Covering the Mexican Economy, Actinver Research

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Covering the Mexican Economy

Actinver Research

Actinver is a mexican leading financial group, that generates well being for individuals and companies through advisory services that provides investment management to maintain and grow their wealth.

Equity Bottom-Up

Genomma Lab Internacional Sab / Equity Bottom-Up

<ul><li>Better-than-expected 2Q24 results throughout the P&L.</li><li>While we had already forecasted healthy profitability ahead, we are raising our FY24E-25E estimates given the company’s anticipated path towards profitability targets.</li><li>We continue to see Genomma with healthy brand power across most of its core categories and also expect previous headwinds, such as FX (at least in some regions) and performance in Argentina, to become neutral-to-positive ahead, while the company’s productivity initiatives remain with ample runway as they reached 41% of the FY27 P$1.8bn target.</li></ul>

Better-than-expected 2Q24 results throughout the P&L.While we had already forecasted healthy profitability ahead, we are raising our FY24E-25E estimates given the company’s anticipated path towards profitability targets.We continue to see Genomma with healthy brand power across most of its core categories and also expect previous headwinds, such as FX (at least in some regions) and performance in Argentina, to become neutral-to-positive ahead, while the company’s productivity initiatives remain with ample runway as they reached 41% of the FY27 P$1.8bn target.

Actinver Research - Genomma Lab: 2Q24 – Strong results across the board (Earnings Review)