BeFra Q3 Revenue Jumps 43.1% to MXN 4,832M; Full-Year Revenue Guidance Raised to 24-26%
BWMX sits 28% above its 52-week low of $12.578.
Summary
BeFra's Q3 revenue rose 43.1% to MXN 4,832M and EBITDA 39.6% to MXN 1,008M on Tupperware's first full quarter, and the company raised full-year revenue growth guidance to 24-26%. Organic growth was just 2.3% as Jafra slipped, and the CEO is stepping in to run Jafra Mexico temporarily.
Key Events · Earnings and Guidance · BWMX
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Record Q3 Revenue on Tupperware
Consolidated net revenue reached MXN 4,832.3M, up 43.1% year over year, with Tupperware contributing MXN 1,375.8M (28.5% of the total) in its first full quarter.
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EBITDA and Cash Flow Surge
EBITDA rose 39.6% to MXN 1,008.4M at a 20.9% margin, and free cash flow hit MXN 1,059.2M — 105% of EBITDA — supporting a MXN 431M debt paydown that lowered net debt/EBITDA to 1.65x from 1.80x.
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Guidance Raised for Full Year
Post-acquisition net revenue growth guidance lifted to 24-26% from 18-22%, while organic growth guidance was narrowed to 4-5% from 4-8%; full-year EBITDA margin expected at 19%.
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Jafra Weakness Triggers CEO Overhaul
Jafra revenue fell 2.8% and EBITDA 20.1% year over year; CEO Andres Campos becomes interim Managing Director of Jafra Mexico for roughly six to twelve months while a successor is sought.
Analysis · BWMX · Trade & Services
Tupperware's first full quarter in the fold lifted group revenue 43.1% to a record MXN 4,832M and EBITDA 39.6% to MXN 1,008M, prompting management to raise full-year post-acquisition revenue growth guidance to 24-26% from 18-22%. Growth quality is the catch: organic revenue rose only 2.3%, Jafra's revenue fell 2.8% and its EBITDA dropped 20.1%, which led CEO Andres Campos to take over Jafra Mexico on an interim basis for six to twelve months. Cash generation is the strongest part of the story — MXN 1,059M of free cash flow in the quarter (105% of EBITDA) funded a MXN 431M debt paydown that cut net debt/EBITDA to 1.65x from 1.80x pre-acquisition. The MXN 250M dividend (~US$0.3424/share before withholding) approved October 16 is payable November 19 to holders of record November 5.
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At the time of this filing, BWMX was trading at $16.13 on NYSE in the Trade & Services sector, with a market capitalization of approximately $631M. The 52-week trading range was $12.58 to $19.79. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.