second quarter 2024 earnings released: EPS: Mex$0.15 (vs Mex$0.15 in 2Q 2023) Second quarter 2024 results: EPS: Mex$0.15 (in line with 2Q 2023). Revenue: Mex$1.89b (up 2.7% from 2Q 2023). Net income: Mex$185.8m (up 3.0% from 2Q 2023). Profit margin: 9.8% (in line with 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to €0.13. The fair value is estimated to be €0.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 23% in the next 2 years. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: Mex$0.12 (vs Mex$0.13 in 1Q 2023) First quarter 2024 results: EPS: Mex$0.12 (down from Mex$0.13 in 1Q 2023). Revenue: Mex$1.59b (down 3.7% from 1Q 2023). Net income: Mex$143.6m (down 10.0% from 1Q 2023). Profit margin: 9.0% (in line with 1Q 2023). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: Mex$0.54 (vs Mex$0.52 in FY 2022) Full year 2023 results: EPS: Mex$0.54 (up from Mex$0.52 in FY 2022). Revenue: Mex$6.75b (down 3.0% from FY 2022). Net income: Mex$667.7m (up 3.6% from FY 2022). Profit margin: 9.9% (in line with FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 22
Third quarter 2023 earnings released: EPS: Mex$0.15 (vs Mex$0.12 in 3Q 2022) Third quarter 2023 results: EPS: Mex$0.15 (up from Mex$0.12 in 3Q 2022). Revenue: Mex$1.75b (up 3.5% from 3Q 2022). Net income: Mex$184.1m (up 20% from 3Q 2022). Profit margin: 11% (up from 9.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jul 21
Second quarter 2023 earnings released: EPS: Mex$0.15 (vs Mex$0.13 in 2Q 2022) Second quarter 2023 results: EPS: Mex$0.15 (up from Mex$0.13 in 2Q 2022). Revenue: Mex$1.84b (up 3.9% from 2Q 2022). Net income: Mex$180.4m (up 13% from 2Q 2022). Profit margin: 9.8% (in line with 2Q 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Jun 09
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 9x cash flows per share). Reported Earnings • Apr 26
First quarter 2023 earnings released: EPS: Mex$0.13 (vs Mex$0.11 in 1Q 2022) First quarter 2023 results: EPS: Mex$0.13 (up from Mex$0.11 in 1Q 2022). Revenue: Mex$1.65b (flat on 1Q 2022). Net income: Mex$159.6m (up 15% from 1Q 2022). Profit margin: 9.6% (up from 8.4% in 1Q 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Oct 24
Third quarter 2022 earnings released: EPS: Mex$0.12 (vs Mex$0.11 in 3Q 2021) Third quarter 2022 results: EPS: Mex$0.12 (up from Mex$0.11 in 3Q 2021). Revenue: Mex$1.69b (up 8.8% from 3Q 2021). Net income: Mex$152.8m (up 6.8% from 3Q 2021). Profit margin: 9.0% (down from 9.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat. Buying Opportunity • Oct 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 1.4%. The fair value is estimated to be €0.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 33% in the next 2 years. Reported Earnings • Jul 25
Second quarter 2022 earnings released: EPS: Mex$0.13 (vs Mex$0.11 in 2Q 2021) Second quarter 2022 results: EPS: Mex$0.13 (up from Mex$0.11 in 2Q 2021). Revenue: Mex$1.77b (up 17% from 2Q 2021). Net income: Mex$159.2m (up 14% from 2Q 2021). Profit margin: 9.0% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.1%, compared to a 3.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year and the company’s share price has also fallen by 7% per year. Duyuru • Jul 02
Consorcio ARA, S. A. B. de C. V. to Report Q2, 2022 Results on Jul 21, 2022 Consorcio ARA, S. A. B. de C. V. announced that they will report Q2, 2022 results at 3:00 PM, Central Standard Time on Jul 21, 2022 Reported Earnings • Apr 27
First quarter 2022 earnings released: EPS: Mex$0.11 (vs Mex$0.13 in 1Q 2021) First quarter 2022 results: EPS: Mex$0.11 (down from Mex$0.13 in 1Q 2021). Revenue: Mex$1.64b (up 3.8% from 1Q 2021). Net income: Mex$138.6m (down 16% from 1Q 2021). Profit margin: 8.4% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.1%, compared to a 9.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year. Reported Earnings • Apr 24
First quarter 2022 earnings released: EPS: Mex$0.11 (vs Mex$0.13 in 1Q 2021) First quarter 2022 results: EPS: Mex$0.11 (down from Mex$0.13 in 1Q 2021). Revenue: Mex$1.64b (up 3.8% from 1Q 2021). Net income: Mex$138.6m (down 16% from 1Q 2021). Profit margin: 8.4% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.3%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year. Reported Earnings • Feb 27
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: Mex$0.46 (up from Mex$0.30 in FY 2020). Revenue: Mex$6.38b (up 17% from FY 2020). Net income: Mex$582.9m (up 53% from FY 2020). Profit margin: 9.1% (up from 7.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.0%, compared to a 7.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 03
Third quarter 2021 earnings released: EPS Mex$0.11 (vs Mex$0.09 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: Mex$1.55b (up 14% from 3Q 2020). Net income: Mex$143.1m (up 29% from 3Q 2020). Profit margin: 9.2% (up from 8.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Reported Earnings • Jul 24
Second quarter 2021 earnings released The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: Mex$1.52b (up 37% from 2Q 2020). Net income: Mex$139.1m (up 98% from 2Q 2020). Profit margin: 9.2% (up from 6.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Reported Earnings • Oct 27
Third quarter earnings released Over the last 12 months the company has reported total profits of Mex$415.0m, down 47% from the prior year. Total revenue was Mex$5.66b over the last 12 months, down 30% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 27
Third-quarter earnings released: Revenue misses expectations Third-quarter revenue missed analyst estimates by 2.9% at Mex$1.37b. Revenue is forecast to grow 18% over the next year, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany.