According to estimates from Vector Casa de Bolsa, growth is expected for Central America, including Guatemala, of three percent. This increase is due to the favorable economic conditions in the region and the implementation of the commercial strategy from Mexico, which have similarities in the beverage market.
In South America, Brazil and Argentina also expect growth in sales volume. For Brazil, the projection is an increase of 3.4 percent, while in Argentina a growth of 4.4 percent is anticipated due to the local economic recovery and the decrease in inflation.
According to analysts, a 20 basis point increase in annual UAFIDA margin is expected, driven by price adjustments aligned with inflation and improvements in efficiency in raw material management.
For Arca Continental, a growth of 7.7 percent in net revenue is expected this year, reaching 297 billion 341 million pesos, which represents an increase of 12.7 percent compared to last year's sales. Regarding operational cash flow, an amount of 59 billion 90 million pesos is estimated, 8.5 percent more than the previous year.
Analysts project an annual growth of 2.2 percent in consolidated sales volume for Arca Continental in 2025, driven by digital strategies focused on strengthening marketing channels.
In North America, a growth of 2.1 percent is expected in Mexico and an increase of 1.5 percent in the United States. In South America, Argentina and Ecuador also foresee increases in sales volume. In particular, Argentina is projected to grow by 5.1 percent, and in Ecuador, a growth of 2.1 percent is anticipated.
The expected sales for this year are 250 billion 281 million pesos, seven percent more than the previous year. The estimated operational cash flow for 2025 is 45 billion 975 million pesos, eight percent more than in 2023. The projected Ebitda is 49 billion 472 million, representing an increase of 7.6 percent compared to the previous year.
For Coca Cola Femsa, an annual volume growth of 2.7 percent is expected in 2025, driven by favorable consumption trends. Analysts also highlight digital strategy as a key factor for growth in various sales channels.
Overall, it is expected that Arca Continental and Coca Cola Femsa will maintain positive performance this year, with a high single-digit increase in revenue and cash flow, as indicated by Vector Casa de Bolsa.
