Betterware de Mexico SAPI de CV（BWMX）资讯与事件BWMXBetterware de Mexico SAPI de CV

Tupperware Raises Full-Year Net Revenue Growth Guidance to 24%-26%

Following Tupperware's first full-quarter contribution and BeFra's results through the first nine months of 2026, the Company raises its full-year net revenue growth guidance to a range of 24.0%-26.0%, while narrowing organic growth guidance range to 4.0%-5.0% with the year-end approaching. The Company expects a full-year EBITDA margin of 19%.

BeFra Reports Q3 Revenue of MXN 4.83B

Reports Q3 revenue MXN 4.83B vs MXN 3.38B last year. "Our third quarter results marked a significant step in BeFra's evolution, expanding our scale, brand diversification, geographic reach, and overall financial strength. At group level, revenue increased 43.1% year over year, reaching an all-time high of $4,832 M MXN, reflecting Tupperware's first full-quarter contribution and Betterware's strong 9.7% YoY growth, and a slight shortfall at Jafra, with a 2.8% YoY revenue decline. With this result, profitability also scaled, with EBITDA reaching $1,008 M MXN, representing an increase of 39.6% YoY, while net income increased 24.2% in the quarter. In this line, and as you will notice, accumulated net income is growing at 34.5% and combined earnings per share at 114% in the first nine months, reflecting the highly accretive nature of the Tupperware Latam acquisition," Andres Campos Chevallier, President and CEO BeFra Group, said.

BeFra Group Reports Q2 Revenue of MXN 4.16B

Reports Q revenue MXN 4.16B, consensus MXN 3.86B. Andres Campos Chevallier, President and CEO BeFra Group, said: "The second quarter marked another period of solid commercial execution for BeFra, with revenue growth across all our brands, while also representing one of the most significant milestones in the Company's history through the successful incorporation of Tupperware's operations in Latin America. Despite contributing only one month of results during the quarter, Tupperware made a strong contribution to BeFra's revenue and profitability, reinforcing our confidence in the strategic rationale of the acquisition. As the reference brand in its category, with a leading position in Mexico and an immediate platform in Brazil, Tupperware strengthens our portfolio, expands our regional footprint, and reinforces our confidence in BeFra's strategic growth pillars. Beyond this milestone, we remained focused on executing our long-term strategy with discipline and consistency. Betterware continued building on its positive commercial momentum, with revenue increasing 3.6% during the quarter and 3.1% on a year-to-date basis, while continuing to expand its presence across Latin America. Jafra's turnaround also continued to gain traction, as the commercial initiatives announced last quarter-including a renewed focus on innovation and consultant base expansion-translated into a return to sequential growth, with revenue increasing 4.5% QoQ. Tupperware also made a strong contribution to BeFra, representing 10.8% of consolidated revenue and nearly 16% of EBITDA despite contributing only one month of results during the quarter. Together, these results reflect the resilience of our business model, the successful execution of our long-term strategy, and our disciplined approach to creating sustainable long-term value for our shareholders. Our balance sheet also remains in a strong position following the Tupperware acquisition. Net debt-to-EBITDA stood at 2.6x despite consolidating only one month of Tupperware's EBITDA while assuming the full acquisition debt. On a pro forma basis, including Tupperware's full-year EBITDA contribution, net debt-to-EBITDA is 1.6x, effectively maintaining the Company's pre-acquisition leverage profile, reinforcing the profitability of the acquired business and our confidence in continuing our disciplined deleveraging strategy."